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VictoryShares Core Intermediate Bond ETF (UITB) Institutional Ownership

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$45.75
+0.09 (+0.20%)
(As of 05/9/2024 ET)
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Institutional Ownership Changes (13F Filings) for VictoryShares Core Intermediate Bond ETF (NASDAQ:UITB)

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$362.86M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$46.43M
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UITB Institutional Buying and Selling by Quarter

VictoryShares Core Intermediate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024Orion Portfolio Solutions LLC1,703,030$78.99M0.8%-2.8%3.915%
5/9/2024Koshinski Asset Management Inc.4,962$230K0.0%-48.6%0.011%
5/8/2024 Thoroughbred Financial Services LLC7,815$362K0.0%-34.4%0.018%
5/2/2024 Horan Securities Inc.10,915$506K0.2%N/A0.025%
5/2/2024 Fortem Financial Group LLC59,798$2.77M1.2%+19.4%0.138%
5/1/2024 Janney Montgomery Scott LLC7,670$356K0.0%+4.4%0.018%
5/1/2024 Horan Capital Advisors LLC.198,441$9.20M3.3%N/A0.458%
5/1/2024 Concourse Financial Group Securities Inc.24,125$1.12M0.1%-2.4%0.056%
4/30/2024 Private Advisor Group LLC51,975$2.41M0.0%+77.1%0.120%
4/30/2024 Hartline Investment Corp27,251$1.26M0.2%N/A0.063%
4/30/2024 SpiderRock Advisors LLC17,055$783K0.0%N/A0.039%
4/29/2024Commonwealth Equity Services LLC50,216$2.33M0.0%+587.6%0.116%
4/29/2024 Aspire Wealth Management Corp28,272$1.31M0.8%+11.6%0.065%
4/29/2024 Marks Group Wealth Management Inc9,180$426K0.0%N/A0.021%
4/29/2024 Newman Dignan & Sheerar Inc.81,653$3.79M1.0%N/A0.189%
4/26/2024 Bogart Wealth LLC1,250,229$57.99M3.0%+153.6%2.887%
4/25/2024 Allworth Financial LP399,816$18.54M0.1%+7.3%0.923%
4/25/2024 Cambridge Investment Research Advisors Inc.165,055$7.66M0.0%+44.7%0.381%
4/23/2024 James J. Burns & Company LLC34,653$1.60M0.6%N/A0.080%
4/23/2024 Fifth Third Bancorp1,090$51K0.0%N/A0.003%
4/23/2024 Raymond James Financial Services Advisors Inc.316,517$14.68M0.0%+914.2%0.731%
4/22/2024 Raymond James & Associates177,083$8.21M0.0%+6.6%0.409%
4/19/2024 Sloy Dahl & Holst LLC72,437$3.36M0.8%+8.4%0.168%
4/18/2024 MV Capital Management Inc.840$39K0.0%N/A0.002%
4/16/2024 Toth Financial Advisory Corp84,678$3.93M0.5%+35.8%0.196%
4/15/2024 Sovereign Financial Group Inc.11,768$546K0.1%-2.6%0.027%
4/15/2024 Brookstone Capital Management16,935$785K0.0%-19.2%0.039%
4/12/2024 Strategic Planning Group LLC21,480$996K0.2%-19.3%0.050%
4/12/2024 AdvisorNet Financial Inc93,123$4.32M0.4%+31.3%0.216%
4/10/2024 Ferguson Shapiro LLC5,651$262K0.1%-26.4%0.013%
4/10/2024 Pathway Financial Advisors LLC115,324$5.35M1.4%+26.3%0.267%
2/13/2024Cetera Advisor Networks LLC275,691$12.93M0.1%+697.6%0.677%
2/12/2024Goldstein Advisors LLC588,065$27.59M4.7%-13.2%1.443%
2/12/2024Focus Financial Network Inc. ADV14,806$695K0.0%N/A0.036%
2/12/2024United Services Automobile Association2,196,668$103.05M2.3%+2.3%5.391%
2/9/2024 Advisory Services Network LLC30,893$1.45M0.0%-22.6%0.076%
2/9/2024Orion Portfolio Solutions LLC1,752,154$81.63M0.9%N/A4.300%
2/9/2024 Cambridge Investment Research Advisors Inc.114,030$5.35M0.0%+31.0%0.280%
2/9/2024Corient Private Wealth LLC10,829$508K0.0%N/A0.027%
2/9/2024 Thoroughbred Financial Services LLC11,906$558K0.0%+32.6%0.029%
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2/9/2024Gladstone Institutional Advisory LLC58,125$2.73M0.2%+31.1%0.143%
2/7/2024 Concourse Financial Group Securities Inc.24,720$1.16M0.1%+1,851.1%0.061%
2/7/2024 Bogart Wealth LLC492,906$23.12M1.3%+397.0%1.210%
2/6/2024 Sovereign Financial Group Inc.12,081$567K0.2%-5.9%0.030%
2/6/2024Charles Schwab Investment Management Inc.5,657,603$265.40M0.1%-2.3%13.884%
