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VictoryShares Core Plus Intermediate Bond ETF (UBND) Institutional Ownership

VictoryShares Core Plus Intermediate Bond ETF logo
$21.88 +0.16 (+0.74%)
Closing price 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for VictoryShares Core Plus Intermediate Bond ETF (NASDAQ:UBND)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$538.10M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$29.42M
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UBND Institutional Buying and Selling by Quarter

VictoryShares Core Plus Intermediate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/30/2025 Retirement Planning Group LLC5,283,185$115.44M4.9%+6.5%11.076%
7/29/2025 Madison Wealth Partners Inc160,206$3.50M0.8%-2.9%0.336%
7/29/2025 Goldstein Advisors LLC1,435,916$31.38M4.2%-1.2%3.013%
7/29/2025 Huntleigh Advisors Inc.267,431$5.84M1.1%+0.2%0.561%
7/25/2025 CWM LLC33,102$723K0.0%-22.3%0.070%
7/21/2025 1900 Wealth Management LLC4,078,975$89.13M6.7%+0.1%8.602%
7/17/2025 LexAurum Advisors LLC20,531$449K0.1%+3.7%0.044%
7/16/2025 Cahaba Wealth Management Inc.23,835$521K0.0%N/A0.051%
7/11/2025 Annex Advisory Services LLC16,731,387$365.58M8.8%+332.1%35.470%
7/11/2025 Elk River Wealth Management LLC325,319$7.11M1.2%-1.9%0.690%
6/27/2025Goldman Sachs Group Inc.222,097$4.84M0.0%N/A0.761%
5/19/2025Jane Street Group LLC35,739$779K0.0%+174.2%0.123%
5/16/2025Goldman Sachs Group Inc.222,097$4.84M0.0%N/A0.761%
5/14/2025Comerica Bank2,597$57K0.0%+44.4%0.009%
5/7/2025Integrated Investment Consultants LLC35,602$776K0.1%N/A0.122%
5/1/2025 CWM LLC42,615$929K0.0%-2.3%0.147%
4/30/2025Correct Capital Wealth Management772,411$16.84M2.7%+39.8%2.656%
4/29/2025 Huntleigh Advisors Inc.266,941$5.82M1.1%+4.0%0.918%
4/23/2025 Goldstein Advisors LLC1,452,746$31.67M4.6%+9.4%5.001%
4/22/2025 Madison Wealth Partners Inc164,959$3.60M0.9%+11.6%0.568%
4/17/2025 1900 Wealth Management LLC4,073,845$88.81M7.4%+18.2%14.024%
4/11/2025 Elk River Wealth Management LLC331,479$7.23M1.4%+2.7%1.149%
4/11/2025 Annex Advisory Services LLC3,871,944$84.41M2.4%+32.1%13.421%
4/10/2025 Retirement Planning Group LLC4,960,651$108.14M5.1%+33.5%17.195%
2/18/2025 Retirement Planning Group LLC3,717,144$79.44M4.0%+110.7%13.808%
2/14/2025Jane Street Group LLC13,034$279K0.0%-33.2%0.048%
2/14/2025OneDigital Investment Advisors LLC109,870$2.35M0.0%+26.5%0.408%
2/13/2025Envestnet Asset Management Inc.11,301$242K0.0%N/A0.042%
2/10/2025Corient Private Wealth LLC218,800$4.68M0.0%+156.9%0.813%
2/10/2025 Madison Wealth Partners Inc147,776$3.16M0.9%+21.4%0.549%
2/6/2025Victory Capital Management Inc.10,516,523$224.74M0.2%+5.3%39.066%
2/6/2025Steward Partners Investment Advisory LLC15,582$333K0.0%-21.4%0.058%
2/3/2025 Elk River Wealth Management LLC322,802$6.90M1.2%+6.4%1.201%
1/28/2025 1900 Wealth Management LLC3,445,251$73.63M6.2%+18.0%12.962%
1/21/2025 LexAurum Advisors LLC19,849$424K0.1%+2.7%0.077%
1/17/2025 Goldstein Advisors LLC1,328,281$28.39M4.1%-24.9%5.250%
1/16/2025 Annex Advisory Services LLC2,930,146$62.62M1.9%+131.3%11.582%
11/15/2024Jane Street Group LLC19,512$434K0.0%-61.5%0.087%
11/6/2024OneDigital Investment Advisors LLC86,860$1.93M0.0%+56.4%0.386%
11/4/2024 1900 Wealth Management LLC1,706,675$36.80M3.3%-32.4%7.585%
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10/24/2024 Goldstein Advisors LLC1,768,493$39.34M6.0%+26.5%8.454%
10/17/2024 LexAurum Advisors LLC19,333$430K0.1%-3.2%0.095%
10/11/2024 Elk River Wealth Management LLC303,269$6.75M1.2%+7.0%1.532%
10/10/2024 Retirement Planning Group LLC1,764,517$39.26M2.1%N/A8.912%
10/10/2024 Annex Advisory Services LLC1,266,544$28.18M0.9%+99.3%6.397%
10/8/2024 CWM LLC44,326$986K0.0%-2.0%0.224%
8/10/2024 Madison Wealth Partners Inc80,432$1.72M0.6%N/A0.482%
7/31/2024 Elk River Wealth Management LLC283,520$6.07M1.2%+9.8%1.701%
7/26/2024 1900 Wealth Management LLC2,525,445$54.03M5.1%+48.0%15.186%
7/24/2024 Goldstein Advisors LLC1,397,991$29.91M5.0%+1.0%8.406%
7/12/2024 Annex Advisory Services LLC635,462$13.60M0.5%N/A3.851%
7/10/2024 CWM LLC45,226$968K0.0%-59.4%0.274%
4/24/2024 1900 Wealth Management LLC1,706,675$36.80M3.4%+126.2%11.378%
4/10/2024 LexAurum Advisors LLC17,457$376K0.1%+8.9%0.119%
2/12/2024Steward Partners Investment Advisory LLC26,954$585K0.0%N/A0.220%
2/6/2024Benjamin F. Edwards & Company Inc.1,232$27K0.0%N/A0.010%
2/1/2024 1900 Wealth Management LLC754,613$16.38M1.5%+5,641.6%6.150%
1/18/2024 Elk River Wealth Management LLC319,958$6.95M1.3%N/A2.633%
1/11/2024 LexAurum Advisors LLC16,030$348K0.1%+4.1%0.134%
11/6/2023Victory Capital Management Inc.9,988,001$206.86M0.2%+0.5%91.633%
10/17/2023 1900 Wealth Management LLC13,143$272K0.0%N/A0.125%
10/16/2023 LexAurum Advisors LLC15,395$319K0.1%+4.8%0.146%
10/13/2023 Redhawk Wealth Advisors Inc.14,038$291K0.1%N/A0.133%
4/11/2023 LexAurum Advisors LLC12,826$279K0.1%N/A0.129%
11/2/2022Victory Capital Management Inc.9,942,875$208.45M0.2%+1.6%99.928%
8/1/2022Victory Capital Management Inc.9,790,150$215.19M0.2%+0.9%99.899%
5/4/2022Victory Capital Management Inc.9,698,600$218.95M0.2%+24.4%9,698.600%
2/7/2022Victory Capital Management Inc.7,796,100$194.28M0.2%N/A7,796.100%
(Data available from 1/1/2016 forward)

