VictoryShares Core Intermediate Bond ETF (UITB) Institutional Ownership

$45.34
+0.06 (+0.13%)
(As of 04/23/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$311.64M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$43.79M
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UITB Institutional Buying and Selling by Quarter

VictoryShares Core Intermediate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024Raymond James Financial Services Advisors Inc.316,517$14.68M0.0%+914.2%0.731%
4/22/2024Raymond James & Associates177,083$8.21M0.0%+6.6%0.409%
4/19/2024Sloy Dahl & Holst LLC72,437$3.36M0.8%+8.4%0.168%
4/18/2024MV Capital Management Inc.840$39K0.0%N/A0.002%
4/16/2024Toth Financial Advisory Corp84,678$3.93M0.5%+35.8%0.196%
4/15/2024Sovereign Financial Group Inc.11,768$546K0.1%-2.6%0.027%
4/15/2024Brookstone Capital Management16,935$785K0.0%-19.2%0.039%
4/12/2024 Strategic Planning Group LLC21,480$996K0.2%-19.3%0.050%
4/12/2024 AdvisorNet Financial Inc93,123$4.32M0.4%+31.3%0.216%
4/10/2024 Ferguson Shapiro LLC5,651$262K0.1%-26.4%0.013%
4/10/2024 Pathway Financial Advisors LLC115,324$5.35M1.4%+26.3%0.267%
2/13/2024Cetera Advisor Networks LLC275,691$12.93M0.1%+697.6%0.677%
2/12/2024Goldstein Advisors LLC588,065$27.59M4.7%-13.2%1.443%
2/12/2024Focus Financial Network Inc. ADV14,806$695K0.0%N/A0.036%
2/12/2024United Services Automobile Association2,196,668$103.05M2.3%+2.3%5.391%
2/9/2024Advisory Services Network LLC30,893$1.45M0.0%-22.6%0.076%
2/9/2024Orion Portfolio Solutions LLC1,752,154$81.63M0.9%N/A4.300%
2/9/2024Cambridge Investment Research Advisors Inc.114,030$5.35M0.0%+31.0%0.280%
2/9/2024Corient Private Wealth LLC10,829$508K0.0%N/A0.027%
2/9/2024Thoroughbred Financial Services LLC11,906$558K0.0%+32.6%0.029%
2/9/2024Gladstone Institutional Advisory LLC58,125$2.73M0.2%+31.1%0.143%
2/7/2024Concourse Financial Group Securities Inc.24,720$1.16M0.1%+1,851.1%0.061%
2/7/2024Bogart Wealth LLC492,906$23.12M1.3%+397.0%1.210%
2/6/2024Sovereign Financial Group Inc.12,081$567K0.2%-5.9%0.030%
2/6/2024Charles Schwab Investment Management Inc.5,657,603$265.40M0.1%-2.3%13.884%
2/6/2024Private Advisor Group LLC29,350$1.38M0.0%N/A0.072%
2/5/2024Victory Capital Management Inc.19,503,246$914.90M1.0%-1.2%47.861%
2/2/2024Truist Financial Corp135,733$6.37M0.0%+73.1%0.333%
2/1/2024Klingenstein Fields & Co. LP7,050$331K0.0%N/A0.017%
2/1/2024 CWM LLC722$34K0.0%N/A0.002%
2/1/2024 Pathway Financial Advisors LLC91,336$4.29M1.2%N/A0.225%
1/30/2024Sloy Dahl & Holst LLC66,796$3.13M0.6%-1.3%0.165%
1/30/2024Allen Capital Group LLC441,510$20.71M3.3%+2.8%1.087%
1/30/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,146$429K0.1%N/A0.023%
1/29/2024Koshinski Asset Management Inc.9,650$453K0.1%+93.0%0.024%
1/29/2024Aspire Capital Advisors LLC4,847$227K0.1%N/A0.012%
1/26/2024Toth Financial Advisory Corp62,375$2.93M0.4%+58.3%0.160%
1/24/2024Allworth Financial LP372,516$17.48M0.1%-40.9%0.955%
1/22/2024Aspire Wealth Management Corp25,325$1.19M0.8%+12.6%0.065%
1/19/2024 AdvisorNet Financial Inc70,929$3.33M0.3%+223.3%0.183%
