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VictoryShares Short-Term Bond ETF (USTB) Institutional Ownership

VictoryShares Short-Term Bond ETF logo
$50.47 +0.05 (+0.10%)
As of 08/13/2026 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)
116
Total
Institutional Inflows
(last 12 months)
$393.25M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$42.86M
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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
7/10/2026 Redhawk Wealth Advisors Inc.276,282$13.99M1.4%+4.3%0.626%
7/10/2026 Marquette Asset Management LLC550,446$27.86M3.6%+4.8%1.247%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,838$599K0.1%-20.4%0.027%
7/8/2026 Apella Capital LLC242,085$12.25M0.2%+10.0%0.548%
7/7/2026 M.E. Allison & CO. Inc.11,514$583K0.3%+2.2%0.026%
7/6/2026 Stonebridge Financial Group LLC927,201$46.94M3.6%+5.2%2.100%
6/8/2026 Pine Valley Investments Ltd Liability Co116,556$5.90M0.3%-42.5%0.292%
6/3/2026 NewEdge Advisors LLC808$41K0.0%-73.8%0.002%
5/27/2026 Allen Capital Group LLC80,692$4.08M0.4%N/A0.202%
5/19/2026Western Wealth Management LLC548$28K0.0%N/A0.001%
5/19/2026 Sonoma Allocations LLC5,697$288K0.1%-33.7%0.014%
5/19/2026Bank of America Corp DE1,531,498$77.46M0.0%+10.0%3.834%
5/19/2026Centaurus Financial Inc.9,999$506K0.0%N/A0.025%
5/18/2026Royal Bank of Canada234,309$11.85M0.0%+11.9%0.587%
5/15/2026Waverly Advisors LLC451,585$22.84M0.2%+6.4%1.130%
5/13/2026 Cetera Investment Advisers17,146$867K0.0%-18.1%0.043%
5/8/2026 HORAN Wealth LLC262,376$13.27M1.3%+19.8%0.657%
5/6/2026 Cornerstone Planning Group LLC292,838$14.84M2.1%+19.0%0.733%
5/5/2026 Bank of New York Mellon Corp45,670$2.31M0.0%+23.2%0.114%
5/5/2026Sanctuary Advisors LLC6,690$338K0.0%-6.8%0.017%
5/5/2026 Sigma Planning Corp24,019$1.22M0.0%+3.8%0.060%
5/2/2026 Valmark Advisers Inc.63,874$3.23M0.0%+11.6%0.160%
5/1/2026 Fifth Third Bancorp19,696$996K0.0%+414.3%0.049%
4/30/2026 Kestra Advisory Services LLC29,401$1.49M0.0%+6.2%0.074%
4/27/2026 Private Advisor Group LLC464,463$23.49M0.1%+16.7%1.163%
4/27/2026 Trademark Financial Management LLC54,566$2.76M1.4%+32.9%0.137%
4/25/2026 Axis Wealth Partners LLC26,082$1.32M0.7%+24.5%0.065%
4/24/2026 Midwest Capital Advisors LLC111,574$5.64M2.6%+7.1%0.279%
4/23/2026 Intrua Financial LLC11,270$570K0.1%+16.8%0.028%
4/23/2026 Financial Guidance Group Inc.7,772$393K0.2%+17.2%0.019%
4/22/2026 Patriot Financial Group Insurance Agency LLC122,240$6.18M0.3%+151.0%0.306%
4/22/2026 Janney Montgomery Scott LLC263,995$13.35M0.0%+378.3%0.661%
4/22/2026 Rooted Wealth Advisors Inc.71,085$3.60M0.9%+50.9%0.178%
4/21/2026 Maridea Wealth Management LLC5,286$267K0.0%-89.1%0.013%
4/21/2026 Silver Oak Securities Incorporated24,926$1.26M0.1%+2.8%0.062%
4/20/2026 Kestra Private Wealth Services LLC17,866$904K0.0%+44.0%0.045%
4/20/2026 RFG Advisory LLC4,318$218K0.0%N/A0.011%
4/20/2026 Apella Capital LLC220,010$11.14M0.2%+12.7%0.551%
4/17/2026 Certified Advisory Corp231,971$11.73M1.1%+10.5%0.581%
4/17/2026 Elk River Wealth Management LLC38,715$1.96M0.3%-5.3%0.097%
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4/15/2026 Nations Financial Group Inc. IA ADV84,837$4.29M0.2%+7.0%0.212%
3/17/2026Rockefeller Capital Management L.P.26,015$1.32M0.0%+417.3%0.069%
3/4/2026 SHP Wealth Management1,975$100K0.0%N/A0.005%
2/23/2026 Sonoma Allocations LLC8,596$438K0.1%-39.6%0.023%
2/18/2026 NewEdge Advisors LLC3,088$157K0.0%N/A0.008%
2/18/2026IHT Wealth Management LLC9,829$500K0.0%-4.6%0.026%
