Victoryshares Core IntermediUITBETF
13F holders, Q1 2026 (March 31)136holders −9
7new positions
13sold out
3famous investors
$47.02avg. 13F price*
At the end of Q1 2026, 136 institutions reported holding Victoryshares Core Intermedi (UITB) in their 13F filings, down 9 from Q4 2025. 7 opened new positions and 13 sold out. The largest holders were Victory Capital Management Inc. ($698.2M), Charles Schwab Investment Management Inc. ($259.9M) and Morgan Stanley ($176.9M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $31.8M |
| Exits | 13 | $119.4M |
All 13F filers, Q4 2025 → Q1 2026: 4,563,990 shares bought and 2,972,226 shares sold, net +1,591,764 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 136 holders
| Victory Capital Management Inc. | 0.45% | No change | 14,850,508 | $698.2M |
| Charles Schwab Investment Management Inc. | 0.04% | Reduce -1.6% | 5,528,670 | $259.9M |
| Morgan Stanley | 0.01% | Add +7.1% | 3,762,424 | $176.9M |
| LPL Financial LLC | 0.03% | Reduce -2.2% | 2,098,996 | $98.7M |
| Bogart Wealth, LLC | 3.74% | Add +3.6% | 2,060,745 | $96.9M |
| Wells Fargo & Company | 0.02% | Add +11.2% | 1,951,454 | $91.8M |
| Bank of America Corp. | 0.00% | Add +6.2% | 1,396,762 | $65.7M |
| Calamos Advisors LLC | 0.33% | Add +2378.1% | 1,333,192 | $62.7M |
| Cetera Investment Advisers | 0.06% | Add +7.7% | 1,283,225 | $60.3M |
| Calamos Wealth Management LLC | 2.09% | Add +11.4% | 1,273,569 | $59.9M |
| Allen Capital Group, LLC | 4.72% | Add +8.2% | 1,113,941 | $52.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -11.3% | 1,032,550 | $48.5M |
| Meeder Advisory Services, Inc. | 1.52% | Add +4.8% | 771,328 | $36.3M |
| MBL Wealth, LLC | 2.57% | Add +8.8% | 720,875 | $33.9M |
| Allworth Financial LP | 0.11% | Add +0.3% | 584,821 | $27.5M |
| Alliance Wealth Advisors, LLC | 12.87% | Add +6.9% | 579,723 | $27.3M |
| Pine Valley Investments Ltd Liability Co | 1.32% | Add +7.8% | 577,056 | $27.1M |
| Nicolet Bankshares Inc. | 0.84% | Add +1546.5% | 485,308 | $22.8M |
| Newman Dignan & Sheerar, Inc. | 4.69% | Reduce -1.9% | 473,674 | $22.3M |
| Greenup Street Wealth Management LLC | 2.95% | Add +0.5% | 445,796 | $21.0M |
| Blue Water Asset Management | 7.13% | Add +6.0% | 438,763 | $20.6M |
| LeClair Wealth Partners LLC | 7.13% | New | 438,763 | $20.6M |
| Northeast Planning Associates, Inc. / NH / | 13.63% | Add +5.2% | 431,535 | $20.3M |
| HORAN Wealth, LLC | 1.84% | Reduce -1.0% | 411,102 | $19.3M |
| Sargent Investment Group, LLC | 2.51% | Add +0.8% | 405,265 | $19.1M |
| Pathway Financial Advisors LLC | 2.34% | Add +5.3% | 402,069 | $18.9M |
| SouthState Bank Corp | 0.82% | Reduce -0.9% | 373,589 | $17.6M |
| Creative Financial Designs Inc. | 1.03% | Add +1.5% | 361,104 | $17.0M |
| Sanctuary Advisors, LLC | 0.09% | Add +10.6% | 336,477 | $15.8M |
| UBS Group AG | 0.00% | Add +102.0% | 321,001 | $15.1M |
| Crusonia Wealth Advisors LLC | 3.11% | Reduce -7.3% | 320,164 | $15.1M |
| Klingenstein Fields & Co. LP | 0.58% | Add +13.1% | 313,992 | $14.8M |
| Planning Directions Inc. | 7.11% | Add +6.4% | 298,691 | $14.0M |
| Cyr Financial Inc. | 7.72% | Add +8.2% | 278,857 | $13.1M |
| Envision Financial LLC | 6.94% | Add +19.2% | 274,404 | $12.9M |
| Oath Planning, LLC | 11.39% | Add +23.0% | 272,765 | $12.8M |
| Atlantic Edge Private Wealth Management, LLC | 3.12% | Reduce -0.3% | 269,451 | $12.7M |
| Truist Financial Corp. | 0.01% | Add +2.0% | 226,431 | $10.6M |
| IMA Advisory Services, Inc. | 1.01% | Add +9.0% | 220,105 | $10.3M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +107356.5% | 214,913 | $10.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -3.9% | 207,740 | $9.8M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -2.3% | 199,512 | $9.4M |
| Toth Financial Advisory Corp. | 1.01% | Add +8.2% | 195,919 | $9.2M |
| Souders Financial Advisors | 0.95% | Add +4.2% | 177,048 | $8.3M |
| JPMorgan Chase & Co. | 0.00% | Add +4.7% | 174,187 | $8.2M |
