Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / CORE INTRMEDIATE
-
Number of holders
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18
-
Total 13F shares, excl. options
-
15.9M
-
Shares change
-
+1.56M
-
Total reported value, excl. options
-
$341M
-
Value change
-
+$33.4M
-
Number of buys
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14
-
Number of sells
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-4
-
Price
-
$21.40
Significant Holders of VICTORY PORTFOLIOS II - CORE INTRMEDIATE (UBND) as of Q2 2024
19 filings reported holding UBND - VICTORY PORTFOLIOS II - CORE INTRMEDIATE as of Q2 2024.
VICTORY PORTFOLIOS II - CORE INTRMEDIATE (UBND) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 15.9M shares
.
Largest 10 shareholders include VICTORY CAPITAL MANAGEMENT INC (9.99M shares), 1900 WEALTH MANAGEMENT LLC (2.53M shares), Goldstein Advisors, LLC (1.4M shares), CORRECT CAPITAL WEALTH MANAGEMENT (797K shares), Annex Advisory Services, LLC (635K shares), Elk River Wealth Management, LLC (284K shares), Madison Wealth Partners, Inc (80.4K shares), OneDigital Investment Advisors LLC (55.5K shares), JANE STREET GROUP, LLC (50.6K shares), and CWM, LLC (45.2K shares).
This table shows the top 18 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.