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VictoryShares Core Intermediate Bond ETF (UITB) Institutional Ownership

VictoryShares Core Intermediate Bond ETF logo
$46.96 -0.16 (-0.33%)
As of 02:55 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)
113
Total
Institutional Inflows
(last 12 months)
$506.27M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$191.43M
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UITB Institutional Buying and Selling by Quarter

VictoryShares Core Intermediate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2025CW Advisors LLC35,638$1.68M0.0%+3.0%0.071%
8/13/2025Northwestern Mutual Wealth Management Co.46,947$2.21M0.0%+6.1%0.093%
8/12/2025 J.W. Cole Advisors Inc.5,034$237K0.0%N/A0.010%
8/12/2025 Global Retirement Partners LLC4,964$234K0.0%N/A0.010%
8/12/2025 Charles Schwab Investment Management Inc.5,075,676$238.91M0.0%-9.4%10.091%
8/12/2025 Northeast Planning Associates INC. NH166,626$7.84M7.2%+5.4%0.331%
8/12/2025 JPMorgan Chase & Co.136,331$6.42M0.0%+2.0%0.271%
8/12/2025 Personal CFO Solutions LLC10,419$490K0.1%-13.9%0.021%
8/8/2025 Cetera Investment Advisers898,532$42.29M0.1%+40.2%1.786%
8/8/2025 IMA Advisory Services Inc.192,100$9.04M1.0%+5.0%0.382%
8/7/2025 Allworth Financial LP545,834$25.69M0.1%+1.0%1.085%
8/6/2025 ZEGA Investments LLC9,442$444K0.1%N/A0.019%
8/6/2025 HORAN Wealth LLC348,017$16.38M5.0%N/A0.692%
8/6/2025 SouthState Corp688,649$32.42M1.4%-10.8%1.369%
8/6/2025 Horan Securities Inc.19,672$926K0.3%+2.6%0.039%
8/5/2025 Sigma Planning Corp17,045$802K0.0%+4.6%0.034%
8/4/2025 Creative Financial Designs Inc. ADV315,653$14.86M1.1%+71.5%0.628%
8/4/2025 World Investment Advisors14,699$692K0.0%-5.4%0.029%
8/4/2025 Daymark Wealth Partners LLC36,702$1.73M0.1%-14.7%0.073%
8/1/2025 Planning Directions Inc.227,341$10.70M6.0%-0.6%0.452%
8/1/2025 Envestnet Asset Management Inc.57,491$2.71M0.0%+23.8%0.114%
7/31/2025 Insight Wealth Partners LLC103,599$4.88M1.9%+7.8%0.206%
7/31/2025 Pinnacle Wealth Management Group Inc.175,963$8.28M4.7%+4.2%0.350%
7/30/2025 Sloy Dahl & Holst LLC99,250$4.67M0.6%+7.7%0.197%
7/30/2025 Brookstone Capital Management27,011$1.27M0.0%-1.4%0.054%
7/30/2025 Smith Thornton Advisors LLC122,753$5.78M3.3%+1.2%0.244%
7/30/2025 Atlantic Edge Private Wealth Management LLC263,954$12.42M3.4%+3.7%0.525%
7/30/2025 Bogart Wealth LLC1,874,284$88.22M3.8%+4.0%3.734%
7/30/2025 Princeton Global Asset Management LLC9,118$429K0.1%-8.1%0.018%
7/29/2025 Goldstein Advisors LLC8,026$378K0.1%-16.0%0.016%
7/29/2025 Signature Estate & Investment Advisors LLC10,324$486K0.0%N/A0.021%
7/29/2025 Private Trust Co. NA2,914$137K0.0%N/A0.006%
7/28/2025 Harbour Investments Inc.87,608$4.12M0.1%-2.2%0.175%
7/25/2025 Pathway Financial Advisors LLC360,500$16.97M2.5%+127.4%0.718%
7/25/2025 Wealth Advisory Team LLC128,176$6.03M5.6%N/A0.255%
7/23/2025 Valmark Advisers Inc.24,939$1.17M0.0%-23.4%0.050%
7/22/2025 Marks Group Wealth Management Inc9,379$441K0.0%-12.1%0.019%
7/22/2025 MBL Wealth LLC596,398$28.07M2.7%+1.6%1.192%
7/21/2025 Ameritas Advisory Services LLC6,797$320K0.0%+42.1%0.014%
