Who Owns VictoryShares Core Intermediate Bond ETF (UITB)?Hedge Fund & Institutional Holders

$46.98-0.07 (-0.14%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.03000266000166e+236T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$45.41$46.13$46.85$47.57$48.29Aug 24Jun 25Mar 26

UITB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Bogart Wealth, LLCNew Position+2.0M+$94.2M
Pine Valley Investments Ltd Liability CoNew Position+1.9M+$91.9M
Calamos Wealth Management LLCNew Position+1.1M+$54.1M
Allen Capital Group, LLCNew Position+1.0M+$48.0M
Meeder Advisory Services, Inc.New Position+736K+$34.0M
MBL Wealth, LLCNew Position+663K+$31.4M
HORAN Wealth, LLCNew Position+415K+$19.7M
Blue Water Asset ManagementNew Position+414K+$19.6M
SouthState Bank CorpNew Position+377K+$17.9M
Sanctuary Advisors, LLCNew Position+362K+$17.1M
Crusonia Wealth Advisors LLCNew Position+345K+$16.4M
Atlantic Edge Private Wealth Management, LLCNew Position+270K+$12.8M
Cyr Financial Inc.New Position+258K+$12.2M
TRUIST FINANCIAL CORPNew Position+222K+$10.5M
Oath Planning, LLCNew Position+222K+$10.5M

UITB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-186K-$175.6B
KLINGENSTEIN FIELDS & CO LPDecreased-2K-$13.3B
ROYAL BANK OF CANADADecreased-14K-$7.8B
Aptus Capital Advisors, LLCDecreased-585-$6.0B
HARBOUR INVESTMENTS, INC.Decreased-1K-$4.0B
MML INVESTORS SERVICES, LLCDecreased-28K-$2.6B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-47K-$2.2B
KESTRA PRIVATE WEALTH SERVICES, LLCDecreased-19K-$1.8B
AdvisorNet Financial, IncDecreased-244-$1.7B
CITADEL ADVISORS LLCDecreased-10K-$1.4B
Ferguson Shapiro LLCClosed Position-22K-$1.1B
World Investment AdvisorsDecreased-231-$765.2M
Advisory Services Network, LLCDecreased-2K-$692.1M
Sigma Planning CorpDecreased-1K-$607.0M
PERSONAL CFO SOLUTIONS, LLCDecreased-299-$487.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1VICTORY CAPITAL MANAGEMENT INC14,850,508$703.0M0.40%Share
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC5,620,717$266.0M0.04%Share
3MORGAN STANLEY3,513,321$166.0M0.01%Share
4UNITED SERVICES AUTOMOBILE ASSOCIATION2,421,191$114.7M7.26%Share
5LPL Financial LLC2,146,635$101.0M0.03%Share
6Bogart Wealth, LLC1,989,827$94.2M3.78%Share
7Cetera Investment Advisers1,191,151$56.0M0.06%Share
8WELLS FARGO & COMPANY/MN1,172,019$55.0M0.01%Share
9Calamos Wealth Management LLC1,142,927$54.1M1.86%Share
10Allen Capital Group, LLC1,029,479$48.0M4.40%Share
11BANK OF AMERICA CORP /DE/741,720$35.0M0.00%Share
12Meeder Advisory Services, Inc.736,257$34.0M1.46%Share
13MBL Wealth, LLC662,549$31.4M2.51%Share
14RAYMOND JAMES FINANCIAL INC597,966$28.0M0.01%Share
15Allworth Financial LP583,297$27.6M0.11%Share
16WELLS FARGO & COMPANY/MN583,046$27.0M0.00%Share
17BANK OF AMERICA CORP /DE/572,066$27.0M0.00%Share
18RAYMOND JAMES FINANCIAL INC556,896$26.0M0.01%Share
19Alliance Wealth Advisors, LLC542,384$25.7M11.17%Share
20Pine Valley Investments Ltd Liability Co535,418$25.4M1.18%Share
21Pine Valley Investments Ltd Liability Co508,081$24.1M1.18%Share
22Newman Dignan & Sheerar, Inc.483,034$22.9M4.77%Share
23Pine Valley Investments Ltd Liability Co463,799$21.8M1.21%Share
24Pine Valley Investments Ltd Liability Co437,980$20.6M1.24%Share
25HORAN Wealth, LLC415,294$19.7M3.02%Share
26Blue Water Asset Management413,808$19.6M7.05%Share
27NORTHEAST PLANNING ASSOCIATES, INC. / NH /410,403$19.4M13.73%Share
28Sargent Investment Group, LLC402,182$19.0M2.39%Share
29Pathway Financial Advisors LLC381,924$18.1M2.27%Share
30NICOLET ADVISORY SERVICES, LLC389,946$18.0M1.21%Share
31SouthState Bank Corp376,951$17.9M0.80%Share
32CREATIVE FINANCIAL DESIGNS INC /ADV355,657$16.8M1.06%Share
33Crusonia Wealth Advisors LLC345,380$16.4M3.59%Share
34Sanctuary Advisors, LLC304,355$14.4M0.08%Share
35PLANNING DIRECTIONS INC280,824$13.3M6.70%Share
36KLINGENSTEIN FIELDS & CO LP277,679$13.1M0.49%Share
37Atlantic Edge Private Wealth Management, LLC270,396$12.8M3.18%Share
38Cyr Financial Inc.257,837$12.2M7.61%Share
39Envision Financial LLC230,256$10.9M5.76%Share
40TRUIST FINANCIAL CORP221,901$10.5M0.01%Share
41Oath Planning, LLC221,758$10.5M10.36%Share
42IMA Advisory Services, Inc.201,895$9.6M0.92%Share
43Pinnacle Wealth Management Group, Inc.191,227$9.1M4.52%Share
44Orion Porfolio Solutions, LLC204,203$9.0M0.07%Share
45TOTH FINANCIAL ADVISORY CORP181,155$8.6M0.93%Share
46Souders Financial Advisors169,882$8.0M0.92%Share
47OSAIC HOLDINGS, INC.179,008$8.0M0.01%Share
48Fjell Capital, LLC159,840$7.6M5.80%Share
49UBS Group AG158,934$7.5M0.00%Share
50JPMORGAN CHASE & CO166,439$7.0M0.00%Share

UITB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025143$2.5B+60
Q3 202583$1.9T-29
Q2 2025112$1.6T+0
Q1 2025112$2.2T+7
Q4 2024105$128.4T+21
Q3 202484$815.2T+3
Q2 202481$751.7T+11
Q1 202470$654.4T—

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As of Q4 2025, 50 institutional investors hold UITB (VictoryShares Core Intermediate Bond ETF). The largest holder is VICTORY CAPITAL MANAGEMENT INC with $703.0M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own UITB?

As of Q4 2025, 50 institutional investors report holding UITB (VictoryShares Core Intermediate Bond ETF) in their 13F filings.

Who is the largest institutional holder of UITB?

The largest institutional holder of UITB is VICTORY CAPITAL MANAGEMENT INC with $703.0M in shares.

Is institutional ownership of UITB increasing or decreasing?

This quarter, 15 institutions opened new positions in UITB and 1 closed their positions.