Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Victory Portfolios II - VictoryShares Short-Term Bond ETF inkluderar Clarity Asset Management, Inc., Tulsa Wealth Advisors, INC, Rps Advisory Solutions Llc, Hrt Financial Lp, Centaurus Financial, Inc., BlackRock, Inc., Western Wealth Management, LLC, Allworth Financial LP, AG Campbell Advisory, LLC, och Atlantic Edge Private Wealth Management, 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 50 | 3 | ||||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 9 119 | 37,69 | |||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 198 454 | 49,85 | 10 044 | 49,16 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 71 085 | 50,86 | 3 601 | 49,92 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 74 639 | 3 775 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 211 904 | 663,62 | 10 718 | 660,14 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 19 696 | 414,26 | 996 | 413,40 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 8 529 | 15,57 | 431 | 14,93 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 24 926 | 2,80 | 1 261 | 2,19 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 7 772 | 17,24 | 393 | 16,62 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 29 105 | 9,27 | 1 472 | 8,71 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 86 845 | 0,10 | 4 393 | −0,41 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 5 004 | 3,73 | 253 | 3,27 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 256 667 | 14,13 | 13 049 | 118 518,18 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 458 615 | 23 197 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 394 | 20 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 5 477 | 277 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 4 699 | 238 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 24 330 | 4,98 | 1 231 | 4,41 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 95 200 | 1 002,49 | 5 | |||||
| 2026-05-01 | 13F | Miller Financial Services LLC | 22 170 | 226,75 | 1 121 | 225,87 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 9 999 | 1 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 149 974 | 121,00 | 8 | 133,33 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 5 969 | 29,31 | 302 | 28,63 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 264 785 | 10,17 | 13 393 | 9,61 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 451 585 | 6,40 | 22 841 | 5,86 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 202 823 | 3,73 | 10 312 | 3,43 | ||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 18 480 | 25,72 | 935 | 25,03 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 307 627 | 26,38 | 15 560 | 25,74 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 249 515 | 0,95 | 12 628 | 0,43 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 881 331 | 15,73 | 44 578 | 15,14 | ||||
| 2026-05-14 | 13F | Comprehensive Wealth Management, LLC | 22 551 | 13,60 | 1 141 | 12,98 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 57 229 | 162,49 | 2 895 | 161,19 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 24 019 | 3,84 | 1 215 | 3,32 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 234 309 | 11,93 | 11 851 | 11,36 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 525 433 | 1,66 | 26 576 | 1,14 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2 602 | 979,67 | 132 | 991,67 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 180 424 | 261,96 | 9 126 | 260,10 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 36 | 28,57 | 2 | 0,00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 464 463 | 16,70 | 23 493 | 16,11 | ||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 178 774 | 12,54 | 9 042 | 11,96 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 29 401 | 6,19 | 1 487 | 5,69 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 63 874 | 11,55 | 3 231 | 10,96 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 262 376 | 19,79 | 13 274 | 19,21 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 607 923 | 20,45 | 81 329 | 19,83 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 11 374 | 1 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 206 471 | 48,33 | 10 443 | 47,58 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 113 884 | 13,38 | 5 760 | 12,81 | ||||
| 2026-05-14 | 13F | Betterment LLC | 13 065 | 55,17 | 1 | |||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 131 303 | 5,47 | 6 641 | 4,95 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 51 908 | 38,00 | 2 626 | 37,29 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 80 692 | 4 081 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 1 248 215 | 63 100,76 | 63 135 | 63 034,00 | ||||
| 2026-04-21 | 13F | Broadway Wealth Solutions, Inc. | 559 951 | 7,68 | 28 322 | 7,13 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 4 916 | 686,56 | 248 | 700,00 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 2 822 911 | 8,63 | 142 783 | 8,07 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 11 270 | 16,75 | 570 | 16,33 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2 528 426 | 16,33 | 127 888 | 15,73 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 210 516 | 10,35 | 10 648 | 9,79 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 482 124 | 30,62 | 24 386 | 29,96 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 122 240 | 151,01 | 6 183 | 149,78 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 45 670 | 23,17 | 2 310 | 22,55 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 193 011 | 45,74 | 9 762 | 44,99 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 17 866 | 44,02 | 904 | 43,33 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 644 | 33 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 6 297 | 0,80 | 318 | 0,32 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 100 | 5 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 531 498 | 10,05 | 77 463 | 9,49 | ||||
| 2026-04-22 | 13F | Motco | 372 958 | 5,87 | 18 864 | 5,33 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 84 837 | 7,00 | 4 291 | 6,45 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 4 318 | 218 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 292 838 | 18,99 | 14 844 | 18,45 | ||||
| 2026-04-27 | 13F | Northeast Planning Associates, Inc. / Nh / | 265 596 | 5,21 | 13 434 | 4,68 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 5 410 366 | 1,20 | 273 656 | 0,68 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 76 289 | 61,29 | 3 879 | 61,31 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 231 971 | 10,52 | 11 733 | 9,95 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 153 409 | 3,10 | 7 759 | 2,56 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 263 995 | 378,33 | 13 | 550,00 | ||||
| 2026-05-07 | 13F | REDW Wealth LLC | 120 685 | 90,67 | 6 104 | 89,74 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 5 945 | 57,40 | 301 | 56,25 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 334 129 | 5,97 | 16 900 | 5,43 | ||||
| 2026-05-04 | 13F | Rps Advisory Solutions Llc | 11 629 | 588 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 191 605 | 43,01 | 9 691 | 42,28 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 26 082 | 24,54 | 1 319 | 23,97 | ||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 189 516 | 4,53 | 9 586 | 3,99 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 26 543 | 24,36 | 1 343 | 23,69 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 221 223 | 5,59 | 11 189 | 5,05 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 109 303 | 5 529 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 23 206 | 1 180 | ||||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 111 951 | 5 662 | ||||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 7 807 | 4,39 | 395 | 3,68 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 548 | 28 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 185 906 | 0,57 | 9 403 | 0,06 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 6 283 | 0,11 | 318 | −0,63 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 392 069 | 81,06 | 19 831 | 80,13 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 11 269 | 17,84 | 570 | 17,08 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 24 461 | 9,97 | 1 237 | 9,47 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 111 574 | 7,13 | 5 643 | 6,59 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 220 010 | 12,73 | 11 143 | 12,31 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 54 566 | 32,92 | 2 760 | 32,20 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 59 038 | 65,87 | 2 986 | 65,06 |