Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Victory Portfolios II - VictoryShares Short-Term Bond ETF, omfatter 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, og Rossby Financial, LCC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 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 |
