Victoryshares Core IntermediUITBETF
13F holders, Q3 2024 (September 30)115holders +7
16new positions
9sold out
2famous investors
$47.92avg. 13F price*
At the end of Q3 2024, 115 institutions reported holding Victoryshares Core Intermedi (UITB) in their 13F filings, up 7 from Q2 2024. 16 opened new positions and 9 sold out. The largest holders were Victory Capital Management Inc. ($876.5M), Charles Schwab Investment Management Inc. ($315.0M) and United Services Automobile Association ($103.3M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Victoryshares Core Intermedi
- CUSIP
- 92647N527
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $44.8M |
| Exits | 9 | $12.3M |
All 13F filers, Q2 2024 → Q3 2024: 3,952,739 shares bought and 1,658,080 shares sold, net +2,294,659 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| Victory Capital Management Inc. | 0.86% | Reduce -0.3% | 18,286,734 | $876.5M |
| Charles Schwab Investment Management Inc. | 0.06% | Reduce -0.3% | 6,572,404 | $315.0M |
| United Services Automobile Association | 2.63% | Reduce -6.5% | 2,154,495 | $103.3M |
| Morgan Stanley | 0.01% | Add +37.2% | 2,111,857 | $101.2M |
| Orion Porfolio Solutions, LLC | 0.75% | Reduce -4.3% | 1,572,636 | $75.4M |
| Orion Portfolio Solutions, LLC | 0.75% | Reduce -4.3% | 1,572,636 | $75.4M |
| Bogart Wealth, LLC | 2.92% | Add +1.6% | 1,286,125 | $61.6M |
| Riversedge Advisors, LLC | 7.23% | Add +22.5% | 665,386 | $31.9M |
| LPL Financial LLC | 0.01% | Add +59.8% | 601,895 | $28.8M |
| Bank of America Corp. | 0.00% | Add +36.8% | 540,536 | $25.9M |
| MBL Wealth, LLC | 2.65% | Add +14.5% | 512,997 | $24.6M |
| Allen Capital Group, LLC | 3.11% | Add +6.0% | 511,288 | $24.5M |
| Osaic Holdings, Inc. | 0.05% | Reduce -4.8% | 497,458 | $23.8M |
| Alliance Wealth Advisors, LLC | 13.66% | Add +8.8% | 495,032 | $23.7M |
| Cetera Investment Advisers | 0.05% | Add +17.3% | 468,634 | $22.5M |
| Allworth Financial LP | 0.13% | Add +6.5% | 448,445 | $21.5M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +9.7% | 386,591 | $18.5M |
| Nicolet Advisory Services, LLC | 1.55% | Add +6.2% | 343,261 | $16.4M |
| Newman Dignan & Sheerar, Inc. | 3.88% | Add +32.3% | 346,932 | $16.2M |
| Raymond James & Associates | 0.01% | Add +92.0% | 337,094 | $16.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +475.6% | 323,106 | $15.5M |
| Private Capital Management LLC | 2.73% | Add +707.0% | 315,537 | $15.1M |
| Atlantic Edge Private Wealth Management, LLC | 3.60% | Add +5.6% | 246,564 | $11.8M |
| Truist Financial Corp. | 0.02% | Add +9.4% | 215,390 | $10.3M |
| Horan Capital Advisors, LLC. | 3.39% | Add +5.5% | 212,647 | $10.2M |
| Fsa Wealth Partners, Inc. | 2.46% | Add +909.1% | 212,211 | $10.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +2.9% | 189,594 | $9.1M |
| Creative Financial Designs Inc. | 0.72% | New | 178,992 | $8.6M |
| Wells Fargo & Company | 0.00% | Add +25.7% | 175,264 | $8.4M |
| Planning Directions Inc. | 4.78% | Add +416.3% | 167,322 | $8.0M |
| Pine Valley Investments Ltd Liability Co | 0.49% | Add +37.0% | 149,111 | $7.1M |
| Pinnacle Wealth Management Group, Inc. | 4.49% | New | 148,364 | $7.1M |
| Cyr Financial Inc. | 6.52% | New | 145,734 | $7.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.92% | Add +3.5% | 142,327 | $6.8M |
| Pathway Financial Advisors LLC | 1.73% | Reduce -0.3% | 140,938 | $6.8M |
| Private Advisor Group, LLC | 0.04% | Add +165.5% | 140,604 | $6.7M |
| Prudential Financial Inc. | 0.01% | New | 138,072 | $6.6M |
| Sargent Investment Group, LLC | 1.18% | Reduce -16.3% | 136,721 | $6.6M |
| Royal Bank of Canada | 0.00% | Add +40.0% | 135,245 | $6.5M |
| Smith Thornton Advisors LLC | 4.25% | Add +2.9% | 135,091 | $6.5M |
| Personal Cfo Solutions, LLC | 0.85% | Add +1.2% | 127,189 | $6.1M |
| Insight Wealth Partners, LLC | 3.64% | New | 124,491 | $6.0M |
| AdvisorNet Financial, Inc | 0.41% | Add +4.1% | 115,582 | $5.5M |
| Toth Financial Advisory Corp. | 0.61% | Add +14.7% | 107,247 | $5.1M |
