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 |
|---|---|---|---|---|---|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
7,010
shares
|
$353,654
0.09% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
6,800
shares
|
$343,060
0.09% of portfolio
|
Q3 2024
Reduced 28.19%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
6,066
shares
|
$306,029
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,985
shares
|
$301,943
0.04% of portfolio
|
Q4 2024
Added 37.9%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
5,850
shares
|
$295,132
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
5,403
shares
|
$272,581
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
5,254
shares
|
$265,064
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,344
shares
|
$219,154
0.0% of portfolio
|
Q2 2024
Reduced 57.47%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
4,281
shares
|
$215,976
0.0% of portfolio
|
Q3 2024
Reduced 24.12%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,185
shares
|
$211,133
0.01% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
3,080
shares
|
$155,386
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
1,800
shares
|
$90,810
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,520
shares
|
$76,684
0.0% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,374
shares
|
$69,318
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,336
shares
|
$67,401
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,252
shares
|
$63,163
0.0% of portfolio
|
Q1 2021
Added 2.64%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,159
shares
|
$58,471
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,091
shares
|
$55,040
0.0% of portfolio
|
Q3 2024
Added 668.31%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
447
shares
|
$22,551
0.0% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
166
shares
|
$8,374
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
117
shares
|
$5,902
0.0% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
55
shares
|
$2,774
0.0% of portfolio
|
Q3 2024
Reduced 46.6%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
10
shares
|
$504
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
5
shares
|
$252
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|