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 94 institutions that hold shares in the stock, with a total of 10.7 Million shares, which have been reported (via 13F filing form) to have a value of $539 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
Aug 05, 2024 Q2 2024 |
4,292,597
shares
|
$216 Million
0.22% of portfolio
|
Q2 2024
Added 1.44%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
610,891
shares
|
$30.8 Million
4.93% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
535,530
shares
|
$27 Million
0.0% of portfolio
|
Q2 2024
Added 17.61%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
455,331
shares
|
$23 Million
0.0% of portfolio
|
Q2 2024
Added 18.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
314,769
shares
|
$15.9 Million
0.01% of portfolio
|
Q2 2024
Added 31.63%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
292,859
shares
|
$14.8 Million
2.28% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
260,086
shares
|
$13.1 Million
0.26% of portfolio
|
Q2 2024
Added 8.27%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
251,189
shares
|
$12.7 Million
3.64% of portfolio
|
Q2 2024
Added 6.91%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
248,171
shares
|
$12.5 Million
0.02% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
238,733
shares
|
$12 Million
0.16% of portfolio
|
Q2 2024
Reduced 5.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
231,105
shares
|
$11.7 Million
0.03% of portfolio
|
Q2 2024
Added 76.11%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
216,578
shares
|
$10.9 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
|
$9.81 Million
0.01% of portfolio
|
Q3 2024
Added 56.19%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
163,585
shares
|
$8.25 Million
1.01% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
160,406
shares
|
$8.09 Million
1.26% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
138,643
shares
|
$6.99 Million
0.01% of portfolio
|
Q3 2024
Added 16.77%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
125,863
shares
|
$6.35 Million
4.72% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
105,533
shares
|
$5.32 Million
0.0% of portfolio
|
Q2 2024
Added 573.56%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
104,710
shares
|
$5.28 Million
0.34% of portfolio
|
Q2 2024
Added 35.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
102,964
shares
|
$5.19 Million
0.0% of portfolio
|
Q3 2024
Added 16.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
98,765
shares
|
$4.98 Million
0.0% of portfolio
|
Q2 2024
Added 5.23%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
89,736
shares
|
$4.52 Million
2.57% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
87,370
shares
|
$4.41 Million
0.38% of portfolio
|
Q3 2024
Reduced 39.16%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 14, 2024 Q2 2024 |
86,508
shares
|
$4.36 Million
0.78% of portfolio
|
Q2 2024
Added 93.39%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Aug 15, 2024 Q2 2024 |
74,410
shares
|
$3.75 Million
2.73% of portfolio
|
Q2 2024
New holding
|