Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / SHORT TRM BD ETF
-
Number of holders
-
83
-
Total 13F shares, excl. options
-
10.3M
-
Shares change
-
+312K
-
Total reported value, excl. options
-
$515M
-
Value change
-
+$15.6M
-
Number of buys
-
51
-
Number of sells
-
-28
-
Price
-
$49.80
Significant Holders of VICTORY PORTFOLIOS II - SHORT TRM BD ETF (USTB) as of Q2 2024
91 filings reported holding USTB - VICTORY PORTFOLIOS II - SHORT TRM BD ETF as of Q2 2024.
VICTORY PORTFOLIOS II - SHORT TRM BD ETF (USTB) has 83 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10.3M shares
.
Largest 10 shareholders include VICTORY CAPITAL MANAGEMENT INC (4.29M shares), Marquette Asset Management, LLC (600K shares), BANK OF AMERICA CORP /DE/ (536K shares), MORGAN STANLEY (455K shares), LPL Financial LLC (315K shares), ERn Financial, LLC (284K shares), Waverly Advisors, LLC (260K shares), Cornerstone Planning Group LLC (251K shares), Mariner, LLC (248K shares), and Atria Investments, Inc (239K shares).
This table shows the top 83 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.