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 |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
14,795
shares
|
$751,142
0.03% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
14,406
shares
|
$731,392
0.0% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
13,808
shares
|
$701,032
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
13,565
shares
|
$688,695
0.01% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
12,696
shares
|
$644,575
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
12,035
shares
|
$611,016
0.02% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
11,642
shares
|
$591,064
0.22% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
May 21, 2025 Q1 2025 |
11,023
shares
|
$559,637
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
10,829
shares
|
$549,788
0.0% of portfolio
|
Q1 2025
Added 85.11%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
10,682
shares
|
$542,325
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
10,121
shares
|
$513,843
0.01% of portfolio
|
Q4 2024
Added 24.31%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,799
shares
|
$497,495
0.02% of portfolio
|
Q1 2025
Reduced 22.22%
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
9,264
shares
|
$470,333
0.07% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
8,757
shares
|
$444,592
0.25% of portfolio
|
Q3 2024
Added 11.41%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
8,104
shares
|
$411,440
0.15% of portfolio
|
Q1 2025
Added 39.75%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
7,644
shares
|
$388,085
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
7,425
shares
|
$376,967
0.09% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
7,124
shares
|
$361,685
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
7,068
shares
|
$358,842
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,398
shares
|
$324,826
0.0% of portfolio
|
Q1 2025
Reduced 9.65%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
May 09, 2025 Q1 2025 |
6,292
shares
|
$319,444
0.39% of portfolio
|
Q1 2025
Reduced 19.96%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
5,664
shares
|
$287,561
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
5,655
shares
|
$287,104
0.06% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
5,596
shares
|
$284,108
0.03% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,441
shares
|
$276,239
0.07% of portfolio
|
Q4 2024
Reduced 22.42%
|