Victory Capital Ownership 2024 | Who Owns Victory Capital Now?
Institutional Ownership
75.72%
Insider Ownership
12.37%
Retail Ownership
11.91%
Institutional Holders
227.00
Victory Capital Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CRESTVIEW PARTNERS II GP, L.P. | 18.04% | 87.95% | 11,613,248 | 1,104 | 0.01% | 554,300,327 | Jun 30, 2024 |
VANGUARD GROUP INC | 5.81% | 0.00% | 3,741,032 | 1,669 | 0.04% | 178,559,456 | Jun 30, 2024 |
BLACKROCK INC. | 5.17% | 0.00% | 3,326,112 | 413,387 | 14.19% | 158,755,326 | Jun 30, 2024 |
CAPITAL WORLD INVESTORS | 4.99% | 0.03% | 3,214,876 | 992,922 | 44.69% | 153,446,031 | Jun 30, 2024 |
VAN BERKOM & ASSOCIATES INC. | 2.95% | 2.71% | 1,898,184 | -67,550 | -3.44% | 90,600,000 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 2.30% | 0.01% | 1,478,298 | 324,556 | 28.13% | 70,559,155 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 2.18% | 0.02% | 1,403,569 | -194,204 | -12.15% | 66,998,251 | Jun 30, 2024 |
LSV ASSET MANAGEMENT | 2.01% | 0.14% | 1,294,722 | 34,000 | 2.70% | 61,797,000 | Jun 30, 2024 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1.90% | 0.25% | 1,220,695 | 1,220,695 | 100.00% | 58,263,768 | Jun 30, 2024 |
BAHL & GAYNOR INC | 1.87% | 0.32% | 1,205,601 | 94,653 | 8.52% | 57,543,336 | Jun 30, 2024 |
GRANAHAN INVESTMENT MANAGEMENT, LLC | 1.84% | 2.26% | 1,181,696 | -73,933 | -5.89% | 56,402,350 | Jun 30, 2024 |
STATE STREET CORP | 1.70% | 0.00% | 1,093,188 | 163,082 | 17.53% | 52,177,863,000 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.45% | 0.00% | 935,478 | 185,726 | 24.77% | 44,658,322 | Jun 30, 2024 |
FRANKLIN RESOURCES INC | 1.44% | 0.01% | 928,560 | 309,330 | 49.95% | 44,320,170 | Jun 30, 2024 |
TIMESSQUARE CAPITAL MANAGEMENT, LLC | 1.28% | 0.62% | 824,166 | -1,581 | -0.19% | 39,337,443 | Jun 30, 2024 |
SWEDBANK AB | 1.16% | 0.05% | 750,000 | 50,000 | 7.14% | 35,797,500 | Jun 30, 2024 |
IMPAX ASSET MANAGEMENT GROUP PLC | 1.05% | 0.13% | 675,000 | -75,000 | -10.00% | 32,217,750 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 0.92% | 0.01% | 589,887 | 58,336 | 10.97% | 28,155,318 | Jun 30, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 0.73% | 0.01% | 473,080 | -71,861 | -13.19% | 22,580,109 | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | 0.73% | 0.07% | 470,210 | 54,090 | 13.00% | 22,436,000 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CRESTVIEW PARTNERS II GP, L.P. | 18.04% | 87.95% | 11,613,248 | 1,104 | 0.01% | 554,300,327 | Jun 30, 2024 |
KESTREL INVESTMENT MANAGEMENT CORP | 0.20% | 4.06% | 128,400 | - | - | 6,129,000 | Jun 30, 2024 |
JB CAPITAL PARTNERS LP | 0.43% | 2.91% | 276,812 | - | - | 13,212,237 | Jun 30, 2024 |
VAN BERKOM & ASSOCIATES INC. | 2.95% | 2.71% | 1,898,184 | -67,550 | -3.44% | 90,600,000 | Jun 30, 2024 |
GRANAHAN INVESTMENT MANAGEMENT, LLC | 1.84% | 2.26% | 1,181,696 | -73,933 | -5.89% | 56,402,350 | Jun 30, 2024 |
GATOR CAPITAL MANAGEMENT, LLC | 0.14% | 2.19% | 90,296 | - | - | 4,309,828 | Jun 30, 2024 |
STEAMBOAT CAPITAL PARTNERS, LLC | 0.19% | 2.13% | 121,695 | 3,845 | 3.26% | 5,808,502 | Jun 30, 2024 |
KENDALL CAPITAL MANAGEMENT | 0.15% | 1.51% | 94,949 | 737 | 0.78% | 4,531,916 | Jun 30, 2024 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 0.69% | 1.37% | 443,075 | -73,180 | -14.18% | 21,147,970 | Jun 30, 2024 |
DENALI ADVISORS LLC | 0.15% | 1.24% | 94,728 | -37,210 | -28.20% | 4,521,367 | Jun 30, 2024 |
EAM GLOBAL INVESTORS LLC | 0.15% | 1.02% | 94,749 | 94,749 | 100.00% | 4,522,370 | Jun 30, 2024 |
CAMBRIA INVESTMENT MANAGEMENT, L.P. | 0.47% | 0.88% | 300,279 | 10,888 | 3.76% | 14,332,317 | Jun 30, 2024 |
SMH CAPITAL ADVISORS INC | 0.01% | 0.87% | 5,989 | -218 | -3.51% | 285,865 | Jun 30, 2024 |
KEELEY-TETON ADVISORS, LLC | 0.21% | 0.82% | 133,954 | -3,638 | -2.64% | 6,393,624 | Jun 30, 2024 |
GS INVESTMENTS, INC. | 0.04% | 0.64% | 28,600 | -8,060 | -21.99% | 1,365,078 | Jun 30, 2024 |
EAM INVESTORS, LLC | 0.12% | 0.62% | 79,934 | 79,934 | 100.00% | 3,815,250 | Jun 30, 2024 |
TIMESSQUARE CAPITAL MANAGEMENT, LLC | 1.28% | 0.62% | 824,166 | -1,581 | -0.19% | 39,337,443 | Jun 30, 2024 |
