Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Victory Portfolios II - VictoryShares Short-Term Bond ETF includono Clarity Asset Management, Inc., Tulsa Wealth Advisors, INC, Rps Advisory Solutions Llc, Hrt Financial Lp, Centaurus Financial, Inc., BlackRock, Inc., Western Wealth Management, LLC, Allworth Financial LP, AG Campbell Advisory, LLC, e Atlantic Edge Private Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 50 | 3 | ||||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 9.119 | 37,69 | |||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 198.454 | 49,85 | 10.044 | 49,16 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 71.085 | 50,86 | 3.601 | 49,92 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 74.639 | 3.775 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 211.904 | 663,62 | 10.718 | 660,14 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 19.696 | 414,26 | 996 | 413,40 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 8.529 | 15,57 | 431 | 14,93 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 24.926 | 2,80 | 1.261 | 2,19 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 7.772 | 17,24 | 393 | 16,62 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 29.105 | 9,27 | 1.472 | 8,71 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 86.845 | 0,10 | 4.393 | -0,41 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 5.004 | 3,73 | 253 | 3,27 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 256.667 | 14,13 | 13.049 | 118.518,18 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 458.615 | 23.197 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 394 | 20 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 5.477 | 277 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 4.699 | 238 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 24.330 | 4,98 | 1.231 | 4,41 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 95.200 | 1.002,49 | 5 | |||||
| 2026-05-01 | 13F | Miller Financial Services LLC | 22.170 | 226,75 | 1.121 | 225,87 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 9.999 | 1 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 149.974 | 121,00 | 8 | 133,33 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 5.969 | 29,31 | 302 | 28,63 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 264.785 | 10,17 | 13.393 | 9,61 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 451.585 | 6,40 | 22.841 | 5,86 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 202.823 | 3,73 | 10.312 | 3,43 | ||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 18.480 | 25,72 | 935 | 25,03 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 307.627 | 26,38 | 15.560 | 25,74 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 249.515 | 0,95 | 12.628 | 0,43 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 881.331 | 15,73 | 44.578 | 15,14 | ||||
| 2026-05-14 | 13F | Comprehensive Wealth Management, LLC | 22.551 | 13,60 | 1.141 | 12,98 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 57.229 | 162,49 | 2.895 | 161,19 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 24.019 | 3,84 | 1.215 | 3,32 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 234.309 | 11,93 | 11.851 | 11,36 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 525.433 | 1,66 | 26.576 | 1,14 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2.602 | 979,67 | 132 | 991,67 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 180.424 | 261,96 | 9.126 | 260,10 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 36 | 28,57 | 2 | 0,00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 464.463 | 16,70 | 23.493 | 16,11 | ||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 178.774 | 12,54 | 9.042 | 11,96 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 29.401 | 6,19 | 1.487 | 5,69 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 63.874 | 11,55 | 3.231 | 10,96 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 262.376 | 19,79 | 13.274 | 19,21 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.607.923 | 20,45 | 81.329 | 19,83 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 11.374 | 1 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 206.471 | 48,33 | 10.443 | 47,58 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 113.884 | 13,38 | 5.760 | 12,81 | ||||
| 2026-05-14 | 13F | Betterment LLC | 13.065 | 55,17 | 1 | |||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 131.303 | 5,47 | 6.641 | 4,95 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 51.908 | 38,00 | 2.626 | 37,29 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 80.692 | 4.081 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 1.248.215 | 63.100,76 | 63.135 | 63.034,00 | ||||
| 2026-04-21 | 13F | Broadway Wealth Solutions, Inc. | 559.951 | 7,68 | 28.322 | 7,13 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 4.916 | 686,56 | 248 | 700,00 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 2.822.911 | 8,63 | 142.783 | 8,07 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 11.270 | 16,75 | 570 | 16,33 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2.528.426 | 16,33 | 127.888 | 15,73 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 210.516 | 10,35 | 10.648 | 9,79 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 482.124 | 30,62 | 24.386 | 29,96 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 122.240 | 151,01 | 6.183 | 149,78 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 45.670 | 23,17 | 2.310 | 22,55 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 193.011 | 45,74 | 9.762 | 44,99 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 17.866 | 44,02 | 904 | 43,33 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 644 | 33 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 6.297 | 0,80 | 318 | 0,32 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 100 | 5 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.531.498 | 10,05 | 77.463 | 9,49 | ||||
| 2026-04-22 | 13F | Motco | 372.958 | 5,87 | 18.864 | 5,33 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 84.837 | 7,00 | 4.291 | 6,45 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 4.318 | 218 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 292.838 | 18,99 | 14.844 | 18,45 | ||||
| 2026-04-27 | 13F | Northeast Planning Associates, Inc. / Nh / | 265.596 | 5,21 | 13.434 | 4,68 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 5.410.366 | 1,20 | 273.656 | 0,68 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 76.289 | 61,29 | 3.879 | 61,31 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 231.971 | 10,52 | 11.733 | 9,95 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 153.409 | 3,10 | 7.759 | 2,56 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 263.995 | 378,33 | 13 | 550,00 | ||||
| 2026-05-07 | 13F | REDW Wealth LLC | 120.685 | 90,67 | 6.104 | 89,74 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 5.945 | 57,40 | 301 | 56,25 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 334.129 | 5,97 | 16.900 | 5,43 | ||||
| 2026-05-04 | 13F | Rps Advisory Solutions Llc | 11.629 | 588 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 191.605 | 43,01 | 9.691 | 42,28 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 26.082 | 24,54 | 1.319 | 23,97 | ||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 189.516 | 4,53 | 9.586 | 3,99 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 26.543 | 24,36 | 1.343 | 23,69 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 221.223 | 5,59 | 11.189 | 5,05 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 109.303 | 5.529 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 23.206 | 1.180 | ||||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 111.951 | 5.662 | ||||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 7.807 | 4,39 | 395 | 3,68 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 548 | 28 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 185.906 | 0,57 | 9.403 | 0,06 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 6.283 | 0,11 | 318 | -0,63 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 392.069 | 81,06 | 19.831 | 80,13 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 11.269 | 17,84 | 570 | 17,08 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 24.461 | 9,97 | 1.237 | 9,47 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 111.574 | 7,13 | 5.643 | 6,59 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 220.010 | 12,73 | 11.143 | 12,31 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 54.566 | 32,92 | 2.760 | 32,20 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 59.038 | 65,87 | 2.986 | 65,06 |
