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VictoryShares Core Plus Intermediate Bond ETF (UBND) Institutional Ownership

VictoryShares Core Plus Intermediate Bond ETF logo
$21.40 +0.03 (+0.14%)
As of 03:59 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)
31
Total
Institutional Inflows
(last 12 months)
$616.01M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$13.40M
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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
7/10/2026 Annex Advisory Services LLC18,906,834$410.75M7.0%+6.9%21.141%
5/22/2026Segall Bryant & Hamill LLC68,461$1.50M0.0%N/A0.081%
5/8/2026Johnson Financial Group Inc.2,501$54K0.0%N/A0.003%
5/4/2026Retirement Planning Group LLC7,358,557$160.27M5.0%+13.1%8.729%
5/1/2026Fifth Third Bancorp3,555$77K0.0%N/A0.004%
4/30/2026Kestra Advisory Services LLC9,500$207K0.0%-5.9%0.011%
4/30/2026Cahaba Wealth Management Inc.8,179,176$178.14M12.1%+4.0%9.716%
4/29/2026Impact Investors Inc258,046$5.62M3.9%+8.1%0.307%
4/27/2026Trademark Financial Management LLC38,635$841K0.4%N/A0.046%
4/17/2026Stonebridge Financial Group LLC MO24,165$526K0.4%+52.7%0.029%
4/17/2026Elk River Wealth Management LLC361,138$7.87M1.3%-6.7%0.433%
3/9/2026Corient Private Wealth LLC950,738$20.61M0.0%+58.8%1.216%
2/19/2026Corient Private Wealth LLC925,940$20.07M0.0%+54.6%1.184%
2/17/2026Osaic Holdings Inc.1,963,869$43.22M0.1%+557.4%2.512%
2/13/2026Kestra Advisory Services LLC10,100$222K0.0%-12.9%0.013%
2/13/2026Victory Capital Management Inc.20,358,908$447.90M0.3%+30.9%26.041%
2/12/2026Jane Street Group LLC118,745$2.61M0.0%-63.1%0.152%
2/12/2026Correct Capital Wealth Management1,139,864$25.08M4.7%+31.1%1.458%
2/12/2026Steward Partners Investment Advisory LLC9,111$200K0.0%-9.2%0.012%
2/11/2026Comprehensive Financial Planning Inc. PA1,136$25K0.0%N/A0.001%
2/11/2026Vise Technologies Inc.13,004$286K0.0%N/A0.017%
2/10/2026 Goldstein Advisors LLC1,413,555$31.10M3.5%-6.0%1.808%
2/10/2026Madison Wealth Partners Inc374,374$8.24M1.5%+65.6%0.479%
2/6/2026Global Retirement Partners LLC1,482$33K0.0%N/A0.002%
2/6/2026Elk River Wealth Management LLC386,896$8.32M1.1%+9.9%0.495%
2/5/2026Integrated Investment Consultants LLC39,596$871K0.2%+6.0%0.051%
2/4/2026Stonebridge Financial Group LLC MO15,823$348K0.3%N/A0.020%
2/3/2026Retirement Planning Group LLC6,504,886$143.11M4.7%+8.9%8.320%
1/29/2026Comerica Bank3,555$78K0.0%+27.6%0.005%
1/29/2026Huntleigh Advisors Inc.333,327$7.33M1.2%+24.6%0.444%
1/28/2026N.E.W. Advisory Services LLC1,196$26K0.0%N/A0.002%
1/26/2026 Merit Financial Group LLC5,819,517$128.03M1.0%+6.4%7.747%
1/26/2026CWM LLC23,779$523K0.0%-11.1%0.032%
1/26/2026 Annex Advisory Services LLC16,978,957$373.54M7.1%+3.0%22.602%
1/23/2026U.S. Capital Wealth Advisors LLC264,673$5.82M0.2%+244.3%0.356%
1/20/20261900 Wealth Management LLC4,288,773$94.35M6.1%+2.7%5.786%
1/7/2026Cahaba Wealth Management Inc.7,862,752$172.98M12.0%+2.9%10.966%
11/18/2025Integrated Investment Consultants LLC37,339$823K0.1%+2.1%0.057%
11/17/2025Susquehanna International Group LLP64,778$1.43M0.0%+354.7%0.100%
11/17/2025Citadel Advisors LLC26,364$581K0.0%-8.8%0.041%
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11/12/2025Victory Capital Management Inc.15,558,846$343.07M0.2%+2.4%23.955%
11/12/2025Madison Wealth Partners Inc226,073$4.99M1.0%+41.1%0.348%
11/10/2025OneDigital Investment Advisors LLC153,461$3.38M0.0%+29.6%0.236%
11/6/2025Assetmark Inc.2,774$61K0.0%N/A0.004%
11/6/2025 LexAurum Advisors LLC21,437$473K0.1%+4.4%0.033%
11/5/2025Correct Capital Wealth Management869,655$19.18M2.7%+11.5%1.339%
10/30/2025Impact Investors Inc238,841$5.27M3.5%N/A0.370%
10/27/2025Retirement Planning Group LLC5,970,753$131.66M4.6%+13.0%9.250%
10/23/2025Elk River Wealth Management LLC352,001$7.76M1.2%+8.2%0.557%
10/22/2025Park Place Capital Corp4,165$92K0.0%N/A0.007%
10/21/2025 Goldstein Advisors LLC1,503,262$33.15M4.0%+4.7%2.379%
10/20/2025 Merit Financial Group LLC5,472,002$120.66M1.1%N/A8.425%
10/17/20251900 Wealth Management LLC4,176,218$92.09M6.2%+2.4%6.613%
10/17/2025 Annex Advisory Services LLC16,487,843$363.56M7.7%-1.5%26.109%
10/17/2025Cahaba Wealth Management Inc.7,643,465$168.54M12.2%+31,968.2%12.104%
10/15/2025CWM LLC26,735$590K0.0%-19.2%0.042%
10/9/2025U.S. Capital Wealth Advisors LLC76,872$1.70M0.0%N/A0.122%
9/26/2025Corient Private Wealth LLC418,034$9.13M0.0%+34.1%0.874%
9/4/2025Osaic Holdings Inc.301,123$6.58M0.0%+5.3%0.629%
8/15/2025Corient Private Wealth LLC836,066$18.27M0.0%+168.1%1.747%
8/14/2025Integrated Investment Consultants LLC36,565$799K0.1%+2.7%0.076%
8/13/2025Correct Capital Wealth Management779,672$17.04M2.5%+0.9%1.629%
8/12/2025Steward Partners Investment Advisory LLC10,038$219K0.0%-10.5%0.021%
7/30/2025Retirement Planning Group LLC5,283,185$115.44M4.9%+6.5%11.076%
7/29/2025Madison 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%
7/29/2025Huntleigh Advisors Inc.267,431$5.84M1.1%+0.2%0.561%
7/25/2025CWM LLC33,102$723K0.0%-22.3%0.070%
7/21/20251900 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%
7/16/2025Cahaba 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%
7/11/2025Elk 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%
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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%