AZORA CAPITAL LP | 0.36% | 0.51% | 231,416 | 231,416 | 100.00% | 11,045,486 | Jun 30, 2024 |
WINDMILL HILL ASSET MANAGEMENT LTD | 0.04% | 0.48% | 24,003 | - | - | 1,145,663 | Jun 30, 2024 |
RBF CAPITAL, LLC | 0.23% | 0.41% | 149,063 | - | - | 7,114,777 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
FULLER & THALER ASSET MANAGEMENT, INC. | 1.90% | 0.25% | 1,220,695 | 1,220,695 | 100.00% | 58,263,768 | Jun 30, 2024 |
CAPITAL WORLD INVESTORS | 4.99% | 0.03% | 3,214,876 | 992,922 | 44.69% | 153,446,031 | Jun 30, 2024 |
BLACKROCK INC. | 5.17% | 0.00% | 3,326,112 | 413,387 | 14.19% | 158,755,326 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 2.30% | 0.01% | 1,478,298 | 324,556 | 28.13% | 70,559,155 | Jun 30, 2024 |
FRANKLIN RESOURCES INC | 1.44% | 0.01% | 928,560 | 309,330 | 49.95% | 44,320,170 | Jun 30, 2024 |
F/M INVESTMENTS LLC | 0.36% | 0.40% | 233,586 | 233,586 | 100.00% | 11,148,836 | Jun 30, 2024 |
AZORA CAPITAL LP | 0.36% | 0.51% | 231,416 | 231,416 | 100.00% | 11,045,486 | Jun 30, 2024 |
MORGAN STANLEY | 0.69% | 0.00% | 445,673 | 201,357 | 82.42% | 21,272,005 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.45% | 0.00% | 935,478 | 185,726 | 24.77% | 44,658,322 | Jun 30, 2024 |
STATE STREET CORP | 1.70% | 0.00% | 1,093,188 | 163,082 | 17.53% | 52,177,863,000 | Jun 30, 2024 |
FEDERATED HERMES, INC. | 0.42% | 0.03% | 270,472 | 94,943 | 54.09% | 12,909,629,000 | Jun 30, 2024 |
EAM GLOBAL INVESTORS LLC | 0.15% | 1.02% | 94,749 | 94,749 | 100.00% | 4,522,370 | Jun 30, 2024 |
BAHL & GAYNOR INC | 1.87% | 0.32% | 1,205,601 | 94,653 | 8.52% | 57,543,336 | Jun 30, 2024 |
EAM INVESTORS, LLC | 0.12% | 0.62% | 79,934 | 79,934 | 100.00% | 3,815,250 | Jun 30, 2024 |
PRUDENTIAL FINANCIAL INC | 0.24% | 0.01% | 152,232 | 65,823 | 76.18% | 7,266,034 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 0.92% | 0.01% | 589,887 | 58,336 | 10.97% | 28,155,318 | Jun 30, 2024 |
PEMBROKE MANAGEMENT, LTD | 0.09% | 0.37% | 58,098 | 58,098 | 100.00% | 2,773,018 | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | 0.73% | 0.07% | 470,210 | 54,090 | 13.00% | 22,436,000 | Jun 30, 2024 |
SEI INVESTMENTS CO | 0.26% | 0.01% | 167,162 | 53,908 | 47.60% | 7,978,651,000 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.55% | 0.00% | 353,716 | 51,854 | 17.18% | 16,882,861 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
REVERENCE CAPITAL PARTNERS, L.P. | - | - | - | -936,612 | -100.00% | - | Jun 30, 2024 |
ALLIANZ ASSET MANAGEMENT GMBH | 0.67% | 0.03% | 431,020 | -554,674 | -56.27% | 20,572,585 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.56% | 0.00% | 361,147 | -527,997 | -59.38% | 17,237,546 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.22% | 0.00% | 138,964 | -251,672 | -64.43% | 6,632,752 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 2.18% | 0.02% | 1,403,569 | -194,204 | -12.15% | 66,998,251 | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -191,709 | -100.00% | - | Jun 30, 2024 |
NORTH REEF CAPITAL MANAGEMENT LP | - | - | - | -132,308 | -100.00% | - | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.19% | 0.01% | 124,276 | -132,264 | -51.56% | 5,932,000 | Jun 30, 2024 |
BARCLAYS PLC | 0.07% | 0.00% | 47,176 | -111,054 | -70.19% | 2,251,000 | Jun 30, 2024 |
VOYA INVESTMENT MANAGEMENT LLC | 0.02% | 0.00% | 13,498 | -110,434 | -89.11% | 644,260 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.23% | 0.01% | 151,315 | -108,098 | -41.67% | 7,222,265 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 0.10% | 0.00% | 62,227 | -86,447 | -58.15% | 2,970,094 | Jun 30, 2024 |
CANADA PENSION PLAN INVESTMENT BOARD | - | - | - | -84,300 | -100.00% | - | Jun 30, 2024 |
BNP PARIBAS ARBITRAGE, SNC | 0.03% | 0.00% | 16,204 | -79,760 | -83.11% | 773,417 | Jun 30, 2024 |
IMPAX ASSET MANAGEMENT GROUP PLC | 1.05% | 0.13% | 675,000 | -75,000 | -10.00% | 32,217,750 | Jun 30, 2024 |
