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 114 institutions that hold shares in the stock, with a total of 16 Million shares, which have been reported (via 13F filing form) to have a value of $808 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
5,122,240
shares
|
$258 Million
0.27% of portfolio
|
Q4 2024
Added 23.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
900,446
shares
|
$45.4 Million
0.0% of portfolio
|
Q4 2024
Added 35.32%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
729,554
shares
|
$36.8 Million
5.35% of portfolio
|
Q1 2025
Added 168.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
716,137
shares
|
$36.1 Million
0.02% of portfolio
|
Q4 2024
Added 97.81%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
623,732
shares
|
$31.4 Million
3.58% of portfolio
|
Q1 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
559,062
shares
|
$28.2 Million
5.0% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
551,393
shares
|
$27.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
419,321
shares
|
$21.1 Million
15.5% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
318,054
shares
|
$16 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
315,536
shares
|
$15.9 Million
0.25% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
307,566
shares
|
$15.5 Million
2.51% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
288,273
shares
|
$14.5 Million
0.03% of portfolio
|
Q1 2025
Added 27.25%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
281,958
shares
|
$14.2 Million
1.46% of portfolio
|
Q4 2024
Added 26.24%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Mar 19, 2025 Q4 2024 |
242,039
shares
|
$12.2 Million
12.58% of portfolio
|
Q4 2024
New holding
|
|
|
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 |
Feb 07, 2025 Q4 2024 |
230,851
shares
|
$11.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
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%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
196,212
shares
|
$9.89 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
|
$9.81 Million
0.01% of portfolio
|
Q3 2024
Added 56.19%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
175,177
shares
|
$8.83 Million
1.12% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
174,190
shares
|
$8.78 Million
0.96% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
169,023
shares
|
$8.52 Million
2.89% of portfolio
|
Q4 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
162,750
shares
|
$8.2 Million
0.49% of portfolio
|
Q4 2024
Added 37.95%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
152,025
shares
|
$7.66 Million
0.01% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
145,322
shares
|
$7.32 Million
3.59% of portfolio
|
Q4 2024
Added 702.09%
|