Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / VCTRYSHS US VAL
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Number of holders
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1
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Total 13F shares, excl. options
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1
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Shares change
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-6.24K
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Total reported value, excl. options
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$49.00
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Value change
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-$385K
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Number of sells
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-3
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Price
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$49.00
Significant Holders of VICTORY PORTFOLIOS II - VCTRYSHS US VAL (ULVM) as of Q4 2023
5 filings reported holding ULVM - VICTORY PORTFOLIOS II - VCTRYSHS US VAL as of Q4 2023.
VICTORY PORTFOLIOS II - VCTRYSHS US VAL (ULVM) has 1 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1 shares
.
Largest 10 shareholders include MORGAN STANLEY (198 shares), Gradient Investments LLC (1 shares), GOLDMAN SACHS GROUP INC (0 shares), Tower Research Capital LLC (TRC) (0 shares), WELLS FARGO & COMPANY/MN (0 shares), VICTORY CAPITAL MANAGEMENT INC (1.94M shares), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (210K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (44.8K shares), Western Wealth Management, LLC (4.71K shares), and HighTower Advisors, LLC (4.11K shares).
This table shows the top 1 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.