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VictoryShares Core Intermediate Bond ETF (UITB) Institutional Ownership

VictoryShares Core Intermediate Bond ETF logo
$46.62 -0.06 (-0.13%)
Closing price 04:00 PM Eastern
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$46.62 +0.01 (+0.01%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for VictoryShares Core Intermediate Bond ETF (NASDAQ:UITB)

Number of
Institutional Buyers
(last 12 months)
110
Total
Institutional Inflows
(last 12 months)
$470.15M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$221.52M
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UITB Institutional Buying and Selling by Quarter

VictoryShares Core Intermediate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/23/2025 Valmark Advisers Inc.24,939$1.17M0.0%-23.4%0.050%
7/22/2025 Marks Group Wealth Management Inc9,379$441K0.0%-12.1%0.019%
7/22/2025 MBL Wealth LLC596,398$28.07M2.7%+1.6%1.192%
7/21/2025 Ameritas Advisory Services LLC6,797$320K0.0%+42.1%0.014%
7/21/2025 Greenwood Capital Associates LLC56,956$2.68M0.3%+124.3%0.114%
7/21/2025 FSA Wealth Partners Inc.129,130$6.08M2.9%-8.6%0.258%
7/21/2025 Patriot Financial Group Insurance Agency LLC26,620$1.25M0.1%+11.0%0.053%
7/18/2025 Newman Dignan & Sheerar Inc.443,544$20.88M4.8%+10.0%0.886%
7/18/2025 Truist Financial Corp206,109$9.70M0.0%-3.2%0.412%
7/17/2025 Alliance Wealth Advisors LLC510,335$24.02M12.3%+1.8%1.022%
7/17/2025 Janney Montgomery Scott LLC33,694$1.59M0.0%-2.4%0.067%
7/17/2025 Cyr Financial Inc.187,335$8.82M6.8%+10.1%0.375%
7/16/2025 Novem Group12,852$605K0.1%+12.0%0.026%
7/16/2025 Fortune Financial Advisors LLC4,604$217K0.2%-10.8%0.009%
7/16/2025 Perigon Wealth Management LLC7,922$373K0.0%+28.8%0.016%
7/15/2025 Avaii Wealth Management LLC10,081$475K0.2%+11.6%0.020%
7/15/2025 Aspire Capital Advisors LLC9,470$446K0.1%N/A0.019%
7/15/2025 James J. Burns & Company LLC69,951$3.29M0.5%-0.8%0.140%
7/15/2025 Axis Wealth Partners LLC60,704$2.86M1.9%+19.4%0.122%
7/15/2025 Fifth Third Bancorp4,085$192K0.0%+73.1%0.008%
7/14/2025 AdvisorNet Financial Inc38,185$1.80M0.1%-73.6%0.076%
7/14/2025 Chris Bulman Inc22,534$1.06M0.6%+6.2%0.045%
7/14/2025 Strategic Planning Group LLC36,683$1.73M0.3%+7.1%0.073%
7/14/2025 Toth Financial Advisory Corp151,484$7.13M0.8%+1.0%0.303%
7/11/2025 Farther Finance Advisors LLC3,586$169K0.0%N/A0.007%
7/10/2025 Envision Financial LLC149,516$7.04M4.7%+4.0%0.300%
7/10/2025 Wealth Enhancement Advisory Services LLC11,956$560K0.0%+12.3%0.024%
7/10/2025 Focus Financial Network Inc.25,742$1.21M0.0%+1.9%0.052%
7/9/2025 Fjell Capital LLC140,596$6.62M6.1%+1.4%0.282%
5/21/2025 MBL Wealth LLC586,983$27.55M2.8%+5.8%1.145%
5/16/2025United Services Automobile Association2,421,191$113.65M3.5%+12.4%4.724%
5/16/2025Integrated Wealth Concepts LLC33,927$1.59M0.0%+14.9%0.066%
5/16/2025AQR Capital Management LLC7,100$333K0.0%N/A0.014%
5/15/2025Royal Bank of Canada160,514$7.54M0.0%+6.8%0.313%
5/15/2025Betterment LLC5,817$273K0.0%-12.9%0.011%
5/15/2025Insight Wealth Partners LLC96,070$4.51M0.8%-0.7%0.187%
5/14/2025Ieq Capital LLC7,100$333K0.0%N/A0.014%
5/14/2025Comerica Bank11,483$539K0.0%+23.2%0.022%
5/14/2025Northwestern Mutual Wealth Management Co.44,267$2.08M0.0%+62.2%0.086%
5/14/2025CW Advisors LLC34,597$1.62M0.0%N/A0.068%
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5/14/2025Flow Traders U.S. LLC23,720$1.11M0.0%N/A0.046%
5/14/2025Capital Analysts LLC1,070$50K0.0%N/A0.002%
5/13/2025Aptus Capital Advisors LLC160,537$7.54M0.1%-11.9%0.313%
5/13/2025Raymond James Financial Inc.935,318$43.90M0.0%+19.4%1.825%
5/12/2025SouthState Corp771,747$36.23M1.7%N/A1.506%
5/12/2025 FSA Wealth Partners Inc.141,280$6.63M2.5%-18.6%0.276%
