Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF includono 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., e Cerity Partners LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
