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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,075
shares
|
$292,218
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,916
shares
|
$280,816
0.0% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,615
shares
|
$259,231
0.01% of portfolio
|
Q3 2022
Reduced 31.96%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,872
shares
|
$205,951
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
2,815
shares
|
$201,863
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,434
shares
|
$174,542
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,210
shares
|
$158,479
0.0% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,958
shares
|
$140,408
0.0% of portfolio
|
Q1 2025
Added 755.02%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
1,699
shares
|
$121,835
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
1,599
shares
|
$114,664
0.08% of portfolio
|
Q2 2024
Reduced 34.25%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,002
shares
|
$71,853
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
933
shares
|
$66,905
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
796
shares
|
$57,081
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
665
shares
|
$47,687
0.0% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
596
shares
|
$42,739
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
580
shares
|
$41,591
0.0% of portfolio
|
Q2 2025
Reduced 20.11%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
529
shares
|
$37,934
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
468
shares
|
$33,560
0.0% of portfolio
|
Q2 2025
Added 21.56%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
430
shares
|
$30,835
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
316
shares
|
$22,660
0.0% of portfolio
|
Q3 2023
Reduced 2.47%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
303
shares
|
$21,728
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
200
shares
|
$14,341
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
115
shares
|
$8,246
0.0% of portfolio
|
Q4 2024
Reduced 55.77%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
75
shares
|
$5,378
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
60
shares
|
$4,302
0.0% of portfolio
|
Q3 2021
New holding
|