Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Victory Portfolios II - VictoryShares Short-Term Bond ETF inkluderar HORAN Wealth, LLC, Steward Partners Investment Advisory, Llc, Apella Capital, LLC, Quadrature Capital Ltd, M.e. Allison & Co., Inc., HighTower Advisors, LLC, Kestra Private Wealth Services, Llc, Wbi Investments, Inc., American Trust, Parallel Advisors, LLC, och Rossby Financial, LCC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | LPL Financial LLC | 1 059 018 | 10,55 | 53 819 | 10,92 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 76 245 | 32,05 | 3 875 | 32,49 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 11 446 | 49,74 | 582 | 50,13 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3 966 | 202 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 672 758 | 7,86 | 34 189 | 8,22 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13 375 | 680 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 241 024 | 94,10 | 12 254 | 94,82 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 6 479 | 329 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 43 598 | 2 216 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 113 912 | 5,51 | 5 789 | 5,87 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 30 491 | 51,25 | 1 550 | 51,71 | ||||
| 2025-06-26 | NP | URFRX - Target Retirement 2040 Fund | 1 279 554 | 8,43 | 64 758 | 8,77 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 135 312 | 4,70 | 6 877 | 5,06 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 7 924 | 6,72 | 403 | 6,91 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 98 498 | 3,55 | 5 006 | 3,90 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 46 115 | 41,84 | 2 | 100,00 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 145 541 | 4,73 | 7 396 | 5,09 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 4 926 | 0,63 | 250 | 1,21 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 302 472 | 31,57 | 66 192 | 32,01 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 38 382 | 58,67 | 1 951 | 59,18 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10 299 | 5,10 | 523 | 5,44 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 12 438 | 6,84 | 632 | 7,30 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 189 | 10 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 17 254 | 24,96 | 877 | 25,32 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 39 946 | 102,80 | 2 030 | 103,61 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 7 137 | 26,01 | 362 | 26,57 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 190 715 | 5,81 | 9 692 | 6,17 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 201 265 | 10 228 | ||||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 28 186 | 15,72 | 1 432 | 16,14 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 48 449 | 17,52 | 2 462 | 17,91 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 71 721 | 15,26 | 3 645 | 15,65 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 22 221 | 11,55 | 1 126 | 11,71 | ||||
| 2025-09-03 | 13F | American Trust | 3 989 | 203 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 33 912 | 37,89 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 264 431 | 13,43 | 13 438 | 13,81 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 199 280 | 13,11 | 10 | 25,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5 076 | 258 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 24 221 | 18,05 | 1 231 | 18,38 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 131 406 | 8,14 | 6 678 | 8,51 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 444 070 | 5,90 | 22 568 | 6,26 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 15 375 | 0,37 | 779 | 0,65 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 58 391 | 6,33 | 3 | 0,00 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 38 914 | 16,22 | 1 978 | 16,64 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 4 394 | 223 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 11 194 | 569 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 245 995 | 4,19 | 12 519 | 5,25 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 550 995 | 121,10 | 28 002 | 121,84 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 356 854 | 0,64 | 18 135 | 0,98 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 23 208 | 150,52 | 1 179 | 151,39 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 35 406 | 2,88 | 1 799 | 3,21 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 5 620 | 0,43 | 286 | 0,71 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3 982 | 202 | ||||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 7 415 | 377 | ||||||
| 2025-06-26 | NP | URTRX - Target Retirement 2030 Fund | 1 418 858 | 5,94 | 71 808 | 6,28 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28 196 | 7,26 | 1 433 | 7,59 | ||||
| 2025-08-14 | 13F | UBS Group AG | 176 100 | 48,82 | 8 949 | 49,32 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 9 124 | 58,35 | 464 | 59,11 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 20 193 | 86,47 | 1 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 73 980 | 7,41 | 3 760 | 7,77 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5 420 | 275 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 4 | 0 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 186 391 | 5,12 | 9 472 | 5,47 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 98 105 | 91,32 | 4 986 | 91,95 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 17 363 | 28,00 | 882 | 28,38 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 8 896 | 9,77 | 452 | 10,24 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 8 038 | 13,72 | 409 | 13,97 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 5 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 170 627 | 12,49 | 8 671 | 12,87 | ||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 184 102 | 8,92 | 9 325 | 9,90 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 504 794 | 75,11 | 25 613 | 75,42 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 15 638 | 793 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 21 953 | 52,39 | 1 116 | 52,95 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 15 692 | 0,33 | 797 | 0,63 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 168 943 | 6,28 | 8 586 | 6,63 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 80 578 | 2,86 | 4 095 | 3,23 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 12 061 | 0,22 | 613 | 0,49 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 164 656 | 84,13 | 8 368 | 84,74 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 391 357 | 8,94 | 19 889 | 9,31 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 940 489 | 50,49 | 47 796 | 51,00 |
