VICTORY PORTFOLIOS II (CIZ)
Institutional ownership reported to the SEC as of Q3 2024, across 24 quarters.
13
Reporting holders
$19.6M
Reported value
0.0%
Held as options
-6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Cetera Investment Advisers | $7.7M | 233,826 | 0.02% | 3q | -10.4%-$896.7K |
| BANK OF AMERICA CORP /DE/ | $3.9M | 116,535 | 0.00% | 24q | -2.7%-$108.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 58,194 | 0.00% | 6q | +54.3%+$678.0K |
| MORGAN STANLEY | $1.9M | 56,798 | 0.00% | 28q | -7.2%-$145.1K |
| AMERIPRISE FINANCIAL INC | $1.6M | 49,715 | 0.00% | 24q | +4.9%+$76.2K |
| JANE STREET GROUP, LLC | $812.0K | 24,520 | 0.00% | 8q | -15.9%-$153.2K |
| LPL Financial LLC | $739.2K | 22,322 | 0.00% | 24q | -66.2%-$1.4M |
| MATHER GROUP, LLC. | $567.6K | 17,140 | 0.01% | 11q | -74.5%-$1.7M |
| Royal Bank of Canada | $183.0K | 5,535 | 0.00% | 24q | +556.6%+$155.1K |
| UBS Group AG | $126.1K | 3,808 | 0.00% | 24q | +296.7%+$94.3K |
| Allworth Financial LP | $48.4K | 1,461 | 0.00% | 2q | HELD |
| NewEdge Advisors, LLC | $37.1K | 1,122 | 0.00% | 24q | -93.1%-$499.7K |
| OSAIC HOLDINGS, INC. | $16.4K | 495 | 0.00% | 19q | -4.1% |
| FLOW TRADERS U.S. LLC | $4.1K | 123,105 | 0.21% | 5q | +217.2%+$2.8K |
| CWM, LLC | $667 | 20,142 | 0.00% | 23q | -0.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2024 | 13 | $19.6M | 591,471 | 0 | 4 | 8 | 0.0% |
| Q2 2024 | 19 | $24.5M | 799,261 | 2 | 5 | 11 | 0.0% |
| Q1 2024 | 20 | $32.8M | 1,048,126 | 3 | 6 | 9 | 0.0% |
| Q4 2023 | 18 | $31.9M | 1,056,613 | 1 | 6 | 9 | 0.0% |
| Q3 2023 | 19 | $24.3M | 833,502 | 3 | 3 | 12 | 0.0% |
| Q2 2023 | 17 | $25.0M | 804,962 | 2 | 4 | 9 | 0.0% |
| Q1 2023 | 17 | $29.9M | 962,025 | 2 | 6 | 7 | 0.0% |
| Q4 2022 | 15 | $27.2M | 883,575 | 2 | 7 | 5 | 0.0% |
| Q3 2022 | 16 | $22.2M | 767,801 | 0 | 9 | 3 | 0.0% |
| Q2 2022 | 19 | $19.9M | 676,240 | 1 | 7 | 8 | 0.0% |
| Q1 2022 | 18 | $19.8M | 609,356 | 3 | 8 | 4 | 0.0% |
| Q4 2021 | 18 | $20.1M | 585,344 | 1 | 8 | 6 | 0.0% |
| Q3 2021 | 17 | $18.3M | 546,911 | 0 | 6 | 5 | 0.0% |
| Q2 2021 | 20 | $22.6M | 663,263 | 0 | 9 | 7 | 0.0% |
| Q1 2021 | 20 | $20.7M | 635,520 | 0 | 7 | 8 | 0.0% |
| Q4 2020 | 22 | $24.1M | 764,853 | 2 | 5 | 11 | 0.0% |
| Q3 2020 | 24 | $26.2M | 934,448 | 1 | 4 | 13 | 0.0% |
| Q2 2020 | 29 | $28.6M | 1,054,423 | 7 | 7 | 12 | 0.0% |
| Q1 2020 | 27 | $29.0M | 1,127,216 | 2 | 4 | 14 | 0.0% |
| Q4 2019 | 32 | $52.1M | 1,560,534 | 2 | 9 | 17 | 0.0% |
| Q3 2019 | 35 | $57.2M | 1,822,647 | 1 | 5 | 24 | 0.0% |
| Q2 2019 | 37 | $63.4M | 1,974,740 | 2 | 9 | 23 | 0.0% |
| Q1 2019 | 40 | $88.5M | 2,775,535 | 4 | 12 | 18 | 0.0% |
| Q4 2018 | 38 | $89.3M | 2,907,358 | 1 | 1 | 2 | 0.0% |