Institutional Ownership Victory Portf Ii Shs Us Disc E (CSF)
This table provides information about the institutional ownership of Victory Portf Ii Shs Us Disc E (CSF). We have compiled data on the 27 institutions that hold shares in the stock, with a total of 512,462 shares, which have been reported (via 13F filing form) to have a value of $26.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
99,123
shares
|
$5.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
61,176
shares
|
$3.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
48,444
shares
|
$2.47 Million
0.0% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
44,800
shares
|
$2.29 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
43,441
shares
|
$2.22 Million
0.0% of portfolio
|
Q1 2025
Added 79.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
42,729
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.95%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
33,088
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.09%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
26,713
shares
|
$1.36 Million
0.03% of portfolio
|
Q4 2022
Added 1.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
21,025
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 78.07%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
16,991
shares
|
$867,050
0.53% of portfolio
|
Q2 2023
Reduced 57.69%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
12,552
shares
|
$640,528
0.0% of portfolio
|
Q1 2025
Reduced 7.79%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
12,099
shares
|
$617,411
0.0% of portfolio
|
Q1 2025
Reduced 15.89%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
12,000
shares
|
$612,360
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
10,031
shares
|
$511,881
0.0% of portfolio
|
Q1 2025
Reduced 53.9%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
7,342
shares
|
$374,662
0.0% of portfolio
|
Q1 2025
Reduced 83.07%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
7,089
shares
|
$361,751
0.0% of portfolio
|
Q1 2025
Reduced 11.81%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
4,502
shares
|
$229,737
0.03% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
4,031
shares
|
$205,701
0.02% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,452
shares
|
$74,095
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,120
shares
|
$57,153
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
893
shares
|
$45,569
0.0% of portfolio
|
Q2 2023
Added 46.39%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
691
shares
|
$35,261
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
429
shares
|
$21,891
0.02% of portfolio
|
Q1 2025
Reduced 22.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
319
shares
|
$16,278
0.0% of portfolio
|
Q1 2025
Added 118.49%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
310
shares
|
$15,819
0.0% of portfolio
|
Q1 2025
New holding
|