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VictoryShares Short-Term Bond ETF (USTB) Institutional Ownership

VictoryShares Short-Term Bond ETF logo
$50.61 +0.05 (+0.10%)
As of 04/30/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for VictoryShares Short-Term Bond ETF (NASDAQ:USTB)

Number of
Institutional Buyers
(last 12 months)
90
Total
Institutional Inflows
(last 12 months)
$386.28M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$94.33M
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USTB Institutional Buying and Selling by Quarter

VictoryShares Short-Term Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Adapt Wealth Advisors LLC158,965$8.05M3.9%+9.4%0.688%
4/30/2025Cornerstone Planning Group LLC236,098$11.90M2.8%-1.5%1.022%
4/30/2025Stratos Investment Management LLC7,068$358K0.0%N/A0.031%
4/30/2025Crossmark Global Holdings Inc.5,664$286K0.0%N/A0.025%
4/29/2025 Envestnet Asset Management Inc.41,226$2.09M0.0%+67.6%0.178%
4/29/2025 REDW Wealth LLC8,104$410K0.2%+39.7%0.035%
4/28/2025 Axis Wealth Partners LLC4,895$248K0.2%+19.8%0.021%
4/28/2025 Swmg LLC15,318$773K0.3%-6.0%0.066%
4/25/2025 Ameritas Advisory Services LLC37,692$1.91M0.1%+2.3%0.164%
4/25/2025 Trademark Financial Management LLC33,484$1.70M1.3%+148.5%0.146%
4/25/2025 Stonebridge Financial Group LLC249,209$12.62M1.3%N/A1.084%
4/23/2025 Creative Financial Designs Inc. ADV89,423$4.53M0.4%+1.1%0.389%
4/23/2025 Perigon Wealth Management LLC12,035$610K0.0%+2.6%0.052%
4/23/2025 Daymark Wealth Partners LLC14,795$749K0.0%+10.5%0.064%
4/23/2025 Valmark Advisers Inc.32,323$1.64M0.0%+10.9%0.141%
4/23/2025 Oppenheimer & Co. Inc.24,190$1.23M0.0%+1.8%0.105%
4/22/2025 Flagship Harbor Advisors LLC18,946$960K0.1%+17.1%0.082%
4/22/2025 Cambridge Investment Research Advisors Inc.54,917$2.78M0.0%+17.3%0.239%
4/22/2025 Madison Wealth Partners Inc24,358$1.23M0.3%+58.8%0.106%
4/22/2025 Synergy Asset Management LLC15,641$792K0.1%N/A0.068%
4/22/2025 Masso Torrence Wealth Management Inc.121,516$6.16M3.3%+16.0%0.528%
4/22/2025 Burt Wealth Advisors7,425$376K0.1%+2.9%0.032%
4/21/2025 ERn Financial LLC307,566$15.58M2.5%+2.0%1.334%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors26,288$1.33M0.2%-3.1%0.114%
4/17/2025 Janney Montgomery Scott LLC10,829$548K0.0%+85.1%0.047%
4/16/2025 Lakeridge Wealth Management LLC62,225$3.15M1.6%N/A0.273%
4/16/2025 Avaii Wealth Management LLC129,239$6.55M3.5%N/A0.567%
4/16/2025 Wealth Enhancement Advisory Services LLC288,273$14.60M0.0%+27.2%1.264%
4/16/2025 Bensler LLC196,212$9.94M1.2%-9.4%0.861%
4/15/2025 Redhawk Wealth Advisors Inc.729,554$36.95M5.0%+168.9%3.200%
4/14/2025 Octavia Wealth Advisors LLC5,596$283K0.0%-6.5%0.025%
4/14/2025 Daymark Wealth Partners LLC14,795$749K0.0%+10.5%0.065%
4/14/2025 Toth Financial Advisory Corp175,177$8.87M1.1%+6.3%0.768%
4/14/2025 Broadway Wealth Solutions Inc.419,321$21.24M15.5%+9.0%1.839%
4/11/2025 Elk River Wealth Management LLC36,403$1.84M0.3%+3.5%0.161%
4/11/2025 Pinnacle Wealth Management Group Inc.138,972$7.04M4.9%+2.8%0.616%
4/10/2025 Amplius Wealth Advisors LLC623,732$31.59M3.3%N/A2.766%
4/9/2025 Merit Financial Group LLC50,021$2.53M0.0%-8.5%0.222%
4/9/2025 Marquette Asset Management LLC559,062$28.32M5.0%-0.7%2.479%
3/19/2025Northeast Planning Associates INC. NH242,039$12.15M12.6%N/A1.264%
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3/17/2025 Wealth Enhancement Advisory Services LLC226,542$11.37M0.0%+4,092.9%1.183%
2/24/2025Ameriflex Group Inc.800$40K0.0%N/A0.004%
2/18/2025Focus Partners Advisor Solutions LLC12,302$618K0.0%N/A0.064%
2/17/2025Waverly Advisors LLC315,536$15.84M0.2%+12.4%1.648%
2/17/2025Quadcap Wealth Management LLC100,416$5.04M0.7%+45.3%0.524%