GRANAHAN INVESTMENT MANAGEMENT, LLC | 1.84% | 2.26% | 1,181,696 | -73,933 | -5.89% | 56,402,350 | Jun 30, 2024 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 0.69% | 1.37% | 443,075 | -73,180 | -14.18% | 21,147,970 | Jun 30, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 0.73% | 0.01% | 473,080 | -71,861 | -13.19% | 22,580,109 | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.11% | 0.08% | 71,800 | -69,700 | -49.26% | 3,427,014 | Jun 30, 2024 |
MARSHALL WACE, LLP | - | - | - | -69,014 | -100.00% | - | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
FULLER & THALER ASSET MANAGEMENT, INC. | 1.90% | 0.25% | 1,220,695 | 1,220,695 | 100.00% | 58,263,768 | Jun 30, 2024 |
F/M INVESTMENTS LLC | 0.36% | 0.40% | 233,586 | 233,586 | 100.00% | 11,148,836 | Jun 30, 2024 |
AZORA CAPITAL LP | 0.36% | 0.51% | 231,416 | 231,416 | 100.00% | 11,045,486 | Jun 30, 2024 |
EAM GLOBAL INVESTORS LLC | 0.15% | 1.02% | 94,749 | 94,749 | 100.00% | 4,522,370 | Jun 30, 2024 |
EAM INVESTORS, LLC | 0.12% | 0.62% | 79,934 | 79,934 | 100.00% | 3,815,250 | Jun 30, 2024 |
PEMBROKE MANAGEMENT, LTD | 0.09% | 0.37% | 58,098 | 58,098 | 100.00% | 2,773,018 | Jun 30, 2024 |
LIVFORSAKRINGSBOLAGET SKANDIA, OMSESIDIGT | 0.05% | 0.12% | 31,800 | 31,800 | 100.00% | 1,517,496 | Jun 30, 2024 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 0.04% | 0.00% | 25,230 | 25,230 | 100.00% | 1,204,228 | Jun 30, 2024 |
MALTESE CAPITAL MANAGEMENT LLC | 0.03% | 0.20% | 22,500 | 22,500 | 100.00% | 1,073,925 | Jun 30, 2024 |
SEVEN EIGHT CAPITAL, LP | 0.03% | 0.11% | 22,269 | 22,269 | 100.00% | 1,062,899 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.03% | 0.01% | 22,130 | 22,130 | 100.00% | 1,056,265 | Jun 30, 2024 |
STRS OHIO | 0.03% | 0.00% | 16,800 | 16,800 | 100.00% | 801,864,000 | Jun 30, 2024 |
NEBULA RESEARCH & DEVELOPMENT LLC | 0.03% | 0.13% | 16,650 | 16,650 | 100.00% | 794,705 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 0.02% | 0.00% | 14,465 | 14,465 | 100.00% | 690,414 | Jun 30, 2024 |
ALPINE GLOBAL MANAGEMENT, LLC | 0.02% | 0.12% | 14,231 | 14,231 | 100.00% | 679,246 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.00% | 13,016 | 13,016 | 100.00% | 621,254 | Jun 30, 2024 |
SCIENTECH RESEARCH LLC | 0.02% | 0.12% | 12,186 | 12,186 | 100.00% | 581,638 | Jun 30, 2024 |
NEUBERGER BERMAN GROUP LLC | 0.02% | 0.00% | 10,202 | 10,202 | 100.00% | 486,941 | Jun 30, 2024 |
TWINBEECH CAPITAL LP | 0.01% | 0.01% | 9,035 | 9,035 | 100.00% | 431,241 | Jun 30, 2024 |
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 0.01% | 0.00% | 8,418 | 8,418 | 100.00% | 401,791 | Jun 30, 2024 |
FORA CAPITAL, LLC | 0.01% | 0.05% | 8,127 | 8,127 | 100.00% | 387,902 | Jun 30, 2024 |
MACKENZIE FINANCIAL CORP | 0.01% | 0.00% | 7,243 | 7,243 | 100.00% | 345,708 | Jun 30, 2024 |
GROUND SWELL CAPITAL, LLC | 0.01% | 0.25% | 6,769 | 6,769 | 100.00% | 323,084 | Jun 30, 2024 |
KAIZEN FINANCIAL STRATEGIES | 0.01% | 0.21% | 6,550 | 6,550 | 100.00% | 342,500 | Jun 30, 2024 |
HANDELSBANKEN FONDER AB | 0.01% | 0.00% | 6,500 | 6,500 | 100.00% | 310,000 | Jun 30, 2024 |
ATRIA INVESTMENTS, INC | 0.01% | 0.00% | 4,851 | 4,851 | 100.00% | 231,558 | Jun 30, 2024 |
PICTET ASSET MANAGEMENT HOLDING SA | 0.01% | 0.00% | 4,736 | 4,736 | 100.00% | 226,049 | Jun 30, 2024 |
PEAK6 INVESTMENTS LLC | 0.01% | 0.00% | 4,700 | 4,700 | 100.00% | 224,331 | Jun 30, 2024 |
PICTON MAHONEY ASSET MANAGEMENT | 0.01% | 0.01% | 3,266 | 3,266 | 100.00% | 156,000 | Jun 30, 2024 |
0.00% | 0.00% | 1,421 | 1,421 | 100.00% | 67,824 | Jun 30, 2024 | |
USA FINANCIAL PORTFORMULAS CORP | 0.00% | 0.00% | 428 | 428 | 100.00% | 20,428 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 332 | 332 | 100.00% | 15,847 | Jun 30, 2024 |
EDGEROCK CAPITAL LLC | 0.00% | 0.01% | 179 | 179 | 100.00% | 8,543 | Jun 30, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 170 | 170 | 100.00% | 8,114 | Jun 30, 2024 |
PARKSIDE FINANCIAL BANK & TRUST | 0.00% | 0.00% | 102 | 102 | 100.00% | 4,869 | Jun 30, 2024 |
FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA | 0.00% | 0.00% | 100 | 100 | 100.00% | 5,000 | Jun 30, 2024 |
FRAZIER FINANCIAL ADVISORS, LLC | 0.00% | 0.00% | 99 | 99 | 100.00% | 4,726 | Jun 30, 2024 |
EAGLE BAY ADVISORS LLC | 0.00% | 0.00% | 93 | 93 | 100.00% | 4,439 | Jun 30, 2024 |
