Victoryshares Core Plus BondUBNDETF
13F holders, Q4 2024 (December 31)20holders +3
4new positions
2sold out
$21.37avg. 13F price*
At the end of Q4 2024, 20 institutions reported holding Victoryshares Core Plus Bond (UBND) in their 13F filings, up 3 from Q3 2024. 4 opened new positions and 2 sold out. The largest holders were Victory Capital Management Inc. ($224.7M), Retirement Planning Group, LLC ($79.4M) and 1900 Wealth Management LLC ($73.6M).
- Company
- Victoryshares Core Plus Bond
- CUSIP
- 92647X863
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $6.3M |
| Exits | 2 | $1.2M |
All 13F filers, Q3 2024 → Q4 2024: 5,260,134 shares bought and 506,094 shares sold, net +4,754,040 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Victory Capital Management Inc. | 0.22% | Add +5.3% | 10,516,523 | $224.7M |
| Retirement Planning Group, LLC | 4.00% | Add +110.7% | 3,717,144 | $79.4M |
| 1900 Wealth Management LLC | 6.18% | Add +18.0% | 3,445,251 | $73.6M |
| Annex Advisory Services, LLC | 1.89% | Add +131.3% | 2,930,146 | $62.6M |
| Goldstein Advisors, LLC | 4.12% | Reduce -24.9% | 1,328,281 | $28.4M |
| Correct Capital Wealth Management | 2.35% | Add +19.4% | 552,416 | $11.8M |
| Elk River Wealth Management LLC | 1.25% | Add +6.4% | 322,802 | $6.9M |
| Osaic Holdings, Inc. | 0.01% | New | 259,431 | $5.5M |
| Huntleigh Advisors, Inc. | 1.18% | — | 256,627 | $5.5M |
| Corient Private Wealth LP | 0.01% | Add +156.9% | 218,800 | $4.7M |
| Madison Wealth Partners, Inc | 0.88% | Add +21.4% | 147,776 | $3.2M |
| OneDigital Investment Advisors LLC | 0.03% | Add +26.5% | 109,870 | $2.3M |
| Cwm, LLC | 0.00% | Reduce -1.6% | 43,634 | $932K |
| Flow Traders U.S. LLC | 0.02% | New | 25,620 | $547K |
| LexAurum Advisors, LLC | 0.08% | Add +2.7% | 19,849 | $424K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -21.4% | 15,582 | $333K |
| Jane Street Group, LLC | 0.00% | Reduce -33.2% | 13,034 | $279K |
| Envestnet Asset Management Inc. | 0.00% | New | 11,301 | $242K |
| Comerica Bank | 0.00% | Add +7.2% | 1,798 | $38K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 19 | $406 |
"% of holder's portfolio" is UBND's weight in each manager's 13F, not the share of Victoryshares Core Plus Bond the manager owns.