Victoryshares Short-Term BonUSTBETF

13F holders, Q1 2026 (March 31)
143holders +8
14new positions
4sold out
1famous investor
$50.86avg. 13F price*

At the end of Q1 2026, 143 institutions reported holding Victoryshares Short-Term Bon (USTB) in their 13F filings, up 8 from Q4 2025. 14 opened new positions and 4 sold out. The largest holders were Victory Capital Management Inc. ($273.7M), Merit Financial Group, LLC ($142.8M) and Morgan Stanley ($127.9M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions14$44.9M
Exits4$606K

All 13F filers, Q4 2025 → Q1 2026: 5,787,533 shares bought and 535,329 shares sold, net +5,252,204 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 143 holders

Victory Capital Management Inc. 0.18% Add +1.2% 5,410,366 $273.7M
Merit Financial Group, LLC 1.06% Add +8.6% 2,822,911 $142.8M
Morgan Stanley 0.01% Add +16.3% 2,528,426 $127.9M
Go Invest LLC 29.48% Add +18.4% 2,033,741 $102.9M
LPL Financial LLC 0.02% Add +20.4% 1,607,923 $81.3M
Bank of America Corp. 0.01% Add +10.1% 1,531,498 $77.5M
SHP Wealth Management 4.76% Add +63100.8% 1,248,215 $63.1M
Stonebridge Financial Group, LLC 3.67% Add +15.7% 881,331 $44.6M
Amplius Wealth Advisors, LLC 3.09% Reduce -4.7% 733,336 $37.1M
Broadway Wealth Solutions, Inc. 14.64% Add +7.7% 559,951 $28.3M
Marquette Asset Management, LLC 3.99% Add +1.7% 525,433 $26.6M
Capital Analysts, LLC 0.69% Reduce -8.2% 516,536 $26.1M
Raymond James Financial Inc. 0.01% Add +30.6% 482,124 $24.4M
Private Advisor Group, LLC 0.11% Add +16.7% 464,463 $23.5M
Jane Street Group, LLC 0.03% New 458,615 $23.2M
Waverly Advisors, LLC 0.17% Add +6.4% 451,585 $22.8M
Kintra Wealth, LLC 1.40% Add +81.1% 392,069 $19.8M
Motco 1.75% Add +5.9% 372,958 $18.9M
ERn Financial, LLC 3.18% Add +6.0% 334,129 $16.9M
Stifel Financial Corp. 0.01% Add +26.4% 307,627 $15.6M
Cornerstone Planning Group LLC 1.98% Add +19.0% 292,838 $14.8M
Commonwealth Equity Services, LLC 0.02% Add +4.0% 267,057 $13.5M
Northeast Planning Associates, Inc. / NH / 9.02% Add +5.2% 265,596 $13.4M
Redhawk Wealth Advisors, Inc. 1.48% Add +10.2% 264,785 $13.4M
Janney Montgomery Scott LLC 0.03% Add +378.3% 263,995 $13.4M
HORAN Wealth, LLC 1.26% Add +19.8% 262,376 $13.3M
Osaic Holdings, Inc. 0.02% Add +0.9% 249,515 $12.6M
Royal Bank of Canada 0.00% Add +11.9% 234,309 $11.9M
Certified Advisory Corp 1.05% Add +10.5% 231,971 $11.7M
BlueStem Wealth Partners, LLC 1.24% Add +5.6% 221,223 $11.2M
Apella Capital, LLC 0.17% Add +12.7% 220,010 $11.1M
Wells Fargo & Company 0.00% Add +663.6% 211,904 $10.7M
Toth Financial Advisory Corp. 1.17% Add +10.3% 210,516 $10.6M
UBS Group AG 0.00% Reduce -4.0% 210,425 $10.6M
Integrated Wealth Concepts LLC 0.08% Add +48.3% 206,471 $10.4M
Winter & Associates, Inc. 8.79% Add +49.9% 198,454 $10.0M
Focus Partners Advisor Solutions, LLC 0.10% Add +45.7% 193,011 $9.8M
Summit Financial, LLC 0.12% Add +43.0% 191,605 $9.7M
Adapt Wealth Advisors, LLC 3.47% Add +4.5% 189,516 $9.6M
Creative Financial Designs Inc. 0.57% Add +0.6% 185,906 $9.4M
Steward Partners Investment Advisory, LLC 0.05% Add +262.0% 180,424 $9.1M
Pinnacle Wealth Management Group, Inc. 4.44% Add +12.5% 178,774 $9.0M
Envestnet Asset Management Inc. 0.00% Reduce -6.8% 155,654 $7.9M
Avaii Wealth Management, LLC 2.71% Add +3.1% 153,409 $7.8M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -47.8% 151,109 $7.7M
Cambridge Investment Research Advisors, Inc. 0.02% Add +121.0% 149,974 $7.6M
Kirkwood Financial Services 2.59% Add +4.8% 143,403 $7.3M
Smith Thornton Advisors LLC 3.34% Add +5.5% 131,303 $6.6M
Quadcap Wealth Management, LLC 0.74% Reduce -0.0% 128,389 $6.5M
MML Investors Services, LLC 0.02% Reduce -5.5% 122,836 $6.2M
Patriot Financial Group Insurance Agency, LLC 0.35% Add +151.0% 122,240 $6.2M
REDW Wealth LLC 2.43% Add +90.7% 120,685 $6.1M
Farther Finance Advisors, LLC 0.06% Reduce -21.6% 116,857 $5.9M
Pine Valley Investments Ltd Liability Co 0.29% Reduce -42.5% 116,556 $5.9M
Darrow Company, Inc. 2.59% Add +13.4% 113,884 $5.8M
Bensler, LLC 0.59% Reduce -26.3% 113,831 $5.8M
Clarity Asset Management, Inc. 2.87% New 111,951 $5.7M
Midwest Capital Advisors, LLC 2.64% Add +7.1% 111,574 $5.6M
Citadel Advisors 0.00% New 109,303 $5.5M
Flow Traders U.S. LLC 0.15% Add +1002.5% 95,200 $4.8M
Kingsview Wealth Management, LLC 0.06% Add +0.1% 86,845 $4.4M
Nations Financial Group Inc, /Ia/ 0.22% Add +7.0% 84,837 $4.3M
Allen Capital Group, LLC 0.37% New 80,692 $4.1M
Equitable Holdings, Inc. 0.03% Add +61.3% 76,289 $3.9M
Tulsa Wealth Advisors, INC 0.66% New 74,639 $3.8M
Rooted Wealth Advisors, Inc. 0.95% Add +50.9% 71,085 $3.6M
Valmark Advisers, Inc. 0.04% Add +11.6% 63,874 $3.2M
Lakeridge Wealth Management LLC 1.34% Reduce -1.1% 61,591 $3.1M
Madison Wealth Partners, Inc 0.48% Add +65.9% 59,038 $3.0M
Samalin Investment Counsel, LLC 1.04% Reduce -6.6% 57,456 $2.9M
Goldman Sachs Group Inc. 0.00% Add +162.5% 57,229 $2.9M
Trademark Financial Management, LLC 1.35% Add +32.9% 54,566 $2.8M
OneAscent Wealth Management LLC 0.87% Add +38.0% 51,908 $2.6M
Bank of New York Mellon Corp 0.00% Add +23.2% 45,670 $2.3M
Oppenheimer & Co. Inc. 0.03% Reduce -0.9% 44,080 $2.2M
Elk River Wealth Management LLC 0.33% Reduce -5.3% 38,715 $2.0M
Kestra Advisory Services, LLC 0.01% Add +6.2% 29,401 $1.5M
Perigon Wealth Management, LLC 0.03% Add +9.3% 29,105 $1.5M
Mariner, LLC 0.00% Reduce -15.2% 27,215 $1.4M
Atria Investments, Inc 0.02% Reduce -14.5% 26,943 $1.4M
Flagship Harbor Advisors, LLC 0.06% Add +24.4% 26,543 $1.3M
Axis Wealth Partners, LLC 0.70% Add +24.5% 26,082 $1.3M
Silver Oak Securities, Incorporated 0.09% Add +2.8% 24,926 $1.3M
Stratos Investment Management, LLC 0.05% Add +10.0% 24,461 $1.2M
Advisory Services Network, LLC 0.02% Add +5.0% 24,330 $1.2M
Sigma Planning Corp 0.03% Add +3.8% 24,019 $1.2M
Orion Porfolio Solutions, LLC 0.01% Reduce -29.3% 22,750 $1.2M
Comprehensive Wealth Management, LLC 0.58% Add +13.6% 22,551 $1.1M
Miller Financial Services LLC 1.25% Add +226.8% 22,170 $1.1M
Fifth Third Bancorp 0.00% Add +414.3% 19,696 $996K
Mainstay Capital Management LLC 0.07% Add +25.7% 18,480 $935K
Kestra Private Wealth Services, LLC 0.01% Add +44.0% 17,866 $904K
Cetera Investment Advisers 0.00% Reduce -18.1% 17,146 $867K
Claro Advisors Inc. 0.10% Reduce -16.3% 16,373 $828K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Reduce -30.7% 14,876 $752K
Swmg, LLC 0.20% Reduce -5.2% 13,599 $688K
Creative Planning 0.00% Reduce -3.4% 13,232 $669K
Betterment LLC 0.00% Add +55.2% 13,065 $661K
RPS Advisory Solutions LLC 0.33% New 11,629 $588K
HRT Financial LP 0.00% New 11,374 $575K

"% 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 143 holders