Victoryshares Core Plus BondUBNDETF
13F holders, Q1 2026 (March 31)43holders +10
13new positions
3sold out
1famous investor
$21.78avg. 13F price*
At the end of Q1 2026, 43 institutions reported holding Victoryshares Core Plus Bond (UBND) in their 13F filings, up 10 from Q4 2025. 13 opened new positions and 3 sold out. The largest holders were Victory Capital Management Inc. ($500.2M), Annex Advisory Services, LLC ($385.1M) and Cahaba Wealth Management, Inc. ($178.1M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $79.8M |
| Exits | 3 | $29K |
All 13F filers, Q4 2025 → Q1 2026: 11,025,207 shares bought and 30,030 shares sold, net +10,995,177 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Victory Capital Management Inc. | 0.32% | Add +12.8% | 22,967,672 | $500.2M |
| Annex Advisory Services, LLC | 7.22% | Add +4.2% | 17,683,091 | $385.1M |
| Cahaba Wealth Management, Inc. | 12.09% | Add +4.0% | 8,179,176 | $178.1M |
| Retirement Planning Group, LLC | 4.97% | Add +13.1% | 7,358,557 | $160.3M |
| Merit Financial Group, LLC | 1.03% | Add +9.8% | 6,387,075 | $139.1M |
| 1900 Wealth Management LLC | 6.12% | Add +2.1% | 4,379,480 | $95.4M |
| Osaic Holdings, Inc. | 0.07% | Add +4.6% | 2,053,682 | $44.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | New | 1,760,311 | $38.3M |
| Goldstein Advisors, LLC | 4.10% | Add +19.8% | 1,693,051 | $36.9M |
| Madison Wealth Partners, Inc | 5.57% | Add +328.4% | 1,603,758 | $34.9M |
| Truist Financial Corp. | 0.05% | New | 1,537,657 | $33.6M |
| Corient Private Wealth LP | 0.04% | Add +27.1% | 1,208,395 | $26.3M |
| Correct Capital Wealth Management | 4.74% | Add +2.2% | 1,164,835 | $25.4M |
| U.S. Capital Wealth Advisors, LLC | 0.26% | Add +76.8% | 467,972 | $10.2M |
| Elk River Wealth Management LLC | 1.31% | Reduce -6.7% | 361,138 | $7.9M |
| Huntleigh Advisors, Inc. | 1.32% | Add +6.1% | 353,636 | $7.7M |
| Impact Investors, Inc | 3.90% | Add +8.1% | 258,046 | $5.6M |
| OneDigital Investment Advisors LLC | 0.04% | Add +2.6% | 176,129 | $3.8M |
| Jane Street Group, LLC | 0.00% | Add +27.7% | 151,685 | $3.3M |
| LPL Financial LLC | 0.00% | New | 151,315 | $3.3M |
| Tandem Financial, LLC | 0.62% | New | 83,732 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Add +44.5% | 68,251 | $1.5M |
| Citadel Advisors | 0.00% | Add +182.8% | 44,454 | $968K |
| Integrated Investment Consultants, LLC | 0.18% | No change | 39,596 | $862K |
| Trademark Financial Management, LLC | 0.41% | New | 38,635 | $841K |
| LexAurum Advisors, LLC | 0.08% | — | 26,623 | $580K |
| Stonebridge Financial Group, LLC / MO | 0.44% | Add +52.7% | 24,165 | $526K |
| Cwm, LLC | 0.00% | No change | 23,779 | $518K |
| OneAscent Financial Services LLC | 0.03% | New | 22,667 | $494K |
| Envestnet Asset Management Inc. | 0.00% | Add +9.4% | 21,236 | $463K |
| Flow Traders U.S. LLC | 0.01% | New | 16,478 | $359K |
| Clarity Asset Management, Inc. | 0.17% | New | 15,297 | $333K |
| Susquehanna International Group, LLP | 0.00% | New | 14,079 | $307K |
| Vise Technologies, Inc. | 0.01% | No change | 13,004 | $286K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.9% | 9,500 | $207K |
| Wells Fargo & Company | 0.00% | New | 9,469 | $206K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.5% | 8,884 | $193K |
| Comprehensive Financial Planning, Inc. | 0.09% | Add +422.9% | 5,940 | $129K |
| Park Place Capital Corp | 0.02% | Add +0.9% | 4,232 | $92K |
| Fifth Third Bancorp | 0.00% | New | 3,555 | $77K |
| Johnson Financial Group, Inc. | 0.00% | New | 2,501 | $54K |
| JPMorgan Chase & Co. | 0.00% | New | 1,941 | $42K |
| Assetmark, Inc. | 0.00% | Reduce -76.4% | 654 | $14K |
"% of holder's portfolio" is UBND's weight in each manager's 13F, not the share of Victoryshares Core Plus Bond the manager owns.