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 100 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $605 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
4,162,865
shares
|
$210 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
667,559
shares
|
$33.7 Million
0.0% of portfolio
|
Q3 2024
Added 46.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
665,443
shares
|
$33.6 Million
0.0% of portfolio
|
Q3 2024
Added 24.26%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
562,846
shares
|
$28.4 Million
4.62% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
362,035
shares
|
$18.3 Million
0.01% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
301,649
shares
|
$15.2 Million
2.32% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
280,701
shares
|
$14.2 Million
0.27% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
271,322
shares
|
$13.7 Million
2.02% of portfolio
|
Q4 2024
Added 69.15%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
263,773
shares
|
$13.3 Million
0.02% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
243,415
shares
|
$12.3 Million
0.16% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
239,753
shares
|
$12.1 Million
2.97% of portfolio
|
Q4 2024
Reduced 11.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
233,331
shares
|
$11.8 Million
0.03% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
223,348
shares
|
$11.3 Million
1.15% of portfolio
|
Q3 2024
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
216,679
shares
|
$10.9 Million
1.29% of portfolio
|
Q4 2024
Added 8.27%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
216,578
shares
|
$10.9 Million
1.24% of portfolio
|
Q4 2023
Added 28.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
194,633
shares
|
$9.82 Million
0.01% of portfolio
|
Q3 2024
Added 56.19%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
182,899
shares
|
$9.23 Million
0.0% of portfolio
|
Q3 2024
Added 204.2%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
174,190
shares
|
$8.79 Million
0.96% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
164,787
shares
|
$8.31 Million
1.01% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
138,643
shares
|
$6.99 Million
0.01% of portfolio
|
Q3 2024
Added 16.77%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
136,188
shares
|
$6.87 Million
0.01% of portfolio
|
Q3 2024
Added 387.95%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
135,147
shares
|
$6.82 Million
5.03% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
117,976
shares
|
$5.95 Million
0.36% of portfolio
|
Q3 2024
Added 12.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
105,241
shares
|
$5.31 Million
0.0% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
104,757
shares
|
$5.28 Million
2.96% of portfolio
|
Q4 2024
Added 16.74%
|