Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF meliputi D.a. Davidson & Co., Two Sigma Investments, Lp, Equitable Holdings, Inc., Atria Wealth Solutions, Inc., dan Concurrent Investment Advisors, LLC .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-15 | 13F | Morgan Stanley | 312,392 | 45,108.68 | 13,464 | 51,684.62 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 7,050 | 304 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 64,659 | 23.33 | 2,787 | 36.90 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 436,886 | 0.78 | 18,830 | 11.89 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 46,804 | 11.39 | 2,017 | 23.67 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 326,014 | 2.58 | 14,051 | 13.89 | ||||
2025-06-26 | NP | URSIX - Target Retirement 2060 Fund | 210,979 | 7.65 | 8,175 | -0.44 | ||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 90,638 | 4.57 | 3,907 | 16.11 | ||||
2025-05-14 | 13F | Huntington National Bank | 16 | |||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 67,114 | 0.94 | 2,895 | 12.04 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 15,436 | 21.71 | 665 | 35.16 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 20,004 | 78.61 | 862 | 98.62 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 300,567 | 11.87 | 12,954 | 24.20 | ||||
2025-07-23 | 13F | Gentry Private Wealth, Llc | 34,277 | 0.63 | 1,477 | 11.72 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7,973 | 344 | ||||||
2025-07-25 | NP | USCCX - Cornerstone Conservative Fund | 102,587 | 24.22 | 4,211 | 23.71 | ||||
2025-08-13 | 13F | Kuhn & Co Investment Counsel | 52,078 | 11.78 | 2,245 | 24.12 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 14,998 | 6.92 | 646 | 18.75 | ||||
2025-06-26 | NP | URFFX - Target Retirement 2050 Fund | 1,272,654 | 2.41 | 49,315 | -5.29 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 98,423 | 4,242 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 12,641 | 545 | ||||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 47,000 | 2,026 | ||||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 19,064 | 1.02 | 822 | 12.16 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 217,591 | 60.47 | 9,378 | 78.19 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8,283 | 1.32 | 0 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4,800 | 207 | ||||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 64,710 | 18.69 | 2,789 | 31.76 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 882,830 | 0.33 | 38,050 | 11.39 | ||||
2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 5,952 | 4.04 | 257 | 15.32 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 85,203 | 245.79 | 3,706 | 287.66 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 24,494 | 0.96 | 1,056 | 12.11 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 15,890 | 146.74 | 685 | 173.60 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 12,198 | 25.03 | 526 | 38.89 | ||||
2025-06-26 | NP | URFRX - Target Retirement 2040 Fund | 1,704,689 | 1.79 | 66,057 | -5.86 | ||||
2025-07-25 | NP | UCEQX - Cornerstone Equity Fund | 537,787 | 5.91 | 22,076 | 5.48 | ||||
2025-08-12 | 13F | LPL Financial LLC | 692,569 | 15.51 | 29,850 | 28.24 | ||||
2025-07-18 | 13F | Truist Financial Corp | 1,092,532 | 16.52 | 47,088 | 29.37 |