Victoryshares Core Plus BondUBNDETF
13F holders, Q4 2025 (December 31)33holders +2
6new positions
3sold out
1famous investor
$21.99avg. 13F price*
At the end of Q4 2025, 33 institutions reported holding Victoryshares Core Plus Bond (UBND) in their 13F filings, up 2 from Q3 2025. 6 opened new positions and 3 sold out. The largest holders were Victory Capital Management Inc. ($447.9M), Annex Advisory Services, LLC ($373.5M) and Cahaba Wealth Management, Inc. ($173.0M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.4M |
| Exits | 3 | $16.1M |
All 13F filers, Q3 2025 → Q4 2025: 9,322,085 shares bought and 1,037,090 shares sold, net +8,284,995 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Victory Capital Management Inc. | 0.26% | Add +30.9% | 20,358,908 | $447.9M |
| Annex Advisory Services, LLC | 7.13% | Add +3.0% | 16,978,957 | $373.5M |
| Cahaba Wealth Management, Inc. | 12.04% | Add +2.9% | 7,862,752 | $173.0M |
| Retirement Planning Group, LLC | 4.70% | Add +8.9% | 6,504,886 | $143.1M |
| Merit Financial Group, LLC | 1.03% | Add +6.3% | 5,819,517 | $128.0M |
| 1900 Wealth Management LLC | 6.05% | Add +2.7% | 4,288,773 | $94.4M |
| Osaic Holdings, Inc. | 0.06% | Add +557.4% | 1,963,869 | $43.2M |
| Goldstein Advisors, LLC | 3.54% | Reduce -6.0% | 1,413,555 | $31.1M |
| Correct Capital Wealth Management | 4.72% | Add +31.1% | 1,139,864 | $25.1M |
| Corient Private Wealth LP | 0.03% | Add +58.8% | 950,738 | $20.6M |
| Elk River Wealth Management LLC | 1.34% | Add +9.9% | 386,896 | $8.3M |
| Madison Wealth Partners, Inc | 1.50% | Add +65.6% | 374,374 | $8.2M |
| Huntleigh Advisors, Inc. | 1.24% | Add +24.6% | 333,327 | $7.3M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Add +244.3% | 264,673 | $5.8M |
| Impact Investors, Inc | 3.64% | Reduce -0.0% | 238,782 | $5.3M |
| OneDigital Investment Advisors LLC | 0.04% | Add +11.9% | 171,694 | $3.8M |
| Jane Street Group, LLC | 0.00% | Reduce -63.1% | 118,745 | $2.6M |
| Raymond James Financial Inc. | 0.00% | New | 47,247 | $1.0M |
| Integrated Investment Consultants, LLC | 0.17% | Add +6.0% | 39,596 | $871K |
| Cwm, LLC | 0.00% | Reduce -11.1% | 23,779 | $523K |
| Envestnet Asset Management Inc. | 0.00% | Add +71.8% | 19,413 | $427K |
| Stonebridge Financial Group, LLC / MO | 0.30% | — | 15,823 | $348K |
| Citadel Advisors | 0.00% | Reduce -40.4% | 15,719 | $346K |
| Vise Technologies, Inc. | 0.01% | New | 13,004 | $286K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -12.9% | 10,100 | $222K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -9.2% | 9,111 | $200K |
| Park Place Capital Corp | 0.02% | Add +0.7% | 4,196 | $92K |
| Comerica Bank | 0.00% | Add +27.6% | 3,555 | $78K |
| Assetmark, Inc. | 0.00% | No change | 2,774 | $61K |
| Global Retirement Partners, LLC | 0.00% | New | 1,482 | $33K |
| N.E.W. Advisory Services LLC | 0.00% | New | 1,196 | $26K |
| Comprehensive Financial Planning, Inc. | 0.02% | New | 1,136 | $25K |
| 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.