Victoryshares Short-Term BonUSTBETF
13F holders, Q4 2024 (December 31)107holders +15
17new positions
7sold out
1famous investor
$50.20avg. 13F price*
At the end of Q4 2024, 107 institutions reported holding Victoryshares Short-Term Bon (USTB) in their 13F filings, up 15 from Q3 2024. 17 opened new positions and 7 sold out. The largest holders were Victory Capital Management Inc. ($257.1M), Bank of America Corp. ($45.2M) and LPL Financial LLC ($36.0M). 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $20.9M |
| Exits | 7 | $9.3M |
All 13F filers, Q3 2024 → Q4 2024: 2,919,376 shares bought and 998,036 shares sold, net +1,921,340 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| Victory Capital Management Inc. | 0.26% | Add +23.1% | 5,122,240 | $257.1M |
| Bank of America Corp. | 0.00% | Add +35.3% | 900,446 | $45.2M |
| LPL Financial LLC | 0.01% | Add +97.8% | 716,137 | $36.0M |
| Marquette Asset Management, LLC | 4.61% | Reduce -7.9% | 562,846 | $28.3M |
| Morgan Stanley | 0.00% | Reduce -17.4% | 551,393 | $27.7M |
| Broadway Wealth Solutions, Inc. | 14.64% | — | 384,580 | $19.3M |
| Raymond James Financial Inc. | 0.01% | — | 318,054 | $16.0M |
| Waverly Advisors, LLC | 0.25% | Add +12.4% | 315,536 | $15.8M |
| ERn Financial, LLC | 2.27% | Add +3.0% | 301,649 | $15.1M |
| Motco | 1.45% | Add +26.2% | 281,958 | $14.2M |
| Redhawk Wealth Advisors, Inc. | 1.84% | Add +69.2% | 271,322 | $13.6M |
| Northeast Planning Associates, Inc. / NH / | 12.58% | — | 242,039 | $12.2M |
| Cornerstone Planning Group LLC | 2.97% | Reduce -11.4% | 239,753 | $12.1M |
| Osaic Holdings, Inc. | 0.03% | Reduce -0.9% | 231,227 | $11.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +4092.9% | 226,542 | $11.4M |
| Bensler, LLC | 1.29% | Add +8.3% | 216,679 | $10.9M |
| Certified Advisory Corp | 0.95% | Add +6.7% | 174,190 | $8.7M |
| Horan Capital Advisors, LLC. | 2.86% | New | 169,023 | $8.5M |
| Toth Financial Advisory Corp. | 0.97% | Add +0.7% | 164,787 | $8.3M |
| Pine Valley Investments Ltd Liability Co | 0.53% | Add +38.0% | 162,750 | $8.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +9.7% | 152,025 | $7.6M |
| Adapt Wealth Advisors, LLC | 3.59% | Add +702.1% | 145,322 | $7.3M |
| Royal Bank of Canada | 0.00% | Add +38.0% | 145,180 | $7.3M |
| Pinnacle Wealth Management Group, Inc. | 4.23% | Add +7.4% | 135,147 | $6.8M |
| UBS Group AG | 0.00% | Add +23.3% | 111,424 | $5.6M |
| Private Advisor Group, LLC | 0.03% | Add +81.5% | 110,590 | $5.6M |
| Masso Torrence Wealth Management Inc. | 2.76% | Add +16.7% | 104,757 | $5.3M |
| Quadcap Wealth Management, LLC | 0.74% | Add +45.3% | 100,416 | $5.0M |
| Midwest Capital Advisors, LLC | 3.38% | — | 92,015 | $4.6M |
| Creative Financial Designs Inc. | 0.36% | Add +1.2% | 88,435 | $4.4M |
| Smith Thornton Advisors LLC | 2.42% | Add +3.1% | 76,139 | $3.8M |
| Mariner, LLC | 0.01% | Reduce -74.4% | 67,439 | $3.4M |
| Darrow Company, Inc. | 1.83% | Add +10.2% | 62,792 | $3.2M |
| Nations Financial Group Inc, /Ia/ | 0.21% | Add +50.8% | 57,223 | $2.9M |
| Merit Financial Group, LLC | 0.05% | New | 54,663 | $2.7M |
| Samalin Investment Counsel, LLC | 1.18% | Add +5.0% | 54,505 | $2.7M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +8.6% | 51,099 | $2.6M |
| Atria Investments, Inc | 0.03% | Reduce -79.6% | 49,572 | $2.5M |
| Concourse Financial Group Securities, Inc. | 0.14% | Add +86.8% | 49,454 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +11.7% | 46,801 | $2.3M |
| Integrated Wealth Concepts LLC | 0.03% | Add +52.9% | 45,394 | $2.3M |
| Kingsview Wealth Management, LLC | 0.04% | New | 43,886 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +13.4% | 41,801 | $2.1M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +13.4% | 41,801 | $2.1M |
| Stifel Financial Corp. | 0.00% | Reduce -26.6% | 37,755 | $1.9M |
| Ameritas Advisory Services, LLC | 0.06% | Add +7.4% | 36,846 | $1.8M |
| Elk River Wealth Management LLC | 0.32% | Add +11.5% | 35,172 | $1.8M |
| Valmark Advisers, Inc. | 0.02% | Add +19.8% | 29,135 | $1.5M |
