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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
26,591
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 21.34%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
24,593
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Reduced 86.55%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
23,768
shares
|
$1.2 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
23,704
shares
|
$1.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.48%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
23,222
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
20,088
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Added 28.24%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,936
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
19,104
shares
|
$963,987
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
17,931
shares
|
$904,798
0.16% of portfolio
|
Q3 2023
Added 67.38%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
17,336
shares
|
$874,774
0.1% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
16,292
shares
|
$822,094
0.34% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
16,184
shares
|
$816,644
0.04% of portfolio
|
Q4 2024
Added 168.17%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
15,340
shares
|
$774,056
0.22% of portfolio
|
Q4 2024
Added 191.97%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
15,260
shares
|
$770,019
0.06% of portfolio
|
Q4 2024
Reduced 14.91%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
15,020
shares
|
$757,909
0.0% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
13,476
shares
|
$679,998
0.54% of portfolio
|
Q4 2024
Reduced 33.26%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
13,458
shares
|
$679,090
0.51% of portfolio
|
Q4 2024
Added 13.25%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
13,392
shares
|
$675,760
0.02% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
13,365
shares
|
$674,397
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,599
shares
|
$635,745
0.02% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
12,303
shares
|
$620,809
0.27% of portfolio
|
Q4 2024
Added 44.93%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
12,302
shares
|
$620,758
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
11,729
shares
|
$591,845
0.01% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
11,023
shares
|
$556,220
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
10,403
shares
|
$524,935
0.01% of portfolio
|
Q4 2024
New holding
|