Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Victoryshares Usaa Core Intermediate-term Bond Etf (UITB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 76    19
Total shares held : 
 35,623,107  
% of shares held : 
 39.58%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   30  
Amount of shares held : 
 3,501,155  
% of shares held change : 
   3.89%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
22
 2,678,567
 7.52%
 
Increased Positions :
29
 1,892,369
 5.31%
 
Unchanged Positions :
7
 22,061
 0.06%
 
Decreased Positions :
18
-940,131
-2.64%
 
Closed Positions :
3
-129,650
-0.36%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 241 - 2024-03-31 6,663,727 $309,064,000 1,006,124
   Bogart Wealth LLC 9 - 2024-03-31 1,250,229 $57,986,000 757,323
   MORGAN STANLEY 1892 - 2024-03-31 922,594 $42,790,000 177,163
   RIVERSEDGE ADVISORS LLC 3 - 2024-03-31 625,349 $29,004,000 146,488
   Advisor Group Holdings Inc. 374 - 2024-03-31 478,097 $22,179,000 16,001
   Allen Capital Group LLC 6 - 2024-03-31 471,444 $21,866,000 29,934
   Alliance Wealth Advisors LLC 1 - 2024-03-31 449,329 $20,840,000 39,973
   HANSON MCCLAIN, INC. 74 - 2024-03-31 399,816 $18,543,000 27,300
   BANK OF AMERICA CORP /DE/ 2100 - 2024-03-31 340,190 $15,778,000 49,476
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 628 - 2024-03-31 316,517 $14,680,000 285,307
   FINANCIAL NETWORK 297 - 2024-03-31 295,183 $13,691,000 19,492
   FIRST HEARTLAND CONSULTANTS INC 17 - 2024-03-31 271,612 $12,597,000 271,612
   LPL FINANCIAL CORP 1310 - 2024-03-31 219,588 $10,185,000 35,641
   BB&T CORP 661 - 2024-03-31 191,461 $8,880,000 55,728
   RAYMOND JAMES & ASSOCIATES 1271 - 2024-03-31 177,083 $8,213,000 10,972
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 549 - 2024-03-31 165,055 $7,655,000 51,025
   Patriot Financial Group Insurance Agency LLC 17 - 2024-03-31 145,289 $6,738,000 53,517
   JANE STREET GROUP LLC 1218 - 2024-03-31 115,995 $5,380,000 110,769
   Pathway Financial Advisors LLC 13 - 2024-03-31 115,324 $5,349,000 23,988
   AdvisorNet Financial Inc 50 - 2024-03-31 93,123 $4,319,000 22,194
   TOTH FINANCIAL ADVISORY CORP 70 - 2024-03-31 84,678 $3,927,000 22,303
   J P MORGAN CHASE & CO 2606 - 2024-03-31 82,659 $3,834,000 6,343
   ROYAL BANK OF CANADA 2114 - 2024-03-31 79,609 $3,692,000 60,162
   Sloy Dahl & Holst LLC 15 - 2024-03-31 72,437 $3,360,000 5,641
   Gladstone Institutional Advisory LLC 148 - 2024-03-31 71,291 $3,306,000 13,166
   FORTEM FINANCIAL GROUP LLC 19 - 2024-03-31 59,798 $2,773,000 9,724
   WELLS FARGO & CO/MN 2425 - 2024-03-31 53,722 $2,492,000 24,284
   ENVESTNET ASSET MANAGEMENT INC 2433 - 2024-03-31 53,401 $2,477,000 2,879
   Private Advisor Group LLC 724 - 2024-03-31 51,975 $2,411,000 22,625
   UBS Group AG 2811 - 2024-03-31 51,813 $2,403,000 23,460
   COMMONWEALTH EQUITY SERVICES LLC. 1660 - 2024-03-31 50,216 $2,329,000 42,913
   STIFEL FINANCIAL CORP 1776 - 2024-03-31 39,540 $1,834,000 18,903
   MULTIFINANCIAL SECURITIES CORP 879 - 2024-03-31 37,236 $1,727,000 32,878
   ADVISORY SERVICES NETWORK, LLC 512 - 2024-03-31 35,885 $1,664,000 4,992
   DAYMARK WEALTH PARTNERS LLC 151 - 2024-03-31 34,068 $1,580,000 13,283
   Aspire Wealth Management Corp 26 - 2024-03-31 28,272 $1,311,000 2,947
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 97 - 2024-03-31 27,251 $1,264,000 18,105
   MML INVESTORS SERVICES LLC 1327 - 2024-03-31 24,953 $1,157,000 979
   CI Private Wealth LLC 1600 - 2024-03-31 11,172 $518,000 343
   KLINGENSTEIN FIELDS & CO LLC 119 - 2024-03-31 10,802 $501,000 3,752
   Sigma Planning Corp 762 - 2024-03-31 10,555 $490,000 10,555
   JANNEY MONTGOMERY SCOTT LLC 2209 - 2024-03-31 7,670 $356,000 320
   Aspire Capital Advisors LLC 72 - 2024-03-31 4,882 $226,000 35
  43 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us