Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / SHORT TRM BD ETF
-
Number of holders
-
91
-
Total 13F shares, excl. options
-
11.5M
-
Shares change
-
+1.18M
-
Total reported value, excl. options
-
$586M
-
Value change
-
+$60.2M
-
Number of buys
-
60
-
Number of sells
-
-28
-
Price
-
$50.81
Significant Holders of VICTORY PORTFOLIOS II - SHORT TRM BD ETF (USTB) as of Q3 2024
97 filings reported holding USTB - VICTORY PORTFOLIOS II - SHORT TRM BD ETF as of Q3 2024.
VICTORY PORTFOLIOS II - SHORT TRM BD ETF (USTB) has 91 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11.5M shares
.
Largest 10 shareholders include VICTORY CAPITAL MANAGEMENT INC (4.16M shares), MORGAN STANLEY (668K shares), BANK OF AMERICA CORP /DE/ (665K shares), Marquette Asset Management, LLC (611K shares), LPL Financial LLC (362K shares), ERn Financial, LLC (293K shares), Waverly Advisors, LLC (281K shares), Cornerstone Planning Group LLC (271K shares), Mariner, LLC (264K shares), and Atria Investments, Inc (243K shares).
This table shows the top 91 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.