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 |
|---|---|---|---|---|---|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
22,316
shares
|
$1.13 Million
0.05% of portfolio
|
Q3 2025
Added 177.63%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
22,235
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.2%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
20,201
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Added 67.49%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
19,827
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2025
Added 18.4%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
18,210
shares
|
$925,250
0.12% of portfolio
|
Q3 2025
Reduced 35.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
18,176
shares
|
$923,522
0.0% of portfolio
|
Q3 2025
Reduced 16.99%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
18,054
shares
|
$917,323
0.15% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
17,931
shares
|
$911,074
0.16% of portfolio
|
Q3 2023
Added 67.38%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 04, 2025 Q3 2025 |
16,018
shares
|
$813,874
0.64% of portfolio
|
Q3 2025
Added 80.53%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
15,565
shares
|
$790,857
0.28% of portfolio
|
Q3 2025
Added 35.99%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
14,512
shares
|
$737,354
0.24% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
14,237
shares
|
$723,381
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
12,438
shares
|
$631,974
0.22% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Mainstay Capital Management LLC
|
Dec 09, 2025 Q3 2025 |
11,707
shares
|
$594,832
0.06% of portfolio
|
Q3 2025
Reduced 49.56%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
10,454
shares
|
$531,167
0.01% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,299
shares
|
$523,292
0.01% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
10,248
shares
|
$520,700
0.02% of portfolio
|
Q3 2025
Reduced 17.41%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
9,439
shares
|
$479,595
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
8,757
shares
|
$444,943
0.25% of portfolio
|
Q3 2024
Added 11.41%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
8,321
shares
|
$422,790
0.0% of portfolio
|
Q3 2025
Added 32.42%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
7,960
shares
|
$404,447
0.01% of portfolio
|
Q3 2025
Added 100.71%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
7,889
shares
|
$400,840
0.01% of portfolio
|
Q3 2025
Added 10.54%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
7,715
shares
|
$391,999
0.1% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
7,673
shares
|
$389,865
0.27% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
7,590
shares
|
$385,647
0.06% of portfolio
|
Q3 2025
Added 43.86%
|
|