Victoryshares Short-Term BonUSTBETF
13F holders, Q1 2025 (March 31)113holders +6
16new positions
9sold out
1famous investor
$50.65avg. 13F price*
At the end of Q1 2025, 113 institutions reported holding Victoryshares Short-Term Bon (USTB) in their 13F filings, up 6 from Q4 2024. 16 opened new positions and 9 sold out. The largest holders were Victory Capital Management Inc. ($269.0M), Bank of America Corp. ($50.1M) and LPL Financial LLC ($48.5M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $61.5M |
| Exits | 9 | $3.4M |
All 13F filers, Q4 2024 → Q1 2025: 3,225,050 shares bought and 258,572 shares sold, net +2,966,478 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 113 holders
| Victory Capital Management Inc. | 0.28% | Add +3.7% | 5,311,308 | $269.0M |
| Bank of America Corp. | 0.00% | Add +9.9% | 989,929 | $50.1M |
| LPL Financial LLC | 0.02% | Add +33.8% | 957,969 | $48.5M |
| Redhawk Wealth Advisors, Inc. | 4.97% | Add +168.9% | 729,554 | $37.0M |
| Morgan Stanley | 0.00% | Add +13.3% | 624,938 | $31.7M |
| Amplius Wealth Advisors, LLC | 3.29% | New | 623,732 | $31.6M |
| Marquette Asset Management, LLC | 4.99% | Reduce -0.7% | 559,062 | $28.3M |
| Broadway Wealth Solutions, Inc. | 15.50% | Add +9.0% | 419,321 | $21.2M |
| Raymond James Financial Inc. | 0.01% | Add +12.9% | 359,228 | $18.2M |
| Waverly Advisors, LLC | 0.22% | Add +12.4% | 354,590 | $18.0M |
| Motco | 1.82% | Add +20.3% | 339,322 | $17.2M |
| ERn Financial, LLC | 2.46% | Add +2.0% | 307,566 | $15.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +27.3% | 288,273 | $14.6M |
| Northeast Planning Associates, Inc. / NH / | 10.53% | Add +3.5% | 250,399 | $12.7M |
| Stonebridge Financial Group, LLC | 1.34% | New | 249,209 | $12.6M |
| Cornerstone Planning Group LLC | 2.85% | Reduce -1.5% | 236,098 | $11.9M |
| Private Advisor Group, LLC | 0.07% | Add +110.8% | 233,129 | $11.8M |
| Bensler, LLC | 1.24% | Reduce -9.4% | 196,212 | $9.9M |
| Horan Capital Advisors, LLC. | 3.14% | Add +8.9% | 184,102 | $9.3M |
| Royal Bank of Canada | 0.00% | Add +24.1% | 180,245 | $9.1M |
| Certified Advisory Corp | 1.02% | Add +1.8% | 177,316 | $9.0M |
| Pine Valley Investments Ltd Liability Co | 0.58% | Add +8.8% | 177,056 | $9.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +15.9% | 176,179 | $8.9M |
| Toth Financial Advisory Corp. | 1.07% | Add +6.3% | 175,177 | $8.9M |
| Adapt Wealth Advisors, LLC | 3.93% | Add +9.4% | 158,965 | $8.1M |
| Stifel Financial Corp. | 0.01% | Add +301.8% | 151,683 | $7.7M |
| Smith Thornton Advisors LLC | 4.43% | Add +84.5% | 140,450 | $7.1M |
| Pinnacle Wealth Management Group, Inc. | 4.91% | Add +2.8% | 138,972 | $7.0M |
| Avaii Wealth Management, LLC | 3.50% | New | 129,239 | $6.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -46.3% | 124,172 | $6.3M |
| Masso Torrence Wealth Management Inc. | 3.29% | Add +16.0% | 121,516 | $6.2M |
| UBS Group AG | 0.00% | Add +6.2% | 118,327 | $6.0M |
| Quadcap Wealth Management, LLC | 0.79% | Add +7.5% | 107,963 | $5.5M |
| Midwest Capital Advisors, LLC | 2.96% | Add +3.4% | 95,122 | $4.8M |
| Creative Financial Designs Inc. | 0.36% | Add +1.1% | 89,423 | $4.5M |
| Darrow Company, Inc. | 2.21% | Add +24.8% | 78,335 | $4.0M |
| Jane Street Group, LLC | 0.01% | Add +261.8% | 72,121 | $3.7M |
| Nations Financial Group Inc, /Ia/ | 0.27% | Add +20.4% | 68,877 | $3.5M |
| Lakeridge Wealth Management LLC | 1.58% | New | 62,225 | $3.2M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +18.0% | 60,305 | $3.1M |
| Mariner, LLC | 0.00% | Reduce -14.2% | 57,845 | $2.9M |
| Kingsview Wealth Management, LLC | 0.06% | Add +31.6% | 57,738 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +17.3% | 54,917 | $2.8M |
| Samalin Investment Counsel, LLC | 1.08% | Reduce -4.2% | 52,199 | $2.6M |
| Integrated Wealth Concepts LLC | 0.03% | Add +13.0% | 51,279 | $2.6M |
| Merit Financial Group, LLC | 0.04% | Reduce -8.5% | 50,021 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +1001.1% | 48,097 | $2.4M |
| Atria Investments, Inc | 0.03% | Reduce -15.7% | 41,781 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +67.6% | 41,226 | $2.1M |
| Ameritas Advisory Services, LLC | 0.08% | Add +2.3% | 37,692 | $1.9M |