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1/19/2024Patriot Financial Group Insurance Agency LLC91,772$4.31M0.8%+30.6%0.236%
1/17/2024Riversedge Advisors LLC478,861$22.46M6.2%N/A1.241%
1/16/2024Raymond James Financial Services Advisors Inc.31,210$1.46M0.0%+73.0%0.081%
1/16/2024Raymond James & Associates166,111$7.79M0.0%+240.1%0.430%
1/16/2024 Ferguson Shapiro LLC7,681$360K0.2%N/A0.020%
1/12/2024Redhawk Wealth Advisors Inc.27,040$1.27M0.2%N/A0.070%
1/11/2024Brookstone Capital Management20,964$983K0.0%N/A0.054%
1/11/2024Alliance Wealth Advisors LLC409,356$19.20M12.7%+5.1%1.062%
1/9/2024 Daymark Wealth Partners LLC20,785$975K0.0%+205.7%0.054%
11/14/2023United Services Automobile Association2,147,743$95.67M2.4%+2.1%6.189%
11/13/2023Mariner LLC13,252$590K0.0%+94.1%0.038%
11/13/2023LPL Financial LLC107,021$4.77M0.0%+11.7%0.308%
11/9/2023First Heartland Consultants Inc.121,581$5.42M0.7%+66.3%0.350%
11/8/2023Charles Schwab Investment Management Inc.5,791,943$257.98M0.1%-1.0%16.691%
11/6/2023Leelyn Smith LLC72,499$3.23M0.8%N/A0.209%
11/6/2023Victory Capital Management Inc.19,732,199$878.91M1.0%+0.2%56.865%
11/3/2023Sovereign Financial Group Inc.12,836$572K0.2%-5.6%0.037%
11/2/2023Sloy Dahl & Holst LLC67,710$3.02M0.7%N/A0.195%
11/1/2023Allen Capital Group LLC429,321$18.97M3.2%+124.0%1.237%
10/31/2023Allworth Financial LP630,717$28.09M0.2%+16.2%1.818%
10/30/2023Bogart Wealth LLC99,184$4.42M0.3%+173,907.0%0.286%
10/30/2023Aspire Wealth Management Corp22,486$1.00M0.8%+22.7%0.065%
10/25/2023Concourse Financial Group Securities Inc.1,267$56K0.0%N/A0.004%
10/24/2023IAG Wealth Partners LLC1,824$81K0.0%-15.3%0.005%
10/24/2023Raymond James Financial Services Advisors Inc.18,045$804K0.0%+98.4%0.052%
10/24/2023Raymond James & Associates48,836$2.18M0.0%-34.3%0.141%
10/24/2023Cambridge Investment Research Advisors Inc.87,033$3.88M0.0%N/A0.251%
10/19/2023Patriot Financial Group Insurance Agency LLC70,244$3.13M0.6%+43.0%0.205%
10/18/2023Goldstein Advisors LLC677,223$30.17M6.2%+6.4%1.980%
10/18/2023Koshinski Asset Management Inc.4,999$223K0.0%N/A0.015%
10/12/2023Toth Financial Advisory Corp39,395$1.76M0.3%+19.3%0.115%
10/12/2023 AdvisorNet Financial Inc21,938$977K0.1%+4,395.5%0.064%
10/12/2023Alliance Wealth Advisors LLC389,398$17.35M12.5%+68.4%1.139%
10/10/2023 Daymark Wealth Partners LLC6,800$303K0.0%N/A0.020%
8/10/2023Cetera Advisor Networks LLC25,901$1.19M0.0%N/A0.080%
8/10/2023Charles Schwab Investment Management Inc.5,851,905$269.51M0.1%-1.9%18.145%
8/3/2023Thoroughbred Financial Services LLC14,907$686K0.1%-23.8%0.046%
7/31/2023LPL Financial LLC95,774$4.41M0.0%+91.5%0.298%
7/31/2023Sovereign Financial Group Inc.13,600$626K0.2%-11.1%0.042%
7/28/2023Resource Planning Group6,101$281K0.2%N/A0.019%
7/27/2023Aspire Wealth Management Corp18,332$844K0.6%+24.3%0.057%
7/27/2023Victory Capital Management Inc.19,698,467$907.20M1.0%+0.1%61.271%
7/26/2023First Heartland Consultants Inc.73,122$3.37M0.4%N/A0.228%
7/25/2023Raymond James & Associates74,367$3.43M0.0%+16.6%0.232%
7/24/2023Alliance Wealth Advisors LLC231,202$10.65M7.6%N/A0.721%