CIBC PRIVATE WEALTH GROUP, LLC | 0.00% | - | 84 | 84 | 100.00% | 3,960 | Jun 30, 2024 |
FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 0.00% | - | 50 | 50 | 100.00% | 2,387 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 37 | 37 | 100.00% | 1,766 | Jun 30, 2024 |
COVESTOR LTD | - | 0.00% | 10 | 10 | 100.00% | 1,000 | Jun 30, 2024 |
HEXAGON CAPITAL PARTNERS LLC | - | 0.00% | 9 | 9 | 100.00% | 430 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
REVERENCE CAPITAL PARTNERS, L.P. | - | - | - | -936,612 | -100.00% | - | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -191,709 | -100.00% | - | Jun 30, 2024 |
NORTH REEF CAPITAL MANAGEMENT LP | - | - | - | -132,308 | -100.00% | - | Jun 30, 2024 |
CANADA PENSION PLAN INVESTMENT BOARD | - | - | - | -84,300 | -100.00% | - | Jun 30, 2024 |
MARSHALL WACE, LLP | - | - | - | -69,014 | -100.00% | - | Jun 30, 2024 |
TREXQUANT INVESTMENT LP | - | - | - | -59,863 | -100.00% | - | Jun 30, 2024 |
PRICE JENNIFER C. | - | - | - | -49,391 | -100.00% | - | Jun 30, 2024 |
ALGERT GLOBAL LLC | - | - | - | -47,098 | -100.00% | - | Jun 30, 2024 |
HOLT CAPITAL ADVISORS, L.L.C. DBA HOLT CAPITAL PARTNERS, L.P. | - | - | - | -42,643 | -100.00% | - | Jun 30, 2024 |
JUMP FINANCIAL, LLC | - | - | - | -39,712 | -100.00% | - | Jun 30, 2024 |
GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -30,025 | -100.00% | - | Jun 30, 2024 |
JACKSON CREEK INVESTMENT ADVISORS LLC | - | - | - | -29,662 | -100.00% | - | Jun 30, 2024 |
BOSTON PARTNERS | - | - | - | -23,460 | -100.00% | - | Jun 30, 2024 |
INSPIRE INVESTING, LLC | - | - | - | -20,829 | -100.00% | - | Jun 30, 2024 |
QUADRATURE CAPITAL LTD | - | - | - | -17,219 | -100.00% | - | Jun 30, 2024 |
ENGINEERS GATE MANAGER LP | - | - | - | -14,956 | -100.00% | - | Jun 30, 2024 |
DIVERSIFIED TRUST CO | - | - | - | -14,160 | -100.00% | - | Jun 30, 2024 |
HOLOCENE ADVISORS, LP | - | - | - | -14,140 | -100.00% | - | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -13,600 | -100.00% | - | Jun 30, 2024 |
FOX RUN MANAGEMENT, L.L.C. | - | - | - | -13,356 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -13,218 | -100.00% | - | Jun 30, 2024 |
GSA CAPITAL PARTNERS LLP | - | - | - | -11,992 | -100.00% | - | Jun 30, 2024 |
BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -11,865 | -100.00% | - | Jun 30, 2024 |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | - | - | - | -11,495 | -100.00% | - | Jun 30, 2024 |
POINT72 (DIFC) LTD | - | - | - | -11,160 | -100.00% | - | Jun 30, 2024 |
CENTIVA CAPITAL, LP | - | - | - | -11,117 | -100.00% | - | Jun 30, 2024 |
VERITION FUND MANAGEMENT LLC | - | - | - | -10,746 | -100.00% | - | Jun 30, 2024 |
QUANTBOT TECHNOLOGIES LP | - | - | - | -8,763 | -100.00% | - | Jun 30, 2024 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -8,525 | -100.00% | - | Jun 30, 2024 |
COUNTERPOINT MUTUAL FUNDS LLC | - | - | - | -7,024 | -100.00% | - | Jun 30, 2024 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | - | - | - | -6,324 | -100.00% | - | Jun 30, 2024 |
FOUNDRY PARTNERS, LLC | - | - | - | -5,460 | -100.00% | - | Jun 30, 2024 |
ATRIA WEALTH SOLUTIONS, INC. | - | - | - | -5,182 | -100.00% | - | Jun 30, 2024 |
PROSHARE ADVISORS LLC | - | - | - | -4,820 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,447 | -100.00% | - | Jun 30, 2024 |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -609 | -100.00% | - | Jun 30, 2024 |
QUARRY LP | - | - | - | -354 | -100.00% | - | Jun 30, 2024 |
TFO-TDC, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Victory Capital Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
Eaton Vance Floating-Rate Income Plus Fund | 2.18% | 287,181 | - | - | May 31, 2021 |
Eaton Vance Floating-Rate Income Plus Fund | 1.91% | 251,422 | - | - | May 31, 2021 |
CALDWELL & ORKIN FUNDS INC | 1.66% | 22,694 | 10,294 | 83.02% | Jan 31, 2024 |
Saba Capital Income & Opportunities Fund | 1.28% | 3,203,181 | - | - | Jan 31, 2024 |
VOYA CREDIT INCOME FUND | 0.96% | 1,396,145 | - | - | Feb 29, 2024 |
ALLSPRING INCOME OPPORTUNITIES FUND | 0.68% | 4,441,181 | - | - | Jan 31, 2024 |
ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND | 0.50% | 339,886 | - | - | Jan 31, 2024 |
Keeley Funds, Inc. | 0.50% | 127,324 | -9,147 | -6.70% | Dec 29, 2023 |
Pioneer Floating Rate Fund, Inc. | 0.45% | 883,636 | - | - | Feb 29, 2024 |
Pioneer Floating Rate Fund, Inc. | 0.43% | 844,545 | - | - | Feb 29, 2024 |
ALLSPRING INCOME OPPORTUNITIES FUND | 0.42% | 2,731,844 | - | - | Jan 31, 2024 |
SUNAMERICA SENIOR FLOATING RATE FUND INC | 0.40% | 509,736 | - | - | Jun 30, 2021 |
LORD ABBETT RESEARCH FUND INC | 0.40% | 381,135 | - | - | Feb 29, 2024 |
EATON VANCE SENIOR INCOME TRUST | 0.36% | 562,545 | - | - | Mar 31, 2024 |
EATON VANCE SENIOR INCOME TRUST | 0.34% | 538,562 | - | - | Mar 31, 2024 |
ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND | 0.31% | 209,726 | - | - | Jan 31, 2024 |
Eaton Vance Floating-Rate Income Trust | 0.23% | 1,325,454 | - | - | Feb 29, 2024 |
EATON VANCE FLOATING RATE PORTFOLIO/MA | 0.23% | 13,278,227 | - | - | Jan 31, 2024 |
Eaton Vance Floating-Rate 2022 Target Term Trust | 0.23% | 476,000 | - | - | Sep 30, 2022 |
SUNAMERICA SENIOR FLOATING RATE FUND INC | 0.23% | 289,390 | - | - | Jun 30, 2021 |
EATON VANCE SENIOR FLOATING RATE TRUST | 0.21% | 1,246,250 | - | - | Jan 31, 2024 |
HSBC FUNDS | 0.21% | 6,710 | - | - | Jan 31, 2024 |
Eaton Vance Floating-Rate Income Trust | 0.21% | 1,160,410 | - | - | Feb 29, 2024 |
Eaton Vance Floating-Rate 2022 Target Term Trust | 0.20% | 418,058 | - | - | Sep 30, 2022 |
SENIOR DEBT PORTFOLIO | 0.20% | 15,725,409 | - | - | Jan 31, 2024 |
EATON VANCE SENIOR FLOATING RATE TRUST | 0.17% | 1,008,683 | - | - | Jan 31, 2024 |
SENIOR DEBT PORTFOLIO | 0.17% | 12,727,754 | - | - | Jan 31, 2024 |
RBB Fund Trust | 0.16% | 158,792 | - | - | Feb 29, 2024 |
EATON VANCE VARIABLE TRUST | 0.16% | 952,000 | - | - | Mar 31, 2024 |
EATON VANCE FLOATING RATE PORTFOLIO/MA | 0.15% | 8,654,721 | - | - | Jan 31, 2024 |
EATON VANCE VARIABLE TRUST | 0.14% | 836,117 | - | - | Mar 31, 2024 |
Manager Directed Portfolios | 0.13% | 22,097 | - | - | Jan 31, 2024 |
VALUED ADVISERS TRUST | 0.13% | 121,553 | - | - | Jan 31, 2024 |
CORNERCAP GROUP OF FUNDS /VA/ | 0.12% | 8,403 | - | - | Sep 30, 2022 |
T. Rowe Price Institutional Income Funds, Inc. | 0.11% | 6,962,709 | - | - | Feb 29, 2024 |
T. Rowe Price Institutional Income Funds, Inc. | 0.11% | 6,654,688 | - | - | Feb 29, 2024 |
T. Rowe Price Floating Rate Fund, Inc. | 0.09% | 3,294,336 | - | - | Feb 29, 2024 |
T. Rowe Price Floating Rate Fund, Inc. | 0.09% | 3,148,599 | - | - | Feb 29, 2024 |
Eaton Vance Short Duration Diversified Income Fund | 0.06% | 181,272 | - | - | Jan 31, 2024 |
MERIDIAN FUND INC | 0.06% | 134,000 | - | - | Mar 28, 2024 |
EATON VANCE LTD DURATION INCOME FUND | 0.06% | 1,254,909 | - | - | Mar 31, 2024 |
BlackRock Advantage SMID Cap Fund, Inc. | 0.06% | 10,785 | 1,011 | 10.34% | Mar 28, 2024 |
BRIDGEWAY FUNDS INC | 0.05% | 129,800 | -29,400 | -18.47% | Mar 28, 2024 |
Eaton Vance Short Duration Diversified Income Fund | 0.05% | 146,717 | - | - | Jan 31, 2024 |
EATON VANCE LTD DURATION INCOME FUND | 0.05% | 1,102,154 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.05% | 25,303 | - | - | Mar 31, 2024 |
Monteagle Funds | 0.04% | 1,700 | - | - | Feb 29, 2024 |
360 Funds | 0.04% | 8,000 | - | - | Feb 29, 2024 |
LORD ABBETT SECURITIES TRUST | 0.04% | 181,669 | - | - | Jan 31, 2024 |
PAX WORLD FUNDS SERIES TRUST I | 0.04% | 750,000 | - | - | Mar 31, 2024 |
Cambria ETF Trust | 0.03% | 315,778 | 315,778 | - | Jan 31, 2024 |
SMALLCAP WORLD FUND INC | 0.03% | 2,184,288 | 988,288 | 82.63% | Mar 31, 2024 |
Calvert Management Series | 0.03% | 300,840 | - | - | Mar 31, 2024 |
Natixis Funds Trust II | 0.03% | 3,462,322 | - | - | Feb 29, 2024 |
Natixis Funds Trust II | 0.02% | 3,255,722 | - | - | Feb 29, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.02% | 90,696 | 10,398 | 12.95% | Jan 31, 2024 |
Voya FUNDS TRUST | 0.02% | 5,945,672 | - | - | Mar 31, 2024 |
Voya EQUITY TRUST | 0.02% | 32,465 | 2,325 | 7.71% | Feb 29, 2024 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. | 0.02% | 30,927 | - | - | Feb 29, 2024 |
