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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -3

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
BANK OF AMERICA CORP /DE/Increased+136K+$61.9B
Calamos Wealth Management LLCNew Position+1.1M+$54.1B
Meeder Advisory Services, Inc.New Position+736K+$34.0B
MBL Wealth, LLCNew Position+663K+$31.4B
HORAN Wealth, LLCNew Position+415K+$19.7B
SouthState Bank CorpNew Position+377K+$17.9B
Atlantic Edge Private Wealth Management, LLCNew Position+270K+$12.8B
Cyr Financial Inc.New Position+258K+$12.2B
Souders Financial AdvisorsNew Position+170K+$8.0B
Smith Thornton Advisors LLCNew Position+137K+$6.5B
FSA WEALTH PARTNERS, INC.New Position+124K+$5.9B
NORTHEAST PLANNING ASSOCIATES, INC. / NH /Increased+123K+$5.8B
Gladstone Institutional Advisory LLCNew Position+117K+$5.0B
WELLS FARGO & COMPANY/MNIncreased+129K+$4.7B
RAYMOND JAMES FINANCIAL INCIncreased+100K+$3.5B

UITB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
HARBOUR INVESTMENTS, INC.Decreased-1K-$4.0B
MML INVESTORS SERVICES, LLCDecreased-28K-$2.6B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-47K-$2.2B
ROYAL BANK OF CANADADecreased-14K-$1.8B
CITADEL ADVISORS LLCDecreased-10K-$1.4B
Ferguson Shapiro LLCClosed Position-22K-$1.1B
Aptus Capital Advisors, LLCDecreased-585-$1.0B
World Investment AdvisorsDecreased-231-$765.2M
Advisory Services Network, LLCDecreased-2K-$692.1M
MERCER GLOBAL ADVISORS INC /ADVClosed Position-6K-$304.2M
KLINGENSTEIN FIELDS & CO LPDecreased-2K-$156.1M
Sigma Planning CorpDecreased-1K-$63.6M
MPWM ADVISORY SOLUTIONS, LLCDecreased-925-$44.9M
PNC FINANCIAL SERVICES GROUP, INC.Closed Position-852-$40.5M
Concorde Asset Management, LLCDecreased-608-$31.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1VICTORY CAPITAL MANAGEMENT INC14,850,508$703.0B0.40%Share
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC5,620,717$266.0B0.04%Share
3UNITED SERVICES AUTOMOBILE ASSOCIATION2,421,191$114.7B7.26%Share
4WELLS FARGO & COMPANY/MN1,172,019$55.0B0.01%Share
5Calamos Wealth Management LLC1,142,927$54.1B1.86%Share
6BANK OF AMERICA CORP /DE/741,720$35.0B0.00%Share
7Meeder Advisory Services, Inc.736,257$34.0B1.46%Share
8MBL Wealth, LLC662,549$31.4B2.51%Share
9RAYMOND JAMES FINANCIAL INC597,966$28.0B0.01%Share
10WELLS FARGO & COMPANY/MN583,046$27.0B0.00%Share
11BANK OF AMERICA CORP /DE/572,066$27.0B0.00%Share
12RAYMOND JAMES FINANCIAL INC556,896$26.0B0.01%Share
13Alliance Wealth Advisors, LLC542,384$25.7B11.17%Share
14HORAN Wealth, LLC415,294$19.7B3.02%Share
15NORTHEAST PLANNING ASSOCIATES, INC. / NH /410,403$19.4B13.73%Share
16NICOLET ADVISORY SERVICES, LLC389,946$18.0B1.21%Share
17SouthState Bank Corp376,951$17.9B0.80%Share
18CREATIVE FINANCIAL DESIGNS INC /ADV355,657$16.8B1.06%Share
19PLANNING DIRECTIONS INC280,824$13.3B6.70%Share
20KLINGENSTEIN FIELDS & CO LP277,679$13.1B0.49%Share
21Atlantic Edge Private Wealth Management, LLC270,396$12.8B3.18%Share
22Cyr Financial Inc.257,837$12.2B7.61%Share
23Envision Financial LLC230,256$10.9B5.76%Share
24Pinnacle Wealth Management Group, Inc.191,227$9.1B4.52%Share
25Orion Porfolio Solutions, LLC204,203$9.0B0.07%Share
26Souders Financial Advisors169,882$8.0B0.92%Share
27OSAIC HOLDINGS, INC.179,008$8.0B0.01%Share
28UBS Group AG158,934$7.5B0.00%Share
29JPMORGAN CHASE & CO166,439$7.0B0.00%Share
30Smith Thornton Advisors LLC136,890$6.5B3.30%Share
31ROYAL BANK OF CANADA142,855$6.0B0.00%Share
32FSA WEALTH PARTNERS, INC.123,237$5.8B2.10%Share
33Gladstone Institutional Advisory LLC117,257$5.0B0.19%Share
34Aptus Capital Advisors, LLC126,388$5.0B0.04%Share
35Private Advisor Group, LLC93,026$4.0B0.02%Share
36Axis Wealth Partners, LLC69,150$3.3B1.81%Share
37Calamos Advisors LLC53,800$2.5B0.01%Share
38Chris Bulman Inc44,961$2.1B0.94%Share
39COMMONWEALTH EQUITY SERVICES, LLC44,225$2.0B0.00%Share
40GOLDMAN SACHS GROUP INC51,867$2.0B0.00%Share
41Gotham Asset Management, LLC53,047$2.0B0.01%Share
42Valmark Advisers, Inc.36,153$1.7B0.02%Share
43AdvisorNet Financial, Inc35,106$1.7B0.09%Share
44COMERICA BANK30,619$1.4B0.01%Share
45Optivise Advisory Services LLC26,427$1.3B0.72%Share
46OSAIC HOLDINGS, INC.37,082$1.0B0.00%Share
47STIFEL FINANCIAL CORP36,832$1.0B0.00%Share
48Equitable Holdings, Inc.29,109$1.0B0.01%Share
49Atria Investments, Inc37,572$1.0B0.01%Share
50Cornerstone Wealth Management, LLC18,564$879.0M0.05%Share

UITB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025143$1.7T+60
Q3 202583$1.6T-29
Q2 2025112$1.5T+0
Q1 2025112$2.1T+7
Q4 2024105$87.5T+21
Q3 202484$122.7T+3
Q2 202481$102.2T+11
Q1 202470$73.1T—

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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 $703.0B in shares. This quarter, 11 institutions opened new positions and 3 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 $703.0B in shares.

Is institutional ownership of UITB increasing or decreasing?

This quarter, 11 institutions opened new positions in UITB and 3 closed their positions.