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 97 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $592 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
20,191
shares
|
$1.01 Million
0.81% of portfolio
|
Q3 2024
Added 16.28%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
18,118
shares
|
$909,161
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
17,935
shares
|
$899,978
0.07% of portfolio
|
Q3 2024
Reduced 12.69%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
17,931
shares
|
$899,777
0.16% of portfolio
|
Q3 2023
Added 67.38%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,363
shares
|
$821,095
0.04% of portfolio
|
Q3 2024
Reduced 35.0%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
15,803
shares
|
$792,994
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
15,664
shares
|
$786,019
0.02% of portfolio
|
Q3 2024
Reduced 12.32%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
15,266
shares
|
$766,047
0.33% of portfolio
|
Q3 2024
Reduced 20.74%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,299
shares
|
$717,523
0.02% of portfolio
|
Q3 2024
Added 124.47%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
14,033
shares
|
$704,175
0.02% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
13,955
shares
|
$700,261
0.0% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
12,262
shares
|
$615,307
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 06, 2024 Q3 2024 |
11,883
shares
|
$596,288
0.4% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Oct 21, 2024 Q3 2024 |
10,014
shares
|
$502,502
0.55% of portfolio
|
Q3 2024
Reduced 95.4%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
8,757
shares
|
$439,426
0.25% of portfolio
|
Q3 2024
Added 11.41%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
8,489
shares
|
$425,978
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,142
shares
|
$408,565
0.01% of portfolio
|
Q3 2024
Reduced 52.11%
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
8,059
shares
|
$404,400
0.07% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
7,961
shares
|
$399,482
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
7,124
shares
|
$357,482
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,084
shares
|
$355,475
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
7,013
shares
|
$351,912
0.06% of portfolio
|
Q3 2024
Reduced 23.33%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
7,010
shares
|
$351,761
0.09% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
6,800
shares
|
$341,224
0.09% of portfolio
|
Q3 2024
Reduced 28.19%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,035
shares
|
$302,836
0.02% of portfolio
|
Q3 2024
New holding
|