Victoryshares Short-Term BonUSTBETF
13F holders, Q2 2026 (June 30)149holders +6
16new positions
10sold out
1famous investor
$50.58avg. 13F price*
At the end of Q2 2026, 149 institutions reported holding Victoryshares Short-Term Bon (USTB) in their 13F filings, up 6 from Q1 2026. 16 opened new positions and 10 sold out. The largest holders were Victory Capital Management Inc. ($279.9M), Morgan Stanley ($149.9M) and Merit Financial Group, LLC ($148.8M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $13.1M |
| Exits | 10 | $15.8M |
All 13F filers, Q1 2026 → Q2 2026: 5,182,893 shares bought and 1,401,525 shares sold, net +3,781,368 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 149 holders
| Victory Capital Management Inc. | 0.16% | Add +2.2% | 5,530,366 | $279.9M |
| Morgan Stanley | 0.01% | Add +17.1% | 2,960,883 | $149.9M |
| Merit Financial Group, LLC | 0.92% | Add +4.1% | 2,939,884 | $148.8M |
| Go Invest LLC | 27.85% | Add +15.1% | 2,341,147 | $118.5M |
| SHP Wealth Management | 6.22% | Add +43.0% | 1,785,374 | $90.4M |
| Bank of America Corp. | 0.01% | Add +13.6% | 1,740,024 | $88.1M |
| LPL Financial LLC | 0.02% | Reduce -0.8% | 1,594,959 | $80.7M |
| Stonebridge Financial Group, LLC | 3.56% | Add +5.2% | 927,201 | $46.9M |
| Wells Fargo & Company | 0.01% | Add +325.1% | 900,711 | $45.6M |
| Amplius Wealth Advisors, LLC | 2.93% | Add +7.8% | 790,733 | $40.0M |
| Raymond James Financial Inc. | 0.01% | Add +45.1% | 699,421 | $35.4M |
| Private Advisor Group, LLC | 0.14% | Add +26.4% | 587,296 | $29.7M |
| Broadway Wealth Solutions, Inc. | 13.69% | Add +3.4% | 578,799 | $29.3M |
| Marquette Asset Management, LLC | 3.59% | Add +4.8% | 550,446 | $27.9M |
| Capital Analysts, LLC | 0.60% | Add +0.0% | 516,643 | $26.2M |
| Waverly Advisors, LLC | 0.14% | Add +5.2% | 474,980 | $24.0M |
| Janney Montgomery Scott LLC | 0.05% | Add +75.9% | 464,325 | $23.5M |
| Kintra Wealth, LLC | 1.12% | Add +8.2% | 424,283 | $21.4M |
| Motco | 1.65% | Add +1.9% | 379,986 | $19.2M |
| Winter & Associates, Inc. | 13.53% | Add +79.2% | 355,616 | $18.0M |
| ERn Financial, LLC | 2.93% | Add +4.7% | 349,663 | $17.7M |
| Stifel Financial Corp. | 0.01% | Add +11.5% | 343,042 | $17.4M |
| Focus Partners Advisor Solutions, LLC | 0.15% | Add +76.4% | 340,457 | $17.2M |
| Cornerstone Planning Group LLC | 1.92% | Add +3.3% | 302,568 | $15.3M |
| StoryOne LLC | 6.64% | Add +0.0% | 277,676 | $14.1M |
| Redhawk Wealth Advisors, Inc. | 1.38% | Add +4.3% | 276,282 | $14.0M |
| Royal Bank of Canada | 0.00% | Add +15.5% | 270,638 | $13.7M |
| Certified Advisory Corp | 1.10% | Add +16.3% | 269,658 | $13.7M |
| HORAN Wealth, LLC | 1.68% | Add +0.9% | 264,769 | $13.4M |
| Kirkwood Financial Services | 3.75% | Add +80.5% | 258,893 | $13.1M |
| Apella Capital, LLC | 0.17% | Add +10.0% | 242,085 | $12.3M |
| Northeast Planning Associates, Inc. / NH / | 9.16% | Reduce -0.5% | 264,245 | $12.2M |
| Toth Financial Advisory Corp. | 1.10% | Add +5.3% | 221,722 | $11.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +8382.2% | 220,708 | $11.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -12.6% | 218,055 | $11.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +43.6% | 217,002 | $10.9M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +19.1% | 214,983 | $10.9M |
| Integrated Wealth Concepts LLC | 0.07% | Add +3.8% | 214,309 | $10.8M |
| Summit Financial, LLC | 0.11% | Add +1.1% | 193,690 | $9.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -31.6% | 182,660 | $9.2M |
| Adapt Wealth Advisors, LLC | 3.02% | Reduce -3.6% | 182,656 | $9.2M |
