Free Trial
→ 3..2..1.. AI 2.0 ignition (don’t sleep on this) (From Timothy Sykes) (Ad) Free UBND Stock Alerts

VictoryShares Core Plus Intermediate Bond ETF (UBND) Institutional Ownership

VictoryShares Core Plus Intermediate Bond ETF logo
$21.58 -0.08 (-0.37%)
Closing price 07/11/2025 03:59 PM Eastern
Extended Trading
$21.58 +0.01 (+0.02%)
As of 07/11/2025 06:09 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
$548.76M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$28.74M
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
7/11/2025Annex Advisory Services LLC16,731,387$365.58M8.8%+332.1%35.470%
7/11/2025Elk 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%
5/1/2025CWM 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%
AI Meltdown Imminent: Dump These Stocks Now! (Ad)

If you have any money in the markets, especially in AI stocks… Please click here to see Elon Musk’s new invention… This could send many popular AI stocks crashing, including Nvidia. And it could happen starting as soon as June 1st.

Click here to see the details and learn how to prepare for the next AI revolution
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%
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%
10/13/2023 Redhawk 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 Annex Advisory Services LLC ($365.58M), Victory Capital Management Inc. ($224.74M), Retirement Planning Group LLC ($108.14M), 1900 Wealth Management LLC ($88.81M), Goldstein Advisors LLC ($31.67M), 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 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: Annex Advisory Services LLC ($16.73M), Retirement Planning Group LLC ($4.96M), 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 25,198,660 shares in the last 24 months. This purchase volume represents approximately $548.76M 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), Jane Street Group LLC ($37.60K), Elk River Wealth Management LLC ($6.16K), Steward Partners Investment Advisory LLC ($4.25K), CWM LLC ($1.92K), 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 1,309,541 shares in the last 24 months. This volume of shares sold represents approximately $28.74M in transactions.


Related Companies

This page (NASDAQ:UBND) was last updated on 7/12/2025 by MarketBeat.com Staff
From Our Partners
3..2..1.. AI 2.0 ignition (don’t sleep on this)
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Buffett’s $325 Billion Cash Problem — Solved by Gold?
A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most inves...
Golden Portfolio | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
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
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
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