2/17/2025Cetera Investment Advisers4,368$219K0.0%-86.1%0.023%
2/17/2025Bank of America Corp DE900,446$45.20M0.0%+35.3%4.702%
2/17/2025Adapt Wealth Advisors LLC145,322$7.30M3.6%+702.1%0.759%
2/14/2025Jane Street Group LLC19,936$1.00M0.0%N/A0.104%
2/14/2025Westbourne Investments Inc.11,023$553K0.3%N/A0.058%
2/14/2025Bison Wealth LLC5,441$273K0.1%-22.4%0.028%
2/14/2025Integrated Wealth Concepts LLC45,394$2.28M0.0%+52.9%0.237%
2/14/2025IHT Wealth Management LLC12,599$632K0.0%-11.9%0.066%
2/14/2025Stifel Financial Corp37,755$1.90M0.0%-26.6%0.197%
2/14/2025Concourse Financial Group Securities Inc.49,454$2.49M0.1%+86.9%0.258%
2/13/2025Mariner LLC67,439$3.39M0.0%-74.4%0.352%
2/13/2025Raymond James Financial Inc.318,054$15.97M0.0%N/A1.661%
2/13/2025Advisory Services Network LLC23,704$1.19M0.0%-13.5%0.124%
2/13/2025 Envestnet Asset Management Inc.24,593$1.24M0.0%-86.6%0.128%
2/12/2025OneAscent Wealth Management LLC19,104$959K0.4%N/A0.100%
2/12/2025Orion Portfolio Solutions LLC41,801$2.10M0.0%+13.5%0.218%
2/12/2025 Broadway Wealth Solutions Inc.384,580$19.31M14.6%N/A2.008%
2/11/2025LPL Financial LLC716,137$35.95M0.0%+97.8%3.740%
2/11/2025Samalin Investment Counsel LLC54,505$2.74M1.2%+5.0%0.285%
2/11/2025Comprehensive Wealth Management LLC13,458$676K0.5%+13.3%0.070%
2/10/2025 Creative Financial Designs Inc. ADV88,435$4.44M0.4%+1.2%0.462%
2/10/2025Commonwealth Equity Services LLC152,025$7.63M0.0%+9.7%0.794%
2/10/2025 Madison Wealth Partners Inc15,340$770K0.2%+192.0%0.080%
2/10/2025Avantax Advisory Services Inc.4,773$240K0.0%+11.5%0.025%
2/7/2025 REDW Wealth LLC5,799$291K0.1%-14.7%0.030%
2/7/2025Horan Securities Inc.13,365$671K0.3%N/A0.070%
2/7/2025 Axis Wealth Partners LLC4,085$205K0.2%N/A0.021%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors27,139$1.36M0.2%+3.4%0.142%
2/6/2025Raymond James Financial Inc.318,054$15.97M0.0%N/A1.661%
2/6/2025Atria Investments Inc49,572$2.49M0.0%-79.6%0.259%
2/6/2025Victory Capital Management Inc.5,122,240$257.14M0.3%+23.0%26.748%
2/6/2025Horan Capital Advisors LLC.169,023$8.49M2.9%N/A0.883%
2/6/2025 Burt Wealth Advisors7,215$362K0.1%+2.9%0.038%
2/5/2025Motco281,958$14.15M1.5%+26.2%1.504%
2/5/2025 Oppenheimer & Co. Inc.23,768$1.19M0.0%N/A0.127%
2/4/2025Pine Valley Investments Ltd Liability Co162,750$8.17M0.5%+38.0%0.868%
2/4/2025Midwest Capital Advisors LLC92,015$4.62M3.4%N/A0.491%
2/4/2025MONECO Advisors LLC17,336$870K0.1%+9.7%0.092%
2/3/2025Sigma Planning Corp20,088$1.01M0.0%+28.2%0.107%
2/3/2025 Elk River Wealth Management LLC35,172$1.77M0.3%+11.5%0.188%
2/3/2025Private Advisor Group LLC110,590$5.55M0.0%+81.6%0.590%
1/31/2025Global Retirement Partners LLC10,121$508K0.0%+24.3%0.055%
1/31/2025Atria Wealth Solutions Inc.51,099$2.57M0.0%+8.6%0.276%
1/30/2025 Valmark Advisers Inc.29,135$1.46M0.0%+19.8%0.157%
1/30/2025Nations Financial Group Inc. IA ADV57,223$2.87M0.2%+50.8%0.309%
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1/30/2025 Trademark Financial Management LLC13,476$677K0.5%-33.3%0.073%
1/30/2025Squire Investment Management Company LLC12,303$618K0.3%+44.9%0.067%
1/29/2025Prairieview Wealth Partners LLC7,861$395K0.4%-21.5%0.042%
1/29/2025Cornerstone Planning Group LLC239,753$12.09M3.0%-11.4%1.296%
1/28/2025Kingsview Wealth Management LLC43,886$2.20M0.0%N/A0.237%
1/28/2025Darrow Company Inc.62,792$3.15M1.8%+10.2%0.339%
1/27/2025 Silver Oak Securities Incorporated28,669$1.44M0.1%N/A0.155%
1/27/2025 Money Concepts Capital Corp15,260$766K0.1%-14.9%0.082%
1/23/2025 Swmg LLC16,292$819K0.3%+6.7%0.089%
1/23/2025 Masso Torrence Wealth Management Inc.104,757$5.26M2.8%+16.7%0.571%
(Data available from 1/1/2016 forward)

