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VictoryShares Core Intermediate Bond ETF (UITB) Institutional Ownership

VictoryShares Core Intermediate Bond ETF logo
$46.40 -0.11 (-0.24%)
Closing price 03:59 PM Eastern
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$46.40 +0.01 (+0.01%)
As of 04:05 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)
103
Total
Institutional Inflows
(last 12 months)
$482.36M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$156.58M
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UITB Institutional Buying and Selling by Quarter

VictoryShares Core Intermediate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025Janney Montgomery Scott LLC34,519$1.62M0.0%+22.3%0.068%
4/16/2025 Avaii Wealth Management LLC9,034$424K0.2%+7.1%0.018%
4/16/2025 Pathway Financial Advisors LLC158,504$7.44M1.3%+12.9%0.310%
4/16/2025 Wealth Enhancement Advisory Services LLC10,648$500K0.0%-24.4%0.021%
4/15/2025 Greenwood Capital Associates LLC25,390$1.19M0.2%N/A0.050%
4/15/2025 Chris Bulman Inc21,212$996K0.6%+44.1%0.041%
4/14/2025 Daymark Wealth Partners LLC43,016$2.02M0.1%+7.6%0.084%
4/14/2025 Toth Financial Advisory Corp150,032$7.04M0.8%+12.0%0.293%
4/14/2025 Patriot Financial Group Insurance Agency LLC23,980$1.13M0.2%-22.9%0.047%
4/11/2025 Alliance Wealth Advisors LLC501,145$23.52M13.3%+1.3%0.982%
4/11/2025 Pinnacle Wealth Management Group Inc.168,855$7.93M5.5%+4.7%0.331%
4/11/2025 Fjell Capital LLC138,688$6.51M6.6%+50.1%0.272%
4/10/2025 Strategic Planning Group LLC34,243$1.61M0.3%+15.7%0.067%
4/9/2025 Harbor Investment Advisory LLC528$25K0.0%+80.8%0.001%
4/8/2025 James J. Burns & Company LLC70,519$3.31M0.6%-2.5%0.138%
4/7/2025 AdvisorNet Financial Inc144,503$6.78M0.5%+16.4%0.283%
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%
2/18/2025Novem Group15,957$733K0.1%N/A0.032%
2/18/2025Mpwm Advisory Solutions LLC4,123$189K0.1%N/A0.008%
2/17/2025Cetera Investment Advisers513,320$23.59M0.0%+9.5%1.013%
2/17/2025Bank of America Corp DE833,549$38.31M0.0%+54.2%1.646%
2/17/2025Aptus Capital Advisors LLC182,201$8.37M0.1%N/A0.360%
2/14/2025Mercer Global Advisors Inc. ADV19,342$889K0.0%+103.2%0.038%
2/14/2025Jane Street Group LLC110,854$5.10M0.0%+200.2%0.219%
2/14/2025Comerica Bank9,324$429K0.0%+16.0%0.018%
2/14/2025Betterment LLC6,675$307K0.0%-52.9%0.013%
2/14/2025Integrated Wealth Concepts LLC29,523$1.36M0.0%+58.1%0.058%
2/14/2025Susquehanna International Group LLP41,159$1.89M0.0%N/A0.081%
2/14/2025Stifel Financial Corp38,979$1.79M0.0%-38.8%0.077%
2/14/2025Tower Research Capital LLC TRC 536$25K0.0%N/A0.001%
2/14/2025MML Investors Services LLC25,551$1.17M0.0%+4.5%0.050%
2/14/2025Concourse Financial Group Securities Inc.32,162$1.48M0.1%-2.6%0.063%
2/13/2025Keystone Financial Group9,267$426K0.0%N/A0.018%
2/13/2025Raymond James Financial Inc.783,160$35.99M0.0%N/A1.546%
2/13/2025Advisory Services Network LLC28,599$1.31M0.0%-28.1%0.056%
2/13/2025Envestnet Asset Management Inc.41,526$1.91M0.0%-87.1%0.082%
2/13/2025Wells Fargo & Company MN498,140$22.90M0.0%+184.2%0.983%
2/12/2025Nicolet Advisory Services LLC352,656$16.05M1.5%+2.7%0.696%
2/12/2025Private Portfolio Partners LLC7,238$333K0.1%-6.8%0.014%
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2/12/2025CIBC Private Wealth Group LLC3,661$167K0.0%-16.3%0.007%
2/12/2025WealthTrak Capital Management LLC2,661$122K0.1%N/A0.005%
2/12/2025Orion Portfolio Solutions LLC1,543,057$70.92M0.7%-1.9%3.047%
2/12/2025JPMorgan Chase & Co.114,060$5.24M0.0%+6.4%0.225%
2/11/2025LPL Financial LLC1,253,462$57.61M0.0%+108.3%2.475%
2/10/2025Thrivent Financial for Lutherans37,086$1.73M0.0%+27.9%0.073%
