Victoryshares Short-Term BonUSTBETF
13F holders, Q3 2025 (September 30)130holders +9
17new positions
7sold out
1famous investor
$50.99avg. 13F price*
At the end of Q3 2025, 130 institutions reported holding Victoryshares Short-Term Bon (USTB) in their 13F filings, up 9 from Q2 2025. 17 opened new positions and 7 sold out. The largest holders were Victory Capital Management Inc. ($271.8M), Merit Financial Group, LLC ($123.9M) and Morgan Stanley ($86.0M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $12.9M |
| Exits | 7 | $6.4M |
All 13F filers, Q2 2025 → Q3 2025: 5,733,830 shares bought and 611,468 shares sold, net +5,122,362 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 130 holders
| Victory Capital Management Inc. | 0.16% | Add +0.4% | 5,331,308 | $271.8M |
| Merit Financial Group, LLC | 1.14% | Add +5778.3% | 2,430,797 | $123.9M |
| Morgan Stanley | 0.01% | Add +79.4% | 1,687,388 | $86.0M |
| Bank of America Corp. | 0.01% | Add +6.8% | 1,390,580 | $70.9M |
| LPL Financial LLC | 0.02% | Add +17.0% | 1,238,898 | $63.2M |
| Amplius Wealth Advisors, LLC | 3.36% | Add +13.4% | 762,893 | $38.9M |
| Stonebridge Financial Group, LLC | 3.11% | Add +25.7% | 692,506 | $35.3M |
| Capital Analysts, LLC | 0.84% | Add +49804.6% | 562,924 | $28.7M |
| Marquette Asset Management, LLC | 4.09% | Add +2.1% | 523,530 | $26.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -0.3% | 503,357 | $25.7M |
| Broadway Wealth Solutions, Inc. | 13.66% | Add +7.5% | 477,591 | $24.4M |
| Raymond James Financial Inc. | 0.01% | Add +6.9% | 418,387 | $21.3M |
| Waverly Advisors, LLC | 0.20% | Add +9.0% | 388,889 | $19.8M |
| Redhawk Wealth Advisors, Inc. | 2.24% | Reduce -27.9% | 378,752 | $19.3M |
| Private Advisor Group, LLC | 0.09% | Add +35.9% | 359,431 | $18.3M |
| Motco | 1.60% | Add +1.7% | 344,169 | $17.5M |
| ERn Financial, LLC | 3.03% | Add +6.9% | 301,014 | $15.3M |
| Osaic Holdings, Inc. | 0.02% | Add +3.5% | 249,331 | $12.7M |
| Northeast Planning Associates, Inc. / NH / | 10.73% | Add +1.8% | 248,091 | $12.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +12.8% | 224,882 | $11.5M |
| HORAN Wealth, LLC | 1.77% | Add +9.4% | 220,111 | $11.2M |
| Certified Advisory Corp | 0.98% | Add +8.8% | 202,760 | $10.3M |
| Pine Valley Investments Ltd Liability Co | 0.52% | Add +9.3% | 195,521 | $10.0M |
| UBS Group AG | 0.00% | Add +9.9% | 193,521 | $9.9M |
| Royal Bank of Canada | 0.00% | Add +1.2% | 192,975 | $9.8M |
| Stifel Financial Corp. | 0.01% | Add +12.2% | 191,402 | $9.8M |
| Creative Financial Designs Inc. | 0.60% | Add +6.5% | 175,282 | $8.9M |
| Toth Financial Advisory Corp. | 0.96% | Add +2.6% | 174,371 | $8.9M |
| Adapt Wealth Advisors, LLC | 3.24% | Add +1.9% | 172,138 | $8.8M |
| Apella Capital, LLC | 0.19% | Add +997.4% | 171,611 | $8.8M |
| Bensler, LLC | 0.86% | Reduce -5.0% | 162,609 | $8.3M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Add +832.3% | 161,877 | $8.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +215.7% | 152,945 | $7.8M |
| Pinnacle Wealth Management Group, Inc. | 3.98% | Add +4.5% | 152,074 | $7.8M |
| Avaii Wealth Management, LLC | 2.79% | Add +6.2% | 143,695 | $7.3M |
