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VictoryShares Core Intermediate Bond ETF (UITB) Institutional Ownership

VictoryShares Core Intermediate Bond ETF logo
$46.13 +0.05 (+0.11%)
As of 07/24/2026 03:59 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
117
Total
Institutional Inflows
(last 12 months)
$500.78M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$69.11M
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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
7/10/2026 Envision Financial LLC345,285$16.17M7.4%+25.8%0.605%
7/9/2026 Focus Financial Network Inc.32,293$1.51M0.0%-0.8%0.057%
7/9/2026 Alliance Wealth Advisors LLC588,561$27.57M9.0%+1.5%1.032%
7/7/2026 Pathway 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%
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%
4/22/2026 Princeton Global Asset Management LLC9,863$464K0.1%+8.9%0.018%
4/22/2026 Patriot 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%
4/17/2026 AdvisorNet 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%
4/17/2026 Brookstone 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%
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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%
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%
2/11/2026 J.W. Cole Advisors Inc.11,309$536K0.0%+112.4%0.020%
2/10/2026Goldman Sachs Group Inc.51,867$2.46M0.0%+286.1%0.093%
2/10/2026Northwestern Mutual Wealth Management Co.55,002$2.61M0.0%+16.4%0.099%
2/10/2026Foundations Investment Advisors LLC12,882$610K0.0%+49.5%0.023%
2/9/2026Harbour Investments Inc.82,504$3.91M0.1%-1.7%0.148%
2/9/2026Allen Capital Group LLC1,029,479$48.75M4.5%+9.2%1.847%
2/6/2026Global Retirement Partners LLC6,168$292K0.0%+9.9%0.011%
2/6/2026Creative Financial Designs Inc. ADV355,657$16.84M1.1%+5.9%0.638%
2/5/2026Blue Water Asset Management413,808$19.60M7.0%N/A0.742%
2/5/2026 Wealth Advisory Team LLC126,388$5.99M5.3%N/A0.227%
2/5/2026Thrivent Financial for Lutherans153,378$7.28M0.0%+34.3%0.275%
2/5/2026 Cornerstone Wealth Management LLC18,564$879K0.0%+12.4%0.033%
2/5/2026Allworth Financial LP583,300$27.62M0.1%+3.7%1.046%
2/4/2026World Investment Advisors15,887$752K0.0%-1.4%0.027%
2/4/2026HORAN Wealth LLC415,294$19.67M3.0%+11.7%0.718%
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2/4/2026Northeast Planning Associates INC. NH410,403$19.44M13.7%+42.9%0.709%
2/4/2026Sloy Dahl & Holst LLC116,092$5.50M0.7%+7.8%0.201%
2/3/2026Indivisible Partners78,839$3.73M0.4%N/A0.136%
2/2/2026Truist Financial Corp221,901$10.51M0.0%+21.1%0.384%
2/2/2026Souders Financial Advisors169,882$8.05M0.9%N/A0.294%
2/2/2026Fifth Third Bancorp5,460$259K0.0%+33.7%0.009%
1/30/2026Sigma Planning Corp11,507$545K0.0%-10.0%0.020%
1/30/2026Bogart Wealth LLC1,989,827$94.23M3.8%+3.3%3.446%
1/30/2026FSA Wealth Partners Inc.123,772$5.86M2.1%-0.7%0.214%
1/30/2026Axis Wealth Partners LLC69,150$3.28M1.8%+6.8%0.120%


UITB Institutional Ownership - Frequently Asked Questions

During the previous two years, 169 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 152 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 10,595,444 shares in the last 24 months. This purchase volume represents approximately $500.78M in transactions.

Of the 41 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: Charles Schwab Investment Management Inc. ($529.60K), SouthState Bank Corp ($332.64K), Morgan Stanley ($186.47K), SouthState Corp ($83.10K), Citadel Advisors LLC ($82.75K), Optivise Advisory Services LLC ($41.16K), and Kestra Private Wealth Services LLC ($32.97K).

Institutional investors have sold a total of 1,462,094 shares in the last 24 months. This volume of shares sold represents approximately $69.11M in transactions.


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This page (NASDAQ:UITB) was last updated on 7/25/2026 by MarketBeat.com Staff.
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