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 |
---|---|---|---|---|---|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
12,303
shares
|
$620,071
0.27% of portfolio
|
Q4 2024
Added 44.93%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
12,302
shares
|
$620,020
0.01% of portfolio
|
Q4 2024
New holding
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
11,729
shares
|
$591,141
0.01% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
11,023
shares
|
$555,559
0.33% of portfolio
|
Q4 2024
New holding
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
10,829
shares
|
$545,781
0.0% of portfolio
|
Q1 2025
Added 85.11%
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
10,403
shares
|
$524,311
0.01% of portfolio
|
Q4 2024
New holding
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
10,121
shares
|
$510,098
0.01% of portfolio
|
Q4 2024
Added 24.31%
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
8,757
shares
|
$441,352
0.25% of portfolio
|
Q3 2024
Added 11.41%
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
8,227
shares
|
$414,640
0.07% of portfolio
|
Q4 2024
Added 2.08%
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Jan 29, 2025 Q4 2024 |
7,861
shares
|
$396,194
0.43% of portfolio
|
Q4 2024
Reduced 21.5%
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
7,425
shares
|
$374,220
0.09% of portfolio
|
Q1 2025
Added 2.91%
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
7,124
shares
|
$359,049
0.01% of portfolio
|
Q3 2023
New holding
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,081
shares
|
$356,882
0.0% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
5,799
shares
|
$292,269
0.1% of portfolio
|
Q4 2024
Reduced 14.72%
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
5,655
shares
|
$285,012
0.06% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
5,596
shares
|
$282,038
0.03% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,441
shares
|
$274,226
0.07% of portfolio
|
Q4 2024
Reduced 22.42%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
5,367
shares
|
$270,496
0.0% of portfolio
|
Q4 2024
New holding
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
4,773
shares
|
$240,559
0.0% of portfolio
|
Q4 2024
Added 11.49%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
4,368
shares
|
$220,147
0.0% of portfolio
|
Q4 2024
Reduced 86.1%
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,344
shares
|
$218,937
0.0% of portfolio
|
Q2 2024
Reduced 57.47%
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
4,085
shares
|
$205,884
0.17% of portfolio
|
Q4 2024
New holding
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
3,080
shares
|
$155,232
0.0% of portfolio
|
Q4 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,520
shares
|
$76,608
0.0% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,374
shares
|
$69,249
0.01% of portfolio
|
Q2 2023
New holding
|