5/12/2025Sloy Dahl & Holst LLC92,139$4.33M0.8%+5.6%0.180%
5/9/2025Charles Schwab Investment Management Inc.5,605,279$263.11M0.0%-13.1%10.937%
5/9/2025PNC Financial Services Group Inc.1,547$73K0.0%N/A0.003%
5/8/2025Nicolet Advisory Services LLC345,073$15.90M1.6%-2.2%0.673%
5/8/2025Harbour Investments Inc.89,610$4.21M0.1%+16.0%0.175%
5/7/2025Horan Capital Advisors LLC.339,420$15.93M5.4%+1.2%0.662%
5/7/2025LPL Financial LLC1,568,446$73.62M0.0%+25.1%3.060%
5/6/2025Cetera Investment Advisers640,756$30.08M0.1%+24.8%1.250%
5/6/2025IMA Advisory Services Inc.182,951$8.59M1.0%N/A0.357%
5/5/2025Sargent Investment Group LLC336,440$15.79M2.5%+23.7%0.656%
5/5/2025Northeast Planning Associates INC. NH158,115$7.42M6.2%+0.3%0.309%
5/5/2025Kestra Private Wealth Services LLC37,761$1.77M0.0%+18.5%0.074%
5/5/2025Private Advisor Group LLC88,651$4.16M0.0%-42.4%0.173%
5/2/2025Allen Capital Group LLC776,007$36.43M4.1%+42.2%1.514%
5/2/2025Victory Capital Management Inc.18,072,145$848.31M0.9%-1.2%35.263%
5/2/2025Bogart Wealth LLC1,801,633$84.57M4.0%+2.4%3.515%
5/2/2025Sigma Planning Corp16,294$765K0.0%-17.9%0.032%
5/1/2025Smith Thornton Advisors LLC121,314$5.69M3.5%-10.6%0.239%
4/30/2025Allworth Financial LP540,175$25.16M0.1%+4.4%1.063%
4/30/2025Personal CFO Solutions LLC12,107$568K0.1%-90.4%0.024%
4/30/2025Planning Directions Inc.228,823$10.74M4.6%+5.5%0.450%
4/29/2025Envestnet Asset Management Inc.46,447$2.18M0.0%+11.9%0.091%
4/29/2025Atlantic Edge Private Wealth Management LLC254,562$11.95M3.7%+0.8%0.501%
4/29/2025World Investment Advisors15,538$729K0.0%N/A0.031%
4/29/2025Brookstone Capital Management27,399$1.29M0.0%+34.6%0.054%
4/28/2025 Axis Wealth Partners LLC50,834$2.39M1.8%+13.0%0.100%
4/28/2025 Novem Group11,472$539K0.1%-28.1%0.023%
4/28/2025Klingenstein Fields & Co. LP38,326$1.80M0.1%+232.0%0.075%
4/25/2025 Ameritas Advisory Services LLC4,784$225K0.0%-10.4%0.009%
4/23/2025Goldstein Advisors LLC9,553$448K0.1%+2.5%0.019%
4/23/2025Creative Financial Designs Inc. ADV184,041$8.64M0.7%+0.9%0.362%
4/23/2025 Perigon Wealth Management LLC6,153$289K0.0%+14.8%0.012%
4/23/2025 Pinnacle Bancorp Inc.3,084$145K0.0%N/A0.006%
4/23/2025Ferguson Shapiro LLC22,562$1.06M0.4%+1.7%0.044%
4/23/2025Daymark Wealth Partners LLC43,016$2.02M0.1%+7.6%0.085%
4/23/2025 Valmark Advisers Inc.32,543$1.53M0.0%+0.7%0.064%
4/22/2025Flagship Harbor Advisors LLC5,952$279K0.0%-12.3%0.012%
4/22/2025Cambridge Investment Research Advisors Inc.195,205$9.16M0.0%-1.2%0.384%
4/22/2025 Envision Financial LLC143,789$6.75M5.1%+19.0%0.283%
4/22/2025 Cyr Financial Inc.170,188$7.99M8.0%+3.8%0.335%
4/21/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors4,350$204K0.0%-36.0%0.009%
4/18/2025Cornerstone Wealth Management LLC17,179$806K0.1%+6.3%0.034%
4/17/2025 Janney Montgomery Scott LLC34,519$1.62M0.0%+22.3%0.068%
4/16/2025 Avaii Wealth Management LLC9,034$424K0.2%+7.1%0.018%
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4/16/2025Pathway Financial Advisors LLC158,504$7.44M1.3%+12.9%0.310%
4/16/2025 Wealth Enhancement Advisory Services LLC10,648$500K0.0%-24.4%0.021%
4/15/2025 Greenwood Capital Associates LLC25,390$1.19M0.2%N/A0.050%
4/15/2025 Chris Bulman Inc21,212$996K0.6%+44.1%0.041%
4/14/2025Daymark Wealth Partners LLC43,016$2.02M0.1%+7.6%0.084%
4/14/2025 Toth Financial Advisory Corp150,032$7.04M0.8%+12.0%0.293%
4/14/2025 Patriot Financial Group Insurance Agency LLC23,980$1.13M0.2%-22.9%0.047%
4/11/2025 Alliance Wealth Advisors LLC501,145$23.52M13.3%+1.3%0.982%
4/11/2025Pinnacle Wealth Management Group Inc.168,855$7.93M5.5%+4.7%0.331%
4/11/2025 Fjell Capital LLC138,688$6.51M6.6%+50.1%0.272%
(Data available from 1/1/2016 forward)

