Victoryshares Core IntermediUITBETF
13F holders, Q2 2026 (June 30)142holders +6
9new positions
6sold out
3famous investors
$46.81avg. 13F price*
At the end of Q2 2026, 142 institutions reported holding Victoryshares Core Intermedi (UITB) in their 13F filings, up 6 from Q1 2026. 9 opened new positions and 6 sold out. The largest holders were Victory Capital Management Inc. ($695.6M), Charles Schwab Investment Management Inc. ($201.2M) and Morgan Stanley ($182.9M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Victoryshares Core Intermedi
- CUSIP
- 92647N527
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $11.5M |
| Exits | 6 | $24.1M |
All 13F filers, Q1 2026 → Q2 2026: 2,594,526 shares bought and 4,386,458 shares sold, net −1,791,932 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 142 holders
| Victory Capital Management Inc. | 0.39% | No change | 14,850,508 | $695.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -22.3% | 4,295,086 | $201.2M |
| Morgan Stanley | 0.01% | Add +3.8% | 3,904,106 | $182.9M |
| Bogart Wealth, LLC | 3.49% | Add +5.4% | 2,172,807 | $101.8M |
| LPL Financial LLC | 0.02% | Add +1.8% | 2,135,811 | $100.0M |
| Bank of America Corp. | 0.00% | Add +13.4% | 1,584,354 | $74.2M |
| Wells Fargo & Company | 0.01% | Reduce -29.7% | 1,371,114 | $64.2M |
| Calamos Wealth Management LLC | 1.94% | Add +5.9% | 1,349,050 | $63.2M |
| Cetera Investment Advisers | 0.05% | Reduce -5.9% | 1,207,956 | $56.6M |
| Allen Capital Group, LLC | 4.56% | Add +6.6% | 1,187,333 | $55.6M |
| Raymond James Financial Inc. | 0.01% | Add +10.4% | 1,140,377 | $53.4M |
| Meeder Advisory Services, Inc. | 1.36% | Add +2.8% | 792,976 | $37.1M |
| MBL Wealth, LLC | 2.43% | Add +5.3% | 758,771 | $35.5M |
| Nicolet Bankshares Inc. | 1.00% | Add +38.3% | 671,256 | $31.4M |
| Pine Valley Investments Ltd Liability Co | 1.32% | Add +15.2% | 664,602 | $31.1M |
| Alliance Wealth Advisors, LLC | 11.02% | Add +1.5% | 588,561 | $27.6M |
| Greenup Street Wealth Management LLC | 3.25% | Add +27.9% | 570,026 | $26.7M |
| Allworth Financial LP | 0.10% | Reduce -12.6% | 510,934 | $23.9M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +121.6% | 476,300 | $22.3M |
| Atlantic Edge Private Wealth Management, LLC | 4.43% | Add +71.0% | 460,836 | $21.6M |
| Blue Water Asset Management | 6.81% | Add +2.6% | 450,385 | $21.1M |
| HORAN Wealth, LLC | 2.44% | Add +1.5% | 417,413 | $19.6M |
| Sargent Investment Group, LLC | 2.28% | Add +0.1% | 405,609 | $19.0M |
| Pathway Financial Advisors LLC | 2.17% | Reduce -0.9% | 398,354 | $18.6M |
| Klingenstein Fields & Co. LP | 0.58% | Add +13.2% | 355,284 | $16.6M |
| Osaic Holdings, Inc. | 0.02% | Add +70.4% | 353,949 | $16.6M |
| Envision Financial LLC | 7.45% | Add +25.8% | 345,285 | $16.2M |
| SouthState Bank Corp | 0.67% | Reduce -8.7% | 341,118 | $16.0M |
| Newman Dignan & Sheerar, Inc. | 3.04% | Reduce -28.5% | 338,592 | $15.9M |
| Oath Planning, LLC | 11.74% | Add +23.8% | 337,678 | $15.8M |
| Creative Financial Designs Inc. | 0.75% | Reduce -6.6% | 337,136 | $15.8M |
| UBS Group AG | 0.00% | Add +3.5% | 332,334 | $15.6M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -2.4% | 328,482 | $15.4M |
| Crusonia Wealth Advisors LLC | 2.48% | Add +0.6% | 322,183 | $15.1M |
| Planning Directions Inc. | 6.59% | Add +1.7% | 303,886 | $14.2M |
| Cyr Financial Inc. | 7.31% | Add +7.4% | 299,590 | $14.0M |
| Northeast Planning Associates, Inc. / NH / | 8.33% | Reduce -39.3% | 261,783 | $11.1M |
| IMA Advisory Services, Inc. | 0.67% | Add +3.3% | 227,451 | $10.7M |
| Truist Financial Corp. | 0.01% | Reduce -1.7% | 222,648 | $10.4M |
| Toth Financial Advisory Corp. | 0.95% | Add +5.8% | 207,262 | $9.7M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -2.8% | 193,968 | $9.1M |
| Souders Financial Advisors | 0.91% | Add +8.7% | 192,458 | $9.0M |
| JPMorgan Chase & Co. | 0.00% | Add +4.3% | 181,659 | $8.5M |