2/6/2024 Private Advisor Group LLC29,350$1.38M0.0%N/A0.072%
2/5/2024 Victory Capital Management Inc.19,503,246$914.90M1.0%-1.2%47.861%
2/2/2024Truist Financial Corp135,733$6.37M0.0%+73.1%0.333%
2/1/2024 Klingenstein Fields & Co. LP7,050$331K0.0%N/A0.017%
2/1/2024 CWM LLC722$34K0.0%N/A0.002%
2/1/2024 Pathway Financial Advisors LLC91,336$4.29M1.2%N/A0.225%
1/30/2024 Sloy Dahl & Holst LLC66,796$3.13M0.6%-1.3%0.165%
1/30/2024 Allen Capital Group LLC441,510$20.71M3.3%+2.8%1.087%
1/30/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,146$429K0.1%N/A0.023%
1/29/2024Koshinski Asset Management Inc.9,650$453K0.1%+93.0%0.024%
1/29/2024Aspire Capital Advisors LLC4,847$227K0.1%N/A0.012%
1/26/2024 Toth Financial Advisory Corp62,375$2.93M0.4%+58.3%0.160%
1/24/2024 Allworth Financial LP372,516$17.48M0.1%-40.9%0.955%
1/22/2024 Aspire Wealth Management Corp25,325$1.19M0.8%+12.6%0.065%
1/19/2024 AdvisorNet Financial Inc70,929$3.33M0.3%+223.3%0.183%
1/19/2024 Patriot Financial Group Insurance Agency LLC91,772$4.31M0.8%+30.6%0.236%
1/17/2024 Riversedge Advisors LLC478,861$22.46M6.2%N/A1.241%
1/16/2024 Raymond James Financial Services Advisors Inc.31,210$1.46M0.0%+73.0%0.081%
1/16/2024 Raymond James & Associates166,111$7.79M0.0%+240.1%0.430%
1/16/2024 Ferguson Shapiro LLC7,681$360K0.2%N/A0.020%
1/12/2024Redhawk Wealth Advisors Inc.27,040$1.27M0.2%N/A0.070%
1/11/2024 Brookstone Capital Management20,964$983K0.0%N/A0.054%
1/11/2024 Alliance Wealth Advisors LLC409,356$19.20M12.7%+5.1%1.062%
1/9/2024 Daymark Wealth Partners LLC20,785$975K0.0%+205.7%0.054%
11/14/2023United Services Automobile Association2,147,743$95.67M2.4%+2.1%6.189%
11/13/2023Mariner LLC13,252$590K0.0%+94.1%0.038%
11/13/2023LPL Financial LLC107,021$4.77M0.0%+11.7%0.308%
11/9/2023 First Heartland Consultants Inc.121,581$5.42M0.7%+66.3%0.350%
11/8/2023Charles Schwab Investment Management Inc.5,791,943$257.98M0.1%-1.0%16.691%
11/6/2023Leelyn Smith LLC72,499$3.23M0.8%N/A0.209%
11/6/2023 Victory Capital Management Inc.19,732,199$878.91M1.0%+0.2%56.865%
11/3/2023 Sovereign Financial Group Inc.12,836$572K0.2%-5.6%0.037%
11/2/2023 Sloy Dahl & Holst LLC67,710$3.02M0.7%N/A0.195%
11/1/2023 Allen Capital Group LLC429,321$18.97M3.2%+124.0%1.237%
10/31/2023 Allworth Financial LP630,717$28.09M0.2%+16.2%1.818%
10/30/2023 Bogart Wealth LLC99,184$4.42M0.3%+173,907.0%0.286%
10/30/2023 Aspire Wealth Management Corp22,486$1.00M0.8%+22.7%0.065%
10/25/2023 Concourse Financial Group Securities Inc.1,267$56K0.0%N/A0.004%
10/24/2023 IAG Wealth Partners LLC1,824$81K0.0%-15.3%0.005%
10/24/2023 Raymond James Financial Services Advisors Inc.18,045$804K0.0%+98.4%0.052%
10/24/2023 Raymond James & Associates48,836$2.18M0.0%-34.3%0.141%
10/24/2023 Cambridge Investment Research Advisors Inc.87,033$3.88M0.0%N/A0.251%
10/19/2023 Patriot Financial Group Insurance Agency LLC70,244$3.13M0.6%+43.0%0.205%
10/18/2023Goldstein Advisors LLC677,223$30.17M6.2%+6.4%1.980%
10/18/2023Koshinski Asset Management Inc.4,999$223K0.0%N/A0.015%
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10/12/2023 Toth Financial Advisory Corp39,395$1.76M0.3%+19.3%0.115%
10/12/2023 AdvisorNet Financial Inc21,938$977K0.1%+4,395.5%0.064%
10/12/2023 Alliance Wealth Advisors LLC389,398$17.35M12.5%+68.4%1.139%
10/10/2023 Daymark Wealth Partners LLC6,800$303K0.0%N/A0.020%
8/10/2023Cetera Advisor Networks LLC25,901$1.19M0.0%N/A0.080%
8/10/2023Charles Schwab Investment Management Inc.5,851,905$269.51M0.1%-1.9%18.145%
8/3/2023 Thoroughbred Financial Services LLC14,907$686K0.1%-23.8%0.046%
7/31/2023LPL Financial LLC95,774$4.41M0.0%+91.5%0.298%
7/31/2023 Sovereign Financial Group Inc.13,600$626K0.2%-11.1%0.042%
7/28/2023Resource Planning Group6,101$281K0.2%N/A0.019%
(Data available from 1/1/2016 forward)

