Victoryshares Core IntermediUITBETF
13F holders, Q3 2025 (September 30)131holders +9
14new positions
3sold out
3famous investors
$47.52avg. 13F price*
At the end of Q3 2025, 131 institutions reported holding Victoryshares Core Intermedi (UITB) in their 13F filings, up 9 from Q2 2025. 14 opened new positions and 3 sold out. The largest holders were Victory Capital Management Inc. ($699.8M), Charles Schwab Investment Management Inc. ($265.9M) and Morgan Stanley ($175.8M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $65.3M |
| Exits | 3 | $2.1M |
All 13F filers, Q2 2025 → Q3 2025: 4,848,036 shares bought and 538,751 shares sold, net +4,309,285 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 131 holders
| Victory Capital Management Inc. | 0.41% | No change | 14,727,145 | $699.8M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +10.2% | 5,594,856 | $265.9M |
| Morgan Stanley | 0.01% | Add +14.3% | 3,699,787 | $175.8M |
| United Services Automobile Association | 8.04% | No change | 2,421,191 | $115.1M |
| LPL Financial LLC | 0.03% | Add +2.6% | 1,943,564 | $92.4M |
| Bogart Wealth, LLC | 3.71% | Add +2.8% | 1,926,954 | $91.6M |
| Wells Fargo & Company | 0.02% | Add +104.4% | 1,626,077 | $77.3M |
| Bank of America Corp. | 0.00% | Add +6.3% | 1,179,039 | $56.0M |
| Raymond James Financial Inc. | 0.02% | Add +7.0% | 1,063,238 | $50.5M |
| Cetera Investment Advisers | 0.06% | Add +15.6% | 1,038,861 | $49.4M |
| Calamos Wealth Management LLC | 1.74% | New | 1,003,595 | $47.7M |
| Allen Capital Group, LLC | 4.28% | Add +9.3% | 943,084 | $44.8M |
| Meeder Advisory Services, Inc. | 1.45% | Add +16.4% | 655,978 | $31.2M |
| MBL Wealth, LLC | 2.58% | Add +4.1% | 620,782 | $29.5M |
| Allworth Financial LP | 0.12% | Add +3.0% | 562,482 | $26.7M |
| Alliance Wealth Advisors, LLC | 12.48% | Add +3.0% | 525,475 | $25.0M |
| Pine Valley Investments Ltd Liability Co | 1.26% | Add +9.6% | 508,081 | $24.1M |
| Newman Dignan & Sheerar, Inc. | 4.74% | Add +4.0% | 461,389 | $21.9M |
| Sargent Investment Group, LLC | 2.55% | Add +9.9% | 376,975 | $17.9M |
| HORAN Wealth, LLC | 2.79% | Add +6.9% | 371,946 | $17.7M |
| Pathway Financial Advisors LLC | 2.32% | Add +1.8% | 366,964 | $17.4M |
| SouthState Bank Corp | 0.79% | Reduce -47.8% | 359,375 | $17.1M |
| Nicolet Advisory Services, LLC | 1.31% | Add +2.4% | 354,730 | $16.9M |
| Creative Financial Designs Inc. | 1.07% | Add +6.4% | 335,873 | $16.0M |
| Northeast Planning Associates, Inc. / NH / | 11.58% | Add +72.4% | 287,198 | $13.6M |
| Klingenstein Fields & Co. LP | 0.50% | Add +623.0% | 279,990 | $13.3M |
| Atlantic Edge Private Wealth Management, LLC | 3.22% | Reduce -0.1% | 263,815 | $12.5M |
| Planning Directions Inc. | 5.99% | Add +6.2% | 241,373 | $11.5M |
| Cyr Financial Inc. | 6.80% | Add +11.7% | 209,335 | $9.9M |
| Osaic Holdings, Inc. | 0.01% | Add +38.6% | 198,885 | $9.4M |
| Envision Financial LLC | 5.34% | Add +31.2% | 196,169 | $9.3M |
| IMA Advisory Services, Inc. | 0.93% | Add +1.4% | 194,691 | $9.3M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +22.7% | 188,356 | $9.0M |
| Truist Financial Corp. | 0.01% | Reduce -11.1% | 183,165 | $8.7M |
| Pinnacle Wealth Management Group, Inc. | 4.44% | Add +3.6% | 182,341 | $8.7M |
