Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / SHORT TRM BD ETF
-
Number of holders
-
111
-
Total 13F shares, excl. options
-
16.9M
-
Shares change
-
+2.9M
-
Total reported value, excl. options
-
$856M
-
Value change
-
+$147M
-
Number of buys
-
73
-
Number of sells
-
-35
-
Price
-
$50.65
Significant Holders of VICTORY PORTFOLIOS II - SHORT TRM BD ETF (USTB) as of Q1 2025
121 filings reported holding USTB - VICTORY PORTFOLIOS II - SHORT TRM BD ETF as of Q1 2025.
VICTORY PORTFOLIOS II - SHORT TRM BD ETF (USTB) has 111 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 16.9M shares
.
Largest 10 shareholders include VICTORY CAPITAL MANAGEMENT INC (5.31M shares), BANK OF AMERICA CORP /DE/ (990K shares), LPL Financial LLC (958K shares), Redhawk Wealth Advisors, Inc. (730K shares), MORGAN STANLEY (625K shares), Amplius Wealth Advisors, LLC (624K shares), Marquette Asset Management, LLC (559K shares), Broadway Wealth Solutions, Inc. (419K shares), RAYMOND JAMES FINANCIAL INC (359K shares), and Waverly Advisors, LLC (355K shares).
This table shows the top 111 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.