Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Victory Portfolios II - VictoryShares US Small Mid Cap Value Momentum ETF inkluderar Vise Technologies, Inc., Truist Financial Corp, Steward Partners Investment Advisory, Llc, Atria Wealth Solutions, Inc., Bessemer Group Inc, Jpmorgan Chase & Co, och Sound Income Strategies, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 333 | 24,27 | 280 | 32,23 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 125 487 | 7,54 | 10 530 | 14,60 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 3 508 | 9,56 | 294 | 16,67 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6 751 | 166,42 | 567 | 184,42 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4 286 | 367 | ||||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 930 | 212,08 | 78 | 239,13 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 36 723 | 27,44 | 3 146 | 38,67 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 84 052 | 7 053 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1 364 614 | 22,41 | 114 505 | 30,45 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8 303 | 697 | ||||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 31 538 | 19,23 | 2 646 | 27,09 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | 0 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 5 870 | 0 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4 190 | 49,32 | 352 | 59,55 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4 476 | 164,85 | 376 | 181,95 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 2 268 | 319,22 | 190 | 352,38 | ||||
| 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 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 102 | 9 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 2 560 | 71,70 | 215 | 82,91 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 613 | 1 941,77 | 135 | 2 150,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 625 | 83,82 | 52 | 92,59 | ||||
| 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 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 41 387 | 439,81 | 3 473 | 475,79 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 51 128 | 4 290 | ||||||
| 2025-06-26 | NP | URINX - Target Retirement Income Fund | 106 772 | 27,41 | 8 158 | 24,82 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7 468 966 | 11,18 | 639 792 | 20,95 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 1 221 416 | 2,26 | 102 489 | 8,98 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 14 755 | 87,96 | 1 238 | 100,32 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 125 | 0 | ||||||
| 2025-07-25 | NP | UCEQX - Cornerstone Equity Fund | 114 594 | 9,56 | 9 286 | 7,68 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 70 747 | 317,24 | 5 936 | 344,64 |
