Institutional Ownership Victory Portfolios Ii Shs Us 5 (CFA)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us 5 (CFA). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 4.01 Million shares, which have been reported (via 13F filing form) to have a value of $364 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,361
shares
|
$304,439
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
3,339
shares
|
$302,446
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,091
shares
|
$279,982
0.01% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
2,960
shares
|
$268,116
0.01% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,934
shares
|
$265,761
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
2,505
shares
|
$226,902
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
2,277
shares
|
$206,250
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,143
shares
|
$194,112
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
1,711
shares
|
$154,982
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,352
shares
|
$122,464
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
1,077
shares
|
$97,554
0.02% of portfolio
|
Q2 2025
Reduced 61.37%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
963
shares
|
$87,228
0.0% of portfolio
|
Q4 2024
Added 64.9%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
956
shares
|
$86,594
0.01% of portfolio
|
Q2 2025
Added 65.68%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
437
shares
|
$39,583
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
400
shares
|
$36,232
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
317
shares
|
$28,713
0.0% of portfolio
|
Q1 2025
Reduced 55.6%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
250
shares
|
$22,645
0.0% of portfolio
|
Q2 2025
Reduced 44.44%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
172
shares
|
$15,579
0.0% of portfolio
|
Q1 2023
Reduced 47.08%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
131
shares
|
$11,865
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
60
shares
|
$5,434
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
7
shares
|
$634
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|