Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF meliputi Equitable Holdings, Inc., Northwestern Mutual Wealth Management Co, Citadel Advisors Llc, Kestra Private Wealth Services, Llc, KPP Advisory Services LLC, Pathstone Holdings, LLC, Stratos Wealth Partners, LTD., dan Cerity Partners 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-06-26 | NP | URFFX - Target Retirement 2050 Fund | 501,847 | 28.00 | 11,497 | 6.40 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 12,355 | 324 | ||||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 365,916 | 54.40 | 9,591 | 64.98 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 8,000 | 210 | ||||||
2025-07-25 | NP | UCEQX - Cornerstone Equity Fund | 186,062 | 15.52 | 4,640 | 12.00 | ||||
2025-08-13 | 13F | Victory Capital Management Inc | 2,283,121 | 3.63 | 59,841 | 10.73 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 34,929 | 915 | ||||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 12,770 | 335 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 32,990 | 865 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 74,836 | 725.09 | 1,961 | 783.33 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 8,042 | 211 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 445,690 | 193.50 | 11,681 | 211.74 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 63,641 | 1,668 | ||||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8,647 | 227 | ||||||
2025-06-26 | NP | URFRX - Target Retirement 2040 Fund | 729,883 | 11.08 | 16,722 | -7.66 | ||||
2025-06-26 | NP | URSIX - Target Retirement 2060 Fund | 127,334 | 123.39 | 2,917 | 85.80 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 45,905 | 40.53 | 1,203 | 47.43 | ||||
2025-07-25 | NP | USCCX - Cornerstone Conservative Fund | 44,000 | 131.58 | 1,097 | 124.80 | ||||
2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 287 | 10.81 | 8 | 16.67 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 204,182 | 11.73 | 5,352 | 19.39 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 34,653 | 9.52 | 908 | 17.01 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 51,289 | 1,344 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 255,121 | 4.84 | 6,687 | 12.01 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 777,055 | 640.38 | 20,367 | 691.22 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 13,680 | 359 | ||||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 488,931 | 58.56 | 12,815 | 69.43 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 260,018 | 4.29 | 7 | 0.00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 1,072,570 | 71.34 | 28,112 | 83.08 | ||||
2025-08-15 | 13F | Keel Point, LLC | 11,100 | 0.05 | 291 | 6.62 | ||||
2025-08-15 | 13F | Morgan Stanley | 494,605 | 745.68 | 12,964 | 803.97 | ||||
2025-06-26 | NP | URTRX - Target Retirement 2030 Fund | 493,995 | 8.10 | 11,317 | -10.14 | ||||
2025-08-12 | 13F | LPL Financial LLC | 762,145 | 14.61 | 19,976 | 22.46 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 19,221 | 16.51 | 1 |