USTB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USTB shares?

During the previous two years, 131 institutional investors and hedge funds held shares of VictoryShares Short-Term Bond ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($20.75B), Victory Capital Management Inc. ($257.14M), Bank of America Corp DE ($45.20M), Redhawk Wealth Advisors Inc. ($36.95M), LPL Financial LLC ($35.95M), Amplius Wealth Advisors LLC ($31.59M), and Marquette Asset Management LLC ($28.32M).Learn more on USTB's institutional investors.

Which institutional investors have been buying VictoryShares Short-Term Bond ETF stock?

Of the 118 institutional investors that purchased VictoryShares Short-Term Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Orion Portfolio Solutions LLC ($1.51M), Victory Capital Management Inc. ($1.33M), Amplius Wealth Advisors LLC ($689.17K), Redhawk Wealth Advisors Inc. ($666.63K), Raymond James Financial Inc. ($636.11K), LPL Financial LLC ($526.98K), and Broadway Wealth Solutions Inc. ($419.32K).

How much institutional buying is happening at VictoryShares Short-Term Bond ETF?

Institutional investors have bought a total of 11,669,009 shares in the last 24 months. This purchase volume represents approximately $582.20M in transactions.

Which VictoryShares Short-Term Bond ETF major shareholders have been selling company stock?

Of the 56 institutional investors that sold VictoryShares Short-Term Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Orion Portfolio Solutions LLC ($963.60K), Legacy CG LLC ($282.99K), Jane Street Group LLC ($238.49K), Envestnet Asset Management Inc. ($238.00K), Mariner LLC ($196.33K), Atria Investments Inc ($193.84K), and Victory Capital Management Inc. ($129.73K).

How much institutional selling is happening at VictoryShares Short-Term Bond ETF?

Institutional investors have sold a total of 2,941,155 shares in the last 24 months. This volume of shares sold represents approximately $146.29M in transactions.


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This page (NASDAQ:USTB) was last updated on 5/1/2025 by MarketBeat.com Staff
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