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 |
|---|---|---|---|---|---|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
54,055
shares
|
$2.75 Million
0.1% of portfolio
|
Q3 2025
Added 244.47%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
50,818
shares
|
$2.59 Million
1.05% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
48,449
shares
|
$2.47 Million
0.0% of portfolio
|
Q2 2025
Added 17.52%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
46,115
shares
|
$2.35 Million
0.86% of portfolio
|
Q2 2025
Added 41.84%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
45,279
shares
|
$2.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
43,598
shares
|
$2.22 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
43,476
shares
|
$2.21 Million
1.29% of portfolio
|
Q3 2025
Added 11.72%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
39,946
shares
|
$2.03 Million
1.27% of portfolio
|
Q2 2025
Added 102.8%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
38,382
shares
|
$1.95 Million
0.03% of portfolio
|
Q2 2025
Added 58.67%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
38,110
shares
|
$1.94 Million
0.32% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
36,484
shares
|
$1.86 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.68%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
35,406
shares
|
$1.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 28.08%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
34,415
shares
|
$1.75 Million
0.02% of portfolio
|
Q1 2025
Reduced 17.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
33,912
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2025
Added 37.89%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
33,528
shares
|
$1.71 Million
0.09% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
30,491
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2025
Added 51.25%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
28,186
shares
|
$1.44 Million
0.35% of portfolio
|
Q2 2025
Added 15.72%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
24,252
shares
|
$1.23 Million
0.1% of portfolio
|
Q3 2025
Reduced 14.89%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
24,221
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2025
Added 18.05%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
23,222
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
23,208
shares
|
$1.18 Million
0.06% of portfolio
|
Q2 2025
Added 150.52%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
22,562
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
22,240
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.36%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
22,221
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Added 11.55%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
21,953
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Added 52.39%
|