Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Victory Portfolios II - VictoryShares Free Cash Flow ETF inkluderar Merit Financial Group, LLC, Modern Wealth Management, LLC, Ameriprise Financial Inc, Orion Portfolio Solutions, LLC, Gotham Asset Management, LLC, Kickstand Ventures, Llc., Duncan Williams Asset Management, LLC, Weil Company, Inc., J Hagan Capital, Inc., Aptus Capital Advisors, LLC, Financial Guidance Group, Inc., Spirepoint Private Client, Llc, RFG Advisory, LLC, D L Carlson Investment Group Inc, Kovitz Investment Group Partners, LLC, Wealthcare Advisory Partners LLC, NewEdge Wealth, LLC, Yukon Wealth Management, Inc., Wealth Group Ltd, och Y-Intercept (Hong Kong) Ltd .
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 | 9 367 594 | 22,68 | 331 144 | 26,51 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 43 589 | 1 541 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 829 290 | 16,74 | 29 324 | 20,37 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 413 589 | 1,75 | 15 | 7,69 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 49 486 | 43,94 | 1 749 | 48,47 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 13 750 | 486 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 777 879 | 7,86 | 27 498 | 11,23 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 11 499 | 407 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 118 911 | 28,35 | 40 | 34,48 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 663 787 | 2 671,68 | 58 815 | 2 759,21 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 2 333 822 | 82 501 | ||||||
| 2025-07-31 | 13F | DDD Partners, LLC | 60 879 | 1,84 | 2 152 | 5,03 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 85 495 | 42,98 | 3 022 | 47,49 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 6 854 | 242 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 996 575 | 35 234 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 9 791 | 65,28 | 346 | 70,44 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 137 463 | 134,84 | 4 855 | 143,24 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 9 877 | 31,54 | 0 | |||||
| 2025-06-26 | NP | URSIX - Target Retirement 2060 Fund | 165 109 | 34,48 | 5 435 | 24,68 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 82 024 | 53,01 | 2 900 | 57,81 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 91 026 | 3 218 | ||||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 2 219 090 | 5,72 | 78 445 | 9,02 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 097 816 | 2,23 | 74 131 | 5,38 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 38 137 | 0,99 | 1 348 | 4,17 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 46 997 | 13,89 | 1 661 | 17,47 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 103 793 | 7,89 | 39 | 11,43 | ||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 6 365 | 225 | ||||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 53 810 | 55,48 | 1 902 | 60,37 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 179 | 6 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 17 901 | 633 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 700 609 | 48,76 | 24 767 | 53,40 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 2 720 743 | 6,04 | 96 178 | 9,35 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 3 936 250 | 9,15 | 139 146 | 12,56 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 2 732 847 | 5,10 | 96 606 | 8,39 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 13 622 | 19,09 | 482 | 22,70 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 17 | |||||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 11 362 | 2,34 | 0 | |||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 158 623 | 8,38 | 5 607 | 11,78 | ||||
| 2025-06-26 | NP | URFRX - Target Retirement 2040 Fund | 1 317 454 | 46,06 | 43 371 | 35,40 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 196 863 | 5,09 | 6 959 | 8,38 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 26 835 | 60,99 | 949 | 66,02 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 87 292 | 43,23 | 3 086 | 47,68 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 470 976 | 16 145 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 368 667 | 236,78 | 13 032 | 247,33 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 38 670 | 16,29 | 1 367 | 19,93 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 20 295 | 717 | ||||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 143 376 | 4 888 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 44 536 | 22,58 | 1 574 | 26,43 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 515 724 | 36,41 | 88 931 | 40,67 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 11 572 | 409 | ||||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 133 646 | 12,36 | 4 781 | 17,24 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1 178 | 42 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 91 688 | 39,27 | 3 241 | 43,66 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6 341 983 | 14,25 | 224 189 | 17,82 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 24 551 | 9,15 | 868 | 12,45 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1 010 295 | 35 714 | ||||||
| 2025-04-29 | 13F | Hm Payson & Co | 1 025 | 35 | ||||||
| 2025-07-25 | NP | UCEQX - Cornerstone Equity Fund | 491 092 | 16,35 | 16 643 | 11,64 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 22 973 | 26,24 | 812 | 30,34 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6 562 | 232 | ||||||
| 2025-06-30 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 238 436 | 47,75 | 7 849 | 36,98 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 56 236 | 19,15 | 1 988 | 22,88 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 22 298 | 40,74 | 788 | 45,12 | ||||