2/18/2026 Claro Advisors Inc.19,564$995K0.1%+8.4%0.052%
2/17/2026 Cetera Investment Advisers20,947$1.07M0.0%+15.2%0.056%
2/17/2026Equitable Holdings Inc.47,299$2.41M0.0%+5.9%0.126%
2/17/2026Osaic Holdings Inc.247,173$12.57M0.0%-0.9%0.659%
2/17/2026 Advisory Services Network LLC23,176$1.18M0.0%+1.4%0.062%
2/17/2026 Private Advisor Group LLC397,990$20.23M0.1%+10.7%1.061%
2/17/2026Royal Bank of Canada209,327$10.64M0.0%+8.5%0.558%
2/16/2026 MML Investors Services LLC130,057$6.61M0.0%+19.7%0.347%
2/16/2026Mariner LLC32,101$1.63M0.0%-13.7%0.086%
2/16/2026 Aptus Capital Advisors LLC7,380$375K0.0%+424.5%0.020%
2/13/2026 Kestra Advisory Services LLC27,687$1.41M0.0%+14.3%0.074%
2/13/2026 Winter & Associates Inc.132,438$6.73M6.2%N/A0.353%
2/13/2026 Stifel Financial Corp243,410$12.38M0.0%+27.2%0.649%
2/13/2026Morgan Stanley2,173,526$110.50M0.0%+28.8%5.796%
2/13/2026 Integrated Wealth Concepts LLC139,200$7.08M0.1%+27.8%0.371%
2/13/2026 Victory Capital Management Inc.5,346,109$271.80M0.2%+0.3%14.256%
2/13/2026Wells Fargo & Company MN27,750$1.41M0.0%+39,542.9%0.074%
2/13/2026 Summit Financial LLC133,977$6.81M0.1%+57.7%0.357%
2/12/2026Orion Porfolio Solutions LLC32,170$1.64M0.0%-19.0%0.086%
2/12/2026 Commonwealth Equity Services LLC256,667$13.05M0.0%+14.1%0.684%
2/12/2026 StoneX Group Inc.5,827$296K0.0%+3.8%0.016%
2/12/2026Steward Partners Investment Advisory LLC49,846$2.53M0.0%+10.5%0.133%
2/12/2026 Miller Financial Services LLC6,785$345K0.4%N/A0.018%
2/11/2026 Stirlingshire Investments Inc.4,285$218K0.2%N/A0.011%
2/11/2026 Janney Montgomery Scott LLC55,191$2.81M0.0%+28.3%0.147%
2/11/2026 Capital Analysts LLC562,631$28.60M0.9%-0.1%1.500%
2/11/2026 Focus Partners Advisor Solutions LLC132,438$6.73M0.1%-18.2%0.353%
2/11/2026 LPL Financial LLC1,334,919$67.87M0.0%+7.8%3.560%
2/11/2026 OneAscent Wealth Management LLC37,614$1.91M0.6%-15.0%0.100%
2/11/2026 Parallel Advisors LLC7,020$357K0.0%-11.8%0.019%
2/11/2026 Comprehensive Wealth Management LLC19,851$1.01M0.6%+23.9%0.053%
2/10/2026Goldman Sachs Group Inc.21,802$1.11M0.0%N/A0.058%
2/10/2026 Madison Wealth Partners Inc35,592$1.81M0.3%-7.5%0.095%
2/9/2026Kingsview Wealth Management LLC86,762$4.41M0.1%+2.6%0.231%
2/9/2026 Rooted Wealth Advisors Inc.47,119$2.40M0.7%N/A0.126%
2/6/2026 Global Retirement Partners LLC644$33K0.0%N/A0.002%
2/6/2026 Elk River Wealth Management LLC40,869$2.03M0.3%+7.2%0.109%
2/6/2026 Motco352,272$17.91M1.6%+2.4%0.939%
2/6/2026 BlueStem Wealth Partners LLC209,508$10.65M1.2%N/A0.559%
2/6/2026 Creative Financial Designs Inc. ADV184,845$9.40M0.6%+5.5%0.493%
2/5/2026 Intrua Financial LLC9,653$491K0.1%+2.3%0.026%
2/4/2026 HORAN Wealth LLC219,038$11.14M1.7%-0.5%0.584%
2/4/2026 Northeast Planning Associates INC. NH252,435$12.83M9.1%+1.8%0.673%
2/4/2026 Bensler LLC154,508$7.86M0.8%-5.0%0.412%
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2/2/2026 Cornerstone Planning Group LLC246,096$12.53M2.0%+58,494.3%0.656%
2/2/2026 Fifth Third Bancorp3,830$195K0.0%+24.4%0.010%
2/2/2026 Oppenheimer & Co. Inc.44,492$2.26M0.0%+1.2%0.119%
1/30/2026 Sigma Planning Corp23,130$1.18M0.0%+4.0%0.062%
1/30/2026 Axis Wealth Partners LLC20,943$1.07M0.6%+300.5%0.056%
1/30/2026 Samalin Investment Counsel LLC61,522$3.13M1.1%+9.0%0.164%
1/29/2026 Quadcap Wealth Management LLC128,399$6.53M0.7%+5.5%0.351%
1/29/2026Comerica Bank23,206$1.18M0.0%N/A0.063%
1/29/2026 Midwest Capital Advisors LLC104,147$5.30M2.5%+0.4%0.285%
1/29/2026 Kestra Private Wealth Services LLC12,405$631K0.0%+77.3%0.034%


