Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF inkluderar Equitable Holdings, Inc., Northwestern Mutual Wealth Management Co, Citadel Advisors Llc, Kestra Private Wealth Services, Llc, KPP Advisory Services LLC, Pathstone Holdings, LLC, Stratos Wealth Partners, LTD., och Cerity 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-26 | NP | URFFX - Target Retirement 2050 Fund | 501 847 | 28,00 | 11 497 | 6,40 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 12 355 | 324 | ||||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 365 916 | 54,40 | 9 591 | 64,98 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8 000 | 210 | ||||||
| 2025-07-25 | NP | UCEQX - Cornerstone Equity Fund | 186 062 | 15,52 | 4 640 | 12,00 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 2 283 121 | 3,63 | 59 841 | 10,73 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 34 929 | 915 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 12 770 | 335 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 32 990 | 865 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 74 836 | 725,09 | 1 961 | 783,33 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 8 042 | 211 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 445 690 | 193,50 | 11 681 | 211,74 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 63 641 | 1 668 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8 647 | 227 | ||||||
| 2025-06-26 | NP | URFRX - Target Retirement 2040 Fund | 729 883 | 11,08 | 16 722 | −7,66 | ||||
| 2025-06-26 | NP | URSIX - Target Retirement 2060 Fund | 127 334 | 123,39 | 2 917 | 85,80 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 45 905 | 40,53 | 1 203 | 47,43 | ||||
| 2025-07-25 | NP | USCCX - Cornerstone Conservative Fund | 44 000 | 131,58 | 1 097 | 124,80 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 287 | 10,81 | 8 | 16,67 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 204 182 | 11,73 | 5 352 | 19,39 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 34 653 | 9,52 | 908 | 17,01 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 51 289 | 1 344 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 255 121 | 4,84 | 6 687 | 12,01 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 777 055 | 640,38 | 20 367 | 691,22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 13 680 | 359 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 488 931 | 58,56 | 12 815 | 69,43 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 260 018 | 4,29 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 072 570 | 71,34 | 28 112 | 83,08 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 11 100 | 0,05 | 291 | 6,62 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 494 605 | 745,68 | 12 964 | 803,97 | ||||
| 2025-06-26 | NP | URTRX - Target Retirement 2030 Fund | 493 995 | 8,10 | 11 317 | −10,14 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 762 145 | 14,61 | 19 976 | 22,46 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 19 221 | 16,51 | 1 |