VANGUARD EXPLORER FUND | 0.02% | 240,367 | 23,242 | 10.70% | Jan 31, 2024 |
T. Rowe Price Multi-Sector Account Portfolios, Inc. | 0.02% | 29,559 | - | - | Feb 29, 2024 |
LORD ABBETT INVESTMENT TRUST | 0.02% | 16,887,174 | - | - | Feb 29, 2024 |
VARIABLE INSURANCE PRODUCTS FUND | 0.02% | 359,163 | - | - | Mar 31, 2024 |
PIONEER SERIES TRUST X | 0.02% | 919,509 | - | - | Mar 28, 2024 |
ETF Series Solutions | 0.01% | 250,100 | 243,794 | 3866.06% | Jan 31, 2024 |
World Funds Trust | 0.01% | 148,691 | 27,012 | 22.20% | Jan 31, 2024 |
Federated Hermes MDT Series | 0.01% | 28,385 | - | - | Jan 31, 2024 |
Calvert Management Series | 0.01% | 108,181 | - | - | Mar 31, 2024 |
BNY Mellon Strategic Funds, Inc. | 0.01% | 21,400 | -10,900 | -33.75% | Feb 29, 2024 |
Humankind Benefit Corp | 0.01% | 192 | 5 | 2.67% | Dec 31, 2023 |
WESMARK FUNDS | 0.01% | 28,962 | - | - | Mar 31, 2024 |
Voya FUNDS TRUST | 0.01% | 2,199,142 | - | - | Mar 31, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.01% | 47,916 | -1,828 | -3.67% | Mar 31, 2024 |
SEASONS SERIES TRUST | 0.01% | 177,418 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.01% | 2,979,996 | -148,980 | -4.76% | Mar 31, 2024 |
FIDELITY COMMONWEALTH TRUST | 0.01% | 21,577 | 341 | 1.61% | Feb 29, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND VI | 0.01% | 37,235 | -4,160 | -10.05% | Mar 31, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 3,982 | - | - | Mar 31, 2024 |
SEASONS SERIES TRUST | 0.01% | 155,821 | - | - | Mar 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND | 0.01% | 129,997 | - | - | Mar 31, 2024 |
HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 61,127 | - | - | Mar 31, 2024 |
IndexIQ ETF Trust | 0.00% | 11,029 | -846 | -7.12% | Jan 31, 2024 |
HARTFORD SERIES FUND INC | 0.00% | 207,709 | - | - | Mar 31, 2024 |
Destra Investment Trust | 0.00% | 7,872 | -124 | -1.55% | Mar 31, 2024 |
Hartford Funds Exchange-Traded Trust | 0.00% | 271,909 | - | - | Jan 31, 2024 |
Nushares ETF Trust | 0.00% | 33,575 | - | - | Jan 31, 2024 |
EATON VANCE GROWTH TRUST | 0.00% | 49,991 | - | - | Feb 29, 2024 |
HARTFORD SERIES FUND INC | 0.00% | 182,425 | - | - | Mar 31, 2024 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 17,535 | - | - | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 34,800 | - | - | Mar 31, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 711 | - | - | Mar 31, 2024 |
FIDELITY INCOME FUND /MA/ | 0.00% | 1,634,727 | - | - | Jan 31, 2024 |
Principal Exchange-Traded Funds | 0.00% | 36,112 | 11,604 | 47.35% | Mar 31, 2024 |
FIDELITY INCOME FUND /MA/ | 0.00% | 1,348,218 | - | - | Jan 31, 2024 |
AMG FUNDS | 0.00% | 67,000 | 2,000 | 3.08% | Mar 28, 2024 |
VANGUARD HORIZON FUNDS | 0.00% | 50,228 | -50,228 | -50.00% | Mar 31, 2024 |
Legg Mason ETF Investment Trust | 0.00% | 3,983 | -447 | -10.09% | Mar 31, 2024 |
Lattice Strategies Trust | 0.00% | 2,886 | - | - | Mar 31, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 78,440 | -15,399 | -16.41% | Jan 31, 2024 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 56,638 | -1,139 | -1.97% | Mar 31, 2024 |
Victory Capital Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 227 | - |
31 Mar, 24 | 227 | 7.08% |
31 Dec, 23 | 212 | 14.59% |
30 Sep, 23 | 185 | 3.93% |
30 Jun, 23 | 178 | 1.71% |
31 Mar, 23 | 175 | 12.18% |
31 Dec, 22 | 156 | 30.00% |
30 Sep, 22 | 120 | -5.51% |
30 Jun, 22 | 127 | -5.93% |
31 Mar, 22 | 135 | 8.87% |
31 Dec, 21 | 124 | 16.98% |
30 Sep, 21 | 106 | -3.64% |
30 Jun, 21 | 110 | 18.28% |
31 Mar, 21 | 93 | 19.23% |
31 Dec, 20 | 78 | 6.85% |
30 Sep, 20 | 73 | -1.35% |
30 Jun, 20 | 74 | -1.33% |
31 Mar, 20 | 75 | -3.85% |
31 Dec, 19 | 78 | -3.70% |
30 Sep, 19 | 81 | 12.50% |
30 Jun, 19 | 72 | 9.09% |
31 Mar, 19 | 66 | 24.53% |
31 Dec, 18 | 53 | 15.22% |
30 Sep, 18 | 46 | 15.00% |
30 Jun, 18 | 40 | - |
31 Mar, 18 | 40 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 48,754,570 | 0.47% |
31 Mar, 24 | 48,528,254 | 5.83% |
31 Dec, 23 | 45,854,746 | -9.18% |
30 Sep, 23 | 50,492,082 | 4.50% |
