EverSource Wealth Advisors, LLC - VICTORY PORTFOLIOS II ownership

VICTORY PORTFOLIOS II's ticker is UITB and the CUSIP is 92647N527. A total of 30 filers reported holding VICTORY PORTFOLIOS II in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of VICTORY PORTFOLIOS II
ValueSharesWeighting
Q3 2023$41,766
-2.5%
938
+0.9%
0.00%
-20.0%
Q2 2023$42,849
-0.6%
930
+0.8%
0.01%0.0%
Q1 2023$43,087
+3.1%
923
+0.4%
0.01%
-16.7%
Q4 2022$41,797
+1.9%
919
+0.9%
0.01%
-33.3%
Q3 2022$41,000
-4.7%
911
+0.6%
0.01%
-18.2%
Q2 2022$43,0009060.01%
Other shareholders
VICTORY PORTFOLIOS II shareholders Q4 2022
NameSharesValueWeighting ↓
UNITED SERVICES AUTOMOBILE ASSOCIATION 2,398,643$129,839,0002.52%
TOTH FINANCIAL ADVISORY CORP 67,405$3,649,0000.70%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,910,867$211,695,0000.10%
VICTORY CAPITAL MANAGEMENT INC 1,230,759$66,621,0000.09%
Kingsview Wealth Management, LLC 16,658$902,0000.08%
OSAIC HOLDINGS, INC. 40,009$2,156,0000.01%
Rockefeller Capital Management L.P. 9,741$527,0000.01%
Geneos Wealth Management Inc. 1,288$69,0000.00%
MORGAN STANLEY 319,627$17,301,0000.00%
JANE STREET GROUP, LLC 46,911$2,539,0000.00%
View complete list of VICTORY PORTFOLIOS II shareholders