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 42 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $871 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
7,468,966
shares
|
$621 Million
1.13% of portfolio
|
Q2 2025
Added 11.18%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
1,194,416
shares
|
$99.2 Million
0.1% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
1,114,792
shares
|
$92.6 Million
0.18% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
125,487
shares
|
$10.4 Million
2.17% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
86,785
shares
|
$7.21 Million
4.18% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
75,500
shares
|
$6.27 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
70,747
shares
|
$5.88 Million
0.36% of portfolio
|
Q2 2025
Added 317.24%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
51,128
shares
|
$4.25 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
46,335
shares
|
$3.85 Million
1.13% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
37,744
shares
|
$3.14 Million
0.0% of portfolio
|
Q1 2025
Added 162.79%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
36,723
shares
|
$3.05 Million
0.09% of portfolio
|
Q2 2025
Added 27.44%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
34,322
shares
|
$2.85 Million
0.14% of portfolio
|
Q2 2025
Reduced 18.33%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
31,538
shares
|
$2.62 Million
0.9% of portfolio
|
Q2 2025
Added 19.23%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
26,840
shares
|
$2.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.67%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
20,795
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
9,606
shares
|
$798,066
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
7,850
shares
|
$652,178
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
7,667
shares
|
$636,974
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
4,845
shares
|
$402,522
0.0% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
4,437
shares
|
$368,625
0.0% of portfolio
|
Q2 2025
Reduced 54.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,286
shares
|
$356,080
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,315
shares
|
$275,410
0.0% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,920
shares
|
$242,593
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
2,806
shares
|
$233,122
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
2,802
shares
|
$232,790
0.03% of portfolio
|
Q2 2025
Reduced 5.02%
|