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VictoryShares Core Intermediate Bond ETF (UITB) Institutional Ownership

VictoryShares Core Intermediate Bond ETF logo
$46.82 +0.27 (+0.57%)
As of 03:44 PM Eastern
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Institutional Ownership Changes (13F Filings) for VictoryShares Core Intermediate Bond ETF (NASDAQ:UITB)

Number of
Institutional Buyers
(last 12 months)
101
Total
Institutional Inflows
(last 12 months)
$477.94M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$156.54M
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UITB Institutional Buying and Selling by Quarter

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VictoryShares Core Intermediate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/19/2025Northeast Planning Associates INC. NH157,570$7.24M7.5%N/A0.311%
3/17/2025 Wealth Enhancement Advisory Services LLC14,080$647K0.0%-16.3%0.028%
2/18/2025 Novem Group15,957$733K0.1%N/A0.032%
2/18/2025 Mpwm Advisory Solutions LLC4,123$189K0.1%N/A0.008%
2/17/2025 Cetera Investment Advisers513,320$23.59M0.0%+9.5%1.013%
2/17/2025 Bank of America Corp DE833,549$38.31M0.0%+54.2%1.646%
2/17/2025 Aptus Capital Advisors LLC182,201$8.37M0.1%N/A0.360%
2/14/2025 Mercer Global Advisors Inc. ADV19,342$889K0.0%+103.2%0.038%
2/14/2025 Jane Street Group LLC110,854$5.10M0.0%+200.2%0.219%
2/14/2025 Comerica Bank9,324$429K0.0%+16.0%0.018%
2/14/2025 Betterment LLC6,675$307K0.0%-52.9%0.013%
2/14/2025 Integrated Wealth Concepts LLC29,523$1.36M0.0%+58.1%0.058%
2/14/2025 Susquehanna International Group LLP41,159$1.89M0.0%N/A0.081%
2/14/2025 Stifel Financial Corp38,979$1.79M0.0%-38.8%0.077%
2/14/2025 Tower Research Capital LLC TRC 536$25K0.0%N/A0.001%
2/14/2025 MML Investors Services LLC25,551$1.17M0.0%+4.5%0.050%
2/14/2025 Concourse Financial Group Securities Inc.32,162$1.48M0.1%-2.6%0.063%
2/13/2025 Keystone Financial Group9,267$426K0.0%N/A0.018%
2/13/2025 Raymond James Financial Inc.783,160$35.99M0.0%N/A1.546%
2/13/2025 Advisory Services Network LLC28,599$1.31M0.0%-28.1%0.056%
2/13/2025 Envestnet Asset Management Inc.41,526$1.91M0.0%-87.1%0.082%
2/13/2025 Wells Fargo & Company MN498,140$22.90M0.0%+184.2%0.983%
2/12/2025 Nicolet Advisory Services LLC352,656$16.05M1.5%+2.7%0.696%
2/12/2025 Private Portfolio Partners LLC7,238$333K0.1%-6.8%0.014%
2/12/2025 CIBC Private Wealth Group LLC3,661$167K0.0%-16.3%0.007%
2/12/2025 WealthTrak Capital Management LLC2,661$122K0.1%N/A0.005%
2/12/2025 Orion Portfolio Solutions LLC1,543,057$70.92M0.7%-1.9%3.047%
2/12/2025 JPMorgan Chase & Co.114,060$5.24M0.0%+6.4%0.225%
2/11/2025 LPL Financial LLC1,253,462$57.61M0.0%+108.3%2.475%
2/10/2025 Thrivent Financial for Lutherans37,086$1.73M0.0%+27.9%0.073%
2/10/2025 Creative Financial Designs Inc. ADV182,393$8.38M0.7%+1.9%0.360%
2/10/2025 Harbour Investments Inc.77,281$3.55M0.1%+11.9%0.153%
2/10/2025 Commonwealth Equity Services LLC54,838$2.52M0.0%-0.9%0.108%
2/7/2025 Horan Securities Inc.20,358$936K0.4%+76.1%0.040%
2/7/2025 Axis Wealth Partners LLC44,968$2.07M1.7%N/A0.089%
2/7/2025 Personal CFO Solutions LLC126,175$5.80M1.1%-0.8%0.249%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,794$312K0.0%-13.6%0.013%
2/6/2025 Raymond James Financial Inc.783,160$35.99M0.0%N/A1.546%
2/6/2025 Victory Capital Management Inc.18,295,671$840.87M0.8%+0.0%36.122%
2/6/2025 Horan Capital Advisors LLC.335,231$15.41M5.2%+57.6%0.662%
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2/6/2025 Charles Schwab Investment Management Inc.6,451,374$296.51M0.1%-1.8%12.737%
2/6/2025 Financial Services Advisory Inc173,667$7.98M1.9%-18.2%0.343%
2/6/2025 Planning Directions Inc.216,995$9.97M5.8%+29.7%0.428%
2/5/2025 NewEdge Wealth LLC43,169$1.98M0.0%+1.1%0.085%
2/5/2025 Fjell Capital LLC92,381$4.25M4.4%N/A0.182%
