VictoryShares Core Plus Intermediate Bond ETF (UBND) Institutional Ownership $21.48 +0.06 (+0.28%) As of 02:07 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for VictoryShares Core Plus Intermediate Bond ETF (NASDAQ:UBND)Number ofInstitutional Buyers(last 12 months)11TotalInstitutional Inflows(last 12 months)$269.13MNumber ofInstitutional Sellers(last 12 months)6TotalInstitutional Outflows(last 12 months)$29.99M Get UBND Insider Trade Alerts Want to know when executives and insiders are buying or selling VictoryShares Core Plus Intermediate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data UBND Institutional Buying and Selling by Quarter Remove Ads VictoryShares Core Plus Intermediate Bond ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails4/11/2025 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% Get the Latest News and Ratings for UBND and Related StocksEnter your email address below to receive the latest news and analysts' ratings for VictoryShares Core Plus Intermediate Bond ETF and its competitors with MarketBeat's FREE daily newsletter. 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% Feds Just Admitted It—They Can Take Your Cash (Ad)Here’s the cold truth: If your money is sitting idle in a bank account, it’s vulnerable. That’s why thousands of smart, forward-thinking individuals are making the move—out of the system and into real, untouchable assets. Because once your funds are frozen, it’s too late.👉 Click here to find out how to protect every dollar you’ve earned—before it disappears behind red 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)Remove Ads 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. 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