Institutional Ownership Victory Portfolios Ii Victorys (USVM)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USVM). We have compiled data on the 37 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
8,157,714
shares
|
$727 Million
1.21% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
1,393,859
shares
|
$124 Million
0.21% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
1,348,416
shares
|
$120 Million
0.08% of portfolio
|
Q3 2025
Added 10.4%
|
|
|
Systelligence, LLC
|
Nov 13, 2025 Q3 2025 |
115,912
shares
|
$10.3 Million
2.36% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
84,798
shares
|
$7.56 Million
4.55% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
63,312
shares
|
$5.64 Million
0.28% of portfolio
|
Q3 2025
Reduced 10.51%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
50,493
shares
|
$4.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
46,154
shares
|
$4.11 Million
0.0% of portfolio
|
Q3 2025
Added 319.12%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
39,202
shares
|
$3.49 Million
0.09% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
37,795
shares
|
$3.37 Million
0.14% of portfolio
|
Q3 2025
Reduced 55.03%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
31,417
shares
|
$2.8 Million
0.13% of portfolio
|
Q3 2025
Reduced 8.46%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
28,434
shares
|
$2.53 Million
0.69% of portfolio
|
Q3 2025
Reduced 38.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
24,114
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
18,600
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Added 26.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
16,258
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2025
Added 95.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
8,102
shares
|
$721,888
0.0% of portfolio
|
Q3 2025
Added 143.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,533
shares
|
$492,990
0.0% of portfolio
|
Q3 2025
Added 23.61%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
5,366
shares
|
$478,110
0.0% of portfolio
|
Q3 2025
Added 14.17%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
4,434
shares
|
$395,069
0.0% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,286
shares
|
$381,882
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
4,188
shares
|
$373,150
0.27% of portfolio
|
Q3 2025
Added 84.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
3,937
shares
|
$350,786
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
3,315
shares
|
$295,366
0.0% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,214
shares
|
$286,367
0.0% of portfolio
|
Q3 2025
Reduced 23.29%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,758
shares
|
$245,737
0.0% of portfolio
|
Q3 2025
Reduced 59.15%
|
|