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 |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
162,750
shares
|
$8.26 Million
0.49% of portfolio
|
Q4 2024
Added 37.95%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
158,965
shares
|
$8.07 Million
3.93% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
151,683
shares
|
$7.7 Million
0.01% of portfolio
|
Q1 2025
Added 301.76%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
140,450
shares
|
$7.13 Million
4.43% of portfolio
|
Q1 2025
Added 84.47%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
138,972
shares
|
$7.06 Million
5.92% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
129,239
shares
|
$6.56 Million
3.82% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
124,172
shares
|
$6.3 Million
0.01% of portfolio
|
Q4 2024
Added 86.22%
|
|
|
Masso Torrence Wealth Management Inc.
|
Apr 22, 2025 Q1 2025 |
121,516
shares
|
$6.17 Million
3.57% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
118,327
shares
|
$6.01 Million
0.0% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
107,963
shares
|
$5.48 Million
0.79% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
102,964
shares
|
$5.23 Million
0.0% of portfolio
|
Q3 2024
Added 16.81%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
95,122
shares
|
$4.83 Million
2.96% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
89,423
shares
|
$4.54 Million
0.37% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
78,335
shares
|
$3.98 Million
2.22% of portfolio
|
Q1 2025
Added 24.75%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
72,121
shares
|
$3.66 Million
0.0% of portfolio
|
Q1 2025
Added 261.76%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
68,877
shares
|
$3.5 Million
0.28% of portfolio
|
Q1 2025
Added 20.37%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
62,225
shares
|
$3.16 Million
1.58% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
60,305
shares
|
$3.06 Million
0.04% of portfolio
|
Q1 2025
Added 18.02%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
57,845
shares
|
$2.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.23%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
57,738
shares
|
$2.93 Million
0.06% of portfolio
|
Q1 2025
Added 31.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
54,917
shares
|
$2.79 Million
0.01% of portfolio
|
Q1 2025
Added 17.34%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
52,199
shares
|
$2.65 Million
1.13% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
51,279
shares
|
$2.6 Million
0.03% of portfolio
|
Q1 2025
Added 12.96%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
50,021
shares
|
$2.54 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
48,097
shares
|
$2.44 Million
0.0% of portfolio
|
Q1 2025
Added 1001.12%
|