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 76 institutions that hold shares in the stock, with a total of 4 Million shares, which have been reported (via 13F filing form) to have a value of $272 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,194
shares
|
$284,898
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
3,916
shares
|
$266,013
0.0% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,615
shares
|
$245,566
0.01% of portfolio
|
Q3 2022
Reduced 31.96%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
3,447
shares
|
$234,154
0.18% of portfolio
|
Q4 2024
Reduced 26.77%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
3,110
shares
|
$211,262
0.01% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2,421
shares
|
$164,458
0.01% of portfolio
|
Q1 2024
Reduced 41.86%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
1,699
shares
|
$115,413
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
1,599
shares
|
$108,620
0.08% of portfolio
|
Q2 2024
Reduced 34.25%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,002
shares
|
$68,065
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
933
shares
|
$63,378
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
791
shares
|
$53,732
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
660
shares
|
$44,833
0.0% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
596
shares
|
$40,486
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
529
shares
|
$35,934
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
430
shares
|
$29,209
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
385
shares
|
$26,153
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
316
shares
|
$21,465
0.0% of portfolio
|
Q3 2023
Reduced 2.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
229
shares
|
$15,555
0.0% of portfolio
|
Q3 2024
Reduced 88.87%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
200
shares
|
$13,586
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
115
shares
|
$7,811
0.0% of portfolio
|
Q4 2024
Reduced 55.77%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
60
shares
|
$4,075
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
50
shares
|
$3,396
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
32
shares
|
$2,173
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
26
shares
|
$1,766
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1
shares
|
$67
0.0% of portfolio
|
Q2 2024
Reduced 99.97%
|