Victoryshares Core IntermediUITBETF
13F holders, Q4 2025 (December 31)145holders +14
15new positions
9sold out
3famous investors
$47.36avg. 13F price*
At the end of Q4 2025, 145 institutions reported holding Victoryshares Core Intermedi (UITB) in their 13F filings, up 14 from Q3 2025. 15 opened new positions and 9 sold out. The largest holders were Victory Capital Management Inc. ($703.2M), Charles Schwab Investment Management Inc. ($266.2M) and Morgan Stanley ($166.4M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $36.2M |
| Exits | 9 | $1.9M |
All 13F filers, Q3 2025 → Q4 2025: 3,354,397 shares bought and 462,494 shares sold, net +2,891,903 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 145 holders
| Victory Capital Management Inc. | 0.40% | Add +0.8% | 14,850,508 | $703.2M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +0.5% | 5,620,717 | $266.2M |
| Morgan Stanley | 0.01% | Reduce -5.0% | 3,513,322 | $166.4M |
| United Services Automobile Association | 7.26% | No change | 2,421,191 | $114.7M |
| LPL Financial LLC | 0.03% | Add +10.4% | 2,146,635 | $101.7M |
| Bogart Wealth, LLC | 3.78% | Add +3.3% | 1,989,827 | $94.2M |
| Wells Fargo & Company | 0.02% | Add +8.0% | 1,755,500 | $83.1M |
| Bank of America Corp. | 0.00% | Add +11.5% | 1,314,736 | $62.3M |
| Cetera Investment Advisers | 0.06% | Add +14.7% | 1,191,151 | $56.4M |
| Raymond James Financial Inc. | 0.02% | Add +9.4% | 1,163,659 | $55.1M |
| Calamos Wealth Management LLC | 1.89% | Add +13.9% | 1,142,927 | $54.1M |
| Allen Capital Group, LLC | 4.48% | Add +9.2% | 1,029,479 | $48.8M |
| Meeder Advisory Services, Inc. | 1.50% | Add +12.2% | 736,257 | $34.9M |
| MBL Wealth, LLC | 2.52% | Add +6.7% | 662,549 | $31.4M |
| Allworth Financial LP | 0.11% | Add +3.7% | 583,300 | $27.6M |
| Alliance Wealth Advisors, LLC | 12.28% | Add +3.2% | 542,384 | $25.7M |
| Pine Valley Investments Ltd Liability Co | 1.26% | Add +5.4% | 535,418 | $25.4M |
| Newman Dignan & Sheerar, Inc. | 4.77% | Add +4.7% | 483,034 | $22.9M |
| Greenup Street Wealth Management LLC | 3.03% | New | 443,735 | $21.0M |
| HORAN Wealth, LLC | 3.02% | Add +11.7% | 415,294 | $19.7M |
| Blue Water Asset Management | 7.05% | — | 413,808 | $19.6M |
| Northeast Planning Associates, Inc. / NH / | 13.73% | Add +42.9% | 410,403 | $19.4M |
| Sargent Investment Group, LLC | 2.39% | Add +6.7% | 402,182 | $19.0M |
| Nicolet Advisory Services, LLC | 1.25% | Add +9.9% | 389,946 | $18.5M |
| Pathway Financial Advisors LLC | 2.27% | Add +4.1% | 381,924 | $18.1M |
| SouthState Bank Corp | 0.80% | Add +4.9% | 376,951 | $17.9M |
| Creative Financial Designs Inc. | 1.06% | Add +5.9% | 355,657 | $16.8M |
| Crusonia Wealth Advisors LLC | 3.60% | — | 345,380 | $16.4M |
| Sanctuary Advisors, LLC | 0.08% | Add +1662.8% | 304,355 | $14.4M |
| Planning Directions Inc. | 6.70% | Add +16.3% | 280,824 | $13.3M |
| Klingenstein Fields & Co. LP | 0.49% | Reduce -0.8% | 277,679 | $13.1M |
| Atlantic Edge Private Wealth Management, LLC | 3.19% | Add +2.5% | 270,396 | $12.8M |
| Cyr Financial Inc. | 7.61% | Add +23.2% | 257,837 | $12.2M |
| Envision Financial LLC | 5.76% | Add +17.4% | 230,256 | $10.9M |
| Truist Financial Corp. | 0.01% | Add +21.1% | 221,901 | $10.5M |
| Oath Planning, LLC | 10.36% | — | 221,758 | $10.5M |
| Osaic Holdings, Inc. | 0.01% | Add +8.7% | 216,105 | $10.2M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +8.4% | 204,203 | $9.7M |
| IMA Advisory Services, Inc. | 0.92% | Add +3.7% | 201,895 | $9.6M |
| Pinnacle Wealth Management Group, Inc. | 4.52% | Add +4.9% | 191,227 | $9.1M |
| Toth Financial Advisory Corp. | 0.93% | Add +12.5% | 181,155 | $8.6M |
| Souders Financial Advisors | 0.92% | New | 169,882 | $8.0M |
| JPMorgan Chase & Co. | 0.00% | Add +9.6% | 166,439 | $7.9M |
| Fjell Capital, LLC | 5.80% | Add +11.0% | 159,840 | $7.6M |
