Victoryshares Short-Term BonUSTBETF
13F holders, Q4 2025 (December 31)135holders +5
15new positions
12sold out
$51.09avg. 13F price*
At the end of Q4 2025, 135 institutions reported holding Victoryshares Short-Term Bon (USTB) in their 13F filings, up 5 from Q3 2025. 15 opened new positions and 12 sold out. The largest holders were Victory Capital Management Inc. ($271.8M), Merit Financial Group, LLC ($132.1M) and Morgan Stanley ($110.5M).
- Company
- Victoryshares Short-Term Bon
- CUSIP
- 92647N535
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $28.0M |
| Exits | 12 | $10.0M |
All 13F filers, Q3 2025 → Q4 2025: 2,537,040 shares bought and 816,450 shares sold, net +1,720,590 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 135 holders
| Victory Capital Management Inc. | 0.15% | Add +0.3% | 5,346,109 | $271.8M |
| Merit Financial Group, LLC | 1.06% | Add +6.9% | 2,598,695 | $132.1M |
| Morgan Stanley | 0.01% | Add +28.8% | 2,173,526 | $110.5M |
| Go Invest LLC | 28.68% | — | 1,717,260 | $87.3M |
| Bank of America Corp. | 0.01% | Add +0.1% | 1,391,643 | $70.8M |
| LPL Financial LLC | 0.02% | Add +7.8% | 1,334,919 | $67.9M |
| Amplius Wealth Advisors, LLC | 3.28% | Add +0.9% | 769,637 | $39.1M |
| Stonebridge Financial Group, LLC | 3.31% | Add +10.0% | 761,559 | $38.7M |
| Capital Analysts, LLC | 0.79% | Reduce -0.1% | 562,631 | $28.6M |
| Broadway Wealth Solutions, Inc. | 14.12% | Add +8.9% | 520,018 | $26.4M |
| Marquette Asset Management, LLC | 3.88% | Reduce -1.3% | 516,850 | $26.3M |
| Waverly Advisors, LLC | 0.17% | Add +9.1% | 424,414 | $21.6M |
| Private Advisor Group, LLC | 0.10% | Add +10.7% | 397,990 | $20.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -11.8% | 369,098 | $18.8M |
| Motco | 1.62% | Add +2.4% | 352,272 | $17.9M |
| ERn Financial, LLC | 3.01% | Add +4.8% | 315,306 | $16.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -42.5% | 289,315 | $14.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +14.1% | 256,667 | $13.0M |
| Northeast Planning Associates, Inc. / NH / | 9.07% | Add +1.8% | 252,435 | $12.8M |
| Osaic Holdings, Inc. | 0.02% | Reduce -0.9% | 247,173 | $12.6M |
| Cornerstone Planning Group LLC | 1.95% | Add +58494.3% | 246,096 | $12.5M |
| Stifel Financial Corp. | 0.01% | Add +27.2% | 243,410 | $12.4M |
| Redhawk Wealth Advisors, Inc. | 1.37% | Reduce -36.5% | 240,339 | $12.2M |
| UBS Group AG | 0.00% | Add +13.3% | 219,312 | $11.1M |
| HORAN Wealth, LLC | 1.71% | Reduce -0.5% | 219,038 | $11.1M |
| Kintra Wealth, LLC | 1.54% | Add +382.7% | 216,542 | $11.0M |
| Certified Advisory Corp | 0.97% | Add +3.5% | 209,895 | $10.7M |
| BlueStem Wealth Partners, LLC | 1.18% | New | 209,508 | $10.7M |
| Royal Bank of Canada | 0.00% | Add +8.5% | 209,327 | $10.6M |
| Pine Valley Investments Ltd Liability Co | 0.51% | Add +3.7% | 202,823 | $10.3M |
| Apella Capital, LLC | 0.20% | Add +13.7% | 195,167 | $9.9M |
| Toth Financial Advisory Corp. | 1.05% | Add +9.4% | 190,774 | $9.7M |
| Creative Financial Designs Inc. | 0.59% | Add +5.5% | 184,845 | $9.4M |
| Adapt Wealth Advisors, LLC | 3.17% | Add +5.3% | 181,301 | $9.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.1% | 166,923 | $8.5M |
| Pinnacle Wealth Management Group, Inc. | 4.03% | Add +4.5% | 158,859 | $8.1M |
| Bensler, LLC | 0.79% | Reduce -5.0% | 154,508 | $7.9M |
