Q1 2024 13F Holders as of 3/31/2024
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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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9
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Total 13F shares, excl. options
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1.75M
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Shares change
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0
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Total reported value, excl. options
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$133M
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Value change
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+$14.00
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Number of buys
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1
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Number of sells
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-1
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Price
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$76.07
Significant Holders of VICTORY PORTFOLIOS II - VCTRYSHS US VAL (ULVM) as of Q1 2024
10 filings reported holding ULVM - VICTORY PORTFOLIOS II - VCTRYSHS US VAL as of Q1 2024.
VICTORY PORTFOLIOS II - VCTRYSHS US VAL (ULVM) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.75M shares
.
Largest 10 shareholders include VICTORY CAPITAL MANAGEMENT INC (1.7M shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (41.5K shares), Western Wealth Management, LLC (4.71K shares), HighTower Advisors, LLC (4.11K shares), BANK OF AMERICA CORP /DE/ (715 shares), MORGAN STANLEY (199 shares), Bogart Wealth, LLC (135 shares), UBS Group AG (8 shares), WELLS FARGO & COMPANY/MN (1 shares), and Gradient Investments LLC (0 shares).
This table shows the top 9 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.