Victoryshares Core Plus BondUBNDETF

13F holders, Q1 2024 (March 31)
13holders
1famous investor
$21.57avg. 13F price*

At the end of Q1 2024, 13 institutions reported holding Victoryshares Core Plus Bond (UBND) in their 13F filings. The largest holders were Victory Capital Management Inc. ($215.4M), 1900 Wealth Management LLC ($36.8M) and Goldstein Advisors, LLC ($29.8M). 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

0204060 Q1 2024: 13Q1 2024Q2 2024: 18Q2 2024Q3 2024: 17Q3 2024Q4 2024: 20Q4 2024Q1 2025: 23Q1 2025Q2 2025: 24Q2 2025Q3 2025: 31Q3 2025Q4 2025: 33Q4 2025Q1 2026: 43Q1 2026Q2 2026: 53Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions4$33.9M
Exits4$1.1M

Ownership 13 holders

Victory Capital Management Inc. 0.21% No change 9,988,001 $215.4M
1900 Wealth Management LLC 3.36% Add +126.2% 1,706,675 $36.8M
Goldstein Advisors, LLC 5.10% New 1,383,613 $29.8M
Correct Capital Wealth Management 3.94% Add +2.8% 790,176 $17.0M
Elk River Wealth Management LLC 1.13% Reduce -19.3% 258,266 $5.6M
Cwm, LLC 0.01% New 111,304 $2.4M
OneDigital Investment Advisors LLC 0.01% New 41,002 $884K
Flow Traders U.S. LLC 0.04% New 36,355 $784K
Steward Partners Investment Advisory, LLC 0.01% Reduce -20.8% 21,352 $460K
LexAurum Advisors, LLC 0.10% Add +8.9% 17,457 $376K
Citadel Advisors 0.00% Add +14.2% 13,573 $293K
Susquehanna International Group, LLP 0.00% Add +1.5% 10,170 $219K
Comerica Bank 0.00% No change 2,357 $51K

"% of holder's portfolio" is UBND's weight in each manager's 13F, not the share of Victoryshares Core Plus Bond the manager owns.