| JPMorgan Chase & Co. | 0.00% | Add +18.1% | 107,231 | $5.1M |
| Gladstone Institutional Advisory LLC | 0.23% | Add +33.1% | 98,902 | $4.7M |
| Citadel Advisors | 0.00% | New | 93,185 | $4.5M |
| Sloy Dahl & Holst, LLC | 0.61% | Add +2.7% | 74,100 | $3.6M |
| UBS Group AG | 0.00% | Add +12.9% | 74,066 | $3.5M |
| James J. Burns & Company, LLC | 0.61% | Add +0.8% | 70,060 | $3.4M |
| Harbour Investments, Inc. | 0.10% | Add +1953.3% | 69,054 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +17.9% | 63,738 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.6% | 55,314 | $2.7M |
| Leelyn Smith, LLC | 0.47% | Reduce -4.2% | 54,143 | $2.6M |
| NewEdge Wealth, LLC | 0.04% | New | 42,699 | $2.0M |
| Daymark Wealth Partners, LLC | 0.08% | Add +8.7% | 39,154 | $1.9M |
| Advisory Services Network, LLC | 0.04% | No change | 39,801 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -94.6% | 36,932 | $1.8M |
| Aspire Wealth Management Corp | 0.94% | Add +5.9% | 36,349 | $1.7M |
| Redhawk Wealth Advisors, Inc. | 0.23% | Add +11.4% | 33,087 | $1.6M |
| Concourse Financial Group Securities, Inc. | 0.09% | Add +36.2% | 33,029 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Reduce -29.9% | 31,041 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +96.2% | 28,995 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +299.7% | 27,338 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +4.5% | 24,451 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Add +69.9% | 23,205 | $1.1M |
| Strategic Planning Group, LLC | 0.22% | Add +1.9% | 22,956 | $1.1M |
| Focus Financial Network, Inc. | 0.04% | Add +22.1% | 22,451 | $1.1M |
| SpiderRock Advisors, LLC | 0.02% | Add +18.3% | 20,330 | $974K |
| Integrated Wealth Concepts LLC | 0.01% | Add +16.4% | 18,670 | $895K |
| Brookstone Capital Management | 0.01% | Add +83.0% | 17,887 | $857K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +18.4% | 16,827 | $807K |
| Cornerstone Wealth Management, LLC | 0.05% | New | 15,201 | $729K |
| Sigma Planning Corp | 0.02% | Add +12.9% | 14,744 | $707K |
| Betterment LLC | 0.00% | Add +58.7% | 14,180 | $680K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2686.8% | 13,683 | $656K |
| Gotham Asset Management | 0.01% | Add +43.7% | 13,022 | $624K |
| Sovereign Financial Group, Inc. | 0.13% | Add +0.1% | 11,717 | $562K |
| Horan Securities, Inc. | 0.21% | Add +5.3% | 11,559 | $554K |
| Klingenstein Fields & Co. LP | 0.02% | Add +5.7% | 11,179 | $536K |
| Corient Private Wealth LP | 0.00% | Reduce -2.7% | 11,073 | $531K |
| Sanctuary Advisors, LLC | 0.00% | New | 11,221 | $520K |
| Goldstein Advisors, LLC | 0.07% | Reduce -19.8% | 9,664 | $463K |
| Mercer Global Advisors Inc. | 0.00% | Add +29.8% | 9,518 | $458K |
| Chris Bulman Inc | 0.30% | New | 9,248 | $443K |
| Marks Group Wealth Management, Inc | 0.04% | Reduce -0.9% | 9,093 | $436K |
| Keystone Financial Group | 0.05% | New | 8,272 | $396K |
| Comerica Bank | 0.00% | Add +562.0% | 8,037 | $385K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -45.0% | 7,862 | $377K |
| Private Portfolio Partners LLC | 0.07% | Reduce -2.2% | 7,764 | $372K |
| Avaii Wealth Management, LLC | 0.17% | Add +25.6% | 6,979 | $334K |
| Raymond James Trust N.A. | 0.01% | Add +53.8% | 6,855 | $329K |
| Flow Traders U.S. LLC | 0.02% | Reduce -78.1% | 6,313 | $303K |
| Princeton Global Asset Management LLC | 0.06% | New | 6,097 | $292K |
| HighTower Advisors, LLC | 0.00% | Reduce -12.4% | 5,222 | $250K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 5,106 | $245K |
| Mission Wealth Management, LP | 0.01% | New | 4,889 | $234K |
| Creative Planning | 0.00% | Reduce -11.3% | 4,807 | $230K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -98.0% | 4,605 | $221K |
| Fortem Financial Group, LLC | 0.09% | Reduce -92.4% | 4,517 | $217K |
"% of holder's portfolio" is UITB's weight in each manager's 13F, not the share of Victoryshares Core Intermedi the manager owns.