| Pinnacle Wealth Management Group, Inc. | 4.26% | Add +1.0% | 180,560 | $9.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.4% | 171,901 | $8.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +11.9% | 167,766 | $8.5M |
| Avaii Wealth Management, LLC | 2.38% | Add +4.1% | 159,757 | $8.1M |
| REDW Wealth LLC | 2.86% | Add +30.5% | 157,490 | $8.0M |
| MML Investors Services, LLC | 0.02% | Add +19.9% | 147,246 | $7.5M |
| Smith Thornton Advisors LLC | 3.14% | Add +7.8% | 141,546 | $7.1M |
| Trademark Financial Management, LLC | 2.73% | Add +141.6% | 131,815 | $6.7M |
| Quadcap Wealth Management, LLC | 0.61% | Reduce -3.0% | 124,518 | $6.3M |
| Cetera Investment Advisers | 0.01% | Add +602.6% | 120,467 | $6.1M |
| Midwest Capital Advisors, LLC | 2.46% | Add +7.4% | 119,864 | $6.1M |
| Pine Valley Investments Ltd Liability Co | 0.26% | Add +2.6% | 119,596 | $6.1M |
| UBS Group AG | 0.00% | Reduce -43.3% | 119,371 | $6.0M |
| Darrow Company, Inc. | 2.32% | Add +3.7% | 118,115 | $6.0M |
| Clarity Asset Management, Inc. | 2.91% | Add +4.9% | 117,432 | $5.9M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -12.3% | 102,500 | $5.2M |
| Bensler, LLC | 0.45% | Reduce -11.2% | 101,114 | $5.1M |
| Rooted Wealth Advisors, Inc. | 1.22% | Add +38.5% | 98,438 | $5.0M |
| Equitable Holdings, Inc. | 0.03% | Add +28.0% | 97,634 | $4.9M |
| Creative Financial Designs Inc. | 0.24% | Reduce -47.5% | 97,535 | $4.9M |
| Nations Financial Group Inc, /Ia/ | 0.23% | Add +11.7% | 94,788 | $4.8M |
| Allen Capital Group, LLC | 0.37% | Add +11.6% | 90,048 | $4.6M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -1.9% | 85,198 | $4.3M |
| Valmark Advisers, Inc. | 0.05% | Add +31.6% | 84,062 | $4.3M |
| Tulsa Wealth Advisors, INC | 0.54% | Add +1.3% | 75,586 | $3.8M |
| Madison Wealth Partners, Inc | 0.43% | Add +13.8% | 67,190 | $3.4M |
| Susquehanna International Group, LLP | 0.00% | New | 66,445 | $3.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.34% | Reduce -45.8% | 66,235 | $3.4M |
| OneAscent Wealth Management LLC | 0.98% | Add +24.8% | 64,761 | $3.3M |
| Bank of New York Mellon Corp | 0.00% | Add +38.3% | 63,142 | $3.2M |
| Samalin Investment Counsel, LLC | 0.89% | Reduce -4.3% | 54,969 | $2.8M |
| Comprehensive Wealth Management, LLC | 1.11% | Add +112.5% | 47,911 | $2.4M |
| Citadel Advisors | 0.00% | Reduce -56.2% | 47,903 | $2.4M |
| Oppenheimer & Co. Inc. | 0.02% | Add +3.0% | 45,394 | $2.3M |
| Perigon Wealth Management, LLC | 0.03% | Add +42.7% | 41,524 | $2.1M |
| Ameritas Advisory Services, LLC | 0.04% | New | 41,351 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | New | 41,897 | $2.0M |
| Lakeridge Wealth Management LLC | 0.73% | Reduce -36.0% | 39,393 | $2.0M |
| Elk River Wealth Management LLC | 0.28% | Reduce -9.3% | 35,135 | $1.8M |
| AlphaCore Capital LLC | 0.03% | New | 34,466 | $1.7M |
| Fifth Third Bancorp | 0.00% | Add +59.2% | 31,361 | $1.6M |
| Flagship Harbor Advisors, LLC | 0.06% | Add +12.2% | 29,779 | $1.5M |
| Miller Financial Services LLC | 1.20% | Add +32.2% | 29,301 | $1.5M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.8% | 28,879 | $1.5M |
| Wall Street Financial Group, Inc. | 0.78% | New | 28,823 | $1.5M |
| Stratos Investment Management, LLC | 0.05% | Add +13.6% | 27,780 | $1.4M |
| Silver Oak Securities, Incorporated | 0.08% | Add +4.1% | 25,947 | $1.3M |
| Axis Wealth Partners, LLC | 0.62% | Reduce -2.0% | 25,568 | $1.3M |
| Maridea Wealth Management LLC | 0.13% | Add +356.4% | 24,127 | $1.2M |
| Advisory Services Network, LLC | 0.01% | Reduce -3.9% | 23,379 | $1.2M |
| Fiscal Wisdom Wealth Management, LLC | 0.88% | New | 20,581 | $1.0M |
| Mariner, LLC | 0.00% | Reduce -28.3% | 19,510 | $988K |
