Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Victory Portfolios II - VictoryShares Short-Term Bond ETF meliputi HORAN Wealth, LLC, Steward Partners Investment Advisory, Llc, Apella Capital, LLC, Quadrature Capital Ltd, M.e. Allison & Co., Inc., HighTower Advisors, LLC, Kestra Private Wealth Services, Llc, Wbi Investments, Inc., American Trust, Parallel Advisors, LLC, dan Rossby Financial, LCC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | LPL Financial LLC | 1,059,018 | 10.55 | 53,819 | 10.92 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 76,245 | 32.05 | 3,875 | 32.49 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 11,446 | 49.74 | 582 | 50.13 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3,966 | 202 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 672,758 | 7.86 | 34,189 | 8.22 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13,375 | 680 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 241,024 | 94.10 | 12,254 | 94.82 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 6,479 | 329 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 43,598 | 2,216 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 113,912 | 5.51 | 5,789 | 5.87 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 30,491 | 51.25 | 1,550 | 51.71 | ||||
| 2025-06-26 | NP | URFRX - Target Retirement 2040 Fund | 1,279,554 | 8.43 | 64,758 | 8.77 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 135,312 | 4.70 | 6,877 | 5.06 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 7,924 | 6.72 | 403 | 6.91 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 98,498 | 3.55 | 5,006 | 3.90 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 46,115 | 41.84 | 2 | 100.00 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 145,541 | 4.73 | 7,396 | 5.09 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 4,926 | 0.63 | 250 | 1.21 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,302,472 | 31.57 | 66,192 | 32.01 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 38,382 | 58.67 | 1,951 | 59.18 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10,299 | 5.10 | 523 | 5.44 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 12,438 | 6.84 | 632 | 7.30 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 189 | 10 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 17,254 | 24.96 | 877 | 25.32 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 39,946 | 102.80 | 2,030 | 103.61 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 7,137 | 26.01 | 362 | 26.57 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 190,715 | 5.81 | 9,692 | 6.17 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 201,265 | 10,228 | ||||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 28,186 | 15.72 | 1,432 | 16.14 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 48,449 | 17.52 | 2,462 | 17.91 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 71,721 | 15.26 | 3,645 | 15.65 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 22,221 | 11.55 | 1,126 | 11.71 | ||||
| 2025-09-03 | 13F | American Trust | 3,989 | 203 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 33,912 | 37.89 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 264,431 | 13.43 | 13,438 | 13.81 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 199,280 | 13.11 | 10 | 25.00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5,076 | 258 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 24,221 | 18.05 | 1,231 | 18.38 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 131,406 | 8.14 | 6,678 | 8.51 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 444,070 | 5.90 | 22,568 | 6.26 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 15,375 | 0.37 | 779 | 0.65 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 58,391 | 6.33 | 3 | 0.00 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 38,914 | 16.22 | 1,978 | 16.64 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 4,394 | 223 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 11,194 | 569 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 245,995 | 4.19 | 12,519 | 5.25 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 550,995 | 121.10 | 28,002 | 121.84 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 356,854 | 0.64 | 18,135 | 0.98 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 23,208 | 150.52 | 1,179 | 151.39 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 35,406 | 2.88 | 1,799 | 3.21 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 5,620 | 0.43 | 286 | 0.71 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3,982 | 202 | ||||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 7,415 | 377 | ||||||
| 2025-06-26 | NP | URTRX - Target Retirement 2030 Fund | 1,418,858 | 5.94 | 71,808 | 6.28 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28,196 | 7.26 | 1,433 | 7.59 | ||||
| 2025-08-14 | 13F | UBS Group AG | 176,100 | 48.82 | 8,949 | 49.32 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 9,124 | 58.35 | 464 | 59.11 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 20,193 | 86.47 | 1 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 73,980 | 7.41 | 3,760 | 7.77 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5,420 | 275 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 4 | 0 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 186,391 | 5.12 | 9,472 | 5.47 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 98,105 | 91.32 | 4,986 | 91.95 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 17,363 | 28.00 | 882 | 28.38 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 8,896 | 9.77 | 452 | 10.24 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 8,038 | 13.72 | 409 | 13.97 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 5 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 170,627 | 12.49 | 8,671 | 12.87 | ||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 184,102 | 8.92 | 9,325 | 9.90 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 504,794 | 75.11 | 25,613 | 75.42 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 15,638 | 793 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 21,953 | 52.39 | 1,116 | 52.95 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 15,692 | 0.33 | 797 | 0.63 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 168,943 | 6.28 | 8,586 | 6.63 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 80,578 | 2.86 | 4,095 | 3.23 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 12,061 | 0.22 | 613 | 0.49 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 164,656 | 84.13 | 8,368 | 84.74 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 391,357 | 8.94 | 19,889 | 9.31 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 940,489 | 50.49 | 47,796 | 51.00 |