| Royal Bank of Canada | 0.00% | Reduce -4.5% | 164,109 | $7.8M |
| Toth Financial Advisory Corp. | 0.83% | Add +6.3% | 161,028 | $7.7M |
| JPMorgan Chase & Co. | 0.00% | Add +11.4% | 151,887 | $7.2M |
| Fjell Capital, LLC | 6.03% | Add +2.5% | 144,052 | $6.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.8% | 137,001 | $6.5M |
| UBS Group AG | 0.00% | Add +21.4% | 131,578 | $6.3M |
| Smith Thornton Advisors LLC | 3.23% | Add +5.5% | 129,499 | $6.2M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -1.3% | 126,973 | $6.0M |
| Insight Wealth Partners, LLC | 2.66% | Add +22.3% | 126,716 | $6.0M |
| Fsa Wealth Partners, Inc. | 2.28% | Reduce -3.4% | 124,707 | $5.9M |
| Gladstone Institutional Advisory LLC | 0.21% | Add +2.0% | 115,778 | $5.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +522.9% | 114,178 | $5.4M |
| Summit Financial, LLC | 0.08% | New | 112,288 | $5.3M |
| Sloy Dahl & Holst, LLC | 0.54% | Add +8.5% | 107,713 | $5.1M |
| Greenwood Capital Associates LLC | 0.52% | Add +67.5% | 95,381 | $4.5M |
| Private Advisor Group, LLC | 0.02% | Add +0.3% | 90,285 | $4.3M |
| Flow Traders U.S. LLC | 0.17% | New | 85,578 | $4.1M |
| Harbour Investments, Inc. | 0.09% | Reduce -4.2% | 83,971 | $4.0M |
| Integrated Wealth Concepts LLC | 0.03% | Add +79.3% | 78,786 | $3.7M |
| James J. Burns & Company, LLC | 0.50% | Add +0.2% | 70,074 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +20.7% | 69,417 | $3.3M |
| Optivise Advisory Services LLC | 1.91% | New | 67,582 | $3.2M |
| Axis Wealth Partners, LLC | 1.80% | Add +6.7% | 64,743 | $3.1M |
| &partners | 0.02% | Add +45.8% | 56,870 | $2.7M |
| MML Investors Services, LLC | 0.01% | Add +5.2% | 54,506 | $2.6M |
| Calamos Advisors LLC | 0.01% | New | 50,706 | $2.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.6% | 47,248 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -23.0% | 41,472 | $2.0M |
| NewEdge Wealth, LLC | 0.03% | Reduce -2.8% | 40,430 | $1.9M |
| Daymark Wealth Partners, LLC | 0.06% | Add +3.7% | 38,058 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +0.8% | 37,882 | $1.8M |
| Chris Bulman Inc | 0.87% | Add +62.4% | 36,587 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +5.1% | 36,101 | $1.7M |
| AdvisorNet Financial, Inc | 0.10% | Reduce -7.4% | 35,350 | $1.7M |
| Valmark Advisers, Inc. | 0.02% | Add +40.1% | 34,949 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +3.0% | 34,695 | $1.6M |
| Brookstone Capital Management | 0.02% | Add +18.7% | 32,059 | $1.5M |
| Gotham Asset Management | 0.01% | No change | 30,732 | $1.5M |
| BlackRock, Inc. | 0.00% | Add +0.8% | 29,076 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -74.2% | 28,725 | $1.4M |
| Focus Financial Network, Inc. | 0.05% | Add +5.8% | 27,233 | $1.3M |
| Ferguson Shapiro LLC | 0.34% | No change | 22,426 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Reduce -16.4% | 22,240 | $1.1M |
| Sanctuary Advisors, LLC | 0.00% | Add +22.1% | 17,265 | $820K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +3.0% | 16,516 | $785K |
| World Investment Advisors | 0.02% | Add +9.7% | 16,118 | $766K |
| Advisory Services Network, LLC | 0.01% | Reduce -10.4% | 14,565 | $692K |
| Equitable Holdings, Inc. | 0.01% | Add +42.3% | 14,524 | $690K |
