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 114 institutions that hold shares in the stock, with a total of 14.7 Million shares, which have been reported (via 13F filing form) to have a value of $744 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
5,122,240
shares
|
$259 Million
0.27% of portfolio
|
Q4 2024
Added 23.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
900,446
shares
|
$45.6 Million
0.0% of portfolio
|
Q4 2024
Added 35.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
716,137
shares
|
$36.2 Million
0.02% of portfolio
|
Q4 2024
Added 97.81%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
562,846
shares
|
$28.5 Million
4.62% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
551,393
shares
|
$27.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
384,580
shares
|
$19.5 Million
14.64% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
318,054
shares
|
$16.1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
315,536
shares
|
$16 Million
0.25% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
301,649
shares
|
$15.3 Million
2.32% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
281,958
shares
|
$14.3 Million
1.46% of portfolio
|
Q4 2024
Added 26.24%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
271,322
shares
|
$13.7 Million
2.02% of portfolio
|
Q4 2024
Added 69.15%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Mar 19, 2025 Q4 2024 |
242,039
shares
|
$12.2 Million
12.58% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
239,753
shares
|
$12.1 Million
2.97% of portfolio
|
Q4 2024
Reduced 11.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
230,851
shares
|
$11.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
226,542
shares
|
$11.5 Million
0.02% of portfolio
|
Q4 2024
Added 4092.89%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
216,679
shares
|
$11 Million
1.29% of portfolio
|
Q4 2024
Added 8.27%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
216,578
shares
|
$11 Million
1.24% of portfolio
|
Q4 2023
Added 28.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
194,633
shares
|
$9.85 Million
0.01% of portfolio
|
Q3 2024
Added 56.19%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
174,190
shares
|
$8.81 Million
0.96% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
169,023
shares
|
$8.55 Million
2.89% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
164,787
shares
|
$8.34 Million
1.01% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
162,750
shares
|
$8.23 Million
0.49% of portfolio
|
Q4 2024
Added 37.95%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
152,025
shares
|
$7.69 Million
0.01% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
145,322
shares
|
$7.35 Million
3.59% of portfolio
|
Q4 2024
Added 702.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
145,180
shares
|
$7.34 Million
0.0% of portfolio
|
Q4 2024
Added 37.95%
|