Victoryshares Core Plus BondUBNDETF
13F holders, Q3 2025 (September 30)31holders +7
8new positions
1sold out
1famous investor
$22.05avg. 13F price*
At the end of Q3 2025, 31 institutions reported holding Victoryshares Core Plus Bond (UBND) in their 13F filings, up 7 from Q2 2025. 8 opened new positions and 1 sold out. The largest holders were Annex Advisory Services, LLC ($363.6M), Victory Capital Management Inc. ($343.1M) and Cahaba Wealth Management, Inc. ($168.5M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $149.5M |
| Exits | 1 | $10K |
All 13F filers, Q2 2025 → Q3 2025: 16,067,124 shares bought and 255,307 shares sold, net +15,811,817 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Annex Advisory Services, LLC | 7.74% | Reduce -1.5% | 16,487,843 | $363.6M |
| Victory Capital Management Inc. | 0.20% | Add +2.4% | 15,558,846 | $343.1M |
| Cahaba Wealth Management, Inc. | 12.20% | Add +31968.2% | 7,643,465 | $168.5M |
| Retirement Planning Group, LLC | 4.57% | Add +13.0% | 5,970,753 | $131.7M |
| Merit Financial Group, LLC | 1.11% | New | 5,472,002 | $120.7M |
| 1900 Wealth Management LLC | 6.24% | Add +2.4% | 4,176,218 | $92.1M |
| Goldstein Advisors, LLC | 4.03% | Add +4.7% | 1,503,262 | $33.1M |
| Correct Capital Wealth Management | 3.53% | Add +11.5% | 869,655 | $19.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 663,800 | $14.6M |
| Corient Private Wealth LP | 0.02% | Add +43.3% | 598,855 | $13.2M |
| Elk River Wealth Management LLC | 1.24% | Add +8.2% | 352,001 | $7.8M |
| Jane Street Group, LLC | 0.01% | New | 321,457 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.8% | 298,734 | $6.5M |
| Huntleigh Advisors, Inc. | 1.01% | Add +0.1% | 267,600 | $5.9M |
| Impact Investors, Inc | 3.47% | New | 238,841 | $5.3M |
| Madison Wealth Partners, Inc | 0.99% | Add +41.1% | 226,073 | $5.0M |
| OneDigital Investment Advisors LLC | 0.03% | Add +29.6% | 153,461 | $3.4M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | New | 76,872 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +354.7% | 64,778 | $1.4M |
| Integrated Investment Consultants, LLC | 0.14% | Add +2.1% | 37,339 | $823K |
| Cwm, LLC | 0.00% | Reduce -19.2% | 26,735 | $590K |
| Citadel Advisors | 0.00% | Reduce -8.8% | 26,364 | $581K |
| LexAurum Advisors, LLC | 0.07% | Add +4.4% | 21,437 | $473K |
| Kestra Advisory Services, LLC | 0.00% | Add +22.1% | 11,600 | $256K |
| Envestnet Asset Management Inc. | 0.00% | No change | 11,301 | $249K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 10,038 | $221K |
| Park Place Capital Corp | 0.02% | New | 4,165 | $92K |
| Comerica Bank | 0.00% | Add +7.2% | 2,785 | $61K |
| Assetmark, Inc. | 0.00% | New | 2,774 | $61K |
| Allworth Financial LP | 0.00% | No change | 129 | $3K |
| UBS Group AG | 0.00% | New | 6 | $132 |
"% of holder's portfolio" is UBND's weight in each manager's 13F, not the share of Victoryshares Core Plus Bond the manager owns.