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VictoryShares Core Intermediate Bond ETF (UITB) Institutional Ownership

VictoryShares Core Intermediate Bond ETF logo
$45.01 -0.02 (-0.04%)
Closing price 03:59 PM Eastern
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$45.01 0.00 (0.00%)
As of 04:56 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)
118
Total
Institutional Inflows
(last 12 months)
$413.65M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$49.82M
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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
10/16/2026Cyr Financial Inc.325,614$14.54M6.9%+8.7%0.561%
10/16/2026Aspiriant LLC28,000$1.25M0.0%N/A0.048%
10/16/2026Goldstein Advisors LLC8,305$371K0.0%+8.4%0.014%
10/15/2026AdvisorNet Financial Inc7,199$322K0.0%N/A0.012%
10/15/2026Sloy Dahl & Holst LLC130,575$5.83M0.8%+9.1%0.226%
10/15/2026Alliance Wealth Advisors LLC598,840$26.73M7.9%+1.7%1.035%
10/14/2026Focus Financial Network Inc.33,228$1.48M0.0%+2.9%0.057%
10/9/2026Avaii Wealth Management LLC11,101$496K0.1%-5.2%0.019%
10/8/2026Farther Finance Advisors LLC2,302$103K0.0%+14.5%0.004%
10/8/2026Titleist Asset Management LLC23,047$1.03M0.1%+8.8%0.040%
10/8/2026Toth Financial Advisory Corp214,357$9.57M1.0%N/A0.372%
10/7/2026Pathway Financial Advisors LLC406,962$18.17M2.0%+2.2%0.706%
10/6/2026Stewardship Concepts Financial Services LLC98,752$4.41M2.9%+19.1%0.171%
9/23/2026Envestnet Asset Management Inc.61,601$2.89M0.0%-6.4%0.106%
9/9/2026Insight Wealth Partners LLC152,068$7.12M1.0%+11.5%0.264%
9/9/2026Integrated Wealth Concepts LLC149,015$6.98M0.0%+0.8%0.259%
9/8/2026Allworth Financial LP510,934$23.93M0.1%-12.6%0.889%
9/2/2026Citadel Advisors LLC86,454$4.05M0.0%+49.0%0.150%
8/26/2026HORAN Wealth LLC417,413$19.55M2.4%+1.5%0.726%
8/23/2026Ameritas Advisory Services LLC5,920$277K0.0%N/A0.010%
8/23/2026Aspire Capital Advisors LLC9,904$464K0.1%+20.8%0.017%
8/23/2026Northeast Planning Associates INC. NH261,783$12.26M8.9%-39.3%0.455%
8/22/2026Compass Financial Management LLC14,287$669K0.1%N/A0.025%
8/22/2026Tenet Wealth Partners LLC25,748$1.19M0.9%N/A0.045%
8/12/2026Compass Financial Management LLC14,287$669K0.1%N/A0.025%
7/10/2026Envision Financial LLC345,285$16.17M7.4%+25.8%0.605%
7/9/2026Focus Financial Network Inc.32,293$1.51M0.0%-0.8%0.057%
7/9/2026Alliance Wealth Advisors LLC588,561$27.57M9.0%+1.5%1.032%
7/7/2026Pathway Financial Advisors LLC398,354$18.65M2.2%-0.9%0.698%
6/15/2026J. R. Prunier Capital Management LLC61,143$2.88M1.2%+37.3%0.109%
6/8/2026Pine Valley Investments Ltd Liability Co577,056$27.13M1.2%+7.8%1.030%
5/27/2026Allen Capital Group LLC1,113,941$52.37M4.7%+8.2%1.989%
5/19/2026Western Wealth Management LLC1,720$81K0.0%N/A0.003%
5/19/2026Bank of America Corp DE1,396,762$65.67M0.0%+6.2%2.494%
5/18/2026Royal Bank of Canada151,408$7.12M0.0%+1.0%0.270%
5/13/2026Cetera Investment Advisers1,283,225$60.33M0.1%+7.7%2.291%
5/13/2026NewEdge Wealth LLC32,324$1.52M0.0%-20.4%0.058%
5/8/2026HORAN Wealth LLC411,102$19.34M1.8%-1.0%0.734%
5/7/2026Meeder Advisory Services Inc.771,328$36.27M1.5%+4.8%1.377%
5/6/2026IMA Advisory Services Inc.220,105$10.35M1.0%+9.0%0.393%
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5/5/2026Bank of New York Mellon Corp94,352$4.44M0.0%+14.1%0.168%
5/5/2026SouthState Bank Corp373,589$17.57M0.8%-0.9%0.667%
5/5/2026Sanctuary Advisors LLC336,477$15.82M0.1%+10.6%0.601%
5/4/2026Calamos Wealth Management LLC1,273,569$59.88M2.1%+11.4%2.274%
5/4/2026Calamos Advisors LLC1,333,192$62.68M0.2%+2,378.1%2.381%
