Victoryshares Core IntermediUITBETF
13F holders, Q1 2025 (March 31)115holders −3
14new positions
13sold out
2famous investors
$46.93avg. 13F price*
At the end of Q1 2025, 115 institutions reported holding Victoryshares Core Intermedi (UITB) in their 13F filings, down 3 from Q4 2024. 14 opened new positions and 13 sold out. The largest holders were Victory Capital Management Inc. ($848.3M), Charles Schwab Investment Management Inc. ($263.1M) and Morgan Stanley ($139.5M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $50.7M |
| Exits | 13 | $41.5M |
All 13F filers, Q4 2024 → Q1 2025: 3,709,628 shares bought and 5,409,069 shares sold, net −1,699,441 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| Victory Capital Management Inc. | 0.88% | Reduce -1.2% | 18,072,145 | $848.3M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -13.1% | 5,605,279 | $263.1M |
| Morgan Stanley | 0.01% | Add +28.4% | 2,971,159 | $139.5M |
| United Services Automobile Association | 3.50% | Add +12.4% | 2,421,191 | $113.7M |
| Bogart Wealth, LLC | 3.99% | Add +2.4% | 1,801,633 | $84.6M |
| LPL Financial LLC | 0.03% | Add +25.1% | 1,568,446 | $73.6M |
| Raymond James Financial Inc. | 0.02% | Add +19.4% | 935,318 | $43.9M |
| Bank of America Corp. | 0.00% | Add +5.4% | 878,592 | $41.2M |
| Allen Capital Group, LLC | 4.18% | Add +42.2% | 776,007 | $36.4M |
| SouthState Bank Corp | 1.66% | New | 771,747 | $36.2M |
| Cetera Investment Advisers | 0.06% | Add +24.8% | 640,756 | $30.1M |
| Wells Fargo & Company | 0.01% | Add +20.2% | 598,595 | $28.1M |
| MBL Wealth, LLC | 2.79% | Add +5.8% | 586,983 | $27.6M |
| Allworth Financial LP | 0.14% | Add +4.4% | 540,175 | $25.2M |
| Alliance Wealth Advisors, LLC | 13.84% | Add +1.3% | 501,145 | $23.5M |
| Pine Valley Investments Ltd Liability Co | 1.32% | Add +57.0% | 437,980 | $20.6M |
| Newman Dignan & Sheerar, Inc. | 5.17% | Add +14.0% | 403,219 | $18.9M |
| Horan Capital Advisors, LLC. | 5.37% | Add +1.3% | 339,420 | $15.9M |
| Nicolet Advisory Services, LLC | 1.58% | Reduce -2.1% | 345,073 | $15.9M |
| Sargent Investment Group, LLC | 2.52% | Add +23.7% | 336,440 | $15.8M |
| Atlantic Edge Private Wealth Management, LLC | 3.65% | Add +0.8% | 254,562 | $11.9M |
| Planning Directions Inc. | 4.59% | Add +5.5% | 228,823 | $10.7M |
| Truist Financial Corp. | 0.02% | Reduce -6.0% | 212,825 | $10.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -1.2% | 195,205 | $9.2M |
| Creative Financial Designs Inc. | 0.69% | Add +0.9% | 184,041 | $8.6M |
| IMA Advisory Services, Inc. | 1.02% | New | 182,951 | $8.6M |
| Cyr Financial Inc. | 7.14% | Add +3.8% | 170,188 | $8.0M |
| Pinnacle Wealth Management Group, Inc. | 5.53% | Add +4.7% | 168,855 | $7.9M |
| Aptus Capital Advisors, LLC | 0.09% | Reduce -11.9% | 160,537 | $7.5M |
| Royal Bank of Canada | 0.00% | Add +6.8% | 160,514 | $7.5M |
| Pathway Financial Advisors LLC | 1.34% | Add +12.9% | 158,504 | $7.4M |
| Northeast Planning Associates, Inc. / NH / | 6.16% | Add +0.3% | 158,115 | $7.4M |
| Toth Financial Advisory Corp. | 0.85% | Add +12.0% | 150,032 | $7.0M |
| AdvisorNet Financial, Inc | 0.50% | Add +16.4% | 144,503 | $6.8M |
| Envision Financial LLC | 5.09% | Add +19.0% | 143,789 | $6.7M |
| Fsa Wealth Partners, Inc. | 2.51% | Reduce -18.6% | 141,280 | $6.6M |
| Fjell Capital, LLC | 6.60% | Add +50.1% | 138,688 | $6.5M |
| JPMorgan Chase & Co. | 0.00% | Add +17.2% | 133,683 | $6.3M |
| Smith Thornton Advisors LLC | 3.54% | Reduce -10.6% | 121,314 | $5.7M |
| Gladstone Institutional Advisory LLC | 0.25% | Add +3.4% | 113,106 | $5.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -25.4% | 102,521 | $4.8M |
| UBS Group AG | 0.00% | Reduce -6.4% | 100,818 | $4.7M |
| Insight Wealth Partners, LLC | 2.71% | Reduce -0.7% | 96,070 | $4.5M |
| Sloy Dahl & Holst, LLC | 0.76% | Add +5.6% | 92,139 | $4.3M |
| Harbour Investments, Inc. | 0.12% | Add +15.9% | 89,610 | $4.2M |
| Private Advisor Group, LLC | 0.03% | Reduce -42.4% | 88,651 | $4.2M |
| James J. Burns & Company, LLC | 0.59% | Reduce -2.5% | 70,519 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.3% | 59,956 | $2.8M |
| Axis Wealth Partners, LLC | 1.76% | Add +13.0% | 50,834 | $2.4M |
| NewEdge Wealth, LLC | 0.04% | Add +9.5% | 47,253 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.8% | 46,447 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +62.2% | 44,267 | $2.1M |
