Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / CORE INTRMEDIATE
-
Number of holders
-
12
-
Total 13F shares, excl. options
-
11.2M
-
Shares change
-
+1.06M
-
Total reported value, excl. options
-
$243M
-
Value change
-
+$23.1M
-
Number of buys
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11
-
Number of sells
-
-3
-
Price
-
$21.71
Significant Holders of VICTORY PORTFOLIOS II - CORE INTRMEDIATE (UBND) as of Q4 2023
16 filings reported holding UBND - VICTORY PORTFOLIOS II - CORE INTRMEDIATE as of Q4 2023.
VICTORY PORTFOLIOS II - CORE INTRMEDIATE (UBND) has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11.2M shares
.
Largest 10 shareholders include VICTORY CAPITAL MANAGEMENT INC (9.99M shares), CORRECT CAPITAL WEALTH MANAGEMENT (769K shares), 1900 WEALTH MANAGEMENT LLC (755K shares), Elk River Wealth Management, LLC (320K shares), ENVESTNET ASSET MANAGEMENT INC (47.4K shares), Steward Partners Investment Advisory, LLC (27K shares), LexAurum Advisors, LLC (16K shares), CITADEL ADVISORS LLC (11.9K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (10K shares), and COMERICA BANK (2.36K shares).
This table shows the top 12 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.