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 122 institutions that hold shares in the stock, with a total of 17.6 Million shares, which have been reported (via 13F filing form) to have a value of $895 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,441
shares
|
$276,348
0.07% of portfolio
|
Q4 2024
Reduced 22.42%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
4,926
shares
|
$250,191
0.16% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
4,446
shares
|
$225,812
0.14% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,266
shares
|
$216,670
0.0% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,966
shares
|
$201,433
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
3,080
shares
|
$156,433
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,520
shares
|
$77,200
0.0% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,374
shares
|
$69,785
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,336
shares
|
$67,855
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,252
shares
|
$63,589
0.0% of portfolio
|
Q1 2021
Added 2.64%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,159
shares
|
$58,865
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,128
shares
|
$57,291
0.0% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
280
shares
|
$14,221
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
166
shares
|
$8,431
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
113
shares
|
$5,739
0.0% of portfolio
|
Q1 2025
Reduced 71.54%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
65
shares
|
$3,301
0.0% of portfolio
|
Q1 2025
Reduced 67.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
55
shares
|
$2,793
0.0% of portfolio
|
Q3 2024
Reduced 46.6%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
10
shares
|
$507
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
5
shares
|
$253
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$50
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|