Victoryshares Core Plus BondUBNDETF
13F holders, Q1 2025 (March 31)23holders +3
5new positions
2sold out
1famous investor
$21.80avg. 13F price*
At the end of Q1 2025, 23 institutions reported holding Victoryshares Core Plus Bond (UBND) in their 13F filings, up 3 from Q4 2024. 5 opened new positions and 2 sold out. The largest holders were Victory Capital Management Inc. ($229.3M), Retirement Planning Group, LLC ($108.1M) and 1900 Wealth Management LLC ($88.8M). 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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $6.3M |
| Exits | 2 | $547K |
All 13F filers, Q4 2024 → Q1 2025: 3,628,855 shares bought and 31,069 shares sold, net +3,597,786 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Victory Capital Management Inc. | 0.24% | No change | 10,516,523 | $229.3M |
| Retirement Planning Group, LLC | 5.07% | Add +33.5% | 4,960,651 | $108.1M |
| 1900 Wealth Management LLC | 7.39% | Add +18.3% | 4,073,845 | $88.8M |
| Annex Advisory Services, LLC | 2.39% | Add +32.1% | 3,871,944 | $84.4M |
| Goldstein Advisors, LLC | 4.63% | Add +9.4% | 1,452,746 | $31.7M |
| Correct Capital Wealth Management | 3.34% | Add +39.8% | 772,411 | $16.8M |
| Elk River Wealth Management LLC | 1.35% | Add +2.7% | 331,479 | $7.2M |
| Corient Private Wealth LP | 0.01% | Add +42.5% | 311,809 | $6.8M |
| Osaic Holdings, Inc. | 0.01% | Add +10.3% | 286,097 | $6.2M |
| Huntleigh Advisors, Inc. | 0.97% | Add +4.0% | 266,941 | $5.8M |
| Goldman Sachs Group Inc. | 0.00% | New | 222,097 | $4.8M |
| Madison Wealth Partners, Inc | 0.89% | Add +11.6% | 164,959 | $3.6M |
| OneDigital Investment Advisors LLC | 0.03% | Add +0.1% | 109,939 | $2.4M |
| Cwm, LLC | 0.00% | Reduce -2.3% | 42,615 | $929K |
| Jane Street Group, LLC | 0.00% | Add +174.2% | 35,739 | $779K |
| Integrated Investment Consultants, LLC | 0.15% | New | 35,602 | $776K |
| Citadel Advisors | 0.00% | New | 33,161 | $723K |
| LexAurum Advisors, LLC | 0.08% | Reduce -0.3% | 19,799 | $432K |
| Envestnet Asset Management Inc. | 0.00% | No change | 11,301 | $246K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -28.0% | 11,221 | $245K |
| Comerica Bank | 0.00% | Add +44.4% | 2,597 | $57K |
| Allworth Financial LP | 0.00% | New | 129 | $3K |
| IFP Advisors, Inc | 0.00% | New | 85 | $2K |
"% of holder's portfolio" is UBND's weight in each manager's 13F, not the share of Victoryshares Core Plus Bond the manager owns.