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VictoryShares Core Plus Intermediate Bond ETF (UBND) Institutional Ownership

VictoryShares Core Plus Intermediate Bond ETF logo
$21.48 +0.06 (+0.28%)
As of 02:07 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$269.13M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$29.99M
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UBND Institutional Buying and Selling by Quarter

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VictoryShares Core Plus Intermediate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/11/2025 Elk River Wealth Management LLC331,479$7.23M1.4%+2.7%1.149%
4/11/2025 Annex Advisory Services LLC3,871,944$84.41M2.4%+32.1%13.421%
4/10/2025 Retirement Planning Group LLC4,960,651$108.14M5.1%+33.5%17.195%
2/18/2025 Retirement Planning Group LLC3,717,144$79.44M4.0%+110.7%13.808%
2/14/2025Jane Street Group LLC13,034$279K0.0%-33.2%0.048%
2/14/2025OneDigital Investment Advisors LLC109,870$2.35M0.0%+26.5%0.408%
2/13/2025Envestnet Asset Management Inc.11,301$242K0.0%N/A0.042%
2/10/2025Corient Private Wealth LLC218,800$4.68M0.0%+156.9%0.813%
2/10/2025Madison Wealth Partners Inc147,776$3.16M0.9%+21.4%0.549%
2/6/2025Victory Capital Management Inc.10,516,523$224.74M0.2%+5.3%39.066%
2/6/2025Steward Partners Investment Advisory LLC15,582$333K0.0%-21.4%0.058%
2/3/2025 Elk River Wealth Management LLC322,802$6.90M1.2%+6.4%1.201%
1/28/20251900 Wealth Management LLC3,445,251$73.63M6.2%+18.0%12.962%
1/21/2025LexAurum Advisors LLC19,849$424K0.1%+2.7%0.077%
1/17/2025Goldstein Advisors LLC1,328,281$28.39M4.1%-24.9%5.250%
1/16/2025 Annex Advisory Services LLC2,930,146$62.62M1.9%+131.3%11.582%
11/15/2024Jane Street Group LLC19,512$434K0.0%-61.5%0.087%
11/6/2024OneDigital Investment Advisors LLC86,860$1.93M0.0%+56.4%0.386%
11/4/20241900 Wealth Management LLC1,706,675$36.80M3.3%-32.4%7.585%
10/24/2024Goldstein Advisors LLC1,768,493$39.34M6.0%+26.5%8.454%
10/17/2024LexAurum Advisors LLC19,333$430K0.1%-3.2%0.095%
10/11/2024 Elk River Wealth Management LLC303,269$6.75M1.2%+7.0%1.532%
10/10/2024 Retirement Planning Group LLC1,764,517$39.26M2.1%N/A8.912%
10/10/2024 Annex Advisory Services LLC1,266,544$28.18M0.9%+99.3%6.397%
10/8/2024CWM LLC44,326$986K0.0%-2.0%0.224%
8/10/2024Madison Wealth Partners Inc80,432$1.72M0.6%N/A0.482%
7/31/2024 Elk River Wealth Management LLC283,520$6.07M1.2%+9.8%1.701%
7/26/20241900 Wealth Management LLC2,525,445$54.03M5.1%+48.0%15.186%
7/24/2024Goldstein Advisors LLC1,397,991$29.91M5.0%+1.0%8.406%
7/12/2024 Annex Advisory Services LLC635,462$13.60M0.5%N/A3.851%
7/10/2024CWM LLC45,226$968K0.0%-59.4%0.274%
4/24/20241900 Wealth Management LLC1,706,675$36.80M3.4%+126.2%11.378%
4/10/2024LexAurum Advisors LLC17,457$376K0.1%+8.9%0.119%
2/12/2024Steward Partners Investment Advisory LLC26,954$585K0.0%N/A0.220%
2/6/2024Benjamin F. Edwards & Company Inc.1,232$27K0.0%N/A0.010%
2/1/20241900 Wealth Management LLC754,613$16.38M1.5%+5,641.6%6.150%
1/18/2024 Elk River Wealth Management LLC319,958$6.95M1.3%N/A2.633%
1/11/2024LexAurum Advisors LLC16,030$348K0.1%+4.1%0.134%
11/6/2023Victory Capital Management Inc.9,988,001$206.86M0.2%+0.5%91.633%
10/17/20231900 Wealth Management LLC13,143$272K0.0%N/A0.125%
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10/16/2023LexAurum Advisors LLC15,395$319K0.1%+4.8%0.146%
10/13/2023Redhawk Wealth Advisors Inc.14,038$291K0.1%N/A0.133%
4/11/2023LexAurum Advisors LLC12,826$279K0.1%N/A0.129%
11/2/2022Victory Capital Management Inc.9,942,875$208.45M0.2%+1.6%99.928%
8/1/2022Victory Capital Management Inc.9,790,150$215.19M0.2%+0.9%99.899%
5/4/2022Victory Capital Management Inc.9,698,600$218.95M0.2%+24.4%9,698.600%
2/7/2022Victory Capital Management Inc.7,796,100$194.28M0.2%N/A7,796.100%
(Data available from 1/1/2016 forward)

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UBND Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UBND shares?

During the previous two years, 16 institutional investors and hedge funds held shares of VictoryShares Core Plus Intermediate Bond ETF. The most heavily invested institutionals were Victory Capital Management Inc. ($224.74M), Retirement Planning Group LLC ($108.14M), Annex Advisory Services LLC ($84.41M), 1900 Wealth Management LLC ($73.63M), Goldstein Advisors LLC ($28.39M), Elk River Wealth Management LLC ($7.23M), and Corient Private Wealth LLC ($4.68M).Learn more on UBND's institutional investors.

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

Of the 14 institutional investors that purchased VictoryShares Core Plus Intermediate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Retirement Planning Group LLC ($4.96M), Annex Advisory Services LLC ($3.87M), 1900 Wealth Management LLC ($3.05M), Victory Capital Management Inc. ($573.65K), Elk River Wealth Management LLC ($393.17K), Goldstein Advisors LLC ($384.88K), and Corient Private Wealth LLC ($133.62K).

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

Institutional investors have bought a total of 13,587,572 shares in the last 24 months. This purchase volume represents approximately $294.34M in transactions.

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

The following institutional investors have sold VictoryShares Core Plus Intermediate Bond ETF stock in the last 24 months: 1900 Wealth Management LLC ($818.77K), Goldstein Advisors LLC ($440.21K), CWM LLC ($66.98K), Jane Street Group LLC ($37.60K), Steward Partners Investment Advisory LLC ($4.25K), and LexAurum Advisors LLC ($638.00).

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

Institutional investors have sold a total of 1,368,440 shares in the last 24 months. This volume of shares sold represents approximately $29.99M in transactions.



This page (NASDAQ:UBND) was last updated on 4/15/2025 by MarketBeat.com Staff
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