Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Victory Portfolios II - VictoryShares Core Intermediate Bond ETF, to m.in LeClair Wealth Partners LLC, Owl Creek Wealth Partners LLC, Cary Street Partners Financial Llc, Titleist Asset Management, Llc, Western Wealth Management, LLC, IFP Advisors, Inc, i Heritage Wealth Advisors .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-13 | 13F | Chris Bulman Inc | 47 487 | 5,62 | 2 233 | 4,84 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 951 454 | 11,16 | 91 752 | 10,37 | ||||
| 2026-04-09 | 13F | Stewardship Concepts Financial Services Llc | 73 677 | 27,09 | 3 461 | 26,08 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 174 187 | 4,66 | 8 165 | 3,60 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 58 002 | 40,82 | 2 727 | 39,85 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 699 | 33 | ||||||
| 2026-05-14 | 13F | Sloy Dahl & Holst, LLC | 116 813 | 0,62 | 5 492 | -0,09 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 38 758 | 609,85 | 1 822 | 606,20 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 195 919 | 8,15 | 9 212 | 7,38 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 14 422 | 11,95 | 678 | 11,15 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 402 069 | 5,27 | 18 935 | 4,57 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 272 765 | 23,00 | 12 825 | 22,12 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 52 596 | 114,71 | 2 473 | 113,10 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 73 490 | 2,39 | 3 455 | 1,68 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 44 225 | 6,64 | 2 094 | 209 300,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 94 352 | 14,07 | 4 436 | 13,25 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 1 825 | 68,20 | 0 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 584 821 | 0,26 | 27 497 | -0,45 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 1 273 569 | 11,43 | 59 879 | 10,64 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 3 576 | 1,59 | 168 | 1,20 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 771 328 | 4,76 | 36 266 | 4,02 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 170 504 | 8 017 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 6 982 | 328 | ||||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 438 763 | 20 629 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 31 683 | 0,31 | 1 490 | -0,40 | ||||
| 2026-05-13 | 13F | Alliance Wealth Advisors, LLC | 579 723 | 6,88 | 27 257 | 6,12 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 220 105 | 9,02 | 10 349 | 8,24 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 485 308 | 1 546,45 | 22 808 | 1 534,91 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 51 867 | 286,09 | 2 456 | 284,95 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 77 381 | 11,90 | 3 638 | 11,12 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 128 503 | 9,59 | 6 042 | 8,81 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 51 946 | 38,26 | 2 442 | 37,27 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 396 762 | 6,24 | 65 672 | 5,48 | ||||
| 2026-05-05 | 13F | UBS Group AG | 321 001 | 101,97 | 15 093 | 100,53 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 720 875 | 8,80 | 33 893 | 8,03 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 535 418 | 5,38 | 25 355 | 5,01 | ||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 125 232 | 1,18 | 5 888 | 0,46 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 37 371 | 1,46 | 1 757 | 0,75 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 20 966 | 12,94 | 986 | 12,06 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 389 946 | 9,93 | 18 481 | 9,57 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 55 785 | 1,42 | 2 623 | 0,69 | ||||
| 2026-04-15 | 13F | Fjell Capital, LLC | 173 250 | 8,39 | 8 146 | 7,61 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 361 104 | 1,53 | 16 978 | 0,81 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 11 508 | 0,01 | 541 | -0,55 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 336 477 | 10,55 | 15 820 | 9,77 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 151 408 | 1,03 | 7 119 | 0,31 | ||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 136 412 | 0,49 | 6 414 | -0,23 | ||||
| 2026-04-24 | 13F | Cyr Financial Inc. | 278 857 | 8,15 | 13 111 | 7,39 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 147 841 | 29,40 | 6 951 | 28,48 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 5 048 | 0,70 | 237 | 0,00 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 11 688 | 8,81 | 550 | 8,07 | ||||
| 2026-04-20 | 13F | Greenup Street Wealth Management Llc | 445 796 | 0,46 | 20 960 | -0,25 | ||||
| 2026-04-27 | 13F | Northeast Planning Associates, Inc. / Nh / | 431 535 | 5,15 | 20 289 | 4,40 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 41 685 | 43,20 | 1 974 | 43,18 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 100 191 | 7,70 | 4 711 | 6,92 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 214 913 | 107 356,50 | 10 105 | 112 166,67 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 28 982 | 8,66 | 1 363 | 7,84 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 14 513 | 5,95 | 682 | 5,25 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 52 849 | 2 485 | ||||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 313 992 | 13,08 | 14 763 | 12,27 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 283 225 | 7,73 | 60 333 | 6,96 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 42 678 | 18,05 | 2 007 | 17,17 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3 762 424 | 7,09 | 176 898 | 6,33 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 35 700 | 14,24 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 12 090 | 5,68 | 568 | 4,99 | ||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 4 799 | 4,24 | 226 | 3,21 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 37 884 | 5,12 | 1 781 | 4,40 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 274 404 | 19,17 | 12 902 | 18,33 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 177 048 | 4,22 | 8 324 | 3,48 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 58 004 | 209,14 | 2 727 | 207,09 | ||||
| 2026-01-29 | 13F | Comerica Bank | 33 088 | 180,00 | 1 567 | 179,14 | ||||
| 2026-05-05 | 13F | Blue Water Asset Management | 438 763 | 6,03 | 20 629 | 5,28 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 65 792 | 22,83 | 3 093 | 21,96 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 6 138 | 289 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 83 107 | 0,73 | 3 907 | 0,03 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 2 060 745 | 3,56 | 96 890 | 2,83 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 94 | 4 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 6 168 | 9,87 | 292 | 9,77 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 298 691 | 6,36 | 14 044 | 5,60 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 12 049 | 1,71 | 567 | 0,89 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 46 763 | 2 199 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 226 431 | 2,04 | 10 646 | 1,31 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 90 337 | 6,96 | 4 247 | 6,04 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 720 | 81 | ||||||
| 2026-05-11 | 13F | Sargent Investment Group, LLC | 405 265 | 0,77 | 19 054 | 0,05 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 164 372 | 21,76 | 7 728 | 20,90 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 1 333 192 | 2 378,05 | 62 683 | 2 361,01 | ||||
| 2026-04-10 | 13F | Novem Group | 15 584 | 5,89 | 733 | 5,17 | ||||
| 2026-05-14 | 13F | Betterment LLC | 8 418 | 33,37 | 0 | |||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 58 345 | 9,99 | 2 743 | 9,20 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 1 113 941 | 8,20 | 52 374 | 7,43 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 9 863 | 8,94 | 464 | 8,18 | ||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 143 944 | 5,15 | 6 768 | 4,40 |
