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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
41,781
shares
|
$2.12 Million
0.03% of portfolio
|
Q1 2025
Reduced 15.72%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
41,226
shares
|
$2.09 Million
0.0% of portfolio
|
Q1 2025
Added 67.63%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
37,692
shares
|
$1.91 Million
0.08% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Elk River Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
36,403
shares
|
$1.85 Million
0.35% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
34,415
shares
|
$1.75 Million
0.02% of portfolio
|
Q1 2025
Reduced 17.67%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
33,484
shares
|
$1.7 Million
1.29% of portfolio
|
Q1 2025
Added 148.47%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
32,512
shares
|
$1.65 Million
0.71% of portfolio
|
Q1 2025
Added 70.18%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
32,323
shares
|
$1.64 Million
0.03% of portfolio
|
Q1 2025
Added 10.94%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
28,564
shares
|
$1.45 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
26,288
shares
|
$1.33 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
25,377
shares
|
$1.29 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
24,593
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
24,358
shares
|
$1.24 Million
0.35% of portfolio
|
Q1 2025
Added 58.79%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
24,190
shares
|
$1.23 Million
0.02% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
23,554
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.42%
|
|
|
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
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
20,518
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
20,160
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Added 93.79%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
19,920
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.96%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
19,697
shares
|
$1 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
18,946
shares
|
$961,888
0.05% of portfolio
|
Q1 2025
Added 17.07%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
May 13, 2025 Q1 2025 |
18,792
shares
|
$954,069
0.69% of portfolio
|
Q1 2025
Added 39.63%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
17,931
shares
|
$910,356
0.16% of portfolio
|
Q3 2023
Added 67.38%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
15,641
shares
|
$794,093
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
15,318
shares
|
$777,694
0.31% of portfolio
|
Q1 2025
Reduced 5.98%
|