7/21/2025 Greenwood Capital Associates LLC56,956$2.68M0.3%+124.3%0.114%
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7/21/2025 FSA Wealth Partners Inc.129,130$6.08M2.9%-8.6%0.258%
7/21/2025 Patriot Financial Group Insurance Agency LLC26,620$1.25M0.1%+11.0%0.053%
7/18/2025 Newman Dignan & Sheerar Inc.443,544$20.88M4.8%+10.0%0.886%
7/18/2025 Truist Financial Corp206,109$9.70M0.0%-3.2%0.412%
7/17/2025 Alliance Wealth Advisors LLC510,335$24.02M12.3%+1.8%1.022%
7/17/2025 Janney Montgomery Scott LLC33,694$1.59M0.0%-2.4%0.067%
7/17/2025 Cyr Financial Inc.187,335$8.82M6.8%+10.1%0.375%
7/16/2025 Novem Group12,852$605K0.1%+12.0%0.026%
7/16/2025 Fortune Financial Advisors LLC4,604$217K0.2%-10.8%0.009%
7/16/2025 Perigon Wealth Management LLC7,922$373K0.0%+28.8%0.016%
7/15/2025 Avaii Wealth Management LLC10,081$475K0.2%+11.6%0.020%
7/15/2025 Aspire Capital Advisors LLC9,470$446K0.1%N/A0.019%
7/15/2025 James J. Burns & Company LLC69,951$3.29M0.5%-0.8%0.140%
7/15/2025 Axis Wealth Partners LLC60,704$2.86M1.9%+19.4%0.122%
7/15/2025 Fifth Third Bancorp4,085$192K0.0%+73.1%0.008%
7/14/2025 AdvisorNet Financial Inc38,185$1.80M0.1%-73.6%0.076%
7/14/2025 Chris Bulman Inc22,534$1.06M0.6%+6.2%0.045%
7/14/2025 Strategic Planning Group LLC36,683$1.73M0.3%+7.1%0.073%
7/14/2025 Toth Financial Advisory Corp151,484$7.13M0.8%+1.0%0.303%
7/11/2025 Farther Finance Advisors LLC3,586$169K0.0%N/A0.007%
7/10/2025 Envision Financial LLC149,516$7.04M4.7%+4.0%0.300%
7/10/2025 Wealth Enhancement Advisory Services LLC11,956$560K0.0%+12.3%0.024%
7/10/2025 Focus Financial Network Inc.25,742$1.21M0.0%+1.9%0.052%
7/9/2025 Fjell Capital LLC140,596$6.62M6.1%+1.4%0.282%
5/21/2025 MBL Wealth LLC586,983$27.55M2.8%+5.8%1.145%
5/16/2025United Services Automobile Association2,421,191$113.65M3.5%+12.4%4.724%
5/16/2025Integrated Wealth Concepts LLC33,927$1.59M0.0%+14.9%0.066%
5/16/2025AQR Capital Management LLC7,100$333K0.0%N/A0.014%
5/15/2025Royal Bank of Canada160,514$7.54M0.0%+6.8%0.313%
5/15/2025Betterment LLC5,817$273K0.0%-12.9%0.011%
5/15/2025 Insight Wealth Partners LLC96,070$4.51M0.8%-0.7%0.187%
5/14/2025Ieq Capital LLC7,100$333K0.0%N/A0.014%
5/14/2025Comerica Bank11,483$539K0.0%+23.2%0.022%
5/14/2025Northwestern Mutual Wealth Management Co.44,267$2.08M0.0%+62.2%0.086%
5/14/2025CW Advisors LLC34,597$1.62M0.0%N/A0.068%
5/14/2025Flow Traders U.S. LLC23,720$1.11M0.0%N/A0.046%
5/14/2025Capital Analysts LLC1,070$50K0.0%N/A0.002%
5/13/2025 Aptus Capital Advisors LLC160,537$7.54M0.1%-11.9%0.313%
5/13/2025Raymond James Financial Inc.935,318$43.90M0.0%+19.4%1.825%
5/12/2025 SouthState Corp771,747$36.23M1.7%N/A1.506%
5/12/2025 FSA Wealth Partners Inc.141,280$6.63M2.5%-18.6%0.276%
5/12/2025 Sloy Dahl & Holst LLC92,139$4.33M0.8%+5.6%0.180%
5/9/2025 Charles Schwab Investment Management Inc.5,605,279$263.11M0.0%-13.1%10.937%
5/9/2025 PNC Financial Services Group Inc.1,547$73K0.0%N/A0.003%
5/8/2025Nicolet Advisory Services LLC345,073$15.90M1.6%-2.2%0.673%
5/8/2025 Harbour Investments Inc.89,610$4.21M0.1%+16.0%0.175%
5/7/2025Horan Capital Advisors LLC.339,420$15.93M5.4%+1.2%0.662%
