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 75 institutions that hold shares in the stock, with a total of 3.87 Million shares, which have been reported (via 13F filing form) to have a value of $347 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
22,056
shares
|
$1.98 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
18,781
shares
|
$1.68 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
16,875
shares
|
$1.51 Million
0.17% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
13,600
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
12,451
shares
|
$1.12 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,256
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
11,148
shares
|
$998,860
0.11% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
10,333
shares
|
$925,836
0.2% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 29, 2025 Q3 2025 |
9,899
shares
|
$886,950
0.47% of portfolio
|
Q2 2025
Reduced 14.46%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
9,014
shares
|
$807,654
0.0% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,719
shares
|
$781,222
0.02% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
7,994
shares
|
$716,262
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,837
shares
|
$702,195
0.0% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
7,769
shares
|
$696,102
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
7,659
shares
|
$686,246
0.08% of portfolio
|
Q1 2023
Added 0.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
6,686
shares
|
$599,065
0.0% of portfolio
|
Q3 2025
Added 37.66%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
6,443
shares
|
$577,292
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
6,038
shares
|
$541,004
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,940
shares
|
$532,224
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
5,936
shares
|
$531,865
0.09% of portfolio
|
Q3 2025
Added 27.6%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
5,469
shares
|
$490,022
0.01% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
5,039
shares
|
$451,494
0.27% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
4,675
shares
|
$418,880
0.06% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
4,368
shares
|
$391,372
0.41% of portfolio
|
Q1 2025
Reduced 22.14%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
4,343
shares
|
$389,132
0.02% of portfolio
|
Q4 2021
New holding
|
|