Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Victory Portfolios II - VictoryShares Core Intermediate Bond ETF inkluderar Meeder Advisory Services, Inc., HORAN Wealth, LLC, Wealth Advisory Team LLC, Private Capital Management Llc, Signature Estate & Investment Advisors Llc, Equitable Holdings, Inc., ZEGA Investments, LLC, J.w. Cole Advisors, Inc., Certified Advisory Corp, Farther Finance Advisors, LLC, Private Trust Co Na, och Assetmark, Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 103 599 | 7,84 | 4 876 | 8,14 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 795 501 | 32,89 | 37 444 | 33,26 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 893 921 | 20,75 | 89 147 | 21,09 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 545 834 | 1,05 | 25 692 | 2,13 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 862 897 | 11,20 | 40 617 | 11,51 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 360 500 | 127,44 | 16 969 | 128,06 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10 210 | 481 | ||||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 39 102 | 1 799 | ||||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 10 081 | 11,59 | 475 | 11,79 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 60 704 | 19,42 | 2 857 | 19,74 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 175 963 | 4,21 | 8 283 | 4,49 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 143 528 | 40,00 | 6 757 | 40,37 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 263 954 | 3,69 | 12 424 | 3,98 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 108 736 | 26,19 | 52 188 | 26,54 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 38 998 | 697,83 | 1 836 | 704,82 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 596 398 | 1,60 | 28 072 | 1,89 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 13 | 1 | ||||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 510 335 | 1,83 | 24 021 | 2,12 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 4 684 | 220 | ||||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 348 017 | 16 381 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 898 532 | 40,23 | 42 294 | 40,62 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 171 837 | 7,05 | 8 089 | 7,35 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 57 491 | 23,78 | 2 706 | 24,13 | ||||
| 2025-07-14 | 13F | Strategic Planning Group, Llc | 36 683 | 7,13 | 1 727 | 7,41 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6 797 | 42,08 | 320 | 42,41 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 122 753 | 1,19 | 5 778 | 1,46 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 11 919 | 0,57 | 561 | 0,90 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 443 544 | 10,00 | 20 878 | 10,30 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 51 808 | 26,91 | 2 | 100,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 315 653 | 71,51 | 14 858 | 72,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 111 472 | 5 247 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 17 045 | 4,61 | 802 | 4,97 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 19 672 | 2,60 | 926 | 2,78 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 166 626 | 5,38 | 7 843 | 5,69 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 151 484 | 0,97 | 7 130 | 1,25 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 26 620 | 11,01 | 1 253 | 11,38 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 89 984 | 1,50 | 4 236 | 1,78 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 10 324 | 486 | ||||||
| 2025-07-10 | 13F | Envision Financial LLC | 149 516 | 3,98 | 7 038 | 4,27 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 258 | 30,96 | 12 | 33,33 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 35 638 | 3,01 | 1 677 | 3,33 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 343 153 | 2,00 | 16 150 | 2,27 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 192 100 | 5,00 | 9 042 | 5,30 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 153 563 | 1 024,59 | 7 228 | 1 029,38 | ||||
| 2025-07-09 | 13F | Fjell Capital, LLC | 140 596 | 1,38 | 6 618 | 1,64 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 586 | 169 | ||||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 128 176 | 6 033 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 25 742 | 1,86 | 1 212 | 2,11 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 034 | 237 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 43 937 | 29,50 | 2 068 | 29,90 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 914 | 137 | ||||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 56 956 | 124,32 | 2 681 | 125,02 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 113 511 | 0,36 | 5 343 | 0,62 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 346 573 | 0,43 | 16 353 | 2,85 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4 400 | 1,15 | 207 | 1,97 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 22 534 | 6,23 | 1 061 | 6,53 | ||||
| 2025-08-14 | 13F | UBS Group AG | 108 368 | 7,49 | 5 101 | 7,78 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 136 331 | 1,98 | 6 417 | 2,26 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4 085 | 73,09 | 192 | 74,55 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 237 329 | 8,96 | 152 381 | 9,26 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 38 727 | 1,05 | 1 823 | 1,28 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 187 335 | 10,08 | 8 818 | 10,38 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 46 947 | 6,05 | 2 210 | 6,36 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 9 442 | 444 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 19 | 1 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 4 905 | 231 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 081 | 1,03 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4 964 | 571,72 | 234 | 606,06 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11 956 | 12,28 | 560 | 12,22 | ||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 339 420 | 1,25 | 15 932 | 3,41 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 9 634 | 1,62 | 453 | 2,03 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 9 470 | 446 | ||||||
| 2025-07-16 | 13F | Novem Group | 12 852 | 12,03 | 605 | 12,27 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 99 250 | 7,72 | 4 672 | 8,02 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 874 284 | 4,03 | 88 223 | 4,32 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7 922 | 28,75 | 373 | 29,17 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 563 374 | 26 518 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 993 575 | 6,23 | 46 768 | 6,52 |
