Institutional Ownership Victory Portfolios Ii Victorys (USTB)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USTB). We have compiled data on the 119 institutions that hold shares in the stock, with a total of 17.2 Million shares, which have been reported (via 13F filing form) to have a value of $869 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 |
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
5,311,308
shares
|
$269 Million
0.29% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
957,969
shares
|
$48.5 Million
0.02% of portfolio
|
Q1 2025
Added 33.77%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
900,446
shares
|
$45.6 Million
0.0% of portfolio
|
Q4 2024
Added 35.32%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
729,554
shares
|
$36.9 Million
5.35% of portfolio
|
Q1 2025
Added 168.89%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
623,732
shares
|
$31.6 Million
3.58% of portfolio
|
Q1 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
559,062
shares
|
$28.3 Million
5.0% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
551,393
shares
|
$27.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
419,321
shares
|
$21.2 Million
15.5% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
339,322
shares
|
$17.2 Million
1.83% of portfolio
|
Q1 2025
Added 20.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
318,054
shares
|
$16.1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
315,536
shares
|
$16 Million
0.25% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
307,566
shares
|
$15.6 Million
2.51% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
288,273
shares
|
$14.6 Million
0.03% of portfolio
|
Q1 2025
Added 27.25%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
250,399
shares
|
$12.7 Million
10.53% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
249,209
shares
|
$12.6 Million
1.34% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
236,098
shares
|
$11.9 Million
2.85% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
233,129
shares
|
$11.8 Million
0.07% of portfolio
|
Q1 2025
Added 110.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
230,851
shares
|
$11.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
216,578
shares
|
$11 Million
1.24% of portfolio
|
Q4 2023
Added 28.54%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
196,212
shares
|
$9.93 Million
1.24% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
194,633
shares
|
$9.85 Million
0.01% of portfolio
|
Q3 2024
Added 56.19%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
184,102
shares
|
$9.32 Million
3.18% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
175,177
shares
|
$8.87 Million
1.12% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
174,190
shares
|
$8.82 Million
0.96% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
162,750
shares
|
$8.24 Million
0.49% of portfolio
|
Q4 2024
Added 37.95%
|