| Novem Group | 0.08% | Add +5.1% | 13,509 | $642K |
| Goldman Sachs Group Inc. | 0.00% | New | 13,434 | $638K |
| Nicolet Bankshares Inc. | 0.10% | New | 12,900 | $613K |
| Sigma Planning Corp | 0.02% | Reduce -25.0% | 12,785 | $608K |
| Comerica Bank | 0.00% | Add +3.7% | 11,817 | $562K |
| Sovereign Financial Group, Inc. | 0.10% | Reduce -2.0% | 11,679 | $555K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +7.6% | 11,112 | $528K |
| Personal Cfo Solutions, LLC | 0.09% | Reduce -1.4% | 10,268 | $488K |
| Keystone Financial Group | 0.04% | Add +3.0% | 9,925 | $472K |
| Avaii Wealth Management, LLC | 0.18% | Reduce -3.3% | 9,746 | $463K |
| Marks Group Wealth Management, Inc | 0.04% | No change | 9,379 | $446K |
| Choreo, LLC | 0.01% | New | 9,243 | $439K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -22.8% | 9,233 | $439K |
| Princeton Global Asset Management LLC | 0.07% | No change | 9,118 | $433K |
| Foundations Investment Advisors, LLC | 0.01% | New | 8,614 | $409K |
| Aspire Capital Advisors LLC | 0.09% | Reduce -14.5% | 8,097 | $385K |
| Goldstein Advisors, LLC | 0.05% | Reduce -1.1% | 7,942 | $377K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.0% | 7,925 | $377K |
| Ieq Capital, LLC | 0.00% | No change | 7,100 | $337K |
| AQR Capital Management | 0.00% | No change | 7,100 | $337K |
| Mercer Global Advisors Inc. | 0.00% | New | 6,401 | $304K |
| ZEGA Investments, LLC | 0.07% | Reduce -36.3% | 6,012 | $286K |
| Betterment LLC | 0.00% | Add +7.7% | 5,994 | $285K |
| Global Retirement Partners, LLC | 0.01% | Add +13.1% | 5,614 | $267K |
| Concorde Asset Management, LLC | 0.11% | — | 5,391 | $257K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +5.8% | 5,324 | $253K |
| Certified Advisory Corp | 0.02% | Add +1.0% | 4,952 | $235K |
| Captrust Financial Advisors | 0.00% | No change | 4,684 | $223K |
| Fortune Financial Advisors, LLC | 0.16% | No change | 4,604 | $219K |
| Fifth Third Bancorp | 0.00% | No change | 4,085 | $194K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 3,084 | $147K |
| MPWM Advisory Solutions, LLC | 0.09% | Reduce -23.9% | 3,008 | $143K |
| Private Trust Co. NA | 0.01% | No change | 2,914 | $138K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -42.1% | 2,077 | $99K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -72.3% | 1,886 | $90K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,100 | $52K |
| Capital Analysts, LLC | 0.00% | Add +0.4% | 1,085 | $52K |
| Principal Securities, Inc. | 0.00% | New | 908 | $43K |
| PNC Financial Services Group, Inc. | 0.00% | New | 852 | $40K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 699 | $33K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 528 | $25K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 350 | $17K |
| Larson Financial Group LLC | 0.00% | No change | 258 | $12K |
| NewEdge Advisors, LLC | 0.00% | No change | 245 | $12K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 200 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 150 | $7K |
| Assetmark, Inc. | 0.00% | No change | 13 | $618 |
| Citigroup Inc. | 0.00% | Reduce -57.9% | 8 | $380 |
"% of holder's portfolio" is UITB's weight in each manager's 13F, not the share of Victoryshares Core Intermedi the manager owns.