2/4/2025 Pine Valley Investments Ltd Liability Co278,998$12.82M0.8%+87.1%0.551%
2/3/2025 Sigma Planning Corp19,847$912K0.0%+34.6%0.039%
2/3/2025 Private Advisor Group LLC153,967$7.08M0.0%+9.5%0.304%
1/31/2025 Global Retirement Partners LLC739$34K0.0%N/A0.001%
1/31/2025 Truist Financial Corp226,520$10.41M0.0%+5.2%0.448%
1/31/2025 Sanctuary Advisors LLC14,144$654K0.0%+26.0%0.028%
1/31/2025 Pathway Financial Advisors LLC140,353$6.45M1.5%-0.4%0.277%
1/30/2025 Valmark Advisers Inc.32,304$1.49M0.0%+4.1%0.064%
1/30/2025 Allworth Financial LP517,352$23.78M0.1%+15.4%1.022%
1/30/2025 Newman Dignan & Sheerar Inc.353,733$16.26M4.2%+2.0%0.699%
1/30/2025 Klingenstein Fields & Co. LP11,545$531K0.0%+3.3%0.023%
1/30/2025 Bogart Wealth LLC1,760,244$80.90M3.8%+36.9%3.479%
1/29/2025 Marks Group Wealth Management Inc10,676$491K0.0%+17.4%0.021%
1/29/2025 Gladstone Institutional Advisory LLC109,424$5.03M0.2%+10.6%0.216%
1/29/2025 Atlantic Edge Private Wealth Management LLC252,423$11.60M3.6%+2.4%0.499%
1/29/2025 Focus Financial Network Inc.25,131$1.16M0.0%+11.9%0.050%
1/28/2025 Kestra Private Wealth Services LLC31,868$1.47M0.0%N/A0.063%
1/28/2025 Alliance Wealth Advisors LLC494,614$22.73M12.7%-0.1%0.977%
1/27/2025 Sargent Investment Group LLC271,886$12.35M2.0%+98.9%0.537%
1/27/2025 James J. Burns & Company LLC72,330$3.32M0.6%+3.2%0.143%
1/27/2025 Sloy Dahl & Holst LLC87,231$4.01M0.5%+17.7%0.172%
1/24/2025 Princeton Global Asset Management LLC9,836$452K0.1%+61.3%0.019%
1/23/2025 Fortune Financial Advisors LLC4,604$212K0.2%N/A0.009%
1/23/2025 Cyr Financial Inc.163,978$7.54M6.9%+12.5%0.316%
1/23/2025 Strategic Planning Group LLC29,609$1.36M0.3%+29.0%0.057%
1/23/2025 Ferguson Shapiro LLC22,191$1.02M0.4%+424.2%0.043%
1/23/2025 Allen Capital Group LLC545,854$25.09M3.0%+6.8%1.051%
1/22/2025 Patriot Financial Group Insurance Agency LLC31,118$1.43M0.2%-78.1%0.060%
1/22/2025 Perigon Wealth Management LLC5,360$246K0.0%N/A0.010%
1/22/2025 Foundations Investment Advisors LLC26,792$1.23M0.0%+15.5%0.052%
1/21/2025 Avaii Wealth Management LLC8,432$388K0.2%+20.8%0.016%
1/21/2025 Flagship Harbor Advisors LLC6,790$312K0.0%+33.0%0.013%
1/21/2025 Toth Financial Advisory Corp133,914$6.16M0.7%+24.9%0.258%
1/21/2025 Fifth Third Bancorp2,360$108K0.0%+116.5%0.005%
1/21/2025 Cornerstone Wealth Management LLC16,168$743K0.1%+6.4%0.031%
1/17/2025 Goldstein Advisors LLC9,319$428K0.1%-3.6%0.018%
1/17/2025 Janney Montgomery Scott LLC28,224$1.30M0.0%+3.2%0.054%
1/17/2025 Daymark Wealth Partners LLC39,996$1.84M0.1%+2.2%0.077%
1/15/2025 Riversedge Advisors LLC695,989$31.99M7.2%+4.6%1.345%
1/15/2025 Ameritas Advisory Services LLC5,342$246K0.0%N/A0.010%
1/14/2025 Smith Thornton Advisors LLC135,689$6.24M3.9%+0.4%0.262%
1/14/2025 Redhawk Wealth Advisors Inc.19,481$895K0.1%-41.1%0.038%
1/13/2025 Pinnacle Wealth Management Group Inc.161,281$7.41M4.6%+8.7%0.312%
1/13/2025 AdvisorNet Financial Inc124,182$5.71M0.5%+7.4%0.240%
1/13/2025 Envision Financial LLC120,876$5.56M4.5%N/A0.234%
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1/13/2025 Brookstone Capital Management20,358$936K0.0%+13.8%0.039%
12/26/2024 JPMorgan Chase & Co.107,231$5.14M0.0%+18.2%0.214%
11/25/2024 Sanctuary Advisors LLC11,221$520K0.0%N/A0.022%
11/25/2024 Pine Valley Investments Ltd Liability Co149,111$7.15M0.4%+37.0%0.298%
11/18/2024 Fortem Financial Group LLC4,517$216K0.1%-92.4%0.009%
11/15/2024 MML Investors Services LLC24,451$1.17M0.0%+4.5%0.049%
11/15/2024 Orion Portfolio Solutions LLC1,572,636$75.38M1.7%-4.3%3.145%
11/15/2024 United Services Automobile Association2,154,495$103.27M2.6%-6.5%4.309%
11/15/2024 Jane Street Group LLC36,932$1.77M0.0%-94.6%0.074%
11/15/2024 Stifel Financial Corp63,738$3.06M0.0%+17.9%0.127%
(Data available from 1/1/2016 forward)

