Victoryshares Short-Term BonUSTBETF

13F holders, Q2 2026 (June 30)
149holders +6
16new positions
10sold out
1famous investor
$50.58avg. 13F price*

At the end of Q2 2026, 149 institutions reported holding Victoryshares Short-Term Bon (USTB) in their 13F filings, up 6 from Q1 2026. 16 opened new positions and 10 sold out. The largest holders were Victory Capital Management Inc. ($279.9M), Morgan Stanley ($149.9M) and Merit Financial Group, LLC ($148.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Victoryshares Short-Term Bon
CUSIP
92647N535
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 83Q1 2024Q2 2024: 84Q2 2024Q3 2024: 92Q3 2024Q4 2024: 107Q4 2024Q1 2025: 113Q1 2025Q2 2025: 121Q2 2025Q3 2025: 130Q3 2025Q4 2025: 135Q4 2025Q1 2026: 143Q1 2026Q2 2026: 149Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions16$13.1M
Exits10$15.8M

All 13F filers, Q1 2026 → Q2 2026: 5,182,893 shares bought and 1,401,525 shares sold, net +3,781,368 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 149 holders

Victory Capital Management Inc. 0.16% Add +2.2% 5,530,366 $279.9M
Morgan Stanley 0.01% Add +17.1% 2,960,883 $149.9M
Merit Financial Group, LLC 0.92% Add +4.1% 2,939,884 $148.8M
Go Invest LLC 27.85% Add +15.1% 2,341,147 $118.5M
SHP Wealth Management 6.22% Add +43.0% 1,785,374 $90.4M
Bank of America Corp. 0.01% Add +13.6% 1,740,024 $88.1M
LPL Financial LLC 0.02% Reduce -0.8% 1,594,959 $80.7M
Stonebridge Financial Group, LLC 3.56% Add +5.2% 927,201 $46.9M
Wells Fargo & Company 0.01% Add +325.1% 900,711 $45.6M
Amplius Wealth Advisors, LLC 2.93% Add +7.8% 790,733 $40.0M
Raymond James Financial Inc. 0.01% Add +45.1% 699,421 $35.4M
Private Advisor Group, LLC 0.14% Add +26.4% 587,296 $29.7M
Broadway Wealth Solutions, Inc. 13.69% Add +3.4% 578,799 $29.3M
Marquette Asset Management, LLC 3.59% Add +4.8% 550,446 $27.9M
Capital Analysts, LLC 0.60% Add +0.0% 516,643 $26.2M
Waverly Advisors, LLC 0.14% Add +5.2% 474,980 $24.0M
Janney Montgomery Scott LLC 0.05% Add +75.9% 464,325 $23.5M
Kintra Wealth, LLC 1.12% Add +8.2% 424,283 $21.4M
Motco 1.65% Add +1.9% 379,986 $19.2M
Winter & Associates, Inc. 13.53% Add +79.2% 355,616 $18.0M
ERn Financial, LLC 2.93% Add +4.7% 349,663 $17.7M
Stifel Financial Corp. 0.01% Add +11.5% 343,042 $17.4M
Focus Partners Advisor Solutions, LLC 0.15% Add +76.4% 340,457 $17.2M
Cornerstone Planning Group LLC 1.92% Add +3.3% 302,568 $15.3M
StoryOne LLC 6.64% Add +0.0% 277,676 $14.1M
Redhawk Wealth Advisors, Inc. 1.38% Add +4.3% 276,282 $14.0M
Royal Bank of Canada 0.00% Add +15.5% 270,638 $13.7M
Certified Advisory Corp 1.10% Add +16.3% 269,658 $13.7M
HORAN Wealth, LLC 1.68% Add +0.9% 264,769 $13.4M
Kirkwood Financial Services 3.75% Add +80.5% 258,893 $13.1M
Apella Capital, LLC 0.17% Add +10.0% 242,085 $12.3M
Northeast Planning Associates, Inc. / NH / 9.16% Reduce -0.5% 264,245 $12.2M
Toth Financial Advisory Corp. 1.10% Add +5.3% 221,722 $11.2M
Northwestern Mutual Wealth Management Co. 0.01% Add +8382.2% 220,708 $11.2M
Osaic Holdings, Inc. 0.01% Reduce -12.6% 218,055 $11.0M
Wealth Enhancement Advisory Services, LLC 0.02% Add +43.6% 217,002 $10.9M
Steward Partners Investment Advisory, LLC 0.06% Add +19.1% 214,983 $10.9M
Integrated Wealth Concepts LLC 0.07% Add +3.8% 214,309 $10.8M
Summit Financial, LLC 0.11% Add +1.1% 193,690 $9.8M
Commonwealth Equity Services, LLC 0.01% Reduce -31.6% 182,660 $9.2M
Adapt Wealth Advisors, LLC 3.02% Reduce -3.6% 182,656 $9.2M
Pinnacle Wealth Management Group, Inc. 4.26% Add +1.0% 180,560 $9.1M
Envestnet Asset Management Inc. 0.00% Add +10.4% 171,901 $8.7M
