UITB
VictoryShares Core Intermediate Bond ETF · Financial Services · Asset Management - Bonds
Momentum inputs (comparable managers):
holder breadth -3.4% ·
share flow +2.2% ·
net new positions -3.6%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 11.78K | $526,138 | n/a | −1 |
| Q2 2026 | 31 | +3 | 32.33M | $1.51B | +3 | n/a |
| Q1 2026 | 28 | -1 | 33.69M | $1.58B | +1 | −2 |
| Q4 2025 | 29 | 0 | 32.96M | $1.56B | n/a | n/a |
| Q3 2025 | 7 | 0 | 4.11M | $195.43M | n/a | n/a |
| Q2 2025 | 4 | +1 | 178.14K | $8.39M | +1 | n/a |
| Q1 2025 | 2 | +1 | 37.83K | $1.78M | +1 | n/a |
| Q4 2024 | 1 | -1 | 13.02K | $598,491 | n/a | −1 |
| Q3 2024 | 2 | +1 | 106.21K | $5.09M | +1 | n/a |
| Q2 2024 | 1 | n/a | 9.06K | $416,897 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Victory Capital Management Inc | 14.85M | 0.0% | $698.23M | 0.5% | Held | 2 | SEC ↗ |
| 2 | Charles Schwab Investment… | 5.53M | -1.6% | $259.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.76M | +7.1% | $176.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 2.10M | -2.2% | $98.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 1.95M | +11.2% | $91.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 1.40M | +6.2% | $65.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 1.28M | +7.7% | $60.33M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 1.03M | -11.3% | $48.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | UBS Group AG | 321.00K | +102.0% | $15.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Truist Financial Corp | 226.43K | +2.0% | $10.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 207.74K | -3.9% | $9.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | JPMorgan Chase ✦ | 174.19K | +4.7% | $8.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Jane Street Group, Llc | 170.50K | New | $8.02M | 0.0% | New | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 151.41K | +1.0% | $7.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Bank of New York Mellon Corp | 94.35K | +14.1% | $4.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Envestnet Asset Management Inc | 65.79K | +22.8% | $3.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 58.34K | +10.0% | $2.74M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 58.00K | +209.1% | $2.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 55.78K | +1.4% | $2.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 50.42K | +14.0% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Fifth Third Bancorp | 38.76K | +609.9% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Stifel Financial Corp | 37.37K | +1.5% | $1.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 31.68K | +0.3% | $1.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 28.98K | +8.7% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 9.09K | -14.5% | $428,235 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 7.87K | -14.1% | $370,071 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 630 | -60.8% | $29,639 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Assetmark, Inc | 13 | 0.0% | $611 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $8.02M | 0.0% |
Exited
| Goldman Sachs Group | $2.46M | was 0.0% |
| Captrust Financial Advisors | $227,918 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 133 holders, 53.19M shares, $2.49B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.