Who owns UBND?
VictoryShares Core Plus Bond ETF · VictoryShares
53 institutions reported holding UBND, worth $1.9B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of UBND
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Victory Capital Management Inc. | San Antonio, TX | $499.0M | 22,967,672 | No change |
| Annex Advisory Services, LLC | Brookfield, WI | $410.8M | 18,906,834 | +1,223,743 shares |
| Cahaba Wealth Management, Inc. | Atlanta, GA | $186.0M | 8,561,595 | +382,419 shares |
| Retirement Planning Group, LLC | Leawood, KS | $177.4M | 8,164,569 | +806,012 shares |
| Merit Financial Group, LLC | Alpharetta, GA | $143.7M | 6,613,845 | +226,770 shares |
| 1900 Wealth Management LLC | San Antonio, TX | $89.2M | 4,103,679 | −275,801 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $58.0M | 2,669,245 | +908,934 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $45.3M | 2,084,261 | +30,579 shares |
| Truist Financial Corp. | Charlotte, NC | $40.0M | 1,840,500 | +302,843 shares |
| Goldstein Advisors, LLC | Madison, WI | $39.6M | 1,824,886 | +131,835 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns UBND?
53 institutional managers reported holding UBND in Form 13F filings for June 30, 2026, worth $1.9B in total. The largest reported position was held by Victory Capital Management Inc., at $499.0M.
Did institutions buy or sell UBND last quarter?
Reported 13F value rose 7.6% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is UBND ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.