Institutional Ownership Victory Portfolios Ii Shs Us 5 (CFO)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us 5 (CFO). We have compiled data on the 80 institutions that hold shares in the stock, with a total of 3.84 Million shares, which have been reported (via 13F filing form) to have a value of $275 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,770
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
18,970
shares
|
$1.36 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
18,860
shares
|
$1.35 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
18,380
shares
|
$1.32 Million
0.24% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
17,978
shares
|
$1.29 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
17,606
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
17,045
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
16,830
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Added 67.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
16,499
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
16,334
shares
|
$1.17 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
15,072
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,479
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
12,291
shares
|
$881,387
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
12,003
shares
|
$860,735
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
8,019
shares
|
$575,042
0.06% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
7,861
shares
|
$563,712
0.0% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
7,310
shares
|
$524,200
0.0% of portfolio
|
Q2 2025
Reduced 65.21%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
6,519
shares
|
$467,477
0.08% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,697
shares
|
$408,531
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
5,250
shares
|
$376,477
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
5,232
shares
|
$375,186
0.01% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
5,204
shares
|
$373,178
0.0% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Jul 15, 2025 Q2 2025 |
4,476
shares
|
$320,973
0.16% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
4,127
shares
|
$295,947
0.16% of portfolio
|
Q2 2025
Reduced 19.43%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
4,115
shares
|
$295,086
0.08% of portfolio
|
Q2 2025
Reduced 12.13%
|