Victoryshares Core Plus BondUBNDETF
13F holders, Q2 2026 (June 30)53holders +10
14new positions
2sold out
1famous investor
$21.73avg. 13F price*
At the end of Q2 2026, 53 institutions reported holding Victoryshares Core Plus Bond (UBND) in their 13F filings, up 10 from Q1 2026. 14 opened new positions and 2 sold out. The largest holders were Victory Capital Management Inc. ($499.0M), Annex Advisory Services, LLC ($410.8M) and Cahaba Wealth Management, Inc. ($186.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Victoryshares Core Plus Bond
- CUSIP
- 92647X863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $33.8M |
| Exits | 2 | $514K |
All 13F filers, Q1 2026 → Q2 2026: 7,047,257 shares bought and 761,489 shares sold, net +6,285,768 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Victory Capital Management Inc. | 0.28% | No change | 22,967,672 | $499.0M |
| Annex Advisory Services, LLC | 7.01% | Add +6.9% | 18,906,834 | $410.8M |
| Cahaba Wealth Management, Inc. | 11.22% | Add +4.7% | 8,561,595 | $186.0M |
| Retirement Planning Group, LLC | 4.51% | Add +10.9% | 8,164,569 | $177.4M |
| Merit Financial Group, LLC | 0.89% | Add +3.5% | 6,613,845 | $143.7M |
| 1900 Wealth Management LLC | 4.96% | Reduce -6.3% | 4,103,679 | $89.2M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +51.6% | 2,669,245 | $58.0M |
| Osaic Holdings, Inc. | 0.05% | Add +1.5% | 2,084,261 | $45.3M |
| Truist Financial Corp. | 0.05% | Add +19.7% | 1,840,500 | $40.0M |
| Goldstein Advisors, LLC | 3.62% | Add +7.8% | 1,824,886 | $39.6M |
| Madison Wealth Partners, Inc | 4.72% | Add +6.5% | 1,707,703 | $37.1M |
| Corient Private Wealth LP | 0.04% | Add +22.9% | 1,484,759 | $32.3M |
| Correct Capital Wealth Management | 4.40% | Add +0.9% | 1,175,240 | $25.5M |
| Arax Advisory Partners | 0.08% | New | 540,076 | $11.7M |
| Goldman Sachs Group Inc. | 0.00% | New | 428,401 | $9.3M |
| Wells Fargo & Company | 0.00% | Add +4245.2% | 411,443 | $8.9M |
| Fiduciary Financial Advisors | 0.83% | New | 376,350 | $8.2M |
| Elk River Wealth Management LLC | 1.14% | Reduce -8.9% | 329,014 | $7.1M |
| Impact Investors, Inc | 4.83% | Add +17.9% | 304,138 | $6.6M |
| LPL Financial LLC | 0.00% | Add +80.5% | 273,047 | $5.9M |
| Raymond James Financial Inc. | 0.00% | Add +279.6% | 259,045 | $5.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +962.5% | 225,634 | $4.9M |
| OneDigital Investment Advisors LLC | 0.04% | Add +15.1% | 202,726 | $4.4M |
| Tandem Financial, LLC | 0.74% | Add +26.8% | 106,198 | $2.3M |
| Cornerstone Wealth Management, LLC | 0.06% | New | 62,911 | $1.4M |
| Flow Traders U.S. LLC | 0.06% | Add +280.4% | 62,675 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | New | 43,745 | $950K |
| Citadel Advisors | 0.00% | Reduce -2.8% | 43,210 | $939K |
| Jane Street Group, LLC | 0.00% | Reduce -72.2% | 42,148 | $916K |
| Trademark Financial Management, LLC | 0.36% | Add +4.6% | 40,429 | $878K |
| Huntleigh Advisors, Inc. | 0.12% | Reduce -88.6% | 40,302 | $876K |
| Integrated Investment Consultants, LLC | 0.17% | Add +0.8% | 39,925 | $867K |
| Juncture Wealth Strategies, LLC | 0.20% | New | 34,906 | $758K |
| Landmark Wealth Management, Inc. | 0.23% | New | 32,152 | $699K |
| LexAurum Advisors, LLC | 0.08% | Add +18.5% | 31,540 | $685K |
| Stonebridge Financial Group, LLC / MO | 0.39% | Add +11.4% | 26,912 | $585K |
| OneAscent Financial Services LLC | 0.02% | Add +5.4% | 23,886 | $519K |
| Clarity Asset Management, Inc. | 0.20% | Add +22.1% | 18,674 | $406K |
| Commerce Bank | 0.00% | New | 15,346 | $333K |
| Vise Technologies, Inc. | 0.00% | Add +4.5% | 13,586 | $295K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +43.1% | 12,711 | $276K |
| REDW Wealth LLC | 0.08% | New | 10,651 | $231K |
| Axis Wealth Partners, LLC | 0.10% | New | 9,968 | $217K |
| JPMorgan Chase & Co. | 0.00% | Add +380.9% | 9,334 | $204K |
| Park Place Capital Corp | 0.01% | Add +1.3% | 4,286 | $93K |
| Fifth Third Bancorp | 0.00% | Add +0.6% | 3,575 | $78K |
| Johnson Financial Group, Inc. | 0.00% | No change | 2,501 | $54K |
| Harbour Investments, Inc. | 0.00% | New | 1,292 | $28K |
| Comprehensive Financial Planning, Inc. | 0.01% | Reduce -88.3% | 696 | $15K |
| Blue Trust, Inc. | 0.00% | New | 607 | $13K |
| Ameritas Advisory Services, LLC | 0.00% | New | 375 | $8K |
| AE Wealth Management LLC | 0.00% | New | 119 | $3K |
| Assetmark, Inc. | 0.00% | Reduce -95.7% | 28 | $608 |
"% of holder's portfolio" is UBND's weight in each manager's 13F, not the share of Victoryshares Core Plus Bond the manager owns.