Institutional Ownership Victory Portfolios Ii Victorys (USTB)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USTB). We have compiled data on the 139 institutions that hold shares in the stock, with a total of 22.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
5,311,308
shares
|
$270 Million
0.19% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
2,430,797
shares
|
$124 Million
1.29% of portfolio
|
Q3 2025
Added 5778.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,302,472
shares
|
$66.3 Million
0.0% of portfolio
|
Q2 2025
Added 31.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,059,018
shares
|
$53.9 Million
0.02% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
940,489
shares
|
$47.9 Million
0.0% of portfolio
|
Q2 2025
Added 50.49%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
762,893
shares
|
$38.8 Million
4.57% of portfolio
|
Q3 2025
Added 13.4%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
692,506
shares
|
$35.3 Million
3.11% of portfolio
|
Q3 2025
Added 25.68%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
523,530
shares
|
$26.7 Million
4.09% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
504,794
shares
|
$25.7 Million
0.05% of portfolio
|
Q2 2025
Added 75.11%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
444,070
shares
|
$22.6 Million
14.05% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
391,357
shares
|
$19.9 Million
0.01% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
378,752
shares
|
$19.3 Million
2.47% of portfolio
|
Q3 2025
Reduced 27.92%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
356,854
shares
|
$18.2 Million
0.2% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
344,169
shares
|
$17.5 Million
1.63% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
281,572
shares
|
$14.3 Million
3.13% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
264,431
shares
|
$13.5 Million
0.08% of portfolio
|
Q2 2025
Added 13.43%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
245,995
shares
|
$12.5 Million
2.56% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Aug 12, 2025 Q2 2025 |
243,755
shares
|
$12.4 Million
11.41% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
241,024
shares
|
$12.3 Million
0.02% of portfolio
|
Q2 2025
Added 143.89%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
224,882
shares
|
$11.5 Million
0.01% of portfolio
|
Q3 2025
Added 12.85%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
216,578
shares
|
$11 Million
1.24% of portfolio
|
Q4 2023
Added 28.54%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Aug 06, 2025 Q2 2025 |
201,265
shares
|
$10.2 Million
3.13% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
194,633
shares
|
$9.91 Million
0.01% of portfolio
|
Q3 2024
Added 56.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
190,715
shares
|
$9.71 Million
0.0% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
186,391
shares
|
$9.49 Million
1.0% of portfolio
|
Q2 2025
Added 5.12%
|