| Fjell Capital, LLC | 5.80% | Add +4.7% | 181,398 | $8.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +25.8% | 180,088 | $8.4M |
| Greenwood Capital Associates LLC | 0.80% | Add +5.3% | 173,049 | $8.1M |
| Pinnacle Wealth Management Group, Inc. | 3.40% | Add +0.6% | 155,645 | $7.3M |
| Simplicity Wealth,LLC | 0.25% | New | 155,031 | $7.3M |
| Insight Wealth Partners, LLC | 0.96% | Add +11.5% | 152,068 | $7.1M |
| Smith Thornton Advisors LLC | 3.11% | Add +6.1% | 152,724 | $7.1M |
| Integrated Wealth Concepts LLC | 0.05% | Add +0.8% | 149,015 | $7.0M |
| Royal Bank of Canada | 0.00% | Reduce -2.9% | 146,987 | $6.9M |
| Gladstone Institutional Advisory LLC | 0.19% | Add +1.0% | 129,831 | $6.1M |
| Fsa Wealth Partners, Inc. | 1.50% | Add +1.9% | 127,612 | $6.0M |
| Wealth Advisory Team LLC | 4.70% | — | 123,467 | $5.8M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -0.3% | 123,467 | $5.8M |
| Sloy Dahl & Holst, LLC | 0.69% | Add +2.4% | 119,637 | $5.6M |
| Summit Financial, LLC | 0.06% | Add +2.5% | 117,021 | $5.5M |
| Private Advisor Group, LLC | 0.02% | Add +4.7% | 104,882 | $4.9M |
| &partners | 0.02% | Add +6.0% | 95,770 | $4.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.4% | 90,190 | $4.2M |
| Axis Wealth Partners, LLC | 1.96% | Add +12.4% | 86,970 | $4.1M |
| Citadel Advisors | 0.00% | Add +49.0% | 86,454 | $4.0M |
| Stewardship Concepts Financial Services LLC | 2.61% | Add +12.5% | 82,891 | $3.9M |
| Harbour Investments, Inc. | 0.05% | Reduce -1.7% | 81,675 | $3.8M |
| Indivisible Partners | 0.22% | Add +9.1% | 81,385 | $3.8M |
| James J. Burns & Company, LLC | 0.38% | Add +2.0% | 74,964 | $3.5M |
| Equitable Holdings, Inc. | 0.02% | Add +57.1% | 65,500 | $3.1M |
| Daymark Wealth Partners, LLC | 0.07% | Add +12.3% | 65,125 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.4% | 61,601 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +21.5% | 61,261 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -35.5% | 60,180 | $2.8M |
| Gotham Asset Management | 0.01% | Add +0.9% | 58,867 | $2.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.1% | 57,492 | $2.7M |
| Calamos Advisors LLC | 0.01% | Reduce -95.7% | 56,929 | $2.7M |
| Valmark Advisers, Inc. | 0.03% | Add +30.0% | 55,480 | $2.6M |
| Atria Investments, Inc | 0.03% | Add +4.4% | 54,213 | $2.5M |
| Chris Bulman Inc | 0.90% | Add +11.0% | 52,710 | $2.5M |
| Owl Creek Wealth Partners LLC | 0.57% | Reduce -11.7% | 41,285 | $1.9M |
| Brookstone Capital Management | 0.02% | Add +7.5% | 40,723 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Add +13.0% | 40,339 | $1.9M |
| Optivise Advisory Services LLC | 0.90% | Add +57.4% | 37,850 | $1.8M |
| Stifel Financial Corp. | 0.00% | Reduce -4.1% | 35,855 | $1.7M |
| Focus Financial Network, Inc. | 0.05% | Reduce -0.8% | 32,293 | $1.5M |
| NewEdge Wealth, LLC | 0.02% | Reduce -1.3% | 31,899 | $1.5M |
| BlackRock, Inc. | 0.00% | No change | 31,683 | $1.5M |
| AdvisorNet Financial, Inc | 0.07% | Reduce -0.9% | 31,115 | $1.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Reduce -43.4% | 29,776 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -83.3% | 28,492 | $1.3M |
| Aspiriant, LLC | 0.03% | New | 28,000 | $1.3M |
| Tenet Wealth Partners, LLC | 0.89% | — | 25,748 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -20.1% | 23,141 | $1.1M |
| Fifth Third Bancorp | 0.00% | Reduce -45.2% | 21,248 | $995K |
| Titleist Asset Management, LLC | 0.07% | Add +245.1% | 21,183 | $992K |
| Susquehanna International Group, LLP | 0.00% | New | 20,606 | $965K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -1.9% | 20,567 | $963K |
| Flow Traders U.S. LLC | 0.04% | New | 18,080 | $847K |
| Novem Group | 0.08% | Add +4.3% | 16,250 | $761K |
| Foundations Investment Advisors, LLC | 0.01% | Add +11.0% | 16,002 | $750K |
| Compass Financial Management LLC | 0.08% | — | 14,287 | $669K |
"% of holder's portfolio" is UITB's weight in each manager's 13F, not the share of Victoryshares Core Intermedi the manager owns.