Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Victory Portfolios II - VictoryShares US Small Mid Cap Value Momentum ETF includono LeClair Wealth Partners LLC, LexAurum Advisors, LLC, Us Bancorp \de\, Pursuit Wealth Management LLC, Harbour Investments, Inc., Fifth Third Bancorp, Sigma Planning Corp, Capital Square, LLC, Advisory Services Network, LLC, CVA Family Office, LLC, Ubs Asset Management Americas Inc, e Vanguard Advisers Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Systelligence, LLC | 169.357 | 43,62 | 16.035 | 48,92 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 1.485.719 | 4,58 | 140.666 | 8,44 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 52.000 | 44,85 | 4.923 | 50,23 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 58 | 5 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 2.427 | 230 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 8.786 | 63,58 | 832 | 69,59 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.777 | 263 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 60.116 | 28,52 | 5.692 | 33,25 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 80.091 | 86,40 | 7.662 | 90,88 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 279 | 26 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 13.379 | 136,25 | 1.267 | 144,87 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1.434.258 | 1,87 | 135.794 | 5,63 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 29.558 | 141,05 | 2.799 | 150,04 | ||||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 16.837 | 1.537 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 13.410 | 1.270 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 7.058 | 10,59 | 653 | 12,03 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 16.394 | 4,74 | 1.552 | 8,61 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 350 | 33 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 879 | 713,89 | 83 | 822,22 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 191.096 | 18.093 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 21 | 2 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 6.841 | 51,79 | 648 | 57,42 | ||||
| 2026-01-29 | 13F | Comerica Bank | 2.574 | 0,66 | 235 | 1,73 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2.918 | 6,93 | 276 | 10,84 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 51.074 | 3,38 | 4.836 | 7,21 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 2.296 | 235 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 16.884 | 1.599 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 23.835 | 32,65 | 2.257 | 37,56 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 0 | 0 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 3.782 | 14,09 | 358 | 18,54 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 3.502 | 1,57 | 332 | 5,41 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 5.606 | 27,12 | 531 | 31,84 | ||||
| 2026-05-05 | 13F | UBS Group AG | 658 | 62 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 53.277 | 588,33 | 5.044 | 614,45 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 29.569 | 2.800 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2.380 | 0,34 | 225 | 4,17 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 198 | 450,00 | 19 | 500,00 |
