Victoryshares Core IntermediUITBETF
13F holders, Q2 2025 (June 30)122holders +7
13new positions
7sold out
3famous investors
$47.07avg. 13F price*
At the end of Q2 2025, 122 institutions reported holding Victoryshares Core Intermedi (UITB) in their 13F filings, up 7 from Q1 2025. 13 opened new positions and 7 sold out. The largest holders were Victory Capital Management Inc. ($693.2M), Charles Schwab Investment Management Inc. ($238.9M) and Morgan Stanley ($152.4M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $34.6M |
| Exits | 7 | $2.5M |
All 13F filers, Q1 2025 → Q2 2025: 3,072,007 shares bought and 4,293,366 shares sold, net −1,221,359 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 122 holders
| Victory Capital Management Inc. | 0.45% | Reduce -18.5% | 14,727,145 | $693.2M |
| Charles Schwab Investment Management Inc. | 0.04% | Reduce -9.4% | 5,075,676 | $238.9M |
| Morgan Stanley | 0.01% | Add +9.0% | 3,237,329 | $152.4M |
| United Services Automobile Association | 11.84% | No change | 2,421,191 | $114.0M |
| LPL Financial LLC | 0.03% | Add +20.8% | 1,893,921 | $89.1M |
| Bogart Wealth, LLC | 3.77% | Add +4.0% | 1,874,284 | $88.2M |
| Bank of America Corp. | 0.00% | Add +26.2% | 1,108,736 | $52.2M |
| Raymond James Financial Inc. | 0.02% | Add +6.2% | 993,575 | $46.8M |
| Cetera Investment Advisers | 0.07% | Add +40.2% | 898,532 | $42.3M |
| Allen Capital Group, LLC | 4.23% | Add +11.2% | 862,897 | $40.6M |
| Wells Fargo & Company | 0.01% | Add +32.9% | 795,501 | $37.4M |
| SouthState Bank Corp | 1.42% | Reduce -10.8% | 688,649 | $32.4M |
| MBL Wealth, LLC | 2.69% | Add +1.6% | 596,398 | $28.1M |
| Meeder Advisory Services, Inc. | 1.37% | New | 563,374 | $26.5M |
| Allworth Financial LP | 0.12% | Add +1.1% | 545,834 | $25.7M |
| Alliance Wealth Advisors, LLC | 13.08% | Add +1.8% | 510,335 | $24.0M |
| Pine Valley Investments Ltd Liability Co | 1.28% | Add +5.9% | 463,799 | $21.8M |
| Newman Dignan & Sheerar, Inc. | 4.80% | Add +10.0% | 443,544 | $20.9M |
| Pathway Financial Advisors LLC | 2.48% | Add +127.4% | 360,500 | $17.0M |
| HORAN Wealth, LLC | 5.01% | — | 348,017 | $16.4M |
| Nicolet Advisory Services, LLC | 1.39% | Add +0.4% | 346,573 | $16.4M |
| Sargent Investment Group, LLC | 2.18% | Add +2.0% | 343,153 | $16.2M |
| Creative Financial Designs Inc. | 1.07% | Add +71.5% | 315,653 | $14.9M |
| Atlantic Edge Private Wealth Management, LLC | 3.41% | Add +3.7% | 263,954 | $12.4M |
| Planning Directions Inc. | 6.02% | Reduce -0.7% | 227,341 | $10.7M |
| Truist Financial Corp. | 0.01% | Reduce -3.2% | 206,109 | $9.7M |
| IMA Advisory Services, Inc. | 0.97% | Add +5.0% | 192,100 | $9.0M |
| Cyr Financial Inc. | 6.81% | Add +10.1% | 187,335 | $8.8M |
| Pinnacle Wealth Management Group, Inc. | 4.75% | Add +4.2% | 175,963 | $8.3M |
| Royal Bank of Canada | 0.00% | Add +7.0% | 171,837 | $8.1M |
| Northeast Planning Associates, Inc. / NH / | 7.22% | Add +5.4% | 166,626 | $7.8M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +1024.6% | 153,563 | $7.2M |
| Toth Financial Advisory Corp. | 0.83% | Add +1.0% | 151,484 | $7.1M |
| Envision Financial LLC | 4.69% | Add +4.0% | 149,516 | $7.0M |
| Osaic Holdings, Inc. | 0.01% | Add +40.0% | 143,528 | $6.8M |
| Fjell Capital, LLC | 6.14% | Add +1.4% | 140,596 | $6.6M |
| JPMorgan Chase & Co. | 0.00% | Add +2.0% | 136,331 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -32.4% | 131,949 | $6.2M |
| Fsa Wealth Partners, Inc. | 2.93% | Reduce -8.6% | 129,130 | $6.1M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -19.9% | 128,662 | $6.1M |
| Wealth Advisory Team LLC | 5.64% | — | 128,176 | $6.0M |
| Smith Thornton Advisors LLC | 3.32% | Add +1.2% | 122,753 | $5.8M |
| Gladstone Institutional Advisory LLC | 0.22% | Add +0.4% | 113,511 | $5.3M |
| Citadel Advisors | 0.00% | New | 111,472 | $5.2M |
| UBS Group AG | 0.00% | Add +7.5% | 108,368 | $5.1M |
