Victory Portfoli Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 590.76 K | $31.89 M | -54.53% | 33.09% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 132.16 K | $7.13 M | -8.64% | 7.40% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 97.16 K | $5.24 M | 10.70% | 5.44% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 94.81 K | $5.12 M | 100.00% | 5.31% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 38.44 K | $2.07 M | -23.93% | 2.15% |
| JANE STREET GROUP, LLC | 02/12/2026 | 15.32 K | $827.06 K | -46.07% | 0.86% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 13.68 K | $738.44 K | 11.31% | 0.77% |
| RIVERSEDGE ADVISORS, LLC | 01/07/2026 | 11.03 K | $595.56 K | -3.24% | 0.62% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 10.92 K | $589.63 K | 0.00% | 0.61% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 10.25 K | $553.40 K | 846.63% | 0.57% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 9.37 K | $505.47 K | -0.97% | 0.52% |
| LPL FINANCIAL LLC | 02/11/2026 | 9.10 K | $491.39 K | 2.78% | 0.51% |
| KEYSTONE FINANCIAL GROUP | 02/06/2026 | 6.06 K | $327.20 K | -0.64% | 0.34% |
| SEI INVESTMENTS CO | 02/13/2026 | 5.39 K | $290.76 K | 100.00% | 0.30% |
| ROYAL BANK OF CANADA | 02/17/2026 | 3.49 K | $188.00 K | -77.00% | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 378 | $20.43 K | 0.53% | 0.02% |
| UBS GROUP AG | 01/29/2026 | 253 | $13.66 K | -30.49% | 0.01% |
| MORGAN STANLEY | 02/13/2026 | 1 | $67 | -97.62% | 0.00% |
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Victory Portfoli institutional Ownership - FAQ's
During the previous two years, 26 institutional investors and hedge funds held shares of Victory Portfoli. The most heavily invested institutionals were:
RIVERSEDGE ADVISORS, LLC: 0
ENVESTNET ASSET MANAGEMENT INC: 0
VICTORY CAPITAL MANAGEMENT INC: 590,759
Summit Financial, LLC: 132,155
BANK OF AMERICA CORP /DE/: 97,158
FLOW TRADERS U.S. LLC: 94,810
58.73% of Victory Portfoli stock is owned by institutional investors.
Institutional investors have bought a total of 1.23 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.