Go Pro

VictoryShares Short-Term Bond ETF (USTB) Institutional Ownership

VictoryShares Short-Term Bond ETF logo
$50.62 0.00 (0.00%)
As of 07/2/2026 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for VictoryShares Short-Term Bond ETF (NASDAQ:USTB)

Number of
Institutional Buyers
(last 12 months)
121
Total
Institutional Inflows
(last 12 months)
$445.38M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$63.39M
Get USTB Insider Trade Alerts

Want to know when executives and insiders are buying or selling VictoryShares Short-Term Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

USTB Institutional Buying and Selling by Quarter

VictoryShares Short-Term Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/8/2026Pine Valley Investments Ltd Liability Co116,556$5.90M0.3%-42.5%0.292%
6/3/2026NewEdge Advisors LLC808$41K0.0%-73.8%0.002%
5/27/2026Allen Capital Group LLC80,692$4.08M0.4%N/A0.202%
5/19/2026Western Wealth Management LLC548$28K0.0%N/A0.001%
5/19/2026Sonoma 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%
5/13/2026Cetera Investment Advisers17,146$867K0.0%-18.1%0.043%
5/8/2026HORAN Wealth LLC262,376$13.27M1.3%+19.8%0.657%
5/6/2026Cornerstone Planning Group LLC292,838$14.84M2.1%+19.0%0.733%
5/5/2026Bank 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%
5/5/2026Sigma Planning Corp24,019$1.22M0.0%+3.8%0.060%
5/2/2026Valmark Advisers Inc.63,874$3.23M0.0%+11.6%0.160%
5/1/2026Fifth Third Bancorp19,696$996K0.0%+414.3%0.049%
4/30/2026Kestra Advisory Services LLC29,401$1.49M0.0%+6.2%0.074%
4/27/2026Private Advisor Group LLC464,463$23.49M0.1%+16.7%1.163%
4/27/2026Trademark Financial Management LLC54,566$2.76M1.4%+32.9%0.137%
4/25/2026Axis Wealth Partners LLC26,082$1.32M0.7%+24.5%0.065%
4/24/2026Midwest Capital Advisors LLC111,574$5.64M2.6%+7.1%0.279%
4/23/2026Intrua Financial LLC11,270$570K0.1%+16.8%0.028%
4/23/2026Financial Guidance Group Inc.7,772$393K0.2%+17.2%0.019%
4/22/2026Patriot Financial Group Insurance Agency LLC122,240$6.18M0.3%+151.0%0.306%
4/22/2026Janney Montgomery Scott LLC263,995$13.35M0.0%+378.3%0.661%
4/22/2026Rooted Wealth Advisors Inc.71,085$3.60M0.9%+50.9%0.178%
4/21/2026Maridea Wealth Management LLC5,286$267K0.0%-89.1%0.013%
4/21/2026Silver Oak Securities Incorporated24,926$1.26M0.1%+2.8%0.062%
4/20/2026Kestra Private Wealth Services LLC17,866$904K0.0%+44.0%0.045%
4/20/2026RFG Advisory LLC4,318$218K0.0%N/A0.011%
4/20/2026Apella Capital LLC220,010$11.14M0.2%+12.7%0.551%
4/17/2026Certified Advisory Corp231,971$11.73M1.1%+10.5%0.581%
4/17/2026Elk River Wealth Management LLC38,715$1.96M0.3%-5.3%0.097%
4/15/2026Nations 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%
3/4/2026SHP Wealth Management1,975$100K0.0%N/A0.005%
2/23/2026Sonoma Allocations LLC8,596$438K0.1%-39.6%0.023%
2/18/2026NewEdge Advisors LLC3,088$157K0.0%N/A0.008%
2/18/2026IHT Wealth Management LLC9,829$500K0.0%-4.6%0.026%
Read now. Do not delete. You’ve been warned. (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
2/18/2026Claro Advisors Inc.19,564$995K0.1%+8.4%0.052%
2/17/2026Cetera 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%
2/17/2026Advisory Services Network LLC23,176$1.18M0.0%+1.4%0.062%
2/17/2026Private 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%
2/16/2026MML Investors Services LLC130,057$6.61M0.0%+19.7%0.347%
2/16/2026Mariner LLC32,101$1.63M0.0%-13.7%0.086%
2/16/2026Aptus Capital Advisors LLC7,380$375K0.0%+424.5%0.020%
2/13/2026Kestra Advisory Services LLC27,687$1.41M0.0%+14.3%0.074%
2/13/2026Winter & Associates Inc.132,438$6.73M6.2%N/A0.353%
2/13/2026Stifel Financial Corp243,410$12.38M0.0%+27.2%0.649%
2/13/2026Morgan Stanley2,173,526$110.50M0.0%+28.8%5.796%
2/13/2026Integrated Wealth Concepts LLC139,200$7.08M0.1%+27.8%0.371%
2/13/2026Victory 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%
2/13/2026Summit Financial LLC133,977$6.81M0.1%+57.7%0.357%
2/12/2026Orion Porfolio Solutions LLC32,170$1.64M0.0%-19.0%0.086%
2/12/2026Commonwealth Equity Services LLC256,667$13.05M0.0%+14.1%0.684%
2/12/2026StoneX 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%
2/12/2026Miller Financial Services LLC6,785$345K0.4%N/A0.018%
2/11/2026Stirlingshire Investments Inc.4,285$218K0.2%N/A0.011%
2/11/2026Janney Montgomery Scott LLC55,191$2.81M0.0%+28.3%0.147%
2/11/2026Capital Analysts LLC562,631$28.60M0.9%-0.1%1.500%
2/11/2026Focus Partners Advisor Solutions LLC132,438$6.73M0.1%-18.2%0.353%
2/11/2026LPL Financial LLC1,334,919$67.87M0.0%+7.8%3.560%
2/11/2026OneAscent Wealth Management LLC37,614$1.91M0.6%-15.0%0.100%
2/11/2026Parallel Advisors LLC7,020$357K0.0%-11.8%0.019%
2/11/2026Comprehensive 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%
2/10/2026Madison 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%
2/9/2026Rooted Wealth Advisors Inc.47,119$2.40M0.7%N/A0.126%
2/6/2026Global Retirement Partners LLC644$33K0.0%N/A0.002%
2/6/2026Elk River Wealth Management LLC40,869$2.03M0.3%+7.2%0.109%
2/6/2026Motco352,272$17.91M1.6%+2.4%0.939%
2/6/2026BlueStem Wealth Partners LLC209,508$10.65M1.2%N/A0.559%
2/6/2026Creative Financial Designs Inc. ADV184,845$9.40M0.6%+5.5%0.493%
2/5/2026Intrua Financial LLC9,653$491K0.1%+2.3%0.026%
2/4/2026HORAN Wealth LLC219,038$11.14M1.7%-0.5%0.584%
2/4/2026Northeast Planning Associates INC. NH252,435$12.83M9.1%+1.8%0.673%
2/4/2026Bensler LLC154,508$7.86M0.8%-5.0%0.412%
2/2/2026Cornerstone Planning Group LLC246,096$12.53M2.0%+58,494.3%0.656%
2/2/2026Fifth Third Bancorp3,830$195K0.0%+24.4%0.010%
2/2/2026Oppenheimer & Co. Inc.44,492$2.26M0.0%+1.2%0.119%
1/30/2026Sigma Planning Corp23,130$1.18M0.0%+4.0%0.062%
1/30/2026Axis Wealth Partners LLC20,943$1.07M0.6%+300.5%0.056%
1/30/2026Samalin Investment Counsel LLC61,522$3.13M1.1%+9.0%0.164%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