| Farther Finance Advisors, LLC | 0.08% | New | 149,102 | $7.6M |
| Avaii Wealth Management, LLC | 2.74% | Add +3.5% | 148,801 | $7.6M |
| Kirkwood Financial Services | 2.52% | Add +4.5% | 136,854 | $7.2M |
| Integrated Wealth Concepts LLC | 0.08% | Add +27.8% | 139,200 | $7.1M |
| Summit Financial, LLC | 0.10% | Add +57.6% | 133,977 | $6.8M |
| Winter & Associates, Inc. | 6.22% | — | 132,438 | $6.7M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Reduce -18.2% | 132,438 | $6.7M |
| MML Investors Services, LLC | 0.02% | Add +19.7% | 130,057 | $6.6M |
| Quadcap Wealth Management, LLC | 0.75% | Add +5.5% | 128,399 | $6.5M |
| Smith Thornton Advisors LLC | 3.22% | Add +7.3% | 124,488 | $6.3M |
| Midwest Capital Advisors, LLC | 2.54% | Add +0.4% | 104,147 | $5.3M |
| Darrow Company, Inc. | 2.30% | Add +12.7% | 100,443 | $5.1M |
| Kingsview Wealth Management, LLC | 0.06% | Add +2.6% | 86,762 | $4.4M |
| Nations Financial Group Inc, /Ia/ | 0.21% | Add +8.8% | 79,290 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.8% | 67,863 | $3.5M |
| REDW Wealth LLC | 1.23% | Add +101.0% | 63,296 | $3.2M |
| Lakeridge Wealth Management LLC | 1.44% | Reduce -36.1% | 62,252 | $3.2M |
| Samalin Investment Counsel, LLC | 1.11% | Add +9.0% | 61,522 | $3.1M |
| Valmark Advisers, Inc. | 0.04% | Add +0.0% | 57,258 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +28.3% | 55,191 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +10.6% | 49,846 | $2.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.30% | New | 48,700 | $2.5M |
| Maridea Wealth Management LLC | 0.37% | Add +721.6% | 48,629 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Add +5.9% | 47,299 | $2.4M |
| Rooted Wealth Advisors, Inc. | 0.68% | New | 47,119 | $2.4M |
| Oppenheimer & Co. Inc. | 0.03% | Add +1.2% | 44,492 | $2.3M |
| Trademark Financial Management, LLC | 1.15% | Reduce -5.6% | 41,053 | $2.1M |
| Elk River Wealth Management LLC | 0.33% | Add +7.2% | 40,869 | $2.0M |
| OneAscent Wealth Management LLC | 0.64% | Reduce -15.0% | 37,614 | $1.9M |
| Bank of New York Mellon Corp | 0.00% | Add +9.4% | 37,078 | $1.9M |
| Madison Wealth Partners, Inc | 0.33% | Reduce -7.5% | 35,592 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -19.0% | 32,170 | $1.6M |
| Mariner, LLC | 0.00% | Reduce -13.7% | 32,101 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -16.2% | 31,497 | $1.6M |
| Wells Fargo & Company | 0.00% | Add +39542.9% | 27,750 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +14.3% | 27,687 | $1.4M |
| Perigon Wealth Management, LLC | 0.02% | Add +31.9% | 26,636 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +417.3% | 26,015 | $1.3M |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -0.0% | 24,247 | $1.2M |
| Comerica Bank | 0.00% | New | 23,206 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +1.4% | 23,176 | $1.2M |
| Sigma Planning Corp | 0.03% | Add +4.0% | 23,130 | $1.2M |
| Stratos Investment Management, LLC | 0.05% | Reduce -0.3% | 22,243 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 21,802 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Add +17.9% | 21,475 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.05% | Add +7.7% | 21,344 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +15.3% | 20,947 | $1.1M |
| Axis Wealth Partners, LLC | 0.59% | Add +300.5% | 20,943 | $1.1M |
