ETF Holders

Who owns UITB?

US large cap

VictoryShares Core Intermediate Bond ETF · VictoryShares

143 institutions reported holding UITB, worth $2.5B, in Form 13F filings for June 30, 2026.

13F holders
143
Institutional value
$2.5B
Change from prior quarter
-1.9%
−$47.3M, with price moves
New and sold-out firms
16 / 7
73 added, 36 trimmed

Top 10 institutional holders of UITB

FirmLocationValueSharesChange
Victory Capital Management Inc.San Antonio, TX$695.6M14,850,508No change
Charles Schwab Investment Management Inc.San Francisco, CA$201.2M4,295,086−1,233,584 shares
Morgan StanleyNew York, NY$182.9M3,904,106+141,682 shares
Bogart Wealth, LLCMclean, VA$101.8M2,172,807+112,062 shares
LPL Financial LLCFort Mill, SC$100.0M2,135,811+36,815 shares
Bank of America Corp.Charlotte, NC$74.2M1,584,354+187,592 shares
Wells Fargo & CompanySan Francisco, CA$64.2M1,371,114−580,340 shares
Calamos Wealth Management LLCNaperville, IL$63.2M1,349,050+75,481 shares
Cetera Investment AdvisersSchaumburg, IL$56.6M1,207,956−75,269 shares
Allen Capital Group, LLCGrand Island, NE$55.6M1,187,333+73,392 shares
133 more firms

The full list comes with the Advisors and Institutions package.

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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 UITB?

143 institutional managers reported holding UITB in Form 13F filings for June 30, 2026, worth $2.5B in total. The largest reported position was held by Victory Capital Management Inc., at $695.6M.

Did institutions buy or sell UITB last quarter?

Reported 13F value fell 1.9% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 7 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 UITB 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.