| Masso Torrence Wealth Management Inc. | 2.96% | Add +6.2% | 139,571 | $7.1M |
| Kirkwood Financial Services | 2.47% | — | 131,011 | $6.7M |
| Quadcap Wealth Management, LLC | 0.73% | Add +6.9% | 121,746 | $6.2M |
| Smith Thornton Advisors LLC | 3.10% | Add +5.1% | 116,039 | $5.9M |
| Citadel Advisors | 0.00% | Add +393.1% | 111,246 | $5.7M |
| Integrated Wealth Concepts LLC | 0.05% | Add +11.1% | 108,956 | $5.6M |
| MML Investors Services, LLC | 0.01% | Add +220.5% | 108,685 | $5.5M |
| Midwest Capital Advisors, LLC | 2.55% | Add +5.3% | 103,748 | $5.3M |
| Lakeridge Wealth Management LLC | 2.21% | Add +35.8% | 97,406 | $5.0M |
| Darrow Company, Inc. | 2.11% | Add +10.7% | 89,157 | $4.5M |
| Thrivent Financial for Lutherans | 0.01% | New | 85,180 | $4.3M |
| Summit Financial, LLC | 0.07% | New | 84,983 | $4.3M |
| Kingsview Wealth Management, LLC | 0.07% | Add +10.9% | 84,551 | $4.3M |
| Nations Financial Group Inc, /Ia/ | 0.23% | Reduce -1.5% | 72,882 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.8% | 63,527 | $3.2M |
| Valmark Advisers, Inc. | 0.04% | Add +112.2% | 57,237 | $2.9M |
| Samalin Investment Counsel, LLC | 1.00% | Add +11.1% | 56,439 | $2.9M |
| Synergy Asset Management, LLC | 0.10% | Add +244.5% | 54,055 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.4% | 45,091 | $2.3M |
| Kintra Wealth, LLC | 1.29% | Add +12.3% | 44,861 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Add +46.5% | 44,671 | $2.3M |
| OneAscent Wealth Management LLC | 0.76% | Reduce -4.0% | 44,258 | $2.3M |
| Oppenheimer & Co. Inc. | 0.03% | Add +14.5% | 43,955 | $2.2M |
| Trademark Financial Management, LLC | 1.29% | Add +11.7% | 43,476 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +113.0% | 43,013 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +12.2% | 39,716 | $2.0M |
| Madison Wealth Partners, Inc | 0.39% | Add +36.6% | 38,490 | $2.0M |
| Elk River Wealth Management LLC | 0.31% | Add +5.9% | 38,110 | $1.9M |
| Atria Investments, Inc | 0.02% | Add +3.0% | 37,572 | $1.9M |
| Mariner, LLC | 0.00% | Reduce -17.8% | 37,201 | $1.9M |
| Bank of New York Mellon Corp | 0.00% | New | 33,892 | $1.7M |
| REDW Wealth LLC | 0.61% | Add +254.1% | 31,496 | $1.6M |
| Silver Oak Securities, Incorporated | 0.09% | Reduce -14.9% | 24,252 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.3% | 24,215 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +2.9% | 22,858 | $1.2M |
| Stratos Investment Management, LLC | 0.05% | Add +177.6% | 22,316 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -8.2% | 22,235 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | Add +67.5% | 20,201 | $1.0M |
| Flagship Harbor Advisors, LLC | 0.04% | Add +18.4% | 19,827 | $1.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | Reduce -35.4% | 18,210 | $929K |
| Cetera Investment Advisers | 0.00% | Reduce -17.0% | 18,176 | $927K |
| Claro Advisors Inc. | 0.13% | Add +4.6% | 18,054 | $921K |
| Comprehensive Wealth Management, LLC | 0.58% | Add +80.5% | 16,018 | $817K |
| Elyxium Wealth, LLC | 0.28% | Add +36.0% | 15,565 | $794K |
| Swmg, LLC | 0.22% | Reduce -5.6% | 14,512 | $740K |
| Sonoma Allocations LLC | 0.26% | — | 14,237 | $726K |
| Mainstay Capital Management LLC | 0.06% | Reduce -49.6% | 11,707 | $597K |