5/2/2026Valmark Advisers Inc.42,678$2.01M0.0%+18.0%0.076%
5/1/2026Fifth Third Bancorp38,758$1.82M0.0%+609.9%0.069%
4/30/2026Personal CFO Solutions LLC8,781$413K0.1%-11.9%0.016%
4/30/2026Greenwood Capital Associates LLC164,372$7.73M0.9%+21.8%0.294%
4/28/2026Bogart Wealth LLC2,060,745$96.89M3.7%+3.6%3.690%
4/27/2026World Investment Advisors9,008$424K0.0%-43.3%0.016%
4/27/2026Private Advisor Group LLC100,191$4.71M0.0%+7.7%0.180%
4/25/2026Axis Wealth Partners LLC77,381$3.64M1.9%+11.9%0.139%
4/22/2026Princeton Global Asset Management LLC9,863$464K0.1%+8.9%0.018%
4/22/2026Patriot Financial Group Insurance Agency LLC52,596$2.47M0.1%+114.7%0.095%
4/22/2026Janney Montgomery Scott LLC35,700$1.68M0.0%+14.2%0.064%
4/20/2026Kestra Private Wealth Services LLC4,915$231K0.0%-74.4%0.009%
4/20/2026Greenup Street Wealth Management LLC445,796$20.96M3.0%+0.5%0.801%
4/17/2026AdvisorNet Financial Inc31,384$1.48M0.1%-10.6%0.056%
4/17/2026James J. Burns & Company LLC73,490$3.46M0.5%+2.4%0.132%
4/17/2026Brookstone Capital Management37,884$1.78M0.0%+5.1%0.068%
3/17/2026Rockefeller Capital Management L.P.1,606$76K0.0%+46.0%0.003%
3/13/2026World Investment Advisors15,887$752K0.0%-1.4%0.028%
2/18/2026Crusonia Wealth Advisors LLC345,380$16.36M3.6%N/A0.620%
2/18/2026Gotham Asset Management LLC53,047$2.51M0.0%+72.6%0.095%
2/17/2026AQR Capital Management LLC9,159$434K0.0%+29.0%0.016%
2/17/2026Cetera Investment Advisers1,191,151$56.41M0.1%+14.7%2.137%
2/17/2026Equitable Holdings Inc.29,109$1.38M0.0%+100.4%0.052%
2/17/2026Osaic Holdings Inc.216,105$10.23M0.0%+8.7%0.388%
2/17/2026Advisory Services Network LLC12,954$613K0.0%-11.1%0.023%
2/17/2026Private Advisor Group LLC93,026$4.41M0.0%+3.0%0.167%
2/17/2026Clark Capital Management Group Inc.5,164$245K0.0%N/A0.009%
2/17/2026&PARTNERS84,458$4.01M0.0%+48.5%0.151%
2/17/2026Royal Bank of Canada149,866$7.10M0.0%-8.7%0.269%
2/16/2026Sargent Investment Group LLC402,182$19.05M2.4%+6.7%0.721%
2/16/2026MML Investors Services LLC26,672$1.26M0.0%-51.1%0.048%
2/16/2026Motiv8 Investments LLC7,318$65K0.0%N/A0.013%
2/16/2026Nicolet Advisory Services LLC389,946$18.48M1.2%+9.9%0.699%
2/16/2026Aptus Capital Advisors LLC126,388$5.99M0.0%-0.5%0.227%
2/13/2026Kestra Advisory Services LLC3,895$184K0.0%N/A0.007%
2/13/2026Stifel Financial Corp36,832$1.74M0.0%+2.0%0.066%
2/13/2026Morgan Stanley3,513,322$166.37M0.0%-5.0%6.302%
2/13/2026Integrated Wealth Concepts LLC114,249$5.41M0.1%+45.0%0.205%
2/13/2026Charles Schwab Investment Management Inc.5,620,717$266.17M0.0%+0.5%10.082%
2/13/2026Victory Capital Management Inc.14,850,508$703.24M0.4%+0.8%26.638%
2/13/2026Wells Fargo & Company MN1,755,500$83.13M0.0%+8.0%3.149%
2/13/2026Klingenstein Fields & Co. LP277,679$13.15M0.5%-0.8%0.498%
2/13/2026Summit Financial LLC115,132$5.45M0.1%+2.5%0.207%
2/13/2026Concorde Asset Management LLC4,783$226K0.1%-11.3%0.009%
2/12/2026Johnson Financial Group Inc.2,675$127K0.0%N/A0.005%
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2/12/2026Orion Porfolio Solutions LLC204,203$9.67M0.1%+8.4%0.366%
2/12/2026Commonwealth Equity Services LLC44,225$2.09M0.0%+6.6%0.079%
2/12/2026Betterment LLC6,312$299K0.0%+5.3%0.011%
2/12/2026Oath Planning LLC221,758$10.50M10.4%N/A0.398%
2/11/2026Meeder Advisory Services Inc.736,257$34.87M1.5%+12.2%1.321%
2/11/2026Janney Montgomery Scott LLC31,250$1.48M0.0%-9.9%0.056%
2/11/2026LPL Financial LLC2,146,635$101.65M0.0%+10.4%3.850%
2/11/2026JPMorgan Chase & Co.166,439$7.88M0.0%+9.6%0.299%
2/11/2026IMA Advisory Services Inc.201,895$9.56M0.9%+3.7%0.362%
2/11/2026SouthState Bank Corp376,951$17.85M0.8%+4.9%0.676%