30 Jun, 23 | 48,316,965 | -5.84% |
31 Mar, 23 | 51,312,555 | -2.18% |
31 Dec, 22 | 52,455,225 | 9.55% |
30 Sep, 22 | 47,882,554 | 0.78% |
30 Jun, 22 | 47,514,306 | 1.14% |
31 Mar, 22 | 46,977,548 | -0.34% |
31 Dec, 21 | 47,139,723 | 305.19% |
30 Sep, 21 | 11,633,972 | 3.08% |
30 Jun, 21 | 11,286,405 | 1.07% |
31 Mar, 21 | 11,166,899 | -3.25% |
31 Dec, 20 | 11,541,445 | 1.21% |
30 Sep, 20 | 11,403,769 | -6.87% |
30 Jun, 20 | 12,245,323 | 2.54% |
31 Mar, 20 | 11,941,701 | 7.52% |
31 Dec, 19 | 11,106,948 | 8.60% |
30 Sep, 19 | 10,227,419 | 2.04% |
30 Jun, 19 | 10,023,155 | 1.23% |
31 Mar, 19 | 9,901,669 | 5.20% |
31 Dec, 18 | 9,412,083 | -11.94% |
30 Sep, 18 | 10,688,528 | -3.00% |
30 Jun, 18 | 11,018,888 | -2.36% |
31 Mar, 18 | 11,284,836 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 75.72% | 1.41% |
31 Mar, 24 | 73.30% | 1.64% |
31 Dec, 23 | 66.83% | 1.16% |
30 Sep, 23 | 75.97% | 1.47% |
30 Jun, 23 | 71.81% | 1.23% |
31 Mar, 23 | 76.26% | 1.28% |
31 Dec, 22 | 77.08% | 1.58% |
30 Sep, 22 | 69.79% | 1.45% |
30 Jun, 22 | 69.34% | 1.49% |
31 Mar, 22 | 68.33% | 1.42% |
31 Dec, 21 | 69.35% | 23.68% |
30 Sep, 21 | 17.11% | 6.17% |
30 Jun, 21 | 16.65% | 6.13% |
31 Mar, 21 | 16.48% | 5.64% |
31 Dec, 20 | 17.10% | 6.03% |
30 Sep, 20 | 16.83% | 5.16% |
30 Jun, 20 | 18.06% | 5.82% |
31 Mar, 20 | 17.62% | 6.53% |
31 Dec, 19 | 16.42% | 7.20% |
30 Sep, 19 | 15.10% | 6.87% |
30 Jun, 19 | 14.83% | 6.90% |
31 Mar, 19 | 14.66% | 7.28% |
31 Dec, 18 | 14.20% | 5.74% |
30 Sep, 18 | 15.72% | 5.98% |
30 Jun, 18 | 16.22% | 4.83% |
31 Mar, 18 | 18.32% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 123 | -5.38% |
31 Mar, 24 | 130 | 3.17% |
31 Dec, 23 | 126 | 12.50% |
30 Sep, 23 | 112 | 12.00% |
30 Jun, 23 | 100 | -12.28% |
31 Mar, 23 | 114 | 7.55% |
31 Dec, 22 | 106 | 70.97% |
30 Sep, 22 | 62 | -15.07% |
30 Jun, 22 | 73 | -17.05% |
31 Mar, 22 | 88 | 1.15% |
31 Dec, 21 | 87 | 112.20% |
30 Sep, 21 | 41 | -31.67% |
30 Jun, 21 | 60 | 33.33% |
31 Mar, 21 | 45 | 45.16% |
31 Dec, 20 | 31 | -13.89% |
30 Sep, 20 | 36 | -5.26% |
30 Jun, 20 | 38 | 15.15% |
31 Mar, 20 | 33 | -31.25% |
31 Dec, 19 | 48 | 6.67% |
30 Sep, 19 | 45 | 18.42% |
30 Jun, 19 | 38 | -9.52% |
31 Mar, 19 | 42 | 10.53% |
31 Dec, 18 | 38 | 40.74% |
30 Sep, 18 | 27 | 22.73% |
30 Jun, 18 | 22 | -45.00% |
31 Mar, 18 | 40 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 70 | 16.67% |
31 Mar, 24 | 60 | 7.14% |
31 Dec, 23 | 56 | 27.27% |
30 Sep, 23 | 44 | -12.00% |
30 Jun, 23 | 50 | 25.00% |
31 Mar, 23 | 40 | 29.03% |
31 Dec, 22 | 31 | -13.89% |
30 Sep, 22 | 36 | 5.88% |
30 Jun, 22 | 34 | 21.43% |
31 Mar, 22 | 28 | 47.37% |
31 Dec, 21 | 19 | -56.82% |
30 Sep, 21 | 44 | 41.94% |
30 Jun, 21 | 31 | 6.90% |
31 Mar, 21 | 29 | -12.12% |
31 Dec, 20 | 33 | 10.00% |
30 Sep, 20 | 30 | 7.14% |
30 Jun, 20 | 28 | -20.00% |
31 Mar, 20 | 35 | 52.17% |
31 Dec, 19 | 23 | -11.54% |
30 Sep, 19 | 26 | 23.81% |
30 Jun, 19 | 21 | 5.00% |
31 Mar, 19 | 20 | 42.86% |
31 Dec, 18 | 14 | -6.67% |
30 Sep, 18 | 15 | - |
30 Jun, 18 | 15 | - |
31 Mar, 18 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 227 | - | 48,754,570 | 0.47% | 75.72% | 1.41% | 123 | -5.38% | 70 | 16.67% |
31 Mar, 24 | 227 | 7.08% | 48,528,254 | 5.83% | 73.30% | 1.64% | 130 | 3.17% | 60 | 7.14% |
31 Dec, 23 | 212 | 14.59% | 45,854,746 | -9.18% | 66.83% | 1.16% | 126 | 12.50% | 56 | 27.27% |
30 Sep, 23 | 185 | 3.93% | 50,492,082 | 4.50% | 75.97% | 1.47% | 112 | 12.00% | 44 | -12.00% |
30 Jun, 23 | 178 | 1.71% | 48,316,965 | -5.84% | 71.81% | 1.23% | 100 | -12.28% | 50 | 25.00% |
31 Mar, 23 | 175 | 12.18% | 51,312,555 | -2.18% | 76.26% | 1.28% | 114 | 7.55% | 40 | 29.03% |
31 Dec, 22 | 156 | 30.00% | 52,455,225 | 9.55% | 77.08% | 1.58% | 106 | 70.97% | 31 | -13.89% |
30 Sep, 22 | 120 | -5.51% | 47,882,554 | 0.78% | 69.79% | 1.45% | 62 | -15.07% | 36 | 5.88% |
30 Jun, 22 | 127 | -5.93% | 47,514,306 | 1.14% | 69.34% | 1.49% | 73 | -17.05% | 34 | 21.43% |
31 Mar, 22 | 135 | 8.87% | 46,977,548 | -0.34% | 68.33% | 1.42% | 88 | 1.15% | 28 | 47.37% |
31 Dec, 21 | 124 | 16.98% | 47,139,723 | 305.19% | 69.35% | 23.68% | 87 | 112.20% | 19 | -56.82% |
