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VictoryShares Short-Term Bond ETF (USTB) Institutional Ownership

VictoryShares Short-Term Bond ETF logo
$50.31 +0.04 (+0.08%)
As of 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for VictoryShares Short-Term Bond ETF (NASDAQ:USTB)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$133.74M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$72.77M
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USTB Institutional Buying and Selling by Quarter

VictoryShares Short-Term Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Flagship Harbor Advisors LLC16,184$812K0.0%+168.2%0.088%
1/21/2025Toth Financial Advisory Corp164,787$8.27M1.0%+0.7%0.898%
1/21/2025Fifth Third Bancorp3,080$155K0.0%N/A0.017%
1/17/2025 Janney Montgomery Scott LLC5,850$294K0.0%N/A0.032%
1/17/2025 Daymark Wealth Partners LLC13,392$672K0.0%-4.6%0.073%
1/17/2025 Octavia Wealth Advisors LLC5,985$300K0.0%+37.9%0.033%
1/15/2025 Ameritas Advisory Services LLC36,846$1.85M0.1%+7.4%0.202%
1/15/2025 Merit Financial Group LLC54,663$2.74M0.0%N/A0.300%
1/15/2025 Certified Advisory Corp174,190$8.74M0.9%+6.7%0.957%
1/14/2025 Smith Thornton Advisors LLC76,139$3.82M2.4%+3.1%0.418%
1/14/2025 ERn Financial LLC301,649$15.14M2.3%+3.0%1.657%
1/14/2025 Redhawk Wealth Advisors Inc.271,322$13.62M1.8%+69.1%1.491%
1/14/2025 Marquette Asset Management LLC562,846$28.26M4.6%-7.9%3.093%
1/13/2025 Pinnacle Wealth Management Group Inc.135,147$6.78M4.2%+7.4%0.743%
1/8/2025 Private Client Services LLC9,921$498K0.3%+24.6%0.055%
11/25/2024Pine Valley Investments Ltd Liability Co117,976$5.99M0.4%+12.7%0.781%
11/15/2024Orion Portfolio Solutions LLC36,845$1.87M0.0%+1.1%0.244%
11/15/2024Stifel Financial Corp51,451$2.61M0.0%+8.9%0.341%
11/15/2024Swmg LLC15,266$767K0.3%-20.7%0.101%
11/15/2024IHT Wealth Management LLC14,299$727K0.0%+124.5%0.095%
11/15/2024Integrated Wealth Concepts LLC29,697$1.51M0.0%+53.7%0.197%
11/14/2024Flow Traders U.S. LLC16,363$831K0.0%-35.0%0.108%
11/12/2024 Certified Advisory Corp163,310$8.30M0.9%+631.6%1.082%
11/6/2024Squire Investment Management Company LLC8,489$431K0.2%N/A0.056%
11/6/2024Comprehensive Wealth Management LLC11,883$604K0.4%+6.9%0.079%
11/6/2024Cornerstone Planning Group LLC270,565$13.65M3.0%+7.7%1.792%
11/5/2024Victory Capital Management Inc.4,162,865$211.52M0.2%-3.0%27.569%
11/5/2024Nations Financial Group Inc. IA ADV37,953$1.93M0.1%+36.6%0.251%
11/4/2024Sigma Planning Corp15,664$796K0.0%-12.3%0.104%
11/1/2024Atria Investments Inc243,415$12.37M0.2%+2.0%1.617%
11/1/2024Burt Wealth Advisors7,010$356K0.1%+5.3%0.047%
11/1/2024Aspire Wealth Management Corp8,757$445K0.2%+11.4%0.058%
11/1/2024Bensler LLC200,137$10.17M1.3%N/A1.330%
11/1/2024 Smith Thornton Advisors LLC73,875$3.75M2.5%-0.7%0.491%
10/31/2024Trademark Financial Management LLC20,191$1.03M0.8%+16.3%0.135%
10/29/2024REDW Wealth LLC6,800$346K0.1%-28.2%0.045%
10/28/2024Creative Financial Designs Inc. ADV87,370$4.44M0.4%-39.2%0.584%
10/25/2024Valmark Advisers Inc.24,318$1.24M0.0%-4.2%0.163%
10/25/2024MONECO Advisors LLC15,803$803K0.1%N/A0.106%
10/25/2024 Fortitude Family Office LLC1,800$91K0.0%N/A0.012%
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10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors26,240$1.33M0.2%+15.1%0.176%
10/24/2024Masso Torrence Wealth Management Inc.89,736$4.56M2.5%+6.9%0.600%
10/23/2024Mainstay Capital Management LLC ADV8,059$409K0.1%-2.4%0.054%
10/22/2024Private Advisor Group LLC60,914$3.10M0.0%+56.1%0.410%
10/21/2024Toth Financial Advisory Corp163,585$8.31M1.0%+2.2%1.102%
10/18/2024Raymond James & Associates102,964$5.23M0.0%+16.8%0.698%