| Silver Oak Securities, Incorporated | 0.13% | New | 28,669 | $1.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.20% | Add +3.4% | 27,139 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -21.3% | 26,591 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -86.5% | 24,593 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | New | 23,768 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Reduce -13.5% | 23,704 | $1.2M |
| Fig Financial Advisory Services Inc. | 0.70% | — | 20,481 | $1.0M |
| Sigma Planning Corp | 0.03% | Add +28.2% | 20,088 | $1.0M |
| Jane Street Group, LLC | 0.00% | New | 19,936 | $1.0M |
| OneAscent Wealth Management LLC | 0.40% | New | 19,104 | $959K |
| Moneco Advisors, LLC | 0.09% | Add +9.7% | 17,336 | $870K |
| Swmg, LLC | 0.33% | Add +6.7% | 16,292 | $819K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +168.2% | 16,184 | $812K |
| Madison Wealth Partners, Inc | 0.22% | Add +192.0% | 15,340 | $770K |
| Money Concepts Capital Corp. | 0.06% | Reduce -14.9% | 15,260 | $766K |
| Kestra Advisory Services, LLC | 0.00% | Add +7.6% | 15,020 | $754K |
| Trademark Financial Management, LLC | 0.54% | Reduce -33.3% | 13,476 | $677K |
| Comprehensive Wealth Management, LLC | 0.51% | Add +13.3% | 13,458 | $676K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -4.6% | 13,392 | $672K |
| Horan Securities, Inc. | 0.25% | New | 13,365 | $671K |
| IHT Wealth Management, LLC | 0.02% | Reduce -11.9% | 12,599 | $632K |
| Squire Investment Management Company, LLC | 0.27% | Add +44.9% | 12,303 | $618K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 12,302 | $618K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -4.3% | 11,729 | $590K |
| Westbourne Investments, Inc. | 0.33% | — | 11,023 | $553K |
| Equitable Holdings, Inc. | 0.01% | New | 10,403 | $522K |
| Global Retirement Partners, LLC | 0.01% | Add +24.3% | 10,121 | $508K |
| Private Client Services, LLC | 0.27% | Add +24.6% | 9,921 | $498K |
| Mainstay Capital Management LLC | 0.06% | Add +2.1% | 8,227 | $413K |
| Prairieview Wealth Partners, LLC | 0.43% | Reduce -21.5% | 7,861 | $395K |
| Burt Wealth Advisors | 0.09% | Add +2.9% | 7,215 | $362K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 7,124 | $358K |
| Betterment LLC | 0.00% | Reduce -0.0% | 7,081 | $355K |
| Greenup Street Wealth Management LLC | 0.06% | New | 6,066 | $305K |
| Octavia Wealth Advisors, LLC | 0.04% | Add +37.9% | 5,985 | $300K |
| Janney Montgomery Scott LLC | 0.00% | New | 5,850 | $294K |
| REDW Wealth LLC | 0.10% | Reduce -14.7% | 5,799 | $291K |
| Bison Wealth, LLC | 0.06% | Reduce -22.4% | 5,441 | $273K |
| Susquehanna International Group, LLP | 0.00% | New | 5,367 | $269K |
| Avantax Advisory Services, Inc. | 0.00% | Add +11.5% | 4,773 | $240K |
| Cetera Investment Advisers | 0.00% | Reduce -86.1% | 4,368 | $219K |
| Cwm, LLC | 0.00% | No change | 4,344 | $218K |
| Axis Wealth Partners, LLC | 0.17% | — | 4,085 | $205K |
| Fifth Third Bancorp | 0.00% | New | 3,080 | $155K |
| Fortitude Family Office, LLC | 0.03% | No change | 1,800 | $90K |
| Principal Securities, Inc. | 0.00% | Reduce -1.8% | 1,520 | $76K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,336 | $67K |
| Private Trust Co. NA | 0.01% | No change | 1,159 | $58K |
| Capital Analysts, LLC | 0.00% | No change | 1,091 | $55K |
| Ameriflex Group, Inc. | 0.02% | — | 800 | $40K |
| Harbour Investments, Inc. | 0.00% | Reduce -11.2% | 397 | $20K |
| Crowley Wealth Management, Inc. | 0.01% | — | 280 | $14K |
| Jones Financial Companies LLLP | 0.00% | New | 227 | $11K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 166 | $8K |
| MAI Capital Management | 0.00% | New | 99 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 55 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 10 | $502 |
| Assetmark, Inc. | 0.00% | No change | 5 | $251 |
| Citigroup Inc. | 0.00% | New | 4 | $201 |
"% of holder's portfolio" is USTB's weight in each manager's 13F, not the share of Victoryshares Short-Term Bon the manager owns.