Institutional Ownership Victory Portfolios Ii Shs Us 5 (CFA)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us 5 (CFA). We have compiled data on the 70 institutions that hold shares in the stock, with a total of 4.01 Million shares, which have been reported (via 13F filing form) to have a value of $330 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
26,189
shares
|
$2.16 Million
0.23% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
21,350
shares
|
$1.76 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
18,260
shares
|
$1.5 Million
0.02% of portfolio
|
Q4 2024
Added 10.79%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
14,338
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
Added 108.25%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
14,201
shares
|
$1.17 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
13,600
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
13,091
shares
|
$1.08 Million
0.09% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
11,573
shares
|
$952,342
0.61% of portfolio
|
Q1 2025
Reduced 20.88%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
11,436
shares
|
$941,068
0.14% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,256
shares
|
$926,256
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
10,993
shares
|
$904,613
0.0% of portfolio
|
Q4 2024
Reduced 40.93%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Apr 24, 2025 Q1 2025 |
10,333
shares
|
$850,302
0.09% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,796
shares
|
$806,112
0.03% of portfolio
|
Q2 2024
Reduced 7.72%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
8,830
shares
|
$726,620
0.0% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
7,921
shares
|
$651,819
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,837
shares
|
$644,906
0.0% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
7,769
shares
|
$639,311
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
5,407
shares
|
$444,942
0.01% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
5,239
shares
|
$431,117
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
5,051
shares
|
$415,646
0.0% of portfolio
|
Q1 2025
Added 51.96%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
4,675
shares
|
$384,705
0.06% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
4,368
shares
|
$359,442
0.34% of portfolio
|
Q1 2025
Reduced 22.14%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
4,343
shares
|
$357,385
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
3,360
shares
|
$276,494
0.0% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
3,076
shares
|
$253,124
0.01% of portfolio
|
Q4 2024
Added 0.39%
|