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 |
|---|---|---|---|---|---|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
184,102
shares
|
$9.37 Million
3.18% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
176,100
shares
|
$8.97 Million
0.0% of portfolio
|
Q2 2025
Added 48.82%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
174,371
shares
|
$8.88 Million
1.0% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
171,611
shares
|
$8.74 Million
0.2% of portfolio
|
Q3 2025
Added 997.4%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
171,196
shares
|
$8.72 Million
0.97% of portfolio
|
Q2 2025
Reduced 12.75%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
170,627
shares
|
$8.69 Million
0.01% of portfolio
|
Q2 2025
Added 12.49%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
168,943
shares
|
$8.6 Million
3.84% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
164,656
shares
|
$8.38 Million
0.65% of portfolio
|
Q2 2025
Added 84.13%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
162,750
shares
|
$8.29 Million
0.49% of portfolio
|
Q4 2024
Added 37.95%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
152,074
shares
|
$7.74 Million
4.75% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
143,695
shares
|
$7.32 Million
3.2% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
139,571
shares
|
$7.11 Million
3.27% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
113,912
shares
|
$5.8 Million
0.74% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
110,405
shares
|
$5.62 Million
3.23% of portfolio
|
Q2 2025
Reduced 21.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
102,964
shares
|
$5.24 Million
0.0% of portfolio
|
Q3 2024
Added 16.81%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
98,498
shares
|
$5.02 Million
2.64% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
98,105
shares
|
$5 Million
0.05% of portfolio
|
Q2 2025
Added 91.32%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
97,406
shares
|
$4.96 Million
2.21% of portfolio
|
Q3 2025
Added 35.81%
|
|
|
Darrow Company, Inc.
|
Jul 30, 2025 Q2 2025 |
80,578
shares
|
$4.1 Million
2.08% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
76,245
shares
|
$3.88 Million
0.07% of portfolio
|
Q2 2025
Added 32.05%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
73,980
shares
|
$3.77 Million
0.27% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
63,206
shares
|
$3.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
58,391
shares
|
$2.97 Million
0.01% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
58,167
shares
|
$2.96 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
57,237
shares
|
$2.91 Million
0.04% of portfolio
|
Q3 2025
Added 112.19%
|