1/29/2026Quadcap Wealth Management LLC128,399$6.53M0.7%+5.5%0.351%
1/29/2026Comerica Bank23,206$1.18M0.0%N/A0.063%
1/29/2026Midwest Capital Advisors LLC104,147$5.30M2.5%+0.4%0.285%
1/29/2026Kestra Private Wealth Services LLC12,405$631K0.0%+77.3%0.034%
1/29/2026UBS Group AG219,312$11.15M0.0%+13.3%0.600%
1/29/2026Sanctuary Advisors LLC7,175$365K0.0%-17.0%0.020%
1/29/2026Broadway Wealth Solutions Inc.520,018$26.44M14.1%+8.9%1.423%
1/28/2026REDW Wealth LLC63,296$3.22M1.2%+101.0%0.173%
1/28/2026Trademark Financial Management LLC41,053$2.09M1.1%-5.6%0.112%
1/27/2026Darrow Company Inc.100,443$5.11M2.3%+12.7%0.275%


USTB Institutional Ownership - Frequently Asked Questions

During the previous two years, 152 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), Amplius Wealth Advisors LLC ($39.13M), and Stonebridge Financial Group LLC ($38.72M).Learn more on VictoryShares Short-Term Bond ETF's institutional investors.

Of the 146 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. ($1.24M), Bank of America Corp DE ($775.51K), Amplius Wealth Advisors LLC ($769.64K), Stonebridge Financial Group LLC ($761.56K), Raymond James Financial Inc. ($736.44K), and LPL Financial LLC ($691.96K).

Institutional investors have bought a total of 8,754,008 shares in the last 24 months. This purchase volume represents approximately $445.38M in transactions.

Of the 46 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. ($489.22K), Wealth Enhancement Advisory Services LLC ($215.48K), Pine Valley Investments Ltd Liability Co ($86.27K), Marquette Asset Management LLC ($53.02K), Maridea Wealth Management LLC ($43.34K), Bensler LLC ($41.70K), and Ameritas Advisory Services LLC ($36.13K).

Institutional investors have sold a total of 1,247,133 shares in the last 24 months. This volume of shares sold represents approximately $63.39M in transactions.



This page (NASDAQ:USTB) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners