Institutional Ownership Victory Portfolios Ii Shs Us 5 (CFO)
This table provides information about the institutional ownership of Victory Portfolios Ii Shs Us 5 (CFO). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 3.73 Million shares, which have been reported (via 13F filing form) to have a value of $271 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,770
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
18,860
shares
|
$1.37 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
18,650
shares
|
$1.35 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
17,753
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
17,472
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
17,466
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
17,042
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
16,859
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
16,229
shares
|
$1.18 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
15,982
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,479
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
13,380
shares
|
$971,789
0.16% of portfolio
|
Q3 2025
Reduced 27.2%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
12,355
shares
|
$897,343
0.0% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
10,464
shares
|
$760,000
0.0% of portfolio
|
Q3 2025
Reduced 12.82%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
8,019
shares
|
$582,419
0.06% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
7,992
shares
|
$580,458
0.0% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
6,342
shares
|
$460,619
0.07% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
5,250
shares
|
$381,307
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
5,246
shares
|
$381,016
0.01% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
4,601
shares
|
$334,170
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Nov 03, 2025 Q3 2025 |
4,492
shares
|
$326,253
0.16% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
4,201
shares
|
$305,118
0.0% of portfolio
|
Q3 2025
Reduced 19.27%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
4,058
shares
|
$294,732
0.15% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,036
shares
|
$293,134
0.0% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,916
shares
|
$284,419
0.0% of portfolio
|
Q4 2024
Reduced 2.49%
|
|