| Insight Wealth Partners, LLC | 2.70% | Add +7.8% | 103,599 | $4.9M |
| Sloy Dahl & Holst, LLC | 0.65% | Add +7.7% | 99,250 | $4.7M |
| Private Advisor Group, LLC | 0.02% | Add +1.5% | 89,984 | $4.2M |
| Harbour Investments, Inc. | 0.10% | Reduce -2.2% | 87,608 | $4.1M |
| James J. Burns & Company, LLC | 0.54% | Reduce -0.8% | 69,951 | $3.3M |
| Axis Wealth Partners, LLC | 1.88% | Add +19.4% | 60,704 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +23.8% | 57,491 | $2.7M |
| Greenwood Capital Associates LLC | 0.33% | Add +124.3% | 56,956 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.2% | 53,862 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +26.9% | 51,808 | $2.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.0% | 46,947 | $2.2M |
| Integrated Wealth Concepts LLC | 0.02% | Add +29.5% | 43,937 | $2.1M |
| NewEdge Wealth, LLC | 0.03% | Reduce -12.0% | 41,588 | $2.0M |
| &partners | 0.01% | Add +697.8% | 38,998 | $1.8M |
| Klingenstein Fields & Co. LP | 0.07% | Add +1.1% | 38,727 | $1.8M |
| AdvisorNet Financial, Inc | 0.12% | Reduce -73.6% | 38,185 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -0.5% | 37,563 | $1.8M |
| Daymark Wealth Partners, LLC | 0.07% | Reduce -14.7% | 36,702 | $1.7M |
| Strategic Planning Group, LLC | 0.28% | Add +7.1% | 36,683 | $1.7M |
| CW Advisors, LLC | 0.02% | Add +3.0% | 35,638 | $1.7M |
| Stifel Financial Corp. | 0.00% | Reduce -2.0% | 34,340 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.4% | 33,694 | $1.6M |
| Gotham Asset Management | 0.01% | No change | 30,732 | $1.4M |
| BlackRock, Inc. | 0.00% | Reduce -0.1% | 28,840 | $1.4M |
| Brookstone Capital Management | 0.02% | Reduce -1.4% | 27,011 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Add +11.0% | 26,620 | $1.3M |
| Focus Financial Network, Inc. | 0.05% | Add +1.9% | 25,742 | $1.2M |
| Valmark Advisers, Inc. | 0.02% | Reduce -23.4% | 24,939 | $1.2M |
| Chris Bulman Inc | 0.60% | Add +6.2% | 22,534 | $1.1M |
| Ferguson Shapiro LLC | 0.36% | Reduce -0.6% | 22,426 | $1.1M |
| Horan Securities, Inc. | 0.33% | Add +2.6% | 19,672 | $926K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -50.6% | 18,330 | $863K |
| Sigma Planning Corp | 0.02% | Add +4.6% | 17,045 | $802K |
| Advisory Services Network, LLC | 0.01% | Reduce -8.4% | 16,257 | $761K |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -6.7% | 16,037 | $755K |
| World Investment Advisors | 0.02% | Reduce -5.4% | 14,699 | $692K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.4% | 14,137 | $665K |
| Novem Group | 0.08% | Add +12.0% | 12,852 | $605K |
| Sovereign Financial Group, Inc. | 0.12% | Add +0.6% | 11,919 | $561K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.3% | 11,956 | $560K |
| Comerica Bank | 0.00% | Reduce -0.8% | 11,391 | $536K |
| Personal Cfo Solutions, LLC | 0.09% | Reduce -13.9% | 10,419 | $490K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 10,324 | $486K |
| Equitable Holdings, Inc. | 0.00% | New | 10,210 | $481K |
| Avaii Wealth Management, LLC | 0.21% | Add +11.6% | 10,081 | $475K |
| Keystone Financial Group | 0.04% | Add +1.6% | 9,634 | $453K |
| Aspire Capital Advisors LLC | 0.12% | New | 9,470 | $446K |
| ZEGA Investments, LLC | 0.11% | New | 9,442 | $444K |
| Marks Group Wealth Management, Inc | 0.04% | Reduce -12.2% | 9,379 | $441K |
| Princeton Global Asset Management LLC | 0.08% | Reduce -8.1% | 9,118 | $429K |
| Goldstein Advisors, LLC | 0.05% | Reduce -16.0% | 8,026 | $378K |
| Perigon Wealth Management, LLC | 0.01% | Add +28.8% | 7,922 | $373K |
| Ieq Capital, LLC | 0.00% | No change | 7,100 | $334K |
| AQR Capital Management | 0.00% | No change | 7,100 | $334K |
| Ameritas Advisory Services, LLC | 0.02% | Add +42.1% | 6,797 | $320K |
"% of holder's portfolio" is UITB's weight in each manager's 13F, not the share of Victoryshares Core Intermedi the manager owns.