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VictoryShares Short-Term Bond ETF (USTB) Institutional Ownership

VictoryShares Short-Term Bond ETF logo
$50.74 -0.06 (-0.11%)
As of 07/3/2025 03:10 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)
92
Total
Institutional Inflows
(last 12 months)
$417.82M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$65.77M
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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
5/19/2025Jane Street Group LLC72,121$3.65M0.0%+261.8%0.308%
5/16/2025Integrated Wealth Concepts LLC51,279$2.60M0.0%+13.0%0.219%
5/15/2025Focus Partners Advisor Solutions LLC13,565$687K0.0%+10.3%0.058%
5/15/2025Royal Bank of Canada180,245$9.13M0.0%+24.2%0.769%
5/15/2025Betterment LLC6,398$324K0.0%-9.6%0.027%
5/14/2025Quadcap Wealth Management LLC107,963$5.47M0.8%+7.5%0.460%
5/14/2025Samalin Investment Counsel LLC52,199$2.64M1.1%-4.2%0.223%
5/14/2025Evergreen Wealth Solutions LLC19,697$998K0.7%N/A0.084%
5/14/2025CW Advisors LLC10,682$541K0.0%N/A0.046%
5/14/2025Flow Traders U.S. LLC25,377$1.29M0.1%N/A0.108%
5/13/2025Raymond James Financial Inc.359,228$18.20M0.0%+12.9%1.532%
5/13/2025Comprehensive Wealth Management LLC18,792$952K0.7%+39.6%0.080%
5/13/2025Nations Financial Group Inc. IA ADV68,877$3.49M0.3%+20.4%0.294%
5/12/2025Darrow Company Inc.78,335$3.97M2.2%+24.8%0.334%
5/9/2025Atria Wealth Solutions Inc.60,305$3.05M0.0%+18.0%0.257%
5/9/2025Prairieview Wealth Partners LLC6,292$319K0.4%-20.0%0.027%
5/8/2025Certified Advisory Corp177,316$8.98M1.0%+1.8%0.756%
5/7/2025Horan Capital Advisors LLC.184,102$9.33M3.1%+8.9%0.785%
5/7/2025LPL Financial LLC957,969$48.52M0.0%+33.8%4.085%
5/7/2025Motco339,322$17.19M1.8%+20.3%1.447%
5/6/2025Cetera Investment Advisers48,097$2.44M0.0%+1,001.1%0.205%
5/5/2025OneAscent Wealth Management LLC32,512$1.65M0.7%+70.2%0.139%
5/5/2025Northeast Planning Associates INC. NH250,399$12.68M10.5%+3.5%1.068%
5/5/2025Midwest Capital Advisors LLC95,122$4.82M3.0%+3.4%0.406%
5/5/2025Elyxium Wealth LLC7,644$387K0.2%N/A0.033%
5/5/2025Mainstay Capital Management LLC ADV9,264$469K0.1%+12.6%0.040%
5/5/2025Private Advisor Group LLC233,129$11.81M0.1%+110.8%0.994%
5/2/2025Kingsview Wealth Management LLC57,738$2.92M0.1%+31.6%0.246%
5/2/2025Victory Capital Management Inc.5,311,308$269.02M0.3%+3.7%22.650%
5/2/2025Sigma Planning Corp20,518$1.04M0.0%+2.1%0.087%
5/1/2025Smith Thornton Advisors LLC140,450$7.11M4.4%+84.5%0.608%
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%
4/29/2025Envestnet Asset Management Inc.41,226$2.09M0.0%+67.6%0.178%
4/29/2025REDW Wealth LLC8,104$410K0.2%+39.7%0.035%
4/28/2025Axis Wealth Partners LLC4,895$248K0.2%+19.8%0.021%
4/28/2025Swmg LLC15,318$773K0.3%-6.0%0.066%
4/25/2025Ameritas Advisory Services LLC37,692$1.91M0.1%+2.3%0.164%
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4/25/2025Trademark Financial Management LLC33,484$1.70M1.3%+148.5%0.146%
4/25/2025Stonebridge Financial Group LLC249,209$12.62M1.3%N/A1.084%
4/23/2025Creative Financial Designs Inc. ADV89,423$4.53M0.4%+1.1%0.389%
4/23/2025Perigon Wealth Management LLC12,035$610K0.0%+2.6%0.052%
4/23/2025Daymark Wealth Partners LLC14,795$749K0.0%+10.5%0.064%
4/23/2025Valmark Advisers Inc.32,323$1.64M0.0%+10.9%0.141%
4/23/2025Oppenheimer & Co. Inc.24,190$1.23M0.0%+1.8%0.105%
4/22/2025Flagship Harbor Advisors LLC18,946$960K0.1%+17.1%0.082%
4/22/2025Cambridge Investment Research Advisors Inc.54,917$2.78M0.0%+17.3%0.239%
4/22/2025Madison Wealth Partners Inc24,358$1.23M0.3%+58.8%0.106%
4/22/2025Synergy Asset Management LLC15,641$792K0.1%N/A0.068%
4/22/2025Masso Torrence Wealth Management Inc.121,516$6.16M3.3%+16.0%0.528%
4/22/2025Burt Wealth Advisors7,425$376K0.1%+2.9%0.032%