2/10/2025Creative Financial Designs Inc. ADV182,393$8.38M0.7%+1.9%0.360%
2/10/2025Harbour Investments Inc.77,281$3.55M0.1%+11.9%0.153%
2/10/2025Commonwealth Equity Services LLC54,838$2.52M0.0%-0.9%0.108%
2/7/2025Horan Securities Inc.20,358$936K0.4%+76.1%0.040%
2/7/2025Axis Wealth Partners LLC44,968$2.07M1.7%N/A0.089%
2/7/2025Personal CFO Solutions LLC126,175$5.80M1.1%-0.8%0.249%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,794$312K0.0%-13.6%0.013%
2/6/2025Raymond James Financial Inc.783,160$35.99M0.0%N/A1.546%
2/6/2025Victory Capital Management Inc.18,295,671$840.87M0.8%+0.0%36.122%
2/6/2025Horan Capital Advisors LLC.335,231$15.41M5.2%+57.6%0.662%
2/6/2025Charles Schwab Investment Management Inc.6,451,374$296.51M0.1%-1.8%12.737%
2/6/2025Financial Services Advisory Inc173,667$7.98M1.9%-18.2%0.343%
2/6/2025Planning Directions Inc.216,995$9.97M5.8%+29.7%0.428%
2/5/2025NewEdge Wealth LLC43,169$1.98M0.0%+1.1%0.085%
2/5/2025 Fjell Capital LLC92,381$4.25M4.4%N/A0.182%
2/4/2025Pine Valley Investments Ltd Liability Co278,998$12.82M0.8%+87.1%0.551%
2/3/2025Sigma Planning Corp19,847$912K0.0%+34.6%0.039%
2/3/2025Private Advisor Group LLC153,967$7.08M0.0%+9.5%0.304%
1/31/2025Global Retirement Partners LLC739$34K0.0%N/A0.001%
1/31/2025Truist Financial Corp226,520$10.41M0.0%+5.2%0.448%
1/31/2025Sanctuary Advisors LLC14,144$654K0.0%+26.0%0.028%
1/31/2025 Pathway Financial Advisors LLC140,353$6.45M1.5%-0.4%0.277%
1/30/2025Valmark Advisers Inc.32,304$1.49M0.0%+4.1%0.064%
1/30/2025Allworth Financial LP517,352$23.78M0.1%+15.4%1.022%
1/30/2025Newman Dignan & Sheerar Inc.353,733$16.26M4.2%+2.0%0.699%
1/30/2025Klingenstein Fields & Co. LP11,545$531K0.0%+3.3%0.023%
1/30/2025Bogart Wealth LLC1,760,244$80.90M3.8%+36.9%3.479%
1/29/2025Marks Group Wealth Management Inc10,676$491K0.0%+17.4%0.021%
1/29/2025Gladstone Institutional Advisory LLC109,424$5.03M0.2%+10.6%0.216%
1/29/2025Atlantic 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%
1/28/2025Kestra 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%
1/27/2025Sargent 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%
1/27/2025Sloy 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%
1/23/2025Fortune Financial Advisors LLC4,604$212K0.2%N/A0.009%
1/23/2025Cyr 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%
1/23/2025Ferguson Shapiro LLC22,191$1.02M0.4%+424.2%0.043%
1/23/2025Allen 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%
1/22/2025Perigon Wealth Management LLC5,360$246K0.0%N/A0.010%
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1/22/2025Foundations 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%
1/21/2025Flagship 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%
1/21/2025Cornerstone Wealth Management LLC16,168$743K0.1%+6.4%0.031%
1/17/2025Goldstein Advisors LLC9,319$428K0.1%-3.6%0.018%
1/17/2025Janney 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%
1/15/2025Riversedge Advisors LLC695,989$31.99M7.2%+4.6%1.345%
(Data available from 1/1/2016 forward)

UITB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UITB shares?

During the previous two years, 128 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 118 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 16,874,067 shares in the last 24 months. This purchase volume represents approximately $782.46M 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 4,289,154 shares in the last 24 months. This volume of shares sold represents approximately $200.37M in transactions.



This page (NASDAQ:UITB) was last updated on 4/17/2025 by MarketBeat.com Staff
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