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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
21,896
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 54.48%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
20,201
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Added 67.49%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
20,193
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 86.47%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
18,210
shares
|
$927,253
0.12% of portfolio
|
Q3 2025
Reduced 35.42%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
17,931
shares
|
$913,046
0.16% of portfolio
|
Q3 2023
Added 67.38%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
17,363
shares
|
$884,123
0.01% of portfolio
|
Q2 2025
Added 28.0%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
17,254
shares
|
$878,573
0.15% of portfolio
|
Q2 2025
Added 24.96%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
16,746
shares
|
$852,706
0.04% of portfolio
|
Q2 2025
Reduced 11.61%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
14,512
shares
|
$738,951
0.24% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
14,237
shares
|
$724,948
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
13,375
shares
|
$681,055
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
12,696
shares
|
$646,480
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
12,438
shares
|
$633,342
0.22% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
11,446
shares
|
$582,830
0.22% of portfolio
|
Q2 2025
Added 49.74%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
11,194
shares
|
$569,998
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
11,023
shares
|
$561,291
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
10,454
shares
|
$532,317
0.01% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,299
shares
|
$524,425
0.02% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
10,248
shares
|
$521,828
0.02% of portfolio
|
Q3 2025
Reduced 17.41%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
9,124
shares
|
$464,594
0.02% of portfolio
|
Q2 2025
Added 58.35%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
8,896
shares
|
$452,984
0.18% of portfolio
|
Q2 2025
Added 9.77%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Aug 11, 2025 Q2 2025 |
8,873
shares
|
$451,813
0.39% of portfolio
|
Q2 2025
Reduced 52.78%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
8,757
shares
|
$445,906
0.25% of portfolio
|
Q3 2024
Added 11.41%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
8,038
shares
|
$409,294
0.02% of portfolio
|
Q2 2025
Added 13.72%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
7,924
shares
|
$403,490
0.09% of portfolio
|
Q2 2025
Added 6.72%
|