4/21/2025ERn Financial LLC307,566$15.58M2.5%+2.0%1.334%
4/21/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors26,288$1.33M0.2%-3.1%0.114%
4/17/2025Janney Montgomery Scott LLC10,829$548K0.0%+85.1%0.047%
4/16/2025Lakeridge Wealth Management LLC62,225$3.15M1.6%N/A0.273%
4/16/2025Avaii Wealth Management LLC129,239$6.55M3.5%N/A0.567%
4/16/2025Wealth Enhancement Advisory Services LLC288,273$14.60M0.0%+27.2%1.264%
4/16/2025Bensler LLC196,212$9.94M1.2%-9.4%0.861%
4/15/2025Redhawk Wealth Advisors Inc.729,554$36.95M5.0%+168.9%3.200%
4/14/2025Octavia Wealth Advisors LLC5,596$283K0.0%-6.5%0.025%
4/14/2025Daymark Wealth Partners LLC14,795$749K0.0%+10.5%0.065%
4/14/2025Toth Financial Advisory Corp175,177$8.87M1.1%+6.3%0.768%
4/14/2025Broadway Wealth Solutions Inc.419,321$21.24M15.5%+9.0%1.839%
4/11/2025Elk River Wealth Management LLC36,403$1.84M0.3%+3.5%0.161%
4/11/2025Pinnacle Wealth Management Group Inc.138,972$7.04M4.9%+2.8%0.616%
4/10/2025Amplius Wealth Advisors LLC623,732$31.59M3.3%N/A2.766%
4/9/2025Merit Financial Group LLC50,021$2.53M0.0%-8.5%0.222%
4/9/2025Marquette 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%
3/17/2025Wealth 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$273K0.0%-22.4%0.023%
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%
2/13/2025Envestnet Asset Management Inc.24,593$1.24M0.0%-86.6%0.128%
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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%
2/12/2025Broadway 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%
2/10/2025Creative 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%
2/10/2025Madison Wealth Partners Inc15,340$770K0.2%+192.0%0.080%
2/10/2025Avantax Advisory Services Inc.4,773$240K0.0%+11.5%0.025%
(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, 133 institutional investors and hedge funds held shares of VictoryShares Short-Term Bond ETF. The most heavily invested institutionals were Victory Capital Management Inc. ($269.02M), LPL Financial LLC ($48.52M), Bank of America Corp DE ($45.20M), Redhawk Wealth Advisors Inc. ($36.95M), Amplius Wealth Advisors LLC ($31.59M), Marquette Asset Management LLC ($28.32M), and Broadway Wealth Solutions Inc. ($21.24M).Learn more on VictoryShares Short-Term Bond ETF's institutional investors.

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

Of the 121 institutional investors that purchased VictoryShares Short-Term Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Victory Capital Management Inc. ($1.52M), Orion Portfolio Solutions LLC ($1.51M), Amplius Wealth Advisors LLC ($689.17K), Raymond James Financial Inc. ($677.28K), LPL Financial LLC ($668.42K), Redhawk Wealth Advisors Inc. ($666.63K), 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 8,294,849 shares in the last 24 months. This purchase volume represents approximately $417.82M in transactions.

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

Of the 35 institutional investors that sold VictoryShares Short-Term Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Legacy CG LLC ($268.72K), Envestnet Asset Management Inc. ($213.77K), Mariner LLC ($196.33K), Atria Investments Inc ($193.84K), Victory Capital Management Inc. ($129.73K), Creative Financial Designs Inc. ADV ($56.23K), and Marquette Asset Management LLC ($51.83K).

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

Institutional investors have sold a total of 1,310,146 shares in the last 24 months. This volume of shares sold represents approximately $65.77M in transactions.


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This page (NASDAQ:USTB) was last updated on 7/5/2025 by MarketBeat.com Staff
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