UITB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UITB shares?

During the previous two years, 140 institutional investors and hedge funds held shares of VictoryShares Core Intermediate Bond ETF. The most heavily invested institutionals were Victory Capital Management Inc. ($848.31M), Charles Schwab Investment Management Inc. ($263.11M), United Services Automobile Association ($113.65M), Bogart Wealth LLC ($84.57M), LPL Financial LLC ($73.62M), Orion Portfolio Solutions LLC ($70.92M), and Raymond James Financial Inc. ($43.90M).Learn more on VictoryShares Core Intermediate Bond ETF's institutional investors.

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

Of the 129 institutional investors that purchased VictoryShares Core Intermediate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bogart Wealth LLC ($1.79M), Orion Portfolio Solutions LLC ($1.75M), Raymond James Financial Inc. ($1.72M), LPL Financial LLC ($1.02M), SouthState Corp ($771.75K), Allen Capital Group LLC ($735.28K), and Riversedge Advisors LLC ($631.57K).

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

Institutional investors have bought a total of 10,100,121 shares in the last 24 months. This purchase volume represents approximately $470.15M in transactions.

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

Of the 53 institutional investors that sold VictoryShares Core Intermediate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($1.43M), Charles Schwab Investment Management Inc. ($986.50K), Jane Street Group LLC ($649.98K), Envestnet Asset Management Inc. ($281.58K), First Heartland Consultants Inc. ($267.01K), United Services Automobile Association ($150.73K), and Patriot Financial Group Insurance Agency LLC ($126.15K).

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

Institutional investors have sold a total of 4,730,576 shares in the last 24 months. This volume of shares sold represents approximately $221.52M in transactions.


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This page (NASDAQ:UITB) was last updated on 7/24/2025 by MarketBeat.com Staff
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