Institutional Ownership Victory Portfolios Ii Victorys (USVM)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USVM). We have compiled data on the 39 institutions that hold shares in the stock, with a total of 10.8 Million shares, which have been reported (via 13F filing form) to have a value of $902 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
7,468,966
shares
|
$625 Million
1.13% of portfolio
|
Q2 2025
Added 11.18%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,364,614
shares
|
$114 Million
0.21% of portfolio
|
Q2 2025
Added 22.41%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
1,221,416
shares
|
$102 Million
0.07% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
125,487
shares
|
$10.5 Million
2.17% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Aug 11, 2025 Q2 2025 |
85,865
shares
|
$7.19 Million
4.61% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
84,052
shares
|
$7.04 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
70,747
shares
|
$5.92 Million
0.36% of portfolio
|
Q2 2025
Added 317.24%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
51,128
shares
|
$4.28 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
46,335
shares
|
$3.88 Million
1.13% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
41,387
shares
|
$3.47 Million
0.0% of portfolio
|
Q2 2025
Added 439.81%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
36,723
shares
|
$3.08 Million
0.09% of portfolio
|
Q2 2025
Added 27.44%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
34,322
shares
|
$2.87 Million
0.14% of portfolio
|
Q2 2025
Reduced 18.33%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
31,538
shares
|
$2.64 Million
0.9% of portfolio
|
Q2 2025
Added 19.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
24,827
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 34.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
14,755
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 87.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
11,012
shares
|
$922,144
0.0% of portfolio
|
Q2 2025
Reduced 58.97%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
8,303
shares
|
$695,293
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
6,751
shares
|
$565,328
0.0% of portfolio
|
Q2 2025
Added 166.42%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
5,870
shares
|
$491,553
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
4,700
shares
|
$393,578
0.0% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
4,437
shares
|
$371,554
0.0% of portfolio
|
Q2 2025
Reduced 54.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,286
shares
|
$358,909
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
4,190
shares
|
$350,870
0.0% of portfolio
|
Q2 2025
Added 49.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
3,333
shares
|
$279,105
0.0% of portfolio
|
Q2 2025
Added 24.27%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,315
shares
|
$277,598
0.0% of portfolio
|
Q2 2025
Reduced 2.79%
|