Victory Portfolios II Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 158.75 K | $5.38 M | 0.68% | 30.76% |
| JANE STREET GROUP, LLC | 11/15/2024 | 54.39 K | $1.84 M | 100.00% | 10.54% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 45.45 K | $1.54 M | 113.82% | 8.81% |
| FLOW TRADERS U.S. LLC | 11/14/2024 | 36.79 K | $1.25 M | 118.59% | 7.13% |
| COMERICA BANK | 11/14/2024 | 22.99 K | $779.33 K | 0.00% | 4.45% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 22.52 K | $763.49 K | -8.81% | 4.36% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 13.63 K | $462.06 K | -20.70% | 2.64% |
| KEYSTONE FINANCIAL GROUP | 02/13/2025 | 9.49 K | $535.89 K | 100.00% | 1.84% |
| STONEX GROUP INC. | 08/13/2025 | 8.80 K | $298.29 K | -7.29% | 1.70% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 5.54 K | $182.45 K | 100.00% | 1.07% |
| ROYAL BANK OF CANADA | 11/14/2024 | 4.68 K | $159.00 K | 18.09% | 0.91% |
| UBS GROUP AG | 11/14/2024 | 41 | $1.39 K | -99.93% | 0.01% |
| MORGAN STANLEY | 05/14/2025 | 1 | $42 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 1 | $31 | 0.00% | 0.00% |
| CITADEL ADVISORS LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| OLD MISSION CAPITAL LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
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Victory Portfolios II institutional Ownership - FAQ's
During the previous two years, 2 institutional investors and hedge funds held shares of Victory Portfolios II. The most heavily invested institutionals were:
LADENBURG THALMANN FINANCIAL SERVICES INC.: 28,211
Advisor Group, Inc.: 3,263
74.22% of Victory Portfolios II stock is owned by institutional investors.
Institutional investors have bought a total of 31.47 K shares in the last 24 months. This purchase volume represents approximately $1.04 M in transactions.