| Daymark Wealth Partners, LLC | 0.09% | Add +7.5% | 43,016 | $2.0M |
| MML Investors Services, LLC | 0.01% | Add +59.8% | 40,823 | $1.9M |
| Klingenstein Fields & Co. LP | 0.08% | Add +232.0% | 38,326 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +18.5% | 37,761 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | No change | 37,086 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -10.1% | 35,050 | $1.6M |
| CW Advisors, LLC | 0.02% | New | 34,597 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +22.3% | 34,519 | $1.6M |
| Strategic Planning Group, LLC | 0.31% | Add +15.7% | 34,243 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +14.9% | 33,927 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Add +0.7% | 32,543 | $1.5M |
| Gotham Asset Management | 0.01% | Add +136.0% | 30,732 | $1.4M |
| BlackRock, Inc. | 0.00% | Add +48.0% | 28,867 | $1.4M |
| Brookstone Capital Management | 0.02% | Add +34.6% | 27,399 | $1.3M |
| Greenwood Capital Associates LLC | 0.16% | New | 25,390 | $1.2M |
| Focus Financial Network, Inc. | 0.05% | Add +0.6% | 25,271 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.15% | Reduce -22.9% | 23,980 | $1.1M |
| Flow Traders U.S. LLC | 0.05% | New | 23,720 | $1.1M |
| Ferguson Shapiro LLC | 0.39% | Add +1.7% | 22,562 | $1.1M |
| Chris Bulman Inc | 0.63% | Add +44.1% | 21,212 | $996K |
| Horan Securities, Inc. | 0.34% | Reduce -5.8% | 19,174 | $900K |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.9% | 18,976 | $891K |
| Advisory Services Network, LLC | 0.02% | Reduce -37.9% | 17,750 | $833K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +6.3% | 17,179 | $806K |
| Sigma Planning Corp | 0.02% | Reduce -17.9% | 16,294 | $765K |
| World Investment Advisors | 0.02% | New | 15,538 | $729K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.5% | 14,638 | $687K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -99.1% | 13,655 | $641K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -99.1% | 13,655 | $641K |
| Personal Cfo Solutions, LLC | 0.12% | Reduce -90.4% | 12,107 | $568K |
| Sovereign Financial Group, Inc. | 0.13% | Add +0.5% | 11,851 | $556K |
| Comerica Bank | 0.00% | Add +23.2% | 11,483 | $539K |
| Novem Group | 0.08% | Reduce -28.1% | 11,472 | $539K |
| Marks Group Wealth Management, Inc | 0.05% | No change | 10,676 | $501K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -24.4% | 10,648 | $500K |
| Princeton Global Asset Management LLC | 0.09% | Add +0.9% | 9,926 | $466K |
| Goldstein Advisors, LLC | 0.07% | Add +2.5% | 9,553 | $448K |
| Keystone Financial Group | 0.05% | Add +2.3% | 9,480 | $445K |
| Avaii Wealth Management, LLC | 0.23% | Add +7.1% | 9,034 | $424K |
| Ieq Capital, LLC | 0.00% | New | 7,100 | $333K |
| AQR Capital Management | 0.00% | New | 7,100 | $333K |
| Perigon Wealth Management, LLC | 0.01% | Add +14.8% | 6,153 | $289K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -12.3% | 5,952 | $279K |
| Betterment LLC | 0.00% | Reduce -12.8% | 5,817 | $273K |
| Fortune Financial Advisors, LLC | 0.21% | Add +12.1% | 5,159 | $242K |
| &partners | 0.00% | New | 4,888 | $229K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -10.4% | 4,784 | $225K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -36.0% | 4,350 | $204K |
| MPWM Advisory Solutions, LLC | 0.13% | Reduce -4.2% | 3,952 | $186K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,661 | $171K |
| Pinnacle Bancorp, Inc. | 0.05% | New | 3,084 | $145K |
| WealthTrak Capital Management LLC | 0.11% | No change | 2,661 | $125K |
| Fifth Third Bancorp | 0.00% | No change | 2,360 | $111K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,547 | $73K |
| Capital Analysts, LLC | 0.00% | New | 1,070 | $50K |
| Harbor Investment Advisory, LLC | 0.00% | Add +80.8% | 528 | $25K |
| ZynergyRetirementPlanningLLC | 0.02% | No change | 492 | $23K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 350 | $16K |
| NewEdge Advisors, LLC | 0.00% | New | 245 | $12K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 200 | $9K |
| Larson Financial Group LLC | 0.00% | New | 197 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 165 | $8K |
| Principal Securities, Inc. | 0.00% | No change | 24 | $1K |
"% of holder's portfolio" is UITB's weight in each manager's 13F, not the share of Victoryshares Core Intermedi the manager owns.