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 143 institutions that hold shares in the stock, with a total of 24.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
84,551
shares
|
$4.3 Million
0.07% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
72,882
shares
|
$3.7 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
63,527
shares
|
$3.23 Million
0.01% of portfolio
|
Q3 2025
Added 8.8%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
58,167
shares
|
$2.96 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
57,237
shares
|
$2.91 Million
0.04% of portfolio
|
Q3 2025
Added 112.19%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
56,439
shares
|
$2.87 Million
1.05% of portfolio
|
Q3 2025
Added 11.06%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
54,055
shares
|
$2.75 Million
0.1% of portfolio
|
Q3 2025
Added 244.47%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
45,091
shares
|
$2.29 Million
0.01% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
44,861
shares
|
$2.28 Million
1.34% of portfolio
|
Q3 2025
Added 12.3%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
44,671
shares
|
$2.27 Million
0.02% of portfolio
|
Q3 2025
Added 46.51%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
44,258
shares
|
$2.25 Million
1.28% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
43,955
shares
|
$2.23 Million
0.03% of portfolio
|
Q3 2025
Added 14.52%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
43,476
shares
|
$2.21 Million
1.29% of portfolio
|
Q3 2025
Added 11.72%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
43,013
shares
|
$2.19 Million
0.01% of portfolio
|
Q3 2025
Added 113.01%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
39,716
shares
|
$2.02 Million
0.02% of portfolio
|
Q3 2025
Added 12.17%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
38,490
shares
|
$1.96 Million
0.44% of portfolio
|
Q3 2025
Added 36.56%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
38,110
shares
|
$1.94 Million
0.32% of portfolio
|
Q3 2025
Added 5.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
37,572
shares
|
$1.91 Million
0.02% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
37,201
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.84%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
34,415
shares
|
$1.75 Million
0.02% of portfolio
|
Q1 2025
Reduced 17.67%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
31,496
shares
|
$1.6 Million
0.61% of portfolio
|
Q3 2025
Added 254.05%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
24,252
shares
|
$1.23 Million
0.1% of portfolio
|
Q3 2025
Reduced 14.89%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
24,215
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2025
Added 10.3%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
23,222
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
22,858
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2025
Added 2.87%
|
|