UITB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UITB shares?

During the previous two years, 68 institutional investors and hedge funds held shares of VictoryShares Core Intermediate Bond ETF. The most heavily invested institutionals were Victory Capital Management Inc. ($914.90M), Charles Schwab Investment Management Inc. ($265.40M), United Services Automobile Association ($103.05M), Orion Portfolio Solutions LLC ($78.99M), Bogart Wealth LLC ($57.99M), Goldstein Advisors LLC ($27.59M), and Riversedge Advisors LLC ($22.46M).Learn more on UITB's institutional investors.

Which institutional investors have been buying VictoryShares Core Intermediate Bond ETF stock?

Of the 63 institutional investors that purchased VictoryShares Core Intermediate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Orion Portfolio Solutions LLC ($1.75M), Charles Schwab Investment Management Inc. ($1.43M), Bogart Wealth LLC ($1.25M), Goldstein Advisors LLC ($677.22K), Allworth Financial LP ($658.68K), Victory Capital Management Inc. ($620.14K), and Riversedge Advisors LLC ($478.86K).

How much institutional buying is happening at VictoryShares Core Intermediate Bond ETF?

Institutional investors have bought a total of 10,637,206 shares in the last 24 months. This purchase volume represents approximately $491.82M in transactions.

Which VictoryShares Core Intermediate Bond ETF major shareholders have been selling company stock?

Of the 22 institutional investors that sold VictoryShares Core Intermediate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($516.79K), Charles Schwab Investment Management Inc. ($306.57K), Allworth Financial LP ($258.87K), Goldstein Advisors LLC ($89.16K), Orion Portfolio Solutions LLC ($49.12K), Fortune 45 LLC ($28.34K), and Raymond James & Associates ($25.53K).

How much institutional selling is happening at VictoryShares Core Intermediate Bond ETF?

Institutional investors have sold a total of 1,383,148 shares in the last 24 months. This volume of shares sold represents approximately $64.14M in transactions.


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This page (NASDAQ:UITB) was last updated on 5/10/2024 by MarketBeat.com Staff

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