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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
10,121
shares
|
$510,705
0.01% of portfolio
|
Q4 2024
Added 24.31%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
9,921
shares
|
$500,613
0.27% of portfolio
|
Q4 2024
Added 24.62%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
8,757
shares
|
$441,878
0.25% of portfolio
|
Q3 2024
Added 11.41%
|
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
8,227
shares
|
$415,134
0.07% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Jan 29, 2025 Q4 2024 |
7,861
shares
|
$396,666
0.43% of portfolio
|
Q4 2024
Reduced 21.5%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
7,215
shares
|
$364,068
0.09% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
7,124
shares
|
$359,477
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,081
shares
|
$357,307
0.0% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
6,066
shares
|
$306,090
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,985
shares
|
$302,003
0.04% of portfolio
|
Q4 2024
Added 37.9%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
5,850
shares
|
$295,191
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
5,799
shares
|
$292,617
0.1% of portfolio
|
Q4 2024
Reduced 14.72%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,441
shares
|
$274,552
0.07% of portfolio
|
Q4 2024
Reduced 22.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
5,403
shares
|
$272,635
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
5,367
shares
|
$270,818
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
4,773
shares
|
$240,845
0.0% of portfolio
|
Q4 2024
Added 11.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
4,368
shares
|
$220,409
0.0% of portfolio
|
Q4 2024
Reduced 86.1%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,344
shares
|
$219,198
0.0% of portfolio
|
Q2 2024
Reduced 57.47%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
4,085
shares
|
$206,129
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
3,080
shares
|
$155,416
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
1,800
shares
|
$90,828
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,520
shares
|
$76,699
0.0% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,374
shares
|
$69,332
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,336
shares
|
$67,414
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,252
shares
|
$63,175
0.0% of portfolio
|
Q1 2021
Added 2.64%
|