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VictoryShares Core Intermediate Bond ETF (UITB) Institutional Ownership

VictoryShares Core Intermediate Bond ETF logo
$46.69 -0.04 (-0.09%)
As of 06/12/2026 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)
119
Total
Institutional Inflows
(last 12 months)
$519.14M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$75.33M
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Skip Chart & View Institutional Buying and Selling Data

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
6/8/2026 Pine Valley Investments Ltd Liability Co577,056$27.13M1.2%+7.8%1.030%
5/27/2026 Allen Capital Group LLC1,113,941$52.37M4.7%+8.2%1.989%
5/19/2026 Western Wealth Management LLC1,720$81K0.0%N/A0.003%
5/19/2026 Bank of America Corp DE1,396,762$65.67M0.0%+6.2%2.494%
5/18/2026 Royal Bank of Canada151,408$7.12M0.0%+1.0%0.270%
5/13/2026 Cetera Investment Advisers1,283,225$60.33M0.1%+7.7%2.291%
5/13/2026 NewEdge Wealth LLC32,324$1.52M0.0%-20.4%0.058%
5/8/2026 HORAN Wealth LLC411,102$19.34M1.8%-1.0%0.734%
5/7/2026 Meeder Advisory Services Inc.771,328$36.27M1.5%+4.8%1.377%
5/6/2026 IMA Advisory Services Inc.220,105$10.35M1.0%+9.0%0.393%
5/5/2026 Bank of New York Mellon Corp94,352$4.44M0.0%+14.1%0.168%
5/5/2026 SouthState Bank Corp373,589$17.57M0.8%-0.9%0.667%
5/5/2026 Sanctuary Advisors LLC336,477$15.82M0.1%+10.6%0.601%
5/4/2026 Calamos Wealth Management LLC1,273,569$59.88M2.1%+11.4%2.274%
5/4/2026 Calamos Advisors LLC1,333,192$62.68M0.2%+2,378.1%2.381%
5/2/2026 Valmark Advisers Inc.42,678$2.01M0.0%+18.0%0.076%
5/1/2026 Fifth Third Bancorp38,758$1.82M0.0%+609.9%0.069%
4/30/2026 Personal CFO Solutions LLC8,781$413K0.1%-11.9%0.016%
4/30/2026 Greenwood Capital Associates LLC164,372$7.73M0.9%+21.8%0.294%
4/28/2026 Bogart Wealth LLC2,060,745$96.89M3.7%+3.6%3.690%
4/27/2026 World Investment Advisors9,008$424K0.0%-43.3%0.016%
4/27/2026 Private Advisor Group LLC100,191$4.71M0.0%+7.7%0.180%
4/25/2026 Axis 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%
4/22/2026 Janney Montgomery Scott LLC35,700$1.68M0.0%+14.2%0.064%
4/20/2026 Kestra Private Wealth Services LLC4,915$231K0.0%-74.4%0.009%
4/20/2026 Greenup 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%
4/17/2026 James 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%
3/17/2026 Rockefeller Capital Management L.P.1,606$76K0.0%+46.0%0.003%
3/13/2026 World Investment Advisors15,887$752K0.0%-1.4%0.028%
2/18/2026 Crusonia Wealth Advisors LLC345,380$16.36M3.6%N/A0.620%
2/18/2026 Gotham Asset Management LLC53,047$2.51M0.0%+72.6%0.095%
2/17/2026 AQR Capital Management LLC9,159$434K0.0%+29.0%0.016%
2/17/2026 Cetera Investment Advisers1,191,151$56.41M0.1%+14.7%2.137%
2/17/2026 Equitable Holdings Inc.29,109$1.38M0.0%+100.4%0.052%
2/17/2026 Osaic Holdings Inc.216,105$10.23M0.0%+8.7%0.388%
2/17/2026 Advisory Services Network LLC12,954$613K0.0%-11.1%0.023%
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2/17/2026 Private Advisor Group LLC93,026$4.41M0.0%+3.0%0.167%
2/17/2026 Clark Capital Management Group Inc.5,164$245K0.0%N/A0.009%
2/17/2026 &PARTNERS84,458$4.01M0.0%+48.5%0.151%
2/17/2026 Royal Bank of Canada149,866$7.10M0.0%-8.7%0.269%
2/16/2026 Sargent Investment Group LLC402,182$19.05M2.4%+6.7%0.721%
2/16/2026 MML 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%
2/16/2026 Aptus Capital Advisors LLC126,388$5.99M0.0%-0.5%0.227%
2/13/2026 Kestra Advisory Services LLC3,895$184K0.0%N/A0.007%
2/13/2026 Stifel Financial Corp36,832$1.74M0.0%+2.0%0.066%
2/13/2026 Morgan Stanley3,513,322$166.37M0.0%-5.0%6.302%
2/13/2026 Integrated Wealth Concepts LLC114,249$5.41M0.1%+45.0%0.205%
2/13/2026 Charles Schwab Investment Management Inc.5,620,717$266.17M0.0%+0.5%10.082%