| Betterment LLC | 0.00% | Add +44.4% | 18,868 | $955K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.9% | 18,555 | $939K |
| Mainstay Capital Management LLC | 0.07% | Add +0.0% | 18,488 | $936K |
| Sigma Planning Corp | 0.02% | Reduce -23.4% | 18,394 | $931K |
| Atria Investments, Inc | 0.01% | Reduce -32.2% | 18,268 | $925K |
| Centaurus Financial, Inc. | 0.04% | Add +81.6% | 18,158 | $919K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -21.2% | 17,922 | $907K |
| Claro Advisors Inc. | 0.08% | Reduce -5.2% | 15,525 | $786K |
| Swmg, LLC | 0.16% | Reduce -1.5% | 13,392 | $675K |
| Jane Street Group, LLC | 0.00% | Reduce -97.4% | 11,941 | $604K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Reduce -20.4% | 11,838 | $599K |
| RPS Advisory Solutions LLC | 0.39% | Reduce -0.7% | 11,549 | $585K |
| M.E. Allison & Co., Inc. | 0.34% | Add +2.2% | 11,514 | $583K |
| Sanctuary Advisors, LLC | 0.00% | Add +68.2% | 11,251 | $570K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.4% | 8,496 | $430K |
| Flow Traders U.S. LLC | 0.02% | Reduce -91.1% | 8,467 | $429K |
| Octavia Wealth Advisors, LLC | 0.04% | Add +7.2% | 8,370 | $424K |
| Financial Guidance Group, Inc. | 0.15% | No change | 7,772 | $393K |
| Creative Planning | 0.00% | Reduce -41.5% | 7,734 | $391K |
| OneAscent Family Office, LLC | 0.19% | Add +25.8% | 7,509 | $380K |
| Integras Partners LLC | 0.21% | New | 7,488 | $379K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 7,124 | $361K |
| Parallel Advisors, LLC | 0.01% | Add +0.7% | 7,099 | $359K |
| Planning Directions Inc. | 0.16% | Add +1.1% | 6,768 | $343K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -32.7% | 6,466 | $327K |
| Money Concepts Capital Corp. | 0.01% | Reduce -4.5% | 5,998 | $304K |
| MAI Capital Management | 0.00% | Add +0.3% | 5,965 | $302K |
| BlackRock, Inc. | 0.00% | Add +6.1% | 5,812 | $294K |
| Rockefeller Capital Management L.P. | 0.00% | Add +29.9% | 5,710 | $289K |
| Choreo, LLC | 0.00% | New | 5,397 | $273K |
| Prairieview Wealth Partners, LLC | 0.19% | Reduce -2.1% | 4,905 | $248K |
| Fig Financial Advisory Services Inc. | 0.14% | New | 4,810 | $243K |
| Intrua Financial, LLC | 0.02% | Reduce -59.0% | 4,623 | $234K |
| Kestra Investment Management, LLC | 0.00% | New | 4,593 | $232K |
| HRT Financial LP | 0.00% | Reduce -59.8% | 4,571 | $231K |
| Stirlingshire Investments, Inc. | 0.16% | No change | 4,285 | $217K |
| Hilltop Holdings Inc. | 0.02% | New | 4,022 | $204K |
| American Trust | 0.02% | Reduce -0.3% | 3,987 | $202K |
| Ameriflex Group, Inc. | 0.02% | New | 800 | $40K |
| Private Trust Co. NA | 0.00% | No change | 697 | $35K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Add +770.0% | 435 | $22K |
| NBH Bank | 0.01% | — | 428 | $22K |
| Modern Wealth Management, LLC | 0.00% | New | 422 | $21K |
| Allworth Financial LP | 0.00% | No change | 394 | $20K |
| AE Wealth Management LLC | 0.00% | Add +166.0% | 391 | $20K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 367 | $19K |
| Signature Equity Partners, LLC | 0.01% | No change | 337 | $17K |
| Blue Trust, Inc. | 0.00% | New | 262 | $13K |
| IFG Advisory, LLC | 0.00% | New | 205 | $10K |
| 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% | Add +11.5% | 126 | $6K |
| JPMorgan Chase & Co. | 0.00% | Reduce -98.1% | 94 | $5K |
| Rossby Financial, LCC | 0.00% | Add +44.4% | 52 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 10 | $506 |
| Assetmark, Inc. | 0.00% | No change | 5 | $253 |
"% of holder's portfolio" is USTB's weight in each manager's 13F, not the share of Victoryshares Short-Term Bon the manager owns.