| Fjell Capital, LLC | 6.26% | Add +8.4% | 173,250 | $8.1M |
| Jane Street Group, LLC | 0.01% | New | 170,504 | $8.0M |
| Greenwood Capital Associates LLC | 0.85% | Add +21.8% | 164,372 | $7.7M |
| Pinnacle Wealth Management Group, Inc. | 3.57% | Reduce -19.1% | 154,735 | $7.3M |
| Royal Bank of Canada | 0.00% | Add +1.0% | 151,408 | $7.1M |
| Integrated Wealth Concepts LLC | 0.06% | Add +29.4% | 147,841 | $7.0M |
| Smith Thornton Advisors LLC | 3.41% | Add +5.2% | 143,944 | $6.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -6.7% | 143,168 | $6.7M |
| Insight Wealth Partners, LLC | 2.59% | Add +0.5% | 136,412 | $6.4M |
| Gladstone Institutional Advisory LLC | 0.22% | Add +9.6% | 128,503 | $6.0M |
| Fsa Wealth Partners, Inc. | 2.80% | Add +1.2% | 125,232 | $5.9M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -2.0% | 123,886 | $5.8M |
| Sloy Dahl & Holst, LLC | 0.75% | Add +0.6% | 116,813 | $5.5M |
| Summit Financial, LLC | 0.07% | Reduce -0.9% | 114,144 | $5.4M |
| Private Advisor Group, LLC | 0.02% | Add +7.7% | 100,191 | $4.7M |
| Bank of New York Mellon Corp | 0.00% | Add +14.1% | 94,352 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -22.4% | 93,354 | $4.4M |
| &partners | 0.02% | Add +7.0% | 90,337 | $4.2M |
| Harbour Investments, Inc. | 0.06% | Add +0.7% | 83,107 | $3.9M |
| Axis Wealth Partners, LLC | 1.93% | Add +11.9% | 77,381 | $3.6M |
| Indivisible Partners | 0.31% | Reduce -5.3% | 74,621 | $3.5M |
| Stewardship Concepts Financial Services LLC | 2.71% | Add +27.1% | 73,677 | $3.5M |
| James J. Burns & Company, LLC | 0.47% | Add +2.4% | 73,490 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +22.8% | 65,792 | $3.1M |
| J. R. Prunier Capital Management LLC | 1.22% | Add +37.3% | 61,143 | $2.9M |
| Gotham Asset Management | 0.01% | Add +10.0% | 58,345 | $2.7M |
| Citadel Advisors | 0.00% | Add +209.1% | 58,004 | $2.7M |
| Daymark Wealth Partners, LLC | 0.09% | Add +40.8% | 58,002 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.4% | 55,785 | $2.6M |
| Old Mission Capital LLC | 0.06% | New | 52,849 | $2.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Add +114.7% | 52,596 | $2.5M |
| Atria Investments, Inc | 0.03% | Add +38.3% | 51,946 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.0% | 50,418 | $2.4M |
| Chris Bulman Inc | 0.98% | Add +5.6% | 47,487 | $2.2M |
| Owl Creek Wealth Partners LLC | 0.78% | — | 46,763 | $2.2M |
| Valmark Advisers, Inc. | 0.02% | Add +18.1% | 42,678 | $2.0M |
| Equitable Holdings, Inc. | 0.01% | Add +43.2% | 41,685 | $2.0M |
| Fifth Third Bancorp | 0.00% | Add +609.9% | 38,758 | $1.8M |
| Brookstone Capital Management | 0.02% | Add +5.1% | 37,884 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +1.5% | 37,371 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Add +14.2% | 35,700 | $1.7M |
| Focus Financial Network, Inc. | 0.05% | Reduce -2.0% | 32,539 | $1.5M |
| NewEdge Wealth, LLC | 0.02% | Reduce -20.4% | 32,324 | $1.5M |
| BlackRock, Inc. | 0.00% | Add +0.3% | 31,683 | $1.5M |
| AdvisorNet Financial, Inc | 0.08% | Reduce -10.6% | 31,384 | $1.5M |
| MML Investors Services, LLC | 0.00% | Add +8.7% | 28,982 | $1.4M |
| Optivise Advisory Services LLC | 0.68% | Reduce -9.0% | 24,055 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.05% | Add +12.9% | 20,966 | $986K |
| Novem Group | 0.08% | Add +5.9% | 15,584 | $733K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +6.0% | 14,513 | $682K |
| Foundations Investment Advisors, LLC | 0.01% | Add +11.9% | 14,422 | $678K |
| Advisory Services Network, LLC | 0.01% | No change | 12,954 | $609K |
| Keystone Financial Group | 0.04% | Add +5.7% | 12,090 | $568K |
| Sovereign Financial Group, Inc. | 0.10% | Add +1.7% | 12,049 | $567K |
| Avaii Wealth Management, LLC | 0.19% | Add +8.8% | 11,688 | $550K |
"% of holder's portfolio" is UITB's weight in each manager's 13F, not the share of Victoryshares Core Intermedi the manager owns.