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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Elk River Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
36,403
shares
|
$1.83 Million
0.35% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
29,135
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Added 19.81%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
26,591
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 21.34%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
26,288
shares
|
$1.32 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
24,593
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Reduced 86.55%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
23,768
shares
|
$1.2 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
23,704
shares
|
$1.19 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.48%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
23,222
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
20,088
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Added 28.24%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,936
shares
|
$1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
19,104
shares
|
$962,841
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
17,931
shares
|
$903,722
0.16% of portfolio
|
Q3 2023
Added 67.38%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
17,336
shares
|
$873,734
0.1% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
16,292
shares
|
$821,116
0.34% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
16,184
shares
|
$815,673
0.04% of portfolio
|
Q4 2024
Added 168.17%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
15,641
shares
|
$788,306
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
15,340
shares
|
$773,136
0.22% of portfolio
|
Q4 2024
Added 191.97%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
15,260
shares
|
$769,104
0.06% of portfolio
|
Q4 2024
Reduced 14.91%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
15,020
shares
|
$757,008
0.0% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 14, 2025 Q1 2025 |
14,795
shares
|
$745,668
0.03% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
13,476
shares
|
$679,190
0.54% of portfolio
|
Q4 2024
Reduced 33.26%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
13,458
shares
|
$678,283
0.51% of portfolio
|
Q4 2024
Added 13.25%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
13,365
shares
|
$673,596
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,599
shares
|
$634,989
0.02% of portfolio
|
Q4 2024
Reduced 11.89%
|