Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Victory Portfolios II - VictoryShares Core Intermediate Bond ETF inkluderer Meeder Advisory Services, Inc., HORAN Wealth, LLC, Wealth Advisory Team 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, og Assetmark, Inc .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||||
| 2025-07-15 | 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 |