30 Sep, 21 | 106 | -3.64% | 11,633,972 | 3.08% | 17.11% | 6.17% | 41 | -31.67% | 44 | 41.94% |
30 Jun, 21 | 110 | 18.28% | 11,286,405 | 1.07% | 16.65% | 6.13% | 60 | 33.33% | 31 | 6.90% |
31 Mar, 21 | 93 | 19.23% | 11,166,899 | -3.25% | 16.48% | 5.64% | 45 | 45.16% | 29 | -12.12% |
31 Dec, 20 | 78 | 6.85% | 11,541,445 | 1.21% | 17.10% | 6.03% | 31 | -13.89% | 33 | 10.00% |
30 Sep, 20 | 73 | -1.35% | 11,403,769 | -6.87% | 16.83% | 5.16% | 36 | -5.26% | 30 | 7.14% |
30 Jun, 20 | 74 | -1.33% | 12,245,323 | 2.54% | 18.06% | 5.82% | 38 | 15.15% | 28 | -20.00% |
31 Mar, 20 | 75 | -3.85% | 11,941,701 | 7.52% | 17.62% | 6.53% | 33 | -31.25% | 35 | 52.17% |
31 Dec, 19 | 78 | -3.70% | 11,106,948 | 8.60% | 16.42% | 7.20% | 48 | 6.67% | 23 | -11.54% |
30 Sep, 19 | 81 | 12.50% | 10,227,419 | 2.04% | 15.10% | 6.87% | 45 | 18.42% | 26 | 23.81% |
30 Jun, 19 | 72 | 9.09% | 10,023,155 | 1.23% | 14.83% | 6.90% | 38 | -9.52% | 21 | 5.00% |
31 Mar, 19 | 66 | 24.53% | 9,901,669 | 5.20% | 14.66% | 7.28% | 42 | 10.53% | 20 | 42.86% |
31 Dec, 18 | 53 | 15.22% | 9,412,083 | -11.94% | 14.20% | 5.74% | 38 | 40.74% | 14 | -6.67% |
30 Sep, 18 | 46 | 15.00% | 10,688,528 | -3.00% | 15.72% | 5.98% | 27 | 22.73% | 15 | - |
30 Jun, 18 | 40 | - | 11,018,888 | -2.36% | 16.22% | 4.83% | 22 | -45.00% | 15 | - |
31 Mar, 18 | 40 | - | 11,284,836 | - | 18.32% | - | 40 | - | - | - |
Victory Capital Insider Shareholders Trades
Open Market Insider Trades
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
All Insider Owners Trades
Victory Capital Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 7 | - | - |
Q2 2024 | 7 | - | - |
Q1 2024 | 12 | 4 | 300.00% |
Q4 2023 | 8 | 5 | 160.00% |
Q3 2023 | 9 | 5 | 180.00% |
Q2 2023 | 9 | 3 | 300.00% |
Q1 2023 | 12 | 13 | 92.31% |
Q4 2022 | 11 | 5 | 220.00% |
Q3 2022 | 22 | 14 | 157.14% |
Q2 2022 | 13 | 5 | 260.00% |
Q1 2022 | 12 | 14 | 85.71% |
Q4 2021 | 38 | 29 | 131.03% |
Q3 2021 | 8 | - | - |
Q2 2021 | 8 | - | - |
Q1 2021 | 7 | 18 | 38.89% |
Q4 2020 | 7 | - | - |
Q3 2020 | 7 | 4 | 175.00% |
Q2 2020 | 13 | 2 | 650.00% |
Q1 2020 | 10 | 7 | 142.86% |
Q4 2019 | 5 | 2 | 250.00% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | - | - |
Q2 2024 | - | - | - |
Q1 2024 | - | - | - |
Q4 2023 | - | - | - |
Q3 2023 | - | 5 | - |
Q2 2023 | - | - | - |
Q1 2023 | - | 1 | - |
Q4 2022 | 2 | - | - |
Q3 2022 | - | - | - |
Q2 2022 | 1 | - | - |
Q1 2022 | - | - | - |
Q4 2021 | 4 | 7 | 57.14% |
Q3 2021 | - | - | - |
Q2 2021 | - | - | - |
Q1 2021 | - | - | - |
Q4 2020 | - | - | - |
Q3 2020 | - | 4 | - |
Q2 2020 | 5 | 1 | 500.00% |
Q1 2020 | - | - | - |
Q4 2019 | - | - | - |
VCTR Ownership FAQ
Who Owns Victory Capital?
Victory Capital is owned by institutional shareholders (75.72%), insiders (12.37%), and public (11.91%). The largest institutional shareholder of Victory Capital is CRESTVIEW PARTNERS II GP, L.P. (18.04% of total shares) and the top mutual fund owner is Eaton Vance Floating-Rate Income Plus Fund (2.18% of total shares).
Who are the major institutional shareholders of Victory Capital?
Victory Capital's major institutional shareholders are CRESTVIEW PARTNERS II GP, L.P., VANGUARD GROUP INC, BLACKROCK INC., CAPITAL WORLD INVESTORS, and VAN BERKOM & ASSOCIATES INC.. The top five shareholders own together 36.95% of the company's share outstanding.
How many Victory Capital shareholders are there?
As of Jun 2024, there are 227 institutional shareholders of Victory Capital.
What percentage of Victory Capital is owned by CRESTVIEW PARTNERS II GP, L.P?
CRESTVIEW PARTNERS II GP, L.P owns 11.61M shares of Victory Capital, representing 18.04% of the company's total shares outstanding, valued at $554.3M (as of Jun 2024).
What percentage of Victory Capital is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 3.74M shares of Victory Capital (VCTR), compromising 5.81% of the company, valued at $178.56M.
What percentage of Victory Capital is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of Victory Capital. The company owns 3.33M of the company's shares outstanding (worth $158.76M).