| UBS Group AG | 0.00% | Add +20.8% | 158,934 | $7.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +34.3% | 153,378 | $7.3M |
| Royal Bank of Canada | 0.00% | Reduce -8.7% | 149,866 | $7.1M |
| Smith Thornton Advisors LLC | 3.30% | Add +5.7% | 136,890 | $6.5M |
| Insight Wealth Partners, LLC | 2.67% | Add +7.1% | 135,743 | $6.4M |
| Greenwood Capital Associates LLC | 0.69% | Add +41.5% | 134,996 | $6.4M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -0.5% | 126,388 | $6.0M |
| Wealth Advisory Team LLC | 5.29% | — | 126,388 | $6.0M |
| Fsa Wealth Partners, Inc. | 2.11% | Reduce -0.8% | 123,772 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -12.2% | 120,230 | $5.7M |
| Gladstone Institutional Advisory LLC | 0.21% | Add +1.3% | 117,257 | $5.6M |
| Sloy Dahl & Holst, LLC | 0.66% | Add +7.8% | 116,092 | $5.5M |
| Summit Financial, LLC | 0.08% | Add +2.5% | 115,132 | $5.5M |
| Integrated Wealth Concepts LLC | 0.06% | Add +45.0% | 114,249 | $5.4M |
| Private Advisor Group, LLC | 0.02% | Add +3.0% | 93,026 | $4.4M |
| &partners | 0.02% | Add +48.5% | 84,458 | $4.0M |
| Bank of New York Mellon Corp | 0.00% | New | 82,717 | $3.9M |
| Harbour Investments, Inc. | 0.08% | Reduce -1.8% | 82,504 | $3.9M |
| Indivisible Partners | 0.40% | — | 78,839 | $3.7M |
| James J. Burns & Company, LLC | 0.47% | Add +2.4% | 71,774 | $3.4M |
| Axis Wealth Partners, LLC | 1.81% | Add +6.8% | 69,150 | $3.3M |
| Stewardship Concepts Financial Services LLC | 2.32% | — | 57,973 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.4% | 55,002 | $2.6M |
| Calamos Advisors LLC | 0.02% | Add +6.1% | 53,800 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -22.8% | 53,562 | $2.5M |
| Gotham Asset Management | 0.01% | Add +72.6% | 53,047 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +286.1% | 51,867 | $2.5M |
| Chris Bulman Inc | 0.94% | Add +22.9% | 44,961 | $2.1M |
| J. R. Prunier Capital Management LLC | 0.88% | — | 44,542 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.6% | 44,225 | $2.1M |
| Daymark Wealth Partners, LLC | 0.06% | Add +8.2% | 41,188 | $2.0M |
| NewEdge Wealth, LLC | 0.02% | Add +0.4% | 40,592 | $1.9M |
| Atria Investments, Inc | 0.02% | New | 37,572 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +2.0% | 36,832 | $1.7M |
| Valmark Advisers, Inc. | 0.02% | Add +3.5% | 36,153 | $1.7M |
| Brookstone Capital Management | 0.02% | Add +12.4% | 36,040 | $1.7M |
| AdvisorNet Financial, Inc | 0.09% | Reduce -0.7% | 35,106 | $1.7M |
| Focus Financial Network, Inc. | 0.05% | Add +21.9% | 33,189 | $1.6M |
| Comerica Bank | 0.01% | Add +180.0% | 33,088 | $1.6M |
| BlackRock, Inc. | 0.00% | Add +8.6% | 31,586 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.9% | 31,250 | $1.5M |
| Nicolet Bankshares Inc. | 0.22% | Add +128.5% | 29,476 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +100.4% | 29,109 | $1.4M |
| MML Investors Services, LLC | 0.00% | Reduce -51.1% | 26,672 | $1.3M |
| Optivise Advisory Services LLC | 0.72% | Reduce -60.9% | 26,427 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Add +10.1% | 24,496 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -49.3% | 19,201 | $909K |
| Citadel Advisors | 0.00% | Reduce -34.7% | 18,763 | $889K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +12.4% | 18,564 | $879K |
| World Investment Advisors | 0.01% | Reduce -1.4% | 15,887 | $752K |
| Novem Group | 0.08% | Add +8.9% | 14,717 | $697K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 13,698 | $649K |
| Advisory Services Network, LLC | 0.01% | Reduce -11.1% | 12,954 | $613K |
| Foundations Investment Advisors, LLC | 0.01% | Add +49.5% | 12,882 | $610K |
| Sovereign Financial Group, Inc. | 0.10% | Add +1.4% | 11,847 | $561K |
| Sigma Planning Corp | 0.01% | Reduce -10.0% | 11,507 | $545K |
"% of holder's portfolio" is UITB's weight in each manager's 13F, not the share of Victoryshares Core Intermedi the manager owns.