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 20 institutions that hold shares in the stock, with a total of 2.68 Million shares, which have been reported (via 13F filing form) to have a value of $235 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
1,149,438
shares
|
$100 Million
0.1% of portfolio
|
Q1 2024
Reduced 17.93%
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,099,484
shares
|
$95.7 Million
0.21% of portfolio
|
Q3 2024
Added 1.71%
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
213,186
shares
|
$18.6 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
Systelligence, LLC
|
Jan 31, 2025 Q4 2024 |
95,689
shares
|
$8.33 Million
2.13% of portfolio
|
Q4 2024
Added 3.49%
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
37,895
shares
|
$3.3 Million
1.14% of portfolio
|
Q4 2024
Added 40.99%
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
25,986
shares
|
$2.26 Million
0.73% of portfolio
|
Q4 2024
Added 2.11%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
18,782
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Added 3.81%
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
14,309
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 26.22%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
6,362
shares
|
$553,939
0.0% of portfolio
|
Q3 2024
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
4,153
shares
|
$361,601
0.0% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
3,410
shares
|
$296,908
0.0% of portfolio
|
Q4 2022
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,146
shares
|
$186,852
0.0% of portfolio
|
Q3 2024
Reduced 59.53%
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
1,570
shares
|
$136,699
0.11% of portfolio
|
Q4 2024
New holding
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,337
shares
|
$116,412
0.0% of portfolio
|
Q3 2024
Reduced 16.65%
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
938
shares
|
$81,671
0.0% of portfolio
|
Q3 2024
Added 1776.0%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
688
shares
|
$59,904
0.0% of portfolio
|
Q3 2024
Added 165.64%
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
593
shares
|
$51,632
0.02% of portfolio
|
Q3 2024
New holding
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
113
shares
|
$9,838
0.0% of portfolio
|
Q4 2024
New holding
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
59
shares
|
$5,137
0.0% of portfolio
|
Q2 2022
Added 1.72%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|