Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Victory Portfolios II - VictoryShares Core Intermediate Bond ETF incluem 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, e Heritage Wealth Advisors .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
