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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
4,097
shares
|
$367,091
0.0% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
3,990
shares
|
$357,504
0.0% of portfolio
|
Q3 2025
Reduced 93.0%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,810
shares
|
$341,376
0.0% of portfolio
|
Q3 2025
Added 13.36%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,743
shares
|
$335,372
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
3,100
shares
|
$277,760
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
3,007
shares
|
$269,427
0.0% of portfolio
|
Q3 2025
Reduced 9.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
2,960
shares
|
$265,216
0.01% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,934
shares
|
$262,886
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
2,836
shares
|
$254,105
0.0% of portfolio
|
Q3 2025
Reduced 59.19%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
2,505
shares
|
$224,448
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,277
shares
|
$204,019
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
2,264
shares
|
$202,854
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
2,111
shares
|
$189,145
0.0% of portfolio
|
Q3 2025
Added 565.93%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,945
shares
|
$174,272
0.0% of portfolio
|
Q3 2025
Reduced 9.24%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
1,500
shares
|
$134,400
0.02% of portfolio
|
Q3 2025
Added 39.28%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,354
shares
|
$121,318
0.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
1,197
shares
|
$107,251
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
963
shares
|
$86,284
0.0% of portfolio
|
Q4 2024
Added 64.9%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
957
shares
|
$85,747
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
438
shares
|
$39,244
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
400
shares
|
$35,840
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
172
shares
|
$15,411
0.0% of portfolio
|
Q1 2023
Reduced 47.08%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
131
shares
|
$11,737
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
15
shares
|
$1,344
0.0% of portfolio
|
Q3 2025
Added 114.29%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|