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 71 institutions that hold shares in the stock, with a total of 4.03 Million shares, which have been reported (via 13F filing form) to have a value of $333 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
3,076
shares
|
$254,477
0.01% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
3,069
shares
|
$253,898
0.14% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,018
shares
|
$249,679
0.0% of portfolio
|
Q4 2024
Reduced 60.6%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
2,788
shares
|
$230,651
0.05% of portfolio
|
Q3 2021
Added 62.95%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
2,669
shares
|
$220,806
0.11% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
2,505
shares
|
$207,238
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
2,435
shares
|
$201,447
0.01% of portfolio
|
Q3 2024
Reduced 28.36%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2,139
shares
|
$176,959
0.01% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,348
shares
|
$111,520
0.02% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,268
shares
|
$104,901
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,256
shares
|
$103,908
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,197
shares
|
$99,027
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,027
shares
|
$84,963
0.01% of portfolio
|
Q4 2024
Reduced 65.22%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
963
shares
|
$79,668
0.0% of portfolio
|
Q4 2024
Added 64.9%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
728
shares
|
$60,227
0.0% of portfolio
|
Q4 2024
Reduced 49.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
714
shares
|
$59,069
0.0% of portfolio
|
Q4 2024
Added 2875.0%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
450
shares
|
$37,228
0.0% of portfolio
|
Q4 2024
Reduced 13.46%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
400
shares
|
$33,092
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
284
shares
|
$23,495
0.0% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
172
shares
|
$14,229
0.0% of portfolio
|
Q1 2023
Reduced 47.08%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
131
shares
|
$10,837
0.0% of portfolio
|
Q1 2024
New holding
|