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 28 institutions that hold shares in the stock, with a total of 9.48 Million shares, which have been reported (via 13F filing form) to have a value of $698 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 |
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
6,718,205
shares
|
$514 Million
1.08% of portfolio
|
Q1 2025
Added 20640.32%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
1,177,474
shares
|
$90.1 Million
0.1% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,083,511
shares
|
$82.9 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
213,186
shares
|
$16.3 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
116,691
shares
|
$8.93 Million
2.46% of portfolio
|
Q1 2025
Added 21.95%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
37,895
shares
|
$2.9 Million
1.14% of portfolio
|
Q4 2024
Added 40.99%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
31,827
shares
|
$2.44 Million
0.0% of portfolio
|
Q4 2024
Added 69.45%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
28,815
shares
|
$2.21 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
26,451
shares
|
$2.02 Million
0.87% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
16,956
shares
|
$1.3 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
14,363
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
9,080
shares
|
$694,892
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
4,700
shares
|
$359,691
0.0% of portfolio
|
Q4 2024
Added 13.17%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,624
shares
|
$277,344
0.0% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
3,533
shares
|
$270,380
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
2,950
shares
|
$225,763
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
2,821
shares
|
$215,891
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
1,570
shares
|
$120,152
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,540
shares
|
$117,856
0.0% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,487
shares
|
$113,800
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
760
shares
|
$58,162
0.0% of portfolio
|
Q4 2024
Reduced 18.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
688
shares
|
$52,652
0.0% of portfolio
|
Q3 2024
Added 165.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
340
shares
|
$26,020
0.0% of portfolio
|
Q4 2024
Reduced 84.16%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 23, 2025 Q1 2025 |
226
shares
|
$17,295
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
107
shares
|
$8,188
0.0% of portfolio
|
Q4 2024
New holding
|