Institutional Ownership Victory Portfolios Ii Shs Us 5 (CFO)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us 5 (CFO). We have compiled data on the 78 institutions that hold shares in the stock, with a total of 4.2 Million shares, which have been reported (via 13F filing form) to have a value of $292 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
20,599
shares
|
$1.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,770
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
19,223
shares
|
$1.33 Million
0.81% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
19,173
shares
|
$1.33 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
18,961
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
18,755
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.9%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
18,378
shares
|
$1.28 Million
0.31% of portfolio
|
Q1 2025
Added 886.47%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
17,014
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
16,830
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Added 67.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
16,650
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
16,615
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
16,524
shares
|
$1.15 Million
0.32% of portfolio
|
Q1 2025
Reduced 70.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
15,584
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
12,286
shares
|
$853,139
0.0% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
11,968
shares
|
$831,057
0.0% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
8,445
shares
|
$586,420
0.07% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,861
shares
|
$545,867
0.0% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
7,010
shares
|
$486,774
0.1% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
5,250
shares
|
$364,560
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
5,219
shares
|
$362,407
0.01% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
5,122
shares
|
$355,671
0.25% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
4,951
shares
|
$343,797
0.0% of portfolio
|
Q1 2025
Reduced 24.7%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
4,709
shares
|
$326,992
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
4,683
shares
|
$325,187
0.09% of portfolio
|
Q1 2025
Reduced 31.04%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Apr 30, 2025 Q1 2025 |
4,460
shares
|
$309,702
0.16% of portfolio
|
Q1 2025
Added 0.36%
|