Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF, omfatter 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., og Cerity Partners LLC .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