UBND Institutional Ownership - Frequently Asked Questions

During the previous two years, 38 institutional investors and hedge funds held shares of VictoryShares Core Plus Intermediate Bond ETF. The most heavily invested institutionals were Victory Capital Management Inc. ($447.90M), Annex Advisory Services LLC ($410.75M), Cahaba Wealth Management Inc. ($178.14M), Retirement Planning Group LLC ($160.27M), Merit Financial Group LLC ($128.03M), 1900 Wealth Management LLC ($94.35M), and Osaic Holdings Inc. ($43.22M).Learn more on VictoryShares Core Plus Intermediate Bond ETF's institutional investors.

Of the 34 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 ($17.81M), Cahaba Wealth Management Inc. ($8.18M), Retirement Planning Group LLC ($7.36M), Merit Financial Group LLC ($5.82M), Victory Capital Management Inc. ($5.69M), 1900 Wealth Management LLC ($2.19M), and Osaic Holdings Inc. ($1.68M).

Institutional investors have bought a total of 28,001,305 shares in the last 24 months. This purchase volume represents approximately $616.01M in transactions.

Of the 9 institutional investors that sold VictoryShares Core Plus Intermediate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Annex Advisory Services LLC ($243.54K), Jane Street Group LLC ($202.71K), Goldstein Advisors LLC ($106.54K), Elk River Wealth Management LLC ($25.76K), CWM LLC ($18.84K), Madison Wealth Partners Inc ($4.75K), and Citadel Advisors LLC ($2.53K).

Institutional investors have sold a total of 608,884 shares in the last 24 months. This volume of shares sold represents approximately $13.40M in transactions.


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This page (NASDAQ:UBND) was last updated on 7/24/2026 by MarketBeat.com Staff.
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