Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF termasuk 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., dan Cerity Partners LLC .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