USTB Institutional Ownership - Frequently Asked Questions

During the previous two years, 150 institutional investors and hedge funds held shares of VictoryShares Short-Term Bond ETF. The most heavily invested institutionals were Victory Capital Management Inc. ($271.80M), Merit Financial Group LLC ($132.12M), Morgan Stanley ($110.50M), Bank of America Corp DE ($77.46M), LPL Financial LLC ($67.87M), Stonebridge Financial Group LLC ($46.94M), and Amplius Wealth Advisors LLC ($39.13M).Learn more on VictoryShares Short-Term Bond ETF's institutional investors.

Of the 144 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: Merit Financial Group LLC ($2.61M), Victory Capital Management Inc. ($1.18M), Stonebridge Financial Group LLC ($807.43K), Bank of America Corp DE ($775.51K), Amplius Wealth Advisors LLC ($769.64K), Raymond James Financial Inc. ($736.44K), and LPL Financial LLC ($691.96K).

Institutional investors have bought a total of 7,728,609 shares in the last 24 months. This purchase volume represents approximately $393.25M in transactions.

Of the 32 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: Redhawk Wealth Advisors Inc. ($285.11K), Wealth Enhancement Advisory Services LLC ($215.48K), Pine Valley Investments Ltd Liability Co ($86.27K), Maridea Wealth Management LLC ($43.34K), Lakeridge Wealth Management LLC ($35.15K), Ameritas Advisory Services LLC ($31.97K), and Focus Partners Advisor Solutions LLC ($29.44K).

Institutional investors have sold a total of 843,019 shares in the last 24 months. This volume of shares sold represents approximately $42.86M in transactions.


Related Companies

Institutional ownership data for NASDAQ:USTB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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