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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
102,964
shares
|
$5.19 Million
0.0% of portfolio
|
Q3 2024
Added 16.81%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
90,400
shares
|
$4.56 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.34%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
87,370
shares
|
$4.41 Million
0.38% of portfolio
|
Q3 2024
Reduced 39.16%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
76,139
shares
|
$3.84 Million
2.42% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
69,096
shares
|
$3.49 Million
0.55% of portfolio
|
Q3 2024
Reduced 20.13%
|
|
|
Darrow Company, Inc.
|
Jan 28, 2025 Q4 2024 |
62,792
shares
|
$3.17 Million
1.84% of portfolio
|
Q4 2024
Added 10.16%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
60,914
shares
|
$3.07 Million
0.02% of portfolio
|
Q3 2024
Added 56.11%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
57,223
shares
|
$2.89 Million
0.22% of portfolio
|
Q4 2024
Added 50.77%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
54,663
shares
|
$2.76 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
51,919
shares
|
$2.62 Million
1.19% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
51,451
shares
|
$2.6 Million
0.0% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
51,099
shares
|
$2.58 Million
0.03% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
43,886
shares
|
$2.21 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
41,892
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
36,846
shares
|
$1.86 Million
0.07% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
36,845
shares
|
$1.86 Million
0.02% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
33,804
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
Added 53.92%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
31,547
shares
|
$1.59 Million
0.3% of portfolio
|
Q3 2024
Added 9.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
31,435
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
29,697
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2024
Added 53.66%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
29,135
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Added 19.81%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
28,669
shares
|
$1.45 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
27,397
shares
|
$1.38 Million
0.03% of portfolio
|
Q1 2024
Added 7.17%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
26,467
shares
|
$1.34 Million
0.08% of portfolio
|
Q3 2024
Added 28.7%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
26,240
shares
|
$1.32 Million
0.21% of portfolio
|
Q3 2024
Added 15.06%
|