Victoryshares Core IntermediUITBETF
13F holders, Q1 2024 (March 31)90holders
1famous investor
$46.38avg. 13F price*
At the end of Q1 2024, 90 institutions reported holding Victoryshares Core Intermedi (UITB) in their 13F filings. The largest holders were Victory Capital Management Inc. ($904.0M), Charles Schwab Investment Management Inc. ($309.1M) and United Services Automobile Association ($101.9M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Victoryshares Core Intermedi
- CUSIP
- 92647N527
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $74.7M |
| Exits | 9 | $3.6M |
Ownership 90 holders
| Victory Capital Management Inc. | 0.90% | Reduce -0.1% | 19,492,022 | $904.0M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +17.8% | 6,663,727 | $309.1M |
| United Services Automobile Association | 2.50% | No change | 2,196,668 | $101.9M |
| Orion Porfolio Solutions, LLC | 0.85% | Reduce -2.8% | 1,703,030 | $79.0M |
| Orion Portfolio Solutions, LLC | 0.85% | Reduce -2.8% | 1,703,030 | $79.0M |
| Bogart Wealth, LLC | 2.98% | Add +153.6% | 1,250,229 | $58.0M |
| Morgan Stanley | 0.00% | Add +23.8% | 922,594 | $42.8M |
| Riversedge Advisors, LLC | 7.15% | Add +30.6% | 625,349 | $29.0M |
| Osaic Holdings, Inc. | 0.05% | Add +3.5% | 478,097 | $22.2M |
| Allen Capital Group, LLC | 3.17% | Add +6.8% | 471,444 | $21.9M |
| Alliance Wealth Advisors, LLC | 13.18% | Add +9.8% | 449,329 | $20.8M |
| Allworth Financial LP | 0.13% | Add +7.3% | 399,816 | $18.5M |
| Bank of America Corp. | 0.00% | Add +17.0% | 340,190 | $15.8M |
| Cetera Investment Advisers | 0.04% | New | 332,419 | $15.4M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +914.1% | 316,517 | $14.7M |
| First Heartland Consultants, Inc. | 1.31% | New | 271,612 | $12.6M |
| Atlantic Edge Private Wealth Management, LLC | 3.73% | New | 233,880 | $10.8M |
| LPL Financial LLC | 0.01% | Add +19.4% | 219,588 | $10.2M |
| Horan Capital Advisors, LLC. | 3.27% | New | 198,441 | $9.2M |
| Truist Financial Corp. | 0.01% | Add +41.1% | 191,461 | $8.9M |
| Raymond James & Associates | 0.01% | Add +6.6% | 177,083 | $8.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +44.8% | 165,055 | $7.7M |
| Sargent Investment Group, LLC | 1.60% | New | 157,306 | $7.3M |
| Patriot Financial Group Insurance Agency, LLC | 1.07% | Add +58.3% | 145,289 | $6.7M |
| Personal Cfo Solutions, LLC | 0.88% | New | 121,635 | $5.6M |
| Jane Street Group, LLC | 0.01% | Add +2119.6% | 115,995 | $5.4M |
| Pathway Financial Advisors LLC | 1.45% | Add +26.3% | 115,324 | $5.3M |
| Fsa Wealth Partners, Inc. | 1.29% | Reduce -4.8% | 111,691 | $5.2M |
| AdvisorNet Financial, Inc | 0.42% | Add +31.3% | 93,123 | $4.3M |
| Toth Financial Advisory Corp. | 0.49% | Add +35.8% | 84,678 | $3.9M |
| JPMorgan Chase & Co. | 0.00% | Add +8.3% | 82,659 | $3.8M |
| Newman Dignan & Sheerar, Inc. | 1.01% | New | 81,653 | $3.8M |
| Royal Bank of Canada | 0.00% | Add +309.4% | 79,609 | $3.7M |
| Pine Valley Investments Ltd Liability Co | 0.27% | New | 75,527 | $3.5M |
| Sloy Dahl & Holst, LLC | 0.79% | Add +8.4% | 72,437 | $3.4M |
| Gladstone Institutional Advisory LLC | 0.18% | Add +22.6% | 71,291 | $3.3M |
| Leelyn Smith, LLC | 0.57% | Reduce -4.2% | 61,227 | $2.8M |
| Fortem Financial Group, LLC | 1.22% | Add +19.4% | 59,798 | $2.8M |
| Wells Fargo & Company | 0.00% | Add +82.5% | 53,722 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.7% | 53,401 | $2.5M |
