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 36 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 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
|
$741 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
|
$127 Million
0.21% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
1,221,416
shares
|
$111 Million
0.07% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
125,487
shares
|
$11.4 Million
2.17% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
84,798
shares
|
$7.71 Million
4.55% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
84,052
shares
|
$7.64 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
63,312
shares
|
$5.75 Million
0.28% of portfolio
|
Q3 2025
Reduced 10.51%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
50,493
shares
|
$4.59 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
41,387
shares
|
$3.76 Million
0.0% of portfolio
|
Q2 2025
Added 439.81%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
39,202
shares
|
$3.56 Million
0.09% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
31,417
shares
|
$2.85 Million
0.13% of portfolio
|
Q3 2025
Reduced 8.46%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
28,434
shares
|
$2.58 Million
0.69% of portfolio
|
Q3 2025
Reduced 38.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
24,827
shares
|
$2.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 34.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
14,755
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Added 87.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
11,012
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
Reduced 58.97%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
8,303
shares
|
$754,493
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
6,751
shares
|
$613,463
0.0% of portfolio
|
Q2 2025
Added 166.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
4,700
shares
|
$427,089
0.0% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
4,476
shares
|
$406,734
0.0% of portfolio
|
Q2 2025
Added 550.58%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
4,434
shares
|
$402,917
0.0% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,286
shares
|
$389,468
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
4,190
shares
|
$380,745
0.0% of portfolio
|
Q2 2025
Added 49.32%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
4,188
shares
|
$380,563
0.27% of portfolio
|
Q3 2025
Added 84.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
3,333
shares
|
$302,869
0.0% of portfolio
|
Q2 2025
Added 24.27%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,315
shares
|
$301,234
0.0% of portfolio
|
Q2 2025
Reduced 2.79%
|