Who owns USTB?
VictoryShares Short-Term Bond ETF · VictoryShares
149 institutions reported holding USTB, worth $1.8B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of USTB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Victory Capital Management Inc. | San Antonio, TX | $279.9M | 5,530,366 | +120,000 shares |
| Morgan Stanley | New York, NY | $149.9M | 2,960,883 | +432,457 shares |
| Merit Financial Group, LLC | Alpharetta, GA | $148.8M | 2,939,884 | +116,973 shares |
| Go Invest LLC | West Jordan, UT | $118.5M | 2,341,147 | New position |
| SHP Wealth Management | Plymouth, MA | $90.4M | 1,785,374 | +537,159 shares |
| Bank of America Corp. | Charlotte, NC | $88.1M | 1,740,024 | +208,526 shares |
| LPL Financial LLC | Fort Mill, SC | $80.7M | 1,594,959 | −12,964 shares |
| Stonebridge Financial Group, LLC | Wormleysburg, PA | $46.9M | 927,201 | +45,870 shares |
| Wells Fargo & Company | San Francisco, CA | $45.6M | 900,711 | +688,807 shares |
| Amplius Wealth Advisors, LLC | Blue Bell, PA | $40.0M | 790,733 | +57,397 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom 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 USTB?
149 institutional managers reported holding USTB in Form 13F filings for June 30, 2026, worth $1.8B in total. The largest reported position was held by Victory Capital Management Inc., at $279.9M.
Did institutions buy or sell USTB last quarter?
Reported 13F value rose 20.0% from March 31, 2026, which includes price moves as well as buying and selling. 20 firms reported a new position and 10 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 USTB 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.