5/7/2025 LPL Financial LLC1,568,446$73.62M0.0%+25.1%3.060%
5/6/2025 Cetera Investment Advisers640,756$30.08M0.1%+24.8%1.250%
5/6/2025 IMA Advisory Services Inc.182,951$8.59M1.0%N/A0.357%
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5/5/2025Sargent Investment Group LLC336,440$15.79M2.5%+23.7%0.656%
5/5/2025 Northeast Planning Associates INC. NH158,115$7.42M6.2%+0.3%0.309%
5/5/2025 Kestra Private Wealth Services LLC37,761$1.77M0.0%+18.5%0.074%
5/5/2025 Private Advisor Group LLC88,651$4.16M0.0%-42.4%0.173%
5/2/2025 Allen Capital Group LLC776,007$36.43M4.1%+42.2%1.514%
5/2/2025Victory Capital Management Inc.18,072,145$848.31M0.9%-1.2%35.263%
5/2/2025 Bogart Wealth LLC1,801,633$84.57M4.0%+2.4%3.515%
5/2/2025 Sigma Planning Corp16,294$765K0.0%-17.9%0.032%
5/1/2025 Smith Thornton Advisors LLC121,314$5.69M3.5%-10.6%0.239%
4/30/2025 Allworth Financial LP540,175$25.16M0.1%+4.4%1.063%
(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, 145 institutional investors and hedge funds held shares of VictoryShares Core Intermediate Bond ETF. The most heavily invested institutionals were Victory Capital Management Inc. ($848.31M), Charles Schwab Investment Management Inc. ($238.91M), United Services Automobile Association ($113.65M), Bogart Wealth LLC ($88.22M), LPL Financial LLC ($73.62M), Orion Portfolio Solutions LLC ($70.92M), and Raymond James Financial Inc. ($43.90M).Learn more on VictoryShares Core Intermediate Bond ETF's institutional investors.

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

Of the 134 institutional investors that purchased VictoryShares Core Intermediate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bogart Wealth LLC ($1.86M), Orion Portfolio Solutions LLC ($1.75M), Raymond James Financial Inc. ($1.72M), LPL Financial LLC ($977.80K), Cetera Investment Advisers ($829.53K), SouthState Corp ($771.75K), and Riversedge Advisors LLC ($631.57K).

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

Institutional investors have bought a total of 10,856,474 shares in the last 24 months. This purchase volume represents approximately $506.27M in transactions.

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

Of the 55 institutional investors that sold VictoryShares Core Intermediate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Charles Schwab Investment Management Inc. ($1.52M), Jane Street Group LLC ($649.98K), Envestnet Asset Management Inc. ($281.58K), Victory Capital Management Inc. ($269.67K), First Heartland Consultants Inc. ($229.55K), United Services Automobile Association ($150.73K), and Patriot Financial Group Insurance Agency LLC ($118.35K).

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

Institutional investors have sold a total of 4,062,179 shares in the last 24 months. This volume of shares sold represents approximately $191.43M in transactions.


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This page (NASDAQ:UITB) was last updated on 8/14/2025 by MarketBeat.com Staff
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