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 121 institutions that hold shares in the stock, with a total of 17.6 Million shares, which have been reported (via 13F filing form) to have a value of $894 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
5,311,308
shares
|
$270 Million
0.29% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
989,929
shares
|
$50.3 Million
0.0% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
957,969
shares
|
$48.6 Million
0.02% of portfolio
|
Q1 2025
Added 33.77%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
729,554
shares
|
$37 Million
5.35% of portfolio
|
Q1 2025
Added 168.89%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
624,938
shares
|
$31.7 Million
0.0% of portfolio
|
Q1 2025
Added 13.34%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
623,732
shares
|
$31.7 Million
3.58% of portfolio
|
Q1 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
559,062
shares
|
$28.4 Million
5.0% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
419,321
shares
|
$21.3 Million
15.5% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
359,228
shares
|
$18.2 Million
0.01% of portfolio
|
Q1 2025
Added 12.95%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
354,590
shares
|
$18 Million
0.22% of portfolio
|
Q1 2025
Added 12.38%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
339,322
shares
|
$17.2 Million
1.83% of portfolio
|
Q1 2025
Added 20.34%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
307,566
shares
|
$15.6 Million
2.51% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
288,273
shares
|
$14.6 Million
0.03% of portfolio
|
Q1 2025
Added 27.25%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
250,399
shares
|
$12.7 Million
10.53% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
249,209
shares
|
$12.7 Million
1.34% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
236,098
shares
|
$12 Million
2.85% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
233,129
shares
|
$11.8 Million
0.07% of portfolio
|
Q1 2025
Added 110.8%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
216,578
shares
|
$11 Million
1.24% of portfolio
|
Q4 2023
Added 28.54%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
196,212
shares
|
$9.96 Million
1.24% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
194,633
shares
|
$9.88 Million
0.01% of portfolio
|
Q3 2024
Added 56.19%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
184,102
shares
|
$9.35 Million
3.18% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
180,245
shares
|
$9.15 Million
0.0% of portfolio
|
Q1 2025
Added 24.15%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
177,316
shares
|
$9 Million
1.03% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
176,179
shares
|
$8.94 Million
0.01% of portfolio
|
Q1 2025
Added 15.89%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
175,177
shares
|
$8.89 Million
1.12% of portfolio
|
Q1 2025
Added 6.31%
|