| Private Advisor Group, LLC | 0.02% | Add +77.1% | 51,975 | $2.4M |
| UBS Group AG | 0.00% | Add +82.7% | 51,813 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +587.6% | 50,216 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +91.6% | 39,540 | $1.8M |
| Advisory Services Network, LLC | 0.04% | Add +16.2% | 35,885 | $1.7M |
| James J. Burns & Company, LLC | 0.56% | New | 34,653 | $1.6M |
| Daymark Wealth Partners, LLC | 0.09% | Add +63.9% | 34,068 | $1.6M |
| Aspire Wealth Management Corp | 0.79% | Add +11.6% | 28,272 | $1.3M |
| Hartline Investment Corp./ | 0.22% | New | 27,251 | $1.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.22% | Add +198.0% | 27,251 | $1.3M |
| Redhawk Wealth Advisors, Inc. | 0.19% | Reduce -6.3% | 25,346 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +4.1% | 24,953 | $1.2M |
| Goldstein Advisors, LLC | 0.19% | Reduce -95.9% | 24,353 | $1.1M |
| Concourse Financial Group Securities, Inc. | 0.07% | Reduce -2.4% | 24,125 | $1.1M |
| Strategic Planning Group, LLC | 0.25% | Reduce -19.3% | 21,480 | $996K |
| Brookstone Capital Management | 0.01% | Reduce -19.2% | 16,935 | $785K |
| SpiderRock Advisors, LLC | 0.03% | — | 17,055 | $783K |
| Focus Financial Network, Inc. | 0.04% | — | 16,342 | $738K |
| Integrated Wealth Concepts LLC | 0.01% | New | 13,208 | $613K |
| Sovereign Financial Group, Inc. | 0.14% | Reduce -2.6% | 11,768 | $546K |
| Corient Private Wealth LP | 0.00% | Add +3.2% | 11,172 | $518K |
| Horan Securities, Inc. | 0.24% | New | 10,915 | $506K |
| Klingenstein Fields & Co. LP | 0.02% | Add +53.2% | 10,802 | $501K |
| Sigma Planning Corp | 0.02% | New | 10,555 | $490K |
| Marks Group Wealth Management, Inc | 0.04% | New | 9,180 | $426K |
| Gotham Asset Management | 0.01% | New | 9,061 | $420K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.1% | 8,971 | $416K |
| Foundations Investment Advisors, LLC | 0.01% | New | 8,723 | $405K |
| Mercer Global Advisors Inc. | 0.00% | No change | 8,280 | $384K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -34.4% | 7,815 | $362K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.3% | 7,670 | $356K |
| Kestra Advisory Services, LLC | 0.00% | New | 6,604 | $306K |
| Ferguson Shapiro LLC | 0.12% | Reduce -26.4% | 5,651 | $262K |
| Keystone Financial Group | 0.04% | New | 5,472 | $254K |
| Creative Planning | 0.00% | Reduce -19.4% | 4,979 | $231K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -48.6% | 4,962 | $230K |
| Aspire Capital Advisors LLC | 0.08% | Add +0.7% | 4,882 | $226K |
| Fifth Third Bancorp | 0.00% | New | 1,090 | $51K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.1% | 959 | $43K |
| MV Capital Management, Inc. | 0.00% | New | 840 | $39K |
| Geneos Wealth Management Inc. | 0.00% | No change | 550 | $26K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -73.0% | 472 | $22K |
| Impact Partnership Wealth, LLC | 0.01% | No change | 427 | $20K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 350 | $16K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 210 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 200 | $9K |
| Comerica Bank | 0.00% | Reduce -40.7% | 124 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | New | 122 | $6K |
| Harbour Investments, Inc. | 0.00% | No change | 43 | $2K |
| Harbor Investment Advisory, LLC | 0.00% | New | 28 | $1K |
"% of holder's portfolio" is UITB's weight in each manager's 13F, not the share of Victoryshares Core Intermedi the manager owns.