Victoryshares Core Plus BondUBNDETF
13F holders, Q2 2025 (June 30)24holders +1
4new positions
3sold out
1famous investor
$21.85avg. 13F price*
At the end of Q2 2025, 24 institutions reported holding Victoryshares Core Plus Bond (UBND) in their 13F filings, up 1 from Q1 2025. 4 opened new positions and 3 sold out. The largest holders were Annex Advisory Services, LLC ($365.6M), Victory Capital Management Inc. ($332.0M) and Retirement Planning Group, LLC ($115.4M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.0M |
| Exits | 3 | $5.6M |
All 13F filers, Q1 2025 → Q2 2025: 18,054,305 shares bought and 300,623 shares sold, net +17,753,682 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Annex Advisory Services, LLC | 8.80% | Add +332.1% | 16,731,387 | $365.6M |
| Victory Capital Management Inc. | 0.22% | Add +44.5% | 15,196,523 | $332.0M |
| Retirement Planning Group, LLC | 4.91% | Add +6.5% | 5,283,185 | $115.4M |
| 1900 Wealth Management LLC | 6.74% | Add +0.1% | 4,078,975 | $89.1M |
| Goldstein Advisors, LLC | 4.22% | Reduce -1.2% | 1,435,916 | $31.4M |
| Correct Capital Wealth Management | 3.32% | Add +0.9% | 779,672 | $17.0M |
| Corient Private Wealth LP | 0.01% | Add +34.1% | 418,034 | $9.1M |
| Elk River Wealth Management LLC | 1.22% | Reduce -1.9% | 325,319 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Add +5.3% | 301,123 | $6.6M |
| Huntleigh Advisors, Inc. | 1.13% | Add +0.2% | 267,431 | $5.8M |
| Madison Wealth Partners, Inc | 0.76% | Reduce -2.9% | 160,206 | $3.5M |
| OneDigital Investment Advisors LLC | 0.03% | Add +7.7% | 118,385 | $2.6M |
| Integrated Investment Consultants, LLC | 0.16% | Add +2.7% | 36,565 | $799K |
| Cwm, LLC | 0.00% | Reduce -22.3% | 33,102 | $723K |
| Citadel Advisors | 0.00% | Reduce -12.9% | 28,898 | $631K |
| Cahaba Wealth Management, Inc. | 0.04% | New | 23,835 | $521K |
| LexAurum Advisors, LLC | 0.07% | Add +3.7% | 20,531 | $449K |
| Susquehanna International Group, LLP | 0.00% | New | 14,247 | $311K |
| Envestnet Asset Management Inc. | 0.00% | No change | 11,301 | $247K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -10.5% | 10,038 | $219K |
| Kestra Advisory Services, LLC | 0.00% | New | 9,500 | $208K |
| Comerica Bank | 0.00% | No change | 2,597 | $57K |
| Jones Financial Companies LLLP | 0.00% | New | 473 | $10K |
| Allworth Financial LP | 0.00% | No change | 129 | $3K |
"% of holder's portfolio" is UBND's weight in each manager's 13F, not the share of Victoryshares Core Plus Bond the manager owns.