Cambridge Investment Research Advisors, Inc. 0.02% Add +11.9% 167,766 $8.5M
Avaii Wealth Management, LLC 2.38% Add +4.1% 159,757 $8.1M
REDW Wealth LLC 2.86% Add +30.5% 157,490 $8.0M
MML Investors Services, LLC 0.02% Add +19.9% 147,246 $7.5M
Smith Thornton Advisors LLC 3.14% Add +7.8% 141,546 $7.1M
Trademark Financial Management, LLC 2.73% Add +141.6% 131,815 $6.7M
Quadcap Wealth Management, LLC 0.61% Reduce -3.0% 124,518 $6.3M
Cetera Investment Advisers 0.01% Add +602.6% 120,467 $6.1M
Midwest Capital Advisors, LLC 2.46% Add +7.4% 119,864 $6.1M
Pine Valley Investments Ltd Liability Co 0.26% Add +2.6% 119,596 $6.1M
UBS Group AG 0.00% Reduce -43.3% 119,371 $6.0M
Darrow Company, Inc. 2.32% Add +3.7% 118,115 $6.0M
Clarity Asset Management, Inc. 2.91% Add +4.9% 117,432 $5.9M
Farther Finance Advisors, LLC 0.04% Reduce -12.3% 102,500 $5.2M
Bensler, LLC 0.45% Reduce -11.2% 101,114 $5.1M
Rooted Wealth Advisors, Inc. 1.22% Add +38.5% 98,438 $5.0M
Equitable Holdings, Inc. 0.03% Add +28.0% 97,634 $4.9M
Creative Financial Designs Inc. 0.24% Reduce -47.5% 97,535 $4.9M
Nations Financial Group Inc, /Ia/ 0.23% Add +11.7% 94,788 $4.8M
Allen Capital Group, LLC 0.37% Add +11.6% 90,048 $4.6M
Kingsview Wealth Management, LLC 0.05% Reduce -1.9% 85,198 $4.3M
Valmark Advisers, Inc. 0.05% Add +31.6% 84,062 $4.3M
Tulsa Wealth Advisors, INC 0.54% Add +1.3% 75,586 $3.8M
Madison Wealth Partners, Inc 0.43% Add +13.8% 67,190 $3.4M
Susquehanna International Group, LLP 0.00% New 66,445 $3.4M
Patriot Financial Group Insurance Agency, LLC 0.34% Reduce -45.8% 66,235 $3.4M
OneAscent Wealth Management LLC 0.98% Add +24.8% 64,761 $3.3M
Bank of New York Mellon Corp 0.00% Add +38.3% 63,142 $3.2M
Samalin Investment Counsel, LLC 0.89% Reduce -4.3% 54,969 $2.8M
Comprehensive Wealth Management, LLC 1.11% Add +112.5% 47,911 $2.4M
Citadel Advisors 0.00% Reduce -56.2% 47,903 $2.4M
Oppenheimer & Co. Inc. 0.02% Add +3.0% 45,394 $2.3M
Perigon Wealth Management, LLC 0.03% Add +42.7% 41,524 $2.1M
Ameritas Advisory Services, LLC 0.04% New 41,351 $2.1M
Ameriprise Financial Inc. 0.00% New 41,897 $2.0M
Lakeridge Wealth Management LLC 0.73% Reduce -36.0% 39,393 $2.0M
Elk River Wealth Management LLC 0.28% Reduce -9.3% 35,135 $1.8M
AlphaCore Capital LLC 0.03% New 34,466 $1.7M
Fifth Third Bancorp 0.00% Add +59.2% 31,361 $1.6M
Flagship Harbor Advisors, LLC 0.06% Add +12.2% 29,779 $1.5M
Miller Financial Services LLC 1.20% Add +32.2% 29,301 $1.5M
Kestra Advisory Services, LLC 0.00% Reduce -1.8% 28,879 $1.5M
Wall Street Financial Group, Inc. 0.78% New 28,823 $1.5M
Stratos Investment Management, LLC 0.05% Add +13.6% 27,780 $1.4M
Silver Oak Securities, Incorporated 0.08% Add +4.1% 25,947 $1.3M
Axis Wealth Partners, LLC 0.62% Reduce -2.0% 25,568 $1.3M
Maridea Wealth Management LLC 0.13% Add +356.4% 24,127 $1.2M
Advisory Services Network, LLC 0.01% Reduce -3.9% 23,379 $1.2M
Fiscal Wisdom Wealth Management, LLC 0.88% New 20,581 $1.0M
Mariner, LLC 0.00% Reduce -28.3% 19,510 $988K
Betterment LLC 0.00% Add +44.4% 18,868 $955K
Kestra Private Wealth Services, LLC 0.01% Add +3.9% 18,555 $939K
Mainstay Capital Management LLC 0.07% Add +0.0% 18,488 $936K
Sigma Planning Corp 0.02% Reduce -23.4% 18,394 $931K
Atria Investments, Inc 0.01% Reduce -32.2% 18,268 $925K
Centaurus Financial, Inc. 0.04% Add +81.6% 18,158 $919K
Orion Porfolio Solutions, LLC 0.01% Reduce -21.2% 17,922 $907K

"% of holder's portfolio" is USTB's weight in each manager's 13F, not the share of Victoryshares Short-Term Bon the manager owns.

Show all 149 holders