ULVM VICTORY PORTFOLIOS II
FollowMF Closed and MF Open (fund)
10 managers (10 13F filers) reported a position in ULVM shares at 2024-09-30, 1,756,680 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 3
- Added
- 2
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 1,756,680
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2024
Filers in the available 13F reports with a share position at 2024-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 1,698,015 | $137M | 0.13% | 0 | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 44,810 | $3.62M | 0.01% | new | 13F-HRTimelineGroup |
| Western Wealth Management, LLC | 4,411 | $357K | 0.02% | -300 | 13F-HRTimeline |
| LPL Financial LLC | 4,173 | $337K | <0.01% | new | 13F-HRTimeline |
| HighTower Advisors, LLC | 4,107 | $331K | <0.01% | 0 | 13F-HRTimeline |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 798 | $64.5K | <0.01% | +83 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 199 | $16.1K | <0.01% | +1 | 13F-HR/ATimelineGroup |
| Bogart Wealth, LLC | 135 | $10.9K | <0.01% | 0 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 32 | $2.59K | <0.01% | new | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |