Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / CORE INTRMEDIATE
-
Number of holders
-
19
-
Total 13F shares, excl. options
-
23.7M
-
Shares change
-
+4.49M
-
Total reported value, excl. options
-
$506M
-
Value change
-
+$96M
-
Number of buys
-
14
-
Number of sells
-
-6
-
Price
-
$21.37
Significant Holders of VICTORY PORTFOLIOS II - CORE INTRMEDIATE (UBND) as of Q4 2024
21 filings reported holding UBND - VICTORY PORTFOLIOS II - CORE INTRMEDIATE as of Q4 2024.
VICTORY PORTFOLIOS II - CORE INTRMEDIATE (UBND) has 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 23.7M shares
.
Largest 10 shareholders include VICTORY CAPITAL MANAGEMENT INC (10.5M shares), Retirement Planning Group, LLC (3.72M shares), 1900 WEALTH MANAGEMENT LLC (3.45M shares), Annex Advisory Services, LLC (2.93M shares), Goldstein Advisors, LLC (1.33M shares), CORRECT CAPITAL WEALTH MANAGEMENT (552K shares), Elk River Wealth Management, LLC (323K shares), OSAIC HOLDINGS, INC. (259K shares), Huntleigh Advisors, Inc. (257K shares), and Corient Private Wealth LLC (219K shares).
This table shows the top 19 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.