10/16/2024Global Retirement Partners LLC8,142$414K0.0%-52.1%0.055%
10/16/2024 ERn Financial LLC292,859$14.88M2.3%+3.2%1.992%
10/11/2024Elk River Wealth Management LLC31,547$1.60M0.3%+9.3%0.216%
10/11/2024 Redhawk Wealth Advisors Inc.160,406$8.15M1.2%+1.5%1.099%
10/10/2024Darrow Company Inc.57,001$2.90M1.7%+20.8%0.390%
10/10/2024Concourse Financial Group Securities Inc.26,467$1.35M0.1%+28.7%0.181%
10/10/2024 Pinnacle Wealth Management Group Inc.125,863$6.40M4.0%N/A0.862%
10/10/2024 Octavia Wealth Advisors LLC4,340$221K0.0%N/A0.030%
10/8/2024 Daymark Wealth Partners LLC14,033$713K0.0%-2.8%0.096%
10/8/2024 Marquette Asset Management LLC610,891$31.04M4.9%+1.8%4.184%
10/3/2024 Private Client Services LLC7,961$404K0.2%N/A0.061%
8/22/2024Cetera Investment Advisers34,519$1.72M0.0%-9.9%0.264%
8/15/2024 Smith Thornton Advisors LLC74,410$3.71M2.7%N/A0.568%
8/15/2024 Daymark Wealth Partners LLC14,432$719K0.0%+2.2%0.110%
8/14/2024 Certified Advisory Corp22,321$1.11M0.1%+36.8%0.170%
8/8/2024Envestnet Asset Management Inc.60,124$2.99M0.0%-48.0%0.459%
8/5/2024Private Advisor Group LLC39,020$1.94M0.0%+7.5%0.298%
8/5/2024Victory Capital Management Inc.4,292,597$213.77M0.2%+1.4%32.768%
8/1/2024Valmark Advisers Inc.25,378$1.26M0.0%-7.1%0.197%
7/31/2024Elk River Wealth Management LLC28,865$1.44M0.3%-2.2%0.224%
7/31/2024Commonwealth Equity Services LLC118,729$5.91M0.0%+40.3%0.920%
7/31/2024Trademark Financial Management LLC17,364$865K0.7%-36.5%0.135%
7/30/2024Pine Valley Investments Ltd Liability Co104,710$5.22M0.3%+35.2%0.812%
7/29/2024Nations Financial Group Inc. IA ADV27,792$1.38M0.1%+63.1%0.215%
7/29/2024 Ameritas Advisory Services LLC31,058$1.55M0.1%+11.3%0.241%
7/27/2024Zimmermann Investment Management & Planning LLC47,553$2.37M0.8%+72.6%0.370%
7/26/2024Cambridge Investment Research Advisors Inc.38,318$1.91M0.0%+20.3%0.298%
7/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors22,806$1.14M0.2%-6.7%0.177%
7/23/2024Darrow Company Inc.47,190$2.35M1.5%+5.0%0.367%
7/23/2024Concourse Financial Group Securities Inc.20,565$1.02M0.1%+9.7%0.160%
7/22/2024Atria Wealth Solutions Inc.43,810$2.18M0.0%+26.1%0.341%
7/22/2024Legacy CG LLC13,417$668K0.2%-95.2%0.104%
7/22/2024Masso Torrence Wealth Management Inc.83,930$4.18M2.3%+5.8%0.653%
7/19/2024Raymond James & Associates88,148$4.39M0.0%-17.9%0.686%
7/17/2024 ERn Financial LLC283,649$14.13M2.3%N/A2.207%
7/17/2024 Redhawk Wealth Advisors Inc.158,060$7.87M1.2%+84.3%1.230%
7/11/2024Prairieview Wealth Partners LLC217,677$10.84M9.2%+2.1%1.701%
7/10/2024CWM LLC4,344$216K0.0%-57.5%0.034%
5/24/2024Cetera Advisors LLC37,725$1.88M0.0%+357.1%0.303%
5/24/2024Cetera Investment Advisers38,325$1.91M0.0%N/A0.308%
5/21/2024Atria Investments Inc251,579$12.54M0.2%+5.0%2.021%
5/16/2024Jane Street Group LLC92,955$4.63M0.0%-72.0%0.747%
5/16/2024Waverly Advisors LLC240,221$11.97M0.3%N/A1.929%
5/9/2024Orion Portfolio Solutions LLC49,157$2.45M0.0%-87.3%0.395%
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5/9/2024SageView Advisory Group LLC6,115$305K0.0%+47.6%0.049%
5/8/2024Cornerstone Planning Group LLC234,946$11.67M3.6%+3.2%1.887%
5/8/2024Trademark Financial Management LLC27,362$1.36M1.1%-3.7%0.220%
5/7/2024 Marquette Asset Management LLC595,489$29.67M5.1%+0.3%4.783%
5/2/2024Darrow Company Inc.44,934$2.24M1.5%+37.1%0.361%
5/2/2024REDW Wealth LLC9,270$462K0.1%N/A0.074%
5/1/2024Concourse Financial Group Securities Inc.18,745$934K0.1%+9.0%0.151%
4/30/2024Private Advisor Group LLC36,313$1.81M0.0%+202.1%0.292%
4/30/2024Hartline Investment Corp24,446$1.22M0.2%N/A0.196%
4/30/2024Mainstay Capital Management LLC ADV6,824$340K0.1%N/A0.055%
(Data available from 1/1/2016 forward)

