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 |
|---|---|---|---|---|---|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
7,673
shares
|
$390,709
0.27% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
7,590
shares
|
$386,482
0.06% of portfolio
|
Q3 2025
Added 43.86%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
7,137
shares
|
$363,416
0.01% of portfolio
|
Q2 2025
Added 26.01%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
7,124
shares
|
$362,754
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
6,479
shares
|
$329,910
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Aug 07, 2025 Q2 2025 |
6,292
shares
|
$320,388
0.33% of portfolio
|
Q1 2025
Reduced 19.96%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,284
shares
|
$319,981
0.0% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
5,620
shares
|
$286,170
0.03% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,441
shares
|
$277,055
0.07% of portfolio
|
Q4 2024
Reduced 22.42%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
5,420
shares
|
$275,986
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
5,229
shares
|
$266,260
0.16% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
5,076
shares
|
$258,469
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
5,074
shares
|
$258,368
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
4,844
shares
|
$246,656
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
4,446
shares
|
$226,390
0.14% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
4,394
shares
|
$223,742
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
3,989
shares
|
$203,119
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,982
shares
|
$202,763
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,966
shares
|
$201,948
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
3,080
shares
|
$156,833
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,682
shares
|
$136,567
0.0% of portfolio
|
Q3 2025
Reduced 23.7%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,520
shares
|
$77,398
0.0% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,454
shares
|
$74,037
0.01% of portfolio
|
Q3 2025
Added 25.45%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,374
shares
|
$69,964
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,336
shares
|
$68,029
0.0% of portfolio
|
Q4 2023
New holding
|