| Comprehensive Wealth Management, LLC | 0.60% | Add +23.9% | 19,851 | $1.0M |
| Claro Advisors Inc. | 0.14% | Add +8.4% | 19,564 | $995K |
| Mainstay Capital Management LLC | 0.06% | Add +25.6% | 14,699 | $747K |
| Swmg, LLC | 0.20% | Reduce -1.2% | 14,337 | $732K |
| Creative Planning | 0.00% | New | 13,698 | $696K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +77.3% | 12,405 | $631K |
| IHT Wealth Management, LLC | 0.01% | Reduce -4.6% | 9,829 | $500K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -5.2% | 9,719 | $494K |
| Intrua Financial, LLC | 0.05% | Add +2.3% | 9,653 | $491K |
| M.E. Allison & Co., Inc. | 0.33% | Add +24.6% | 9,563 | $486K |
| Flow Traders U.S. LLC | 0.01% | New | 8,635 | $439K |
| Sonoma Allocations LLC | 0.15% | Reduce -39.6% | 8,596 | $438K |
| Betterment LLC | 0.00% | Add +1.2% | 8,420 | $428K |
| Octavia Wealth Advisors, LLC | 0.04% | Add +29.8% | 7,479 | $380K |
| Aptus Capital Advisors, LLC | 0.00% | Add +424.5% | 7,380 | $375K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -17.0% | 7,175 | $365K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 7,124 | $362K |
| Parallel Advisors, LLC | 0.01% | Reduce -11.8% | 7,020 | $357K |
| Planning Directions Inc. | 0.18% | New | 6,935 | $353K |
| Miller Financial Services LLC | 0.40% | New | 6,785 | $345K |
| Financial Guidance Group, Inc. | 0.14% | New | 6,629 | $337K |
| Prairieview Wealth Partners, LLC | 0.29% | No change | 6,279 | $319K |
| Money Concepts Capital Corp. | 0.02% | Add +2.4% | 6,276 | $319K |
| HighTower Advisors, LLC | 0.00% | Add +1.5% | 6,247 | $318K |
| StoneX Group Inc. | 0.01% | Add +3.8% | 5,827 | $296K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -93.3% | 5,743 | $292K |
| Private Client Services, LLC | 0.08% | Reduce -0.4% | 4,824 | $245K |
| OneAscent Family Office, LLC | 0.16% | Add +2.9% | 4,616 | $235K |
| Stirlingshire Investments, Inc. | 0.19% | — | 4,285 | $218K |
| American Trust | 0.02% | Reduce -0.7% | 4,057 | $206K |
| Fifth Third Bancorp | 0.00% | Add +24.4% | 3,830 | $195K |
| MAI Capital Management | 0.00% | New | 3,777 | $192K |
| NewEdge Advisors, LLC | 0.00% | New | 3,088 | $157K |
| Cwm, LLC | 0.00% | Reduce -8.1% | 2,466 | $125K |
| SHP Wealth Management | 0.01% | — | 1,975 | $100K |
| Private Trust Co. NA | 0.01% | No change | 1,454 | $74K |
| Global Retirement Partners, LLC | 0.00% | New | 644 | $33K |
| Sunbelt Securities, Inc. | 0.00% | No change | 590 | $30K |
| Elyxium Wealth, LLC | 0.00% | Reduce -97.8% | 340 | $17K |
| Signature Equity Partners, LLC | 0.01% | — | 337 | $17K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 241 | $12K |
| Larson Financial Group LLC | 0.00% | No change | 189 | $10K |
| AE Wealth Management LLC | 0.00% | New | 182 | $9K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 166 | $8K |
| CoreCap Advisors, LLC | 0.00% | Add +169.1% | 148 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 113 | $6K |
| Rossby Financial, LCC | 0.00% | Add +75.0% | 28 | $1K |
| Versant Capital Management, Inc | 0.00% | No change | 10 | $508 |
| Assetmark, Inc. | 0.00% | No change | 5 | $254 |
| Russell Investments Group, Ltd. | 0.00% | No change | 1 | $62 |
"% of holder's portfolio" is USTB's weight in each manager's 13F, not the share of Victoryshares Short-Term Bon the manager owns.