Free Trial
→ $100 Trillion “AI Metal” Found in American Ghost Town (From Brownstone Research) (Ad) Free UBND Stock Alerts

VictoryShares Core Plus Intermediate Bond ETF (UBND) Institutional Ownership

VictoryShares Core Plus Intermediate Bond ETF logo
$21.76 -0.06 (-0.25%)
As of 07/3/2025 01:04 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for VictoryShares Core Plus Intermediate Bond ETF (NASDAQ:UBND)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$281.38M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$30.02M
Get UBND Insider Trade Alerts

Want to know when executives and insiders are buying or selling VictoryShares Core Plus Intermediate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

UBND Institutional Buying and Selling by Quarter

VictoryShares Core Plus Intermediate Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/1/2025CWM LLC42,615$929K0.0%-2.3%0.147%
4/30/2025Correct Capital Wealth Management772,411$16.84M2.7%+39.8%2.656%
4/29/2025Huntleigh Advisors Inc.266,941$5.82M1.1%+4.0%0.918%
4/23/2025Goldstein Advisors LLC1,452,746$31.67M4.6%+9.4%5.001%
4/22/2025Madison Wealth Partners Inc164,959$3.60M0.9%+11.6%0.568%
4/17/20251900 Wealth Management LLC4,073,845$88.81M7.4%+18.2%14.024%
4/11/2025Elk River Wealth Management LLC331,479$7.23M1.4%+2.7%1.149%
4/11/2025Annex Advisory Services LLC3,871,944$84.41M2.4%+32.1%13.421%
4/10/2025Retirement Planning Group LLC4,960,651$108.14M5.1%+33.5%17.195%
2/18/2025Retirement 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%
2/10/2025Madison 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%
2/3/2025Elk River Wealth Management LLC322,802$6.90M1.2%+6.4%1.201%
1/28/20251900 Wealth Management LLC3,445,251$73.63M6.2%+18.0%12.962%
1/21/2025LexAurum Advisors LLC19,849$424K0.1%+2.7%0.077%
1/17/2025Goldstein Advisors LLC1,328,281$28.39M4.1%-24.9%5.250%
1/16/2025Annex 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%
11/4/20241900 Wealth Management LLC1,706,675$36.80M3.3%-32.4%7.585%
10/24/2024Goldstein Advisors LLC1,768,493$39.34M6.0%+26.5%8.454%
10/17/2024LexAurum Advisors LLC19,333$430K0.1%-3.2%0.095%
10/11/2024Elk River Wealth Management LLC303,269$6.75M1.2%+7.0%1.532%
10/10/2024Retirement Planning Group LLC1,764,517$39.26M2.1%N/A8.912%
10/10/2024Annex Advisory Services LLC1,266,544$28.18M0.9%+99.3%6.397%
10/8/2024CWM LLC44,326$986K0.0%-2.0%0.224%
8/10/2024Madison Wealth Partners Inc80,432$1.72M0.6%N/A0.482%
7/31/2024Elk River Wealth Management LLC283,520$6.07M1.2%+9.8%1.701%
7/26/20241900 Wealth Management LLC2,525,445$54.03M5.1%+48.0%15.186%
7/24/2024Goldstein Advisors LLC1,397,991$29.91M5.0%+1.0%8.406%
How to Collect Up To $5,917/mo From Trump’s Made In USA Boom (Ad)

How to Collect Up To $5,917/mo From Trump's Made In USA Boom Thanks to President Trump's America-First policies, a historic wave of investment is flooding back into the United States: Apple committing a colossal $500 billion to build new U.S. factories. Microsoft injecting $80 billion into domestic manufacturing. Nvidia moving critical chip production back to America. But here's the hidden opportunity: There's now a groundbreaking way for you to start collecting monthly checks from these very same companies— checks that could reach as high as $5,917 each month. Don't miss your chance to participate directly in America's industrial comeback.

Watch Now to Learn How to Get Your First Check in 30 Days
7/12/2024Annex Advisory Services LLC635,462$13.60M0.5%N/A3.851%
7/10/2024CWM LLC45,226$968K0.0%-59.4%0.274%
4/24/20241900 Wealth Management LLC1,706,675$36.80M3.4%+126.2%11.378%
4/10/2024LexAurum 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%
2/1/20241900 Wealth Management LLC754,613$16.38M1.5%+5,641.6%6.150%
1/18/2024Elk River Wealth Management LLC319,958$6.95M1.3%N/A2.633%
1/11/2024LexAurum 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%
10/17/20231900 Wealth Management LLC13,143$272K0.0%N/A0.125%
10/16/2023LexAurum Advisors LLC15,395$319K0.1%+4.8%0.146%
10/13/2023Redhawk Wealth Advisors Inc.14,038$291K0.1%N/A0.133%
4/11/2023LexAurum 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, 21 institutional investors and hedge funds held shares of VictoryShares Core Plus Intermediate Bond ETF. The most heavily invested institutionals were Victory Capital Management Inc. ($224.74M), Retirement Planning Group LLC ($108.14M), 1900 Wealth Management LLC ($88.81M), Annex Advisory Services LLC ($84.41M), Goldstein Advisors LLC ($31.67M), Correct Capital Wealth Management ($16.84M), and Elk River Wealth Management LLC ($7.23M).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 20 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: Retirement Planning Group LLC ($4.96M), Annex Advisory Services LLC ($3.87M), 1900 Wealth Management LLC ($3.68M), 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 12,974,679 shares in the last 24 months. This purchase volume represents approximately $281.38M 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 ($440.21K), CWM LLC ($68.00K), Jane Street Group LLC ($37.60K), Steward Partners Investment Advisory LLC ($4.25K), and LexAurum Advisors LLC ($638.00).

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

Institutional investors have sold a total of 1,369,459 shares in the last 24 months. This volume of shares sold represents approximately $30.02M in transactions.


Related Companies

This page (NASDAQ:UBND) was last updated on 7/5/2025 by MarketBeat.com Staff
From Our Partners
Trump’s New Order Could Boost Social Security Benefits by 400%
If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...
InvestorPlace | Sponsored
Trump’s Exec Order #14154 could be a “Millionaire-Maker”
Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...
Paradigm Press | Sponsored
Post-Halving = Profit Season (Here’s How to Win It)
It happens like clockwork. Every four years, the crypto market enters a new phase — and for those who know how...
Crypto Swap Profits | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
Elon’s NEXT Big IPO?
Cancel your internet TODAY!? Take your latest internet bill and light it on fire… then count the seconds it...
Banyan Hill Publishing | Sponsored
The End of Elon Musk…?
The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, an...
Brownstone Research | Sponsored
The $15 Gold Fund That Pays Up to $1,152/Month
Gold prices are breaking records. But while everyone else is fixated on headlines… They're missing somet...
Investors Alley | Sponsored
The mainstream media is wrong about AI — again
The mainstream media got it wrong … yet again. AI has recently turned the tech world on its head. And th...
Weiss Ratings | Sponsored