UITB Institutional Ownership - Frequently Asked Questions

During the previous two years, 168 institutional investors and hedge funds held shares of VictoryShares Core Intermediate Bond ETF. The most heavily invested institutionals were Victory Capital Management Inc. ($703.24M), Charles Schwab Investment Management Inc. ($266.17M), Morgan Stanley ($166.37M), United Services Automobile Association ($113.65M), LPL Financial LLC ($101.65M), Bogart Wealth LLC ($96.89M), and Wells Fargo & Company MN ($83.13M).Learn more on VictoryShares Core Intermediate Bond ETF's institutional investors.

Of the 151 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: Raymond James Financial Inc. ($1.85M), Calamos Advisors LLC ($1.33M), Calamos Wealth Management LLC ($1.27M), LPL Financial LLC ($1.17M), Orion Porfolio Solutions LLC ($877.50K), Bogart Wealth LLC ($794.46K), and SouthState Corp ($771.75K).

Institutional investors have bought a total of 8,763,496 shares in the last 24 months. This purchase volume represents approximately $413.65M in transactions.

Of the 33 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: SouthState Bank Corp ($332.64K), Morgan Stanley ($186.47K), Northeast Planning Associates INC. NH ($169.75K), Citadel Advisors LLC ($82.75K), Allworth Financial LP ($73.89K), Optivise Advisory Services LLC ($41.16K), and Kestra Private Wealth Services LLC ($32.97K).

Institutional investors have sold a total of 1,053,561 shares in the last 24 months. This volume of shares sold represents approximately $49.82M in transactions.


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Institutional ownership data for NASDAQ:UITB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/16/2026. New 13F filings are added each quarter as they're published.
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