Who Owns VictoryShares Core Plus Bond ETF (UBND)?Hedge Fund & Institutional Holders

$21.82+0.07 (+0.30%)Financial ServicesNASDAQ

Institutional Holders

36

as of Q4 2025

Total Institutional Value

$4.4700000017297996e+160T

% of Float Held

—

QoQ Change in Holders

+12 / -3

Price History

$21.14$21.46$21.78$22.11$22.43Aug 24May 25Mar 26

UBND — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CAHABA WEALTH MANAGEMENT, INC.New Position+7.9M+$173.0B
VICTORY CAPITAL MANAGEMENT INCIncreased+4.8M+$103.9B
1900 WEALTH MANAGEMENT LLCNew Position+4.3M+$94.4B
OSAIC HOLDINGS, INC.Increased+1.7M+$36.5B
Goldstein Advisors, LLCNew Position+1.4M+$31.1B
CORRECT CAPITAL WEALTH MANAGEMENTNew Position+1.1M+$25.1B
Elk River Wealth Management LLCNew Position+387K+$8.3B
Huntleigh Advisors, Inc.New Position+333K+$7.3B
Impact Investors, IncNew Position+239K+$5.3B
Madison Wealth Partners, IncIncreased+148K+$3.3B
RAYMOND JAMES FINANCIAL INCNew Position+47K+$1.0B
Annex Advisory Services, LLCNew Position+17.0M+$373.5M
Retirement Planning Group, LLCNew Position+6.5M+$143.1M
Merit Financial Group, LLCNew Position+5.8M+$128.0M
Park Place Capital CorpNew Position+4K+$92.0M

UBND — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
GOLDMAN SACHS GROUP INCClosed Position-664K-$14.6B
JANE STREET GROUP, LLCDecreased-203K-$7.1B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-65K-$1.4B
CITADEL ADVISORS LLCDecreased-11K-$581.3M
Steward Partners Investment Advisory, LLCDecreased-927-$221.3M
Kestra Advisory Services, LLCDecreased-2K-$255K
UBS Group AGClosed Position-6-$132K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1VICTORY CAPITAL MANAGEMENT INC20,358,908$447.0B252.26%Share
2CAHABA WEALTH MANAGEMENT, INC.7,862,752$173.0B12.04%Share
31900 WEALTH MANAGEMENT LLC4,288,773$94.4B6.05%Share
4OSAIC HOLDINGS, INC.1,963,869$43.0B62.83%Share
5Goldstein Advisors, LLC1,413,555$31.1B3.54%Share
6CORRECT CAPITAL WEALTH MANAGEMENT1,139,864$25.1B4.70%Share
7Elk River Wealth Management LLC386,896$8.3B1.34%Share
8Madison Wealth Partners, Inc374,374$8.2B1.50%Share
9Huntleigh Advisors, Inc.333,327$7.3B1.24%Share
10Impact Investors, Inc238,782$5.3B3.64%Share
11OneDigital Investment Advisors LLC171,694$3.0B29.40%Share
12RAYMOND JAMES FINANCIAL INC47,247$1.0B0.31%Share
13Annex Advisory Services, LLC16,978,957$373.5M7.13%Share
14Retirement Planning Group, LLC6,504,886$143.1M4.70%Share
15Merit Financial Group, LLC5,819,285$128.0M1.03%Share
16Park Place Capital Corp4,196$92.0M0.02%Share
17COMERICA BANK3,295$72.0M0.29%Share
18ASSETMARK, INC2,774$61.0M0.12%Share
19N.E.W. Advisory Services LLC1,196$26.0M0.00%Share
20Comprehensive Financial Planning, Inc./PA1,136$24.0M0.02%Share
21Corient Private Wealth LLC925,940$20.1M0.03%Share
22U.S. Capital Wealth Advisors, LLC264,673$5.8M0.15%Share
23COMERICA BANK260$5.0M0.02%Share
24JANE STREET GROUP, LLC118,745$2.0M0.00%Share
25Integrated Investment Consultants, LLC39,596$871K0.18%Share
26CWM, LLC23,779$523K0.00%Share
27Stonebridge Financial Group, LLC / MO15,823$348K0.30%Share
28Merit Financial Group, LLC232$5K0.00%Share
29Allworth Financial LP129$2K0.00%Share
30Vise Technologies, Inc.13,004$00.00%Share
31Kestra Advisory Services, LLC10,100$00.00%Share
32Global Retirement Partners, LLC1,482$00.00%Share
33Steward Partners Investment Advisory, LLC9,111$00.00%Share
34CITADEL ADVISORS LLC15,719$00.00%Share
35JONES FINANCIAL COMPANIES LLLP0$00.00%Share
36ENVESTNET ASSET MANAGEMENT INC19,413$00.00%Share

UBND Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202534$847.6B+17
Q3 202517$382.1B-4
Q2 202521$622.5B-1
Q1 202522$585.5B+4
Q4 202418$482.1B+2
Q3 202416$811.0B-1
Q2 202417$1.4T+6
Q1 202411$219.6T—

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As of Q4 2025, 36 institutional investors hold UBND (VictoryShares Core Plus Bond ETF). The largest holder is VICTORY CAPITAL MANAGEMENT INC with $447.0B in shares. This quarter, 12 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own UBND?

As of Q4 2025, 36 institutional investors report holding UBND (VictoryShares Core Plus Bond ETF) in their 13F filings.

Who is the largest institutional holder of UBND?

The largest institutional holder of UBND is VICTORY CAPITAL MANAGEMENT INC with $447.0B in shares.

Is institutional ownership of UBND increasing or decreasing?

This quarter, 12 institutions opened new positions in UBND and 3 closed their positions.