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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,065
shares
|
$282,273
0.0% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
3,916
shares
|
$271,927
0.0% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,615
shares
|
$251,025
0.01% of portfolio
|
Q3 2022
Reduced 31.96%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
2,434
shares
|
$169,016
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,421
shares
|
$168,114
0.01% of portfolio
|
Q1 2024
Reduced 41.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,958
shares
|
$135,963
0.0% of portfolio
|
Q1 2025
Added 755.02%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
1,699
shares
|
$117,978
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
1,599
shares
|
$111,034
0.08% of portfolio
|
Q2 2024
Reduced 34.25%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,002
shares
|
$69,578
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
933
shares
|
$64,787
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
794
shares
|
$55,135
0.0% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
726
shares
|
$50,413
0.0% of portfolio
|
Q1 2025
Reduced 96.34%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
662
shares
|
$45,969
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
596
shares
|
$41,386
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
529
shares
|
$36,733
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
430
shares
|
$29,859
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
385
shares
|
$26,734
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
316
shares
|
$21,943
0.0% of portfolio
|
Q3 2023
Reduced 2.47%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
228
shares
|
$15,832
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
220
shares
|
$15,276
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
200
shares
|
$13,888
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
115
shares
|
$7,985
0.0% of portfolio
|
Q4 2024
Reduced 55.77%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
60
shares
|
$4,166
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
50
shares
|
$3,472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
32
shares
|
$2,222
0.0% of portfolio
|
Q1 2023
New holding
|