Who Owns UBND?
VictoryShares Core Plus Bond ETF — Institutional Ownership & 13F Holdings
$21.82
-0.03 (-0.11%)
Market Cap
$1.8B
Shares Outstanding
83,007,548
Institutional Holders
22
Total Inst. Value
$584.3M
% of Float Held
—
QoQ Holder Change
+11
Institutional data as of Q1 2025
New Positions
7
Closed Positions
3
Increased
10
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | VICTORY CAPITAL MANAGEMENT INC | $229.3M | 10,516,523 |
| 2 | Retirement Planning Group, LLC | $108.1M | 4,960,651 |
| 3 | 1900 WEALTH MANAGEMENT LLC | $88.8M | 4,073,845 |
| 4 | Annex Advisory Services, LLC | $84.4M | 3,871,944 |
| 5 | Goldstein Advisors, LLC | $31.7M | 1,452,746 |
| 6 | CORRECT CAPITAL WEALTH MANAGEMENTNew | $16.8M | 772,411 |
| 7 | Elk River Wealth Management LLC | $7.2M | 331,479 |
| 8 | OSAIC HOLDINGS, INC.New | $6.2M | 286,097 |
| 9 | GOLDMAN SACHS GROUP INCNew | $4.8M | 222,097 |
| 10 | Madison Wealth Partners, Inc | $3.6M | 164,959 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Retirement Planning Group, LLC | +1.2M | $108.1M |
| 1900 WEALTH MANAGEMENT LLC | +629K | $88.8M |
| Annex Advisory Services, LLC | +942K | $84.4M |
| Goldstein Advisors, LLC | +124K | $31.7M |
| CORRECT CAPITAL WEALTH MANAGEMENTNew | +772K | $16.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Steward Partners Investment Advisory, LLC | -4K | $245K |
| CWM, LLC | -1K | $929 |
| LexAurum Advisors, LLC | -50 | $431K |
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Frequently Asked Questions
How many institutional investors hold UBND?
As of Q1 2025, 22 institutional investors report holding UBND (VictoryShares Core Plus Bond ETF) in their 13F filings.
Which hedge fund owns the most UBND?
The largest institutional holder of UBND is VICTORY CAPITAL MANAGEMENT INC with $229.3M in shares.
Are institutions buying or selling UBND?
This quarter, 7 institutions opened new positions in UBND and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.