Institutional Ownership Victory Portfolios Ii Victorys (USTB)
This table provides information about the institutional ownership of Victory Portfolios Ii Victorys (USTB). We have compiled data on the 141 institutions that hold shares in the stock, with a total of 24.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
5,331,308
shares
|
$271 Million
0.18% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
2,430,797
shares
|
$124 Million
1.29% of portfolio
|
Q3 2025
Added 5778.31%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,687,388
shares
|
$85.7 Million
0.01% of portfolio
|
Q3 2025
Added 79.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,390,580
shares
|
$70.7 Million
0.0% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,238,898
shares
|
$62.9 Million
0.02% of portfolio
|
Q3 2025
Added 16.99%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
769,637
shares
|
$39.1 Million
4.56% of portfolio
|
Q4 2025
Added 0.88%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
692,506
shares
|
$35.2 Million
3.11% of portfolio
|
Q3 2025
Added 25.68%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
562,924
shares
|
$28.6 Million
0.84% of portfolio
|
Q3 2025
Added 49804.61%
|
|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
516,850
shares
|
$26.3 Million
3.96% of portfolio
|
Q4 2025
Reduced 1.28%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Nov 10, 2025 Q3 2025 |
477,591
shares
|
$24.3 Million
13.66% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
418,387
shares
|
$21.3 Million
0.01% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
388,889
shares
|
$19.8 Million
0.2% of portfolio
|
Q3 2025
Added 8.98%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
359,431
shares
|
$18.3 Million
0.1% of portfolio
|
Q3 2025
Added 35.93%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
344,169
shares
|
$17.5 Million
1.63% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
E Rn Financial, LLC
|
Jan 15, 2026 Q4 2025 |
315,306
shares
|
$16 Million
3.21% of portfolio
|
Q4 2025
Added 4.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
289,315
shares
|
$14.7 Million
0.02% of portfolio
|
Q4 2025
Reduced 42.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
249,331
shares
|
$12.7 Million
0.02% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Nov 14, 2025 Q3 2025 |
248,091
shares
|
$12.6 Million
10.73% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
240,339
shares
|
$12.2 Million
1.54% of portfolio
|
Q4 2025
Reduced 36.54%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
224,882
shares
|
$11.4 Million
0.01% of portfolio
|
Q3 2025
Added 12.85%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
220,111
shares
|
$11.2 Million
1.77% of portfolio
|
Q3 2025
Added 9.36%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
216,578
shares
|
$11 Million
1.24% of portfolio
|
Q4 2023
Added 28.54%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
209,895
shares
|
$10.7 Million
0.99% of portfolio
|
Q4 2025
Added 3.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
194,633
shares
|
$9.89 Million
0.01% of portfolio
|
Q3 2024
Added 56.19%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
193,521
shares
|
$9.83 Million
0.0% of portfolio
|
Q3 2025
Added 9.89%
|
|