7/24/2023Allen Capital Group LLC191,688$8.83M1.5%N/A0.598%
7/21/2023Creative Planning13,959$643K0.0%N/A0.044%
7/21/2023Goldstein Advisors LLC636,363$29.31M6.1%+42.3%1.989%
7/18/2023Allworth Financial LP542,807$25.00M0.2%-0.1%1.696%
7/17/2023Patriot Financial Group Insurance Agency LLC49,112$2.26M0.4%+38.6%0.153%
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5/12/2023Charles Schwab Investment Management Inc.5,964,170$278.33M0.1%+13.8%19.619%
5/9/2023Goldstein Advisors LLC447,310$20.88M4.6%+2.3%1.471%
5/4/2023Aspire Wealth Management Corp14,751$688K0.6%+390.6%0.049%
5/2/2023Victory Capital Management Inc.19,676,794$918.26M1.0%+0.8%64.726%
4/28/2023Ameritas Advisory Services LLC985$46K0.0%N/A0.003%
4/28/2023Janney Montgomery Scott LLC7,690$359K0.0%N/A0.025%
4/25/2023IAG Wealth Partners LLC2,154$101K0.0%-19.1%0.007%
4/25/2023Geneos Wealth Management Inc.550$26K0.0%-49.0%0.002%
4/24/2023Thoroughbred Financial Services LLC19,561$912K0.1%-1.8%0.064%
4/24/2023Toth Financial Advisory Corp27,909$1.30M0.2%+42.8%0.092%
(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, 59 institutional investors and hedge funds held shares of VictoryShares Core Intermediate Bond ETF. The most heavily invested institutionals were Victory Capital Management Inc. ($914.90M), Charles Schwab Investment Management Inc. ($265.40M), United Services Automobile Association ($103.05M), Orion Portfolio Solutions LLC ($81.63M), Goldstein Advisors LLC ($27.59M), Bogart Wealth LLC ($23.12M), and Riversedge Advisors LLC ($22.46M).Learn more on UITB's institutional investors.

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

Of the 54 institutional investors that purchased VictoryShares Core Intermediate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Victory Capital Management Inc. ($4.24M), Orion Portfolio Solutions LLC ($1.75M), Charles Schwab Investment Management Inc. ($1.43M), Goldstein Advisors LLC ($677.22K), Allworth Financial LP ($631.38K), Bogart Wealth LLC ($492.85K), and Riversedge Advisors LLC ($478.86K).

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

Institutional investors have bought a total of 12,963,131 shares in the last 24 months. This purchase volume represents approximately $611.85M in transactions.

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

Of the 19 institutional investors that sold VictoryShares Core Intermediate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($516.79K), Charles Schwab Investment Management Inc. ($306.57K), Allworth Financial LP ($258.87K), Goldstein Advisors LLC ($89.16K), Toth Financial Advisory Corp ($54.02K), Fortune 45 LLC ($28.34K), and Thoroughbred Financial Services LLC ($26.09K).

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

Institutional investors have sold a total of 1,361,725 shares in the last 24 months. This volume of shares sold represents approximately $63.27M in transactions.


This page (NASDAQ:UITB) was last updated on 4/23/2024 by MarketBeat.com Staff

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