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 113 institutions that hold shares in the stock, with a total of 14.2 Million shares, which have been reported (via 13F filing form) to have a value of $718 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
110,590
shares
|
$5.58 Million
0.03% of portfolio
|
Q4 2024
Added 81.55%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
104,757
shares
|
$5.29 Million
2.96% of portfolio
|
Q4 2024
Added 16.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
102,964
shares
|
$5.2 Million
0.0% of portfolio
|
Q3 2024
Added 16.81%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
100,416
shares
|
$5.07 Million
0.74% of portfolio
|
Q4 2024
Added 45.33%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
92,015
shares
|
$4.64 Million
3.38% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
88,435
shares
|
$4.46 Million
0.37% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
76,139
shares
|
$3.84 Million
2.42% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
67,439
shares
|
$3.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 74.43%
|
|
|
Darrow Company, Inc.
|
Jan 28, 2025 Q4 2024 |
62,792
shares
|
$3.17 Million
1.84% of portfolio
|
Q4 2024
Added 10.16%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
57,223
shares
|
$2.89 Million
0.22% of portfolio
|
Q4 2024
Added 50.77%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
54,663
shares
|
$2.76 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
54,505
shares
|
$2.75 Million
1.23% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
51,099
shares
|
$2.58 Million
0.03% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
49,572
shares
|
$2.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 79.63%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
49,454
shares
|
$2.5 Million
0.15% of portfolio
|
Q4 2024
Added 86.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
46,801
shares
|
$2.36 Million
0.01% of portfolio
|
Q4 2024
Added 11.72%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
45,394
shares
|
$2.29 Million
0.03% of portfolio
|
Q4 2024
Added 52.86%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
43,886
shares
|
$2.21 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
41,801
shares
|
$2.11 Million
0.02% of portfolio
|
Q4 2024
Added 13.45%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
37,755
shares
|
$1.91 Million
0.0% of portfolio
|
Q4 2024
Reduced 26.62%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
36,846
shares
|
$1.86 Million
0.07% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Elk River Wealth Management, LLC
|
Feb 03, 2025 Q4 2024 |
35,172
shares
|
$1.77 Million
0.33% of portfolio
|
Q4 2024
Added 11.49%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
29,135
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Added 19.81%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
28,669
shares
|
$1.45 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
27,139
shares
|
$1.37 Million
0.21% of portfolio
|
Q4 2024
Added 3.43%
|