| 2025-08-14 | 13F | Fmr Llc | 373 | 143,79 | 13 | 160,00 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 8 596 | 17,61 | 304 | 21,20 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 8 203 | 290 | ||||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 45 057 | 0,30 | 2 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 91 344 | 38,83 | 3 229 | 43,19 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 89 748 | 28,45 | 3 173 | 32,44 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 233 397 | 0,97 | 8 251 | 4,13 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 50 679 | 1 792 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 667 811 | 43,57 | 165 007 | 48,05 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 97 682 | 933,67 | 3 453 | 969,04 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 397 | 0,51 | 14 | 7,69 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15 851 | 34,25 | 560 | 38,61 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 40 134 | 11,76 | 1 419 | 15,19 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6 704 169 | 1,99 | 236 992 | 9,72 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 28 810 | 17,60 | 1 018 | 21,33 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 13 104 | 5,90 | 463 | 9,20 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 414 918 | 5,33 | 14 667 | 8,61 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 262 048 | 9 263 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 291 056 | 178,59 | 10 289 | 187,29 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 8 021 | 20,40 | 284 | 24,12 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 60 428 | 2 136 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 22 739 | 55 360,98 | 804 | 80 200,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 75 044 | 296,53 | 2 653 | 311,16 | ||||
| 2025-06-26 | NP | URTRX - Target Retirement 2030 Fund | 672 759 | 22,82 | 22 147 | 13,87 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 66 322 | 2 344 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 56 038 | 146,18 | 1 981 | 153,85 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 744 855 | 58,61 | 26 331 | 63,56 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 7 900 | 11,27 | 279 | 14,81 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 27 328 | 966 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 8 898 | 0,85 | 315 | 3,97 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 536 518 | 4,10 | 18 966 | 7,35 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 1 710 | 51,87 | ||||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 350 388 | 8,31 | 12 386 | 11,70 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 219 348 | 7 754 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 024 | 36 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 128 745 | 23,14 | 4 551 | 27,02 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12 619 465 | 29,50 | 446 098 | 33,54 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 91 145 | 3 222 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 94 | 3 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 80 433 | 17,44 | 2 843 | 21,13 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 41 051 | 24,04 | 1 451 | 27,95 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 10 980 | 14,63 | 388 | 18,29 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 140 647 | 172,97 | 4 972 | 181,48 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 9 315 | 335 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 1 244 717 | 9,35 | 44 001 | 12,76 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 94 654 | 17,90 | 3 346 | 21,58 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 14 029 | 25,51 | 496 | 29,24 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 64 373 | 746,23 | 2 071 | 696,15 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 019 114 | 13,40 | 71 375 | 16,94 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 049 | 7,70 | 37 | 12,12 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 68 091 | 22,16 | 2 407 | 26,02 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 359 151 | 120,53 | 12 696 | 127,43 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 221 503 | 7 830 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 221 503 | 7 830 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 46 768 | 5,01 | 1 653 | 8,32 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 91 964 | 4,06 | 3 251 | 7,30 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 9 805 | 57,01 | 347 | 61,68 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 3 173 134 | 35,68 | 112 170 | 39,92 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8 130 518 | 44,62 | 287 414 | 49,14 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 44 212 | 5,84 | 1 563 | 9,69 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 111 930 | 5 081,94 | 3 957 | 5 245,95 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 6 000 | 206 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 332 | 12 | ||||||
| 2025-08-12 | 13F | Atlantic Family Wealth, Llc | 59 498 | 7,14 | 2 103 | 10,51 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6 071 | 215 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 77 550 | 9,42 | 2 741 | 12,84 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 202 577 | 10,38 | 7 161 | 13,83 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 1 047 419 | 3,43 | 37 026 | 6,66 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 157 | 6 | ||||||
| 2025-07-31 | 13F | CAP Partners, LLC | 61 339 | 7,04 | 2 168 | 10,39 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 21 224 | 9,40 | 750 | 12,78 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 79 626 | 4,17 | 2 815 | 7,40 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1 387 | 20,92 | 48 | 20,51 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 74 149 | 2 621 | ||||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 1 582 738 | 32,03 | 55 950 | 36,15 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 29 909 | 85,68 | 1 057 | 91,49 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 163 984 | 5,60 | 5 866 | 10,18 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 383 948 | 5,58 | 13 573 | 8,87 | ||||
| 2025-06-26 | NP | URFFX - Target Retirement 2050 Fund | 991 090 | 61,92 | 32 627 | 50,12 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 965 864 | 20,68 | 34 143 | 24,45 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 422 790 | 31,86 | 14 946 | 35,97 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 11 087 | 392 | ||||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 63 580 | 11,65 | 2 248 | 15,11 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 426 701 | 37,23 | 121 134 | 41,51 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 30 082 | 1 035 |