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UITB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UITB shares?

During the previous two years, 126 institutional investors and hedge funds held shares of VictoryShares Core Intermediate Bond ETF. The most heavily invested institutionals were Victory Capital Management Inc. ($840.87M), Charles Schwab Investment Management Inc. ($296.51M), United Services Automobile Association ($103.27M), Bogart Wealth LLC ($80.90M), Orion Portfolio Solutions LLC ($70.92M), LPL Financial LLC ($57.61M), and Bank of America Corp DE ($38.31M).Learn more on UITB's institutional investors.

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

Of the 116 institutional investors that purchased VictoryShares Core Intermediate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Orion Portfolio Solutions LLC ($1.75M), Bogart Wealth LLC ($1.74M), Raymond James Financial Inc. ($1.57M), Charles Schwab Investment Management Inc. ($723.99K), LPL Financial LLC ($708.57K), Riversedge Advisors LLC ($631.57K), and Allen Capital Group LLC ($505.13K).

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

Institutional investors have bought a total of 16,723,715 shares in the last 24 months. This purchase volume represents approximately $775.40M in transactions.

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

Of the 46 institutional investors that sold VictoryShares Core Intermediate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($1.43M), Jane Street Group LLC ($649.98K), Charles Schwab Investment Management Inc. ($446.97K), Envestnet Asset Management Inc. ($281.58K), First Heartland Consultants Inc. ($267.01K), Allworth Financial LP ($258.87K), and United Services Automobile Association ($150.73K).

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

Institutional investors have sold a total of 4,277,409 shares in the last 24 months. This volume of shares sold represents approximately $199.82M in transactions.



This page (NASDAQ:UITB) was last updated on 3/28/2025 by MarketBeat.com Staff
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