Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Victory Portfolios II - VictoryShares Core Intermediate Bond ETF meliputi 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, dan Assetmark, Inc .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