| IHT Wealth Management, LLC | 0.01% | No change | 10,299 | $525K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -17.4% | 10,248 | $523K |
| Intrua Financial, LLC | 0.06% | New | 9,439 | $481K |
| Sanctuary Advisors, LLC | 0.00% | New | 8,648 | $441K |
| Betterment LLC | 0.00% | Add +32.4% | 8,321 | $424K |
| Parallel Advisors, LLC | 0.01% | Add +100.7% | 7,960 | $406K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +10.5% | 7,889 | $402K |
| Burt Wealth Advisors | 0.10% | Reduce -2.6% | 7,715 | $393K |
| M.E. Allison & Co., Inc. | 0.27% | Add +3.5% | 7,673 | $391K |
| Greenup Street Wealth Management LLC | 0.06% | Add +43.9% | 7,590 | $387K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 7,124 | $363K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +37.8% | 6,996 | $357K |
| Prairieview Wealth Partners, LLC | 0.30% | Reduce -0.2% | 6,279 | $320K |
| HighTower Advisors, LLC | 0.00% | Reduce -5.0% | 6,154 | $314K |
| Money Concepts Capital Corp. | 0.02% | Add +13.1% | 6,131 | $313K |
| Maridea Wealth Management LLC | 0.05% | New | 5,919 | $302K |
| Octavia Wealth Advisors, LLC | 0.03% | Add +2.5% | 5,760 | $294K |
| StoneX Group Inc. | 0.01% | Reduce -38.5% | 5,615 | $286K |
| Axis Wealth Partners, LLC | 0.16% | Add +6.2% | 5,229 | $267K |
| True North Advisors, LLC | 0.04% | New | 5,074 | $259K |
| Rockefeller Capital Management L.P. | 0.00% | New | 5,029 | $256K |
| Private Client Services, LLC | 0.08% | New | 4,844 | $247K |
| OneAscent Family Office, LLC | 0.19% | New | 4,487 | $229K |
| Wbi Investments, LLC | 0.06% | Add +0.9% | 4,434 | $226K |
| American Trust | 0.02% | Add +2.5% | 4,087 | $208K |
| Fifth Third Bancorp | 0.00% | No change | 3,080 | $157K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 2,809 | $143K |
| Cwm, LLC | 0.00% | Reduce -23.7% | 2,682 | $137K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -95.3% | 1,559 | $79K |
| Principal Securities, Inc. | 0.00% | No change | 1,520 | $77K |
| Private Trust Co. NA | 0.01% | Add +25.4% | 1,454 | $74K |
| Aptus Capital Advisors, LLC | 0.00% | New | 1,407 | $72K |
| JPMorgan Chase & Co. | 0.00% | New | 625 | $32K |
| Sunbelt Securities, Inc. | 0.00% | New | 590 | $30K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -99.8% | 420 | $25K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 280 | $14K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 241 | $12K |
| Larson Financial Group LLC | 0.00% | No change | 189 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 166 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 113 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 84 | $4K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 70 | $4K |
| CoreCap Advisors, LLC | 0.00% | No change | 55 | $3K |
| Rossby Financial, LCC | 0.00% | Add +220.0% | 16 | $836 |
| Versant Capital Management, Inc | 0.00% | No change | 10 | $510 |
| Assetmark, Inc. | 0.00% | No change | 5 | $255 |
| Citigroup Inc. | 0.00% | Reduce -25.0% | 3 | $153 |
| Russell Investments Group, Ltd. | 0.00% | New | 1 | $61 |
"% of holder's portfolio" is USTB's weight in each manager's 13F, not the share of Victoryshares Short-Term Bon the manager owns.