USTB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USTB shares?

During the previous two years, 110 institutional investors and hedge funds held shares of VictoryShares Short-Term Bond ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($20.75B), Victory Capital Management Inc. ($211.52M), Marquette Asset Management LLC ($28.26M), Advisor Group Holdings Inc. ($15.97M), ERn Financial LLC ($15.14M), Cornerstone Planning Group LLC ($13.65M), and Redhawk Wealth Advisors Inc. ($13.62M).Learn more on USTB's institutional investors.

Which institutional investors have been buying VictoryShares Short-Term Bond ETF stock?

Of the 93 institutional investors that purchased VictoryShares Short-Term 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 ($1.50M), Victory Capital Management Inc. ($369.10K), ERn Financial LLC ($301.65K), Atria Investments Inc ($261.14K), Advisor Group Holdings Inc. ($250.90K), Waverly Advisors LLC ($240.22K), and LPL Financial LLC ($232.02K).

How much institutional buying is happening at VictoryShares Short-Term Bond ETF?

Institutional investors have bought a total of 6,560,591 shares in the last 24 months. This purchase volume represents approximately $324.05M in transactions.

Which VictoryShares Short-Term Bond ETF major shareholders have been selling company stock?

Of the 52 institutional investors that sold VictoryShares Short-Term Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Orion Portfolio Solutions LLC ($963.60K), Legacy CG LLC ($282.99K), Jane Street Group LLC ($238.49K), Victory Capital Management Inc. ($129.73K), Envestnet Asset Management Inc. ($97.04K), Marquette Asset Management LLC ($79.75K), and Astor Investment Management LLC ($74.21K).

How much institutional selling is happening at VictoryShares Short-Term Bond ETF?

Institutional investors have sold a total of 2,404,841 shares in the last 24 months. This volume of shares sold represents approximately $119.16M in transactions.



This page (NASDAQ:USTB) was last updated on 1/21/2025 by MarketBeat.com Staff
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