2/13/2026 Victory Capital Management Inc.14,850,508$703.24M0.4%+0.8%26.638%
2/13/2026 Wells Fargo & Company MN1,755,500$83.13M0.0%+8.0%3.149%
2/13/2026 Klingenstein Fields & Co. LP277,679$13.15M0.5%-0.8%0.498%
2/13/2026 Summit Financial LLC115,132$5.45M0.1%+2.5%0.207%
2/13/2026 Concorde Asset Management LLC4,783$226K0.1%-11.3%0.009%
2/12/2026 Johnson Financial Group Inc.2,675$127K0.0%N/A0.005%
2/12/2026 Orion Porfolio Solutions LLC204,203$9.67M0.1%+8.4%0.366%
2/12/2026 Commonwealth Equity Services LLC44,225$2.09M0.0%+6.6%0.079%
2/12/2026 Betterment LLC6,312$299K0.0%+5.3%0.011%
2/12/2026 Oath Planning LLC221,758$10.50M10.4%N/A0.398%
2/11/2026 Meeder Advisory Services Inc.736,257$34.87M1.5%+12.2%1.321%
2/11/2026 Janney Montgomery Scott LLC31,250$1.48M0.0%-9.9%0.056%
2/11/2026 LPL Financial LLC2,146,635$101.65M0.0%+10.4%3.850%
2/11/2026 JPMorgan Chase & Co.166,439$7.88M0.0%+9.6%0.299%
2/11/2026 IMA Advisory Services Inc.201,895$9.56M0.9%+3.7%0.362%
2/11/2026 SouthState 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%
2/10/2026 Goldman Sachs Group Inc.51,867$2.46M0.0%+286.1%0.093%
2/10/2026 Northwestern Mutual Wealth Management Co.55,002$2.61M0.0%+16.4%0.099%
2/10/2026 Foundations Investment Advisors LLC12,882$610K0.0%+49.5%0.023%
2/9/2026 Harbour Investments Inc.82,504$3.91M0.1%-1.7%0.148%
2/9/2026 Allen 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%
2/6/2026 Creative Financial Designs Inc. ADV355,657$16.84M1.1%+5.9%0.638%
2/5/2026 Blue Water Asset Management413,808$19.60M7.0%N/A0.742%
2/5/2026Wealth Advisory Team LLC126,388$5.99M5.3%N/A0.227%
2/5/2026 Thrivent 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%
2/5/2026 Allworth Financial LP583,300$27.62M0.1%+3.7%1.046%
2/4/2026 World Investment Advisors15,887$752K0.0%-1.4%0.027%
2/4/2026 HORAN Wealth LLC415,294$19.67M3.0%+11.7%0.718%
2/4/2026 Northeast Planning Associates INC. NH410,403$19.44M13.7%+42.9%0.709%
2/4/2026 Sloy Dahl & Holst LLC116,092$5.50M0.7%+7.8%0.201%
2/3/2026 Indivisible Partners78,839$3.73M0.4%N/A0.136%
2/2/2026 Truist Financial Corp221,901$10.51M0.0%+21.1%0.384%
2/2/2026 Souders Financial Advisors169,882$8.05M0.9%N/A0.294%
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2/2/2026 Fifth Third Bancorp5,460$259K0.0%+33.7%0.009%
1/30/2026 Sigma Planning Corp11,507$545K0.0%-10.0%0.020%
1/30/2026 Bogart Wealth LLC1,989,827$94.23M3.8%+3.3%3.446%
1/30/2026 FSA Wealth Partners Inc.123,772$5.86M2.1%-0.7%0.214%
1/30/2026 Axis Wealth Partners LLC69,150$3.28M1.8%+6.8%0.120%
1/29/2026Comerica Bank33,088$1.57M0.0%+180.0%0.058%
1/29/2026 Kestra Private Wealth Services LLC19,201$909K0.0%-49.3%0.033%
1/29/2026 UBS Group AG158,934$7.53M0.0%+20.8%0.276%
1/29/2026 Sanctuary Advisors LLC304,355$14.41M0.1%+1,662.8%0.529%
1/29/2026 Calamos Advisors LLC53,800$2.55M0.0%+6.1%0.094%


UITB Institutional Ownership - Frequently Asked Questions

During the previous two years, 170 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 153 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 10,985,067 shares in the last 24 months. This purchase volume represents approximately $519.14M in transactions.

Of the 43 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), AdvisorNet Financial Inc ($112.88K), SouthState Corp ($83.10K), Citadel Advisors LLC ($82.75K), and Optivise Advisory Services LLC ($41.16K).

Institutional investors have sold a total of 1,594,166 shares in the last 24 months. This volume of shares sold represents approximately $75.33M in transactions.


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This page (NASDAQ:UITB) was last updated on 6/14/2026 by MarketBeat.com Staff.
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