| Elk River Wealth Management LLC | 0.35% | Add +3.5% | 36,403 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -17.7% | 34,415 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -17.7% | 34,415 | $1.7M |
| Trademark Financial Management, LLC | 1.29% | Add +148.5% | 33,484 | $1.7M |
| OneAscent Wealth Management LLC | 0.71% | Add +70.2% | 32,512 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Add +10.9% | 32,323 | $1.6M |
| Silver Oak Securities, Incorporated | 0.14% | Reduce -0.4% | 28,564 | $1.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.20% | Reduce -3.1% | 26,288 | $1.3M |
| Flow Traders U.S. LLC | 0.05% | New | 25,377 | $1.3M |
| MML Investors Services, LLC | 0.00% | New | 24,593 | $1.2M |
| Madison Wealth Partners, Inc | 0.30% | Add +58.8% | 24,358 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +1.8% | 24,190 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -11.4% | 23,554 | $1.2M |
| Sigma Planning Corp | 0.03% | Add +2.1% | 20,518 | $1.0M |
| Fig Financial Advisory Services Inc. | 0.73% | Reduce -0.9% | 20,302 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Add +93.8% | 20,160 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Reduce -16.0% | 19,920 | $1.0M |
| Kintra Wealth, LLC | 0.67% | New | 19,697 | $998K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +17.1% | 18,946 | $960K |
| Comprehensive Wealth Management, LLC | 0.66% | Add +39.6% | 18,792 | $952K |
| Synergy Asset Management, LLC | 0.10% | New | 15,641 | $792K |
| Swmg, LLC | 0.31% | Reduce -6.0% | 15,318 | $773K |
| Daymark Wealth Partners, LLC | 0.03% | Add +10.5% | 14,795 | $749K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.1% | 14,406 | $730K |
| Claro Advisors Inc. | 0.09% | New | 13,808 | $699K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +10.3% | 13,565 | $687K |
| JPMorgan Chase & Co. | 0.00% | New | 12,696 | $643K |
| Perigon Wealth Management, LLC | 0.02% | Add +2.6% | 12,035 | $610K |
| Horan Securities, Inc. | 0.22% | Reduce -12.9% | 11,642 | $590K |
| Westbourne Investments, Inc. | 0.34% | No change | 11,023 | $558K |
| Janney Montgomery Scott LLC | 0.00% | Add +85.1% | 10,829 | $548K |
| CW Advisors, LLC | 0.01% | New | 10,682 | $541K |
| IHT Wealth Management, LLC | 0.02% | Reduce -22.2% | 9,799 | $496K |
| Mainstay Capital Management LLC | 0.06% | Add +12.6% | 9,264 | $469K |
| REDW Wealth LLC | 0.15% | Add +39.8% | 8,104 | $410K |
| Elyxium Wealth, LLC | 0.17% | New | 7,644 | $387K |
| Burt Wealth Advisors | 0.09% | Add +2.9% | 7,425 | $376K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 7,124 | $361K |
| Stratos Investment Management, LLC | 0.02% | New | 7,068 | $358K |
| Betterment LLC | 0.00% | Reduce -9.7% | 6,398 | $324K |
| Prairieview Wealth Partners, LLC | 0.39% | Reduce -20.0% | 6,292 | $319K |
| StoneX Group Inc. | 0.02% | New | 5,762 | $292K |
| Greenup Street Wealth Management LLC | 0.06% | Reduce -6.8% | 5,655 | $286K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 5,664 | $286K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -6.5% | 5,596 | $283K |
| Axis Wealth Partners, LLC | 0.18% | Add +19.8% | 4,895 | $248K |
| QTR Family Wealth, LLC | 0.17% | — | 4,473 | $227K |
| Cwm, LLC | 0.00% | Reduce -1.8% | 4,266 | $216K |
| Fifth Third Bancorp | 0.00% | No change | 3,080 | $156K |
| Principal Securities, Inc. | 0.00% | No change | 1,520 | $76K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,336 | $68K |
| Private Trust Co. NA | 0.01% | No change | 1,159 | $59K |
| Capital Analysts, LLC | 0.00% | Add +3.4% | 1,128 | $57K |
| Ameriflex Group, Inc. | 0.02% | No change | 800 | $41K |
| Garde Capital, Inc. | 0.00% | New | 284 | $14K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 280 | $14K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 166 | $8K |
| Harbour Investments, Inc. | 0.00% | Reduce -71.5% | 113 | $6K |
| Jones Financial Companies LLLP | 0.00% | Reduce -71.4% | 65 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 55 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 10 | $507 |
| Assetmark, Inc. | 0.00% | No change | 5 | $253 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $31 |
"% of holder's portfolio" is USTB's weight in each manager's 13F, not the share of Victoryshares Short-Term Bon the manager owns.