Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Victory Portfolios II - VictoryShares Core Intermediate Bond ETF, omfatter 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 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.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
