Grundlæggende statistik
| Institutionelle ejere | 127 total, 127 long only, 0 short only, 0 long/short - change of 4,10% MRQ |
| Gennemsnitlig porteføljeallokering | 1.5027 % - change of -5,92% MRQ |
| Institutionelle aktier (lange) | 59.206.862 (ex 13D/G) - change of -5,24MM shares -8,13% MRQ |
| Institutionel værdi (lang) | $ 2.764.320 USD ($1000) |
Institutionelt ejerskab og aktionærer
Victory Portfolios II - VictoryShares Core Intermediate Bond ETF (US:UITB) har 127 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 59,206,862 aktier. Største aktionærer omfatter Victory Capital Management Inc, USCRX - Cornerstone Moderately Aggressive Fund, Charles Schwab Investment Management Inc, USBSX - Cornerstone Moderate Fund, Morgan Stanley, United Services Automobile Association, LPL Financial LLC, Bogart Wealth, LLC, Bank Of America Corp /de/, and Raymond James Financial Inc .
Victory Portfolios II - VictoryShares Core Intermediate Bond ETF (NasdaqGM:UITB) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 16, 2025 is 47,74 / share. Previously, on September 17, 2024, the share price was 48,24 / share. This represents a decline of 1,05% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 8.400.445 | -20,38 | 390.539 | -21,36 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 103.599 | 7,84 | 4.876 | 8,14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.893.921 | 20,75 | 89.147 | 21,09 | ||||
| 2025-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-01 | 13F | Riversedge Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10.210 | 481 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 18.330 | -50,57 | 1 | -100,00 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 60.704 | 19,42 | 2.857 | 19,74 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2025-08-14 | 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 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 10.419 | -13,94 | 490 | -13,73 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 348.017 | 16.381 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 16.257 | -8,41 | 761 | -8,76 | ||||
| 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 | ||||
| 2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 805.047 | -22,97 | 37.427 | -23,92 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 122.753 | 1,19 | 5.778 | 1,46 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 443.544 | 10,00 | 20.878 | 10,30 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 17.045 | 4,61 | 802 | 4,97 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 131.949 | -32,40 | 6 | -33,33 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 19.672 | 2,60 | 926 | 2,78 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 38.185 | -73,57 | 1.797 | -73,50 | ||||
| 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 | ||||
| 2025-07-25 | NP | USCCX - Cornerstone Conservative Fund | 438.782 | 0,00 | 20.399 | -1,23 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 10.324 | 486 | ||||||
| 2025-08-15 | 13F | United Services Automobile Association | 2.421.191 | 0,00 | 113.965 | 0,28 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 258 | 30,96 | 12 | 33,33 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 528 | 0,00 | 25 | 0,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 37.563 | -0,52 | 1.768 | -0,23 | ||||
| 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 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 2.914 | 137 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 113.511 | 0,36 | 5.343 | 0,62 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 227.341 | -0,65 | 10.701 | -0,37 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 13.655 | -99,12 | 641 | -99,10 | ||||
| 2025-08-14 | 13F | Comerica Bank | 11.391 | -0,80 | 536 | -0,56 | ||||
| 2025-08-14 | 13F | UBS Group AG | 108.368 | 7,49 | 5.101 | 7,78 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 14.699 | -5,40 | 692 | -5,21 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4.085 | 73,09 | 192 | 74,55 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 87.608 | -2,23 | 4.124 | -1,97 | ||||
| 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 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 4.905 | 231 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 350 | 0,00 | 16 | 0,00 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 9.379 | -12,15 | 441 | -11,98 | ||||
| 2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 9.634 | 1,62 | 453 | 2,03 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 7.100 | 0,00 | 334 | 0,30 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 9.470 | 446 | ||||||
| 2025-07-16 | 13F | Novem Group | 12.852 | 12,03 | 605 | 12,27 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | -100,00 | 0 | |||||
| 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 | ||||||
| 2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 3.952 | 0,00 | 186 | 0,54 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 9.118 | -8,14 | 429 | -7,74 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 795.501 | 32,89 | 37.444 | 33,26 | ||||
| 2025-04-17 | 13F | Sound Income Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 22.426 | -0,60 | 1.056 | -0,38 | ||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 4.534.400 | -18,44 | 210.806 | -19,44 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 30.732 | 0,00 | 1.447 | 0,28 | ||||
| 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 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 36.702 | -14,68 | 1.728 | -14,46 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 200 | 0,00 | 9 | 0,00 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 10.081 | 11,59 | 475 | 11,79 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2025-05-15 | 13F | Creative Planning | 0 | -100,00 | 0 | |||||
| 2025-05-09 | 13F | Thoroughbred Financial Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 4.684 | 220 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 27.011 | -1,42 | 1.271 | -1,17 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 898.532 | 40,23 | 42.294 | 40,62 | ||||
| 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 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3.084 | 0,00 | 145 | 0,69 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 2.661 | 0,00 | 125 | 0,81 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 11.919 | 0,57 | 561 | 0,90 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 4.604 | -10,76 | 217 | -10,74 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 24.939 | -23,37 | 1.174 | -23,18 | ||||
| 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 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 14.727.145 | -18,51 | 693.207 | -18,28 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 111.472 | 5.247 | ||||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 69.951 | -0,81 | 3.293 | -0,54 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 166.626 | 5,38 | 7.843 | 5,69 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 5.075.676 | -9,45 | 238.912 | -9,20 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 128.662 | -19,86 | 6.056 | -19,63 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 149.516 | 3,98 | 7.038 | 4,27 | ||||
| 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 | ||||
| 2025-07-09 | 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 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 53.862 | -10,16 | 3 | 0,00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 25.742 | 1,86 | 1.212 | 2,11 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 688.649 | -10,77 | 32.415 | -10,52 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 7.100 | 0,00 | 334 | 0,30 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 150 | -9,09 | 7 | 0,00 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 56.956 | 124,32 | 2.681 | 125,02 | ||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 16.037 | -6,65 | 755 | -6,45 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 346.573 | 0,43 | 16.353 | 2,85 | ||||
| 2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 548.471 | -20,33 | 25.499 | -21,32 | ||||
| 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 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 136.331 | 1,98 | 6.417 | 2,26 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 129.130 | -8,60 | 6.078 | -8,34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3.237.329 | 8,96 | 152.381 | 9,26 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 33.694 | -2,39 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 38.727 | 1,05 | 1.823 | 1,28 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-04-17 | 13F | Mission Wealth Management, Lp | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 28.840 | -0,09 | 1.357 | 0,15 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 245 | 0,00 | 12 | 0,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 19 | 1 | ||||||
| 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 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5.565 | -4,33 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11.956 | 12,28 | 560 | 12,22 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 34.340 | -2,03 | 1.616 | -1,76 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 206.109 | -3,16 | 9.702 | -2,89 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 8.026 | -15,98 | 378 | -15,85 | ||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 339.420 | 1,25 | 15.932 | 3,41 | ||||
| 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 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 41.588 | -11,99 | 1.957 | -11,77 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 993.575 | 6,23 | 46.768 | 6,52 | ||||
| 2025-05-01 | 13F | Cwm, Llc | 0 | -100,00 | 0 |
