Institutional Ownership Victory Portfolios Ii Victorys (USTB)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USTB). We have compiled data on the 134 institutions that hold shares in the stock, with a total of 19.4 Million shares, which have been reported (via 13F filing form) to have a value of $982 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
5,311,308
shares
|
$269 Million
0.19% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,302,472
shares
|
$66 Million
0.0% of portfolio
|
Q2 2025
Added 31.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,059,018
shares
|
$53.7 Million
0.02% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
940,489
shares
|
$47.7 Million
0.0% of portfolio
|
Q2 2025
Added 50.49%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
672,758
shares
|
$34.1 Million
3.47% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
550,995
shares
|
$27.9 Million
2.72% of portfolio
|
Q2 2025
Added 121.1%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
525,451
shares
|
$26.6 Million
3.61% of portfolio
|
Q2 2025
Reduced 27.98%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
512,724
shares
|
$26 Million
4.37% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
504,794
shares
|
$25.6 Million
0.05% of portfolio
|
Q2 2025
Added 75.11%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
444,070
shares
|
$22.5 Million
14.05% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
391,357
shares
|
$19.8 Million
0.01% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
356,854
shares
|
$18.1 Million
0.2% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
338,540
shares
|
$17.2 Million
1.7% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
281,572
shares
|
$14.3 Million
3.13% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
264,431
shares
|
$13.4 Million
0.08% of portfolio
|
Q2 2025
Added 13.43%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
245,995
shares
|
$12.5 Million
2.56% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Aug 12, 2025 Q2 2025 |
243,755
shares
|
$12.4 Million
11.41% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
216,578
shares
|
$11 Million
1.24% of portfolio
|
Q4 2023
Added 28.54%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Aug 06, 2025 Q2 2025 |
201,265
shares
|
$10.2 Million
3.13% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
199,280
shares
|
$10.1 Million
0.01% of portfolio
|
Q2 2025
Added 13.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
194,633
shares
|
$9.87 Million
0.01% of portfolio
|
Q3 2024
Added 56.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
190,715
shares
|
$9.67 Million
0.0% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
186,391
shares
|
$9.45 Million
1.0% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
184,102
shares
|
$9.33 Million
3.18% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
176,100
shares
|
$8.93 Million
0.0% of portfolio
|
Q2 2025
Added 48.82%
|