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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,615
shares
|
$262,557
0.01% of portfolio
|
Q3 2022
Reduced 31.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
3,368
shares
|
$244,617
0.0% of portfolio
|
Q3 2025
Reduced 53.93%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
2,872
shares
|
$208,593
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
2,850
shares
|
$206,995
0.05% of portfolio
|
Q3 2025
Reduced 30.74%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,771
shares
|
$201,257
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
2,210
shares
|
$160,512
0.0% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
1,699
shares
|
$123,398
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
1,599
shares
|
$116,135
0.08% of portfolio
|
Q2 2024
Reduced 34.25%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
792
shares
|
$57,522
0.0% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
667
shares
|
$48,444
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
596
shares
|
$43,287
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
529
shares
|
$38,421
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
468
shares
|
$33,990
0.0% of portfolio
|
Q2 2025
Added 21.56%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
430
shares
|
$31,230
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
316
shares
|
$22,951
0.0% of portfolio
|
Q3 2023
Reduced 2.47%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
304
shares
|
$22,079
0.0% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
236
shares
|
$17,140
0.0% of portfolio
|
Q3 2025
Reduced 59.31%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
207
shares
|
$15,034
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
200
shares
|
$14,526
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
135
shares
|
$9,805
0.0% of portfolio
|
Q3 2025
Reduced 93.11%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
115
shares
|
$8,352
0.0% of portfolio
|
Q4 2024
Reduced 55.77%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
60
shares
|
$4,357
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
50
shares
|
$3,631
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
26
shares
|
$1,888
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1
shares
|
$72
0.0% of portfolio
|
Q2 2024
Reduced 99.97%
|
|