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 |
|---|---|---|---|---|---|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
7,124
shares
|
$361,970
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
6,996
shares
|
$355,466
0.0% of portfolio
|
Q3 2025
Added 37.83%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Nov 12, 2025 Q3 2025 |
6,279
shares
|
$319,035
0.3% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
6,154
shares
|
$312,684
0.0% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
6,131
shares
|
$311,516
0.02% of portfolio
|
Q3 2025
Added 13.12%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
5,919
shares
|
$300,744
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
5,760
shares
|
$292,665
0.03% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
5,615
shares
|
$285,298
0.01% of portfolio
|
Q3 2025
Reduced 38.46%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,441
shares
|
$276,457
0.07% of portfolio
|
Q4 2024
Reduced 22.42%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
5,229
shares
|
$265,685
0.16% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
5,074
shares
|
$257,809
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,029
shares
|
$255,523
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
4,844
shares
|
$246,123
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
4,487
shares
|
$227,984
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
4,434
shares
|
$225,291
0.06% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
4,087
shares
|
$207,660
0.02% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,982
shares
|
$202,325
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
3,080
shares
|
$156,494
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
2,809
shares
|
$142,725
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,682
shares
|
$136,272
0.0% of portfolio
|
Q3 2025
Reduced 23.7%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,559
shares
|
$79,212
0.01% of portfolio
|
Q3 2025
Reduced 95.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,520
shares
|
$77,231
0.0% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,454
shares
|
$73,877
0.01% of portfolio
|
Q3 2025
Added 25.45%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,407
shares
|
$71,489
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,374
shares
|
$69,812
0.01% of portfolio
|
Q2 2023
New holding
|
|