VictoryShares Core Plus Intermediate Bond ETF (UBND) Institutional Ownership

$20.97
+0.04 (+0.19%)
(As of 04/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$45.74M
Number of
Institutional Sellers
(last 12 months)
0
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UBND Institutional Buying and Selling by Quarter

VictoryShares Core Plus Intermediate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
10/13/2023Redhawk 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, the following institutional investors and hedge funds held shares of VictoryShares Core Plus Intermediate Bond ETF shares: Victory Capital Management Inc. ($206.86M), 1900 Wealth Management LLC ($36.80M), Elk River Wealth Management LLC ($6.95M), Steward Partners Investment Advisory LLC ($585K), LexAurum Advisors LLC ($376K), and Redhawk Wealth Advisors Inc. ($291K), and Benjamin F. Edwards & Company Inc. ($27K).Learn more on UBND's institutional investors.

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

The following institutional investors have purchased VictoryShares Core Plus Intermediate Bond ETF stock in the last 24 months: Victory Capital Management Inc. ($2.19M), 1900 Wealth Management LLC ($1.71M), Elk River Wealth Management LLC ($319.96K), Steward Partners Investment Advisory LLC ($26.95K), LexAurum Advisors LLC ($15.59K), Redhawk Wealth Advisors Inc. ($14.04K), and Benjamin F. Edwards & Company Inc. ($1.23K).

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

Institutional investors have bought a total of 4,276,345 shares in the last 24 months. This purchase volume represents approximately $96.85M in transactions.


This page (NASDAQ:UBND) was last updated on 4/27/2024 by MarketBeat.com Staff

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