Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF inkluderar Claro Advisors LLC, Quantinno Capital Management LP, Concurrent Investment Advisors, LLC, Seven Springs Wealth Group, LLC, Financial Management Professionals, Inc., och Global Retirement Partners, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 6 949 | 142,97 | 611 | 153,53 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 2 277 | 200 | ||||||
| 2025-06-26 | NP | URFRX - Target Retirement 2040 Fund | 553 927 | 38,30 | 43 206 | 41,18 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 7 967 | 0,35 | 701 | 4,48 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 3 508 | 9,56 | 294 | 16,67 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 930 | 212,08 | 78 | 239,13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 4 265 | 18,90 | 375 | 24,17 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7 | 75,00 | 1 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 19 018 | 6,87 | 1 673 | 11,32 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 35 895 | 29,96 | 3 135 | 35,48 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 352 | 0,15 | 119 | 4,42 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 130 | 571,92 | 187 | 619,23 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 24 148 | 6,84 | 2 026 | 13,88 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 3 060 | 11,84 | 257 | 19,07 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 743 | 329 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 4 652 | 409 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 956 | 65,68 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 143 | 0,14 | 188 | 4,44 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 711 | 150 | ||||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 48 398 | 14,42 | 4 061 | 21,95 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 437 | 0,23 | 38 | 5,56 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 288 239 | 2,10 | 25 354 | 6,36 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3 361 | 296 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 66 342 | 4,23 | 5 835 | 8,56 | ||||
| 2025-06-26 | NP | URINX - Target Retirement Income Fund | 106 772 | 27,41 | 8 158 | 24,82 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3 339 | 294 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 86 218 | 3,66 | 7 584 | 7,97 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 28 566 | 0,04 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 66 718 | 15,50 | 5 869 | 20,32 | ||||
| 2025-08-08 | 13F | Creative Planning | 8 977 | 0,74 | 790 | 4,92 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 60 | 5 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3 091 | 0,29 | 272 | 4,23 |
