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 |
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,018
shares
|
$248,351
0.0% of portfolio
|
Q4 2024
Reduced 60.6%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
2,992
shares
|
$246,211
0.12% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
2,960
shares
|
$243,578
0.0% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,934
shares
|
$241,438
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
2,788
shares
|
$229,424
0.05% of portfolio
|
Q3 2021
Added 62.95%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
2,505
shares
|
$206,136
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,140
shares
|
$176,100
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,350
shares
|
$111,091
0.02% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
1,197
shares
|
$98,501
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,027
shares
|
$84,511
0.01% of portfolio
|
Q4 2024
Reduced 65.22%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
963
shares
|
$79,245
0.0% of portfolio
|
Q4 2024
Added 64.9%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
728
shares
|
$59,907
0.0% of portfolio
|
Q4 2024
Reduced 49.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
714
shares
|
$58,755
0.0% of portfolio
|
Q4 2024
Added 2875.0%
|
|
|
Calton & Associates, Inc.
|
May 05, 2025 Q1 2025 |
663
shares
|
$54,558
0.01% of portfolio
|
Q1 2025
Reduced 75.16%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
577
shares
|
$47,481
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
450
shares
|
$37,030
0.0% of portfolio
|
Q4 2024
Reduced 13.46%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
400
shares
|
$32,916
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
284
shares
|
$23,370
0.0% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
172
shares
|
$14,153
0.0% of portfolio
|
Q1 2023
Reduced 47.08%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
131
shares
|
$10,779
0.0% of portfolio
|
Q1 2024
New holding
|