UBND Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UBND shares?

During the previous two years, 22 institutional investors and hedge funds held shares of VictoryShares Core Plus Intermediate Bond ETF. The most heavily invested institutionals were Annex Advisory Services LLC ($365.58M), Victory Capital Management Inc. ($224.74M), Retirement Planning Group LLC ($115.44M), 1900 Wealth Management LLC ($89.13M), Goldstein Advisors LLC ($31.38M), Correct Capital Wealth Management ($16.84M), and Elk River Wealth Management LLC ($7.11M).Learn more on VictoryShares Core Plus Intermediate Bond ETF's institutional investors.

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

Of the 21 institutional investors that purchased VictoryShares Core Plus Intermediate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Annex Advisory Services LLC ($16.73M), Retirement Planning Group LLC ($5.28M), 1900 Wealth Management LLC ($3.69M), Victory Capital Management Inc. ($573.65K), Goldstein Advisors LLC ($509.35K), Goldman Sachs Group Inc. ($444.19K), and Elk River Wealth Management LLC ($393.17K).

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

Institutional investors have bought a total of 24,692,979 shares in the last 24 months. This purchase volume represents approximately $538.10M in transactions.

Which of VictoryShares Core Plus Intermediate Bond ETF's major shareholders have been selling company stock?

The following institutional investors have sold VictoryShares Core Plus Intermediate Bond ETF stock in the last 24 months: 1900 Wealth Management LLC ($818.77K), Goldstein Advisors LLC ($457.04K), Jane Street Group LLC ($37.60K), CWM LLC ($11.43K), Elk River Wealth Management LLC ($6.16K), Madison Wealth Partners Inc ($4.75K), and Steward Partners Investment Advisory LLC ($4.25K).

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

Institutional investors have sold a total of 1,340,637 shares in the last 24 months. This volume of shares sold represents approximately $29.42M in transactions.


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This page (NASDAQ:UBND) was last updated on 8/1/2025 by MarketBeat.com Staff
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