Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Victoryshares Usaa Core Intermediate-term Bond Etf (UITB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 76    19
Total shares held : 
 35,623,107  
% of shares held : 
 39.58%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   30  
Amount of shares held : 
 3,501,155  
% of shares held change : 
   3.89%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
22
 2,678,567
 7.52%
 
Increased Positions :
29
 1,892,369
 5.31%
 
Unchanged Positions :
7
 22,061
 0.06%
 
Decreased Positions :
18
-940,131
-2.64%
 
Closed Positions :
3
-129,650
-0.36%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VICTORY CAPITAL MANAGEMENT INC - 2024-03-31 19,492,022 $904,040,000 -11,224
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 258 - 2023-12-31 5,657,603 $265,398,000 -134,340
   UNITED SERVICES AUTOMOBILE ASSOCIATION 6 - 2023-12-31 2,196,668 $103,046,000 48,925
   Orion Portfolio Solutions LLC 9 *New 2023-12-31 1,752,154 $81,633,000 1,752,154
   Bogart Wealth LLC 9 - 2024-03-31 1,250,229 $57,986,000 757,323
   MORGAN STANLEY 2088 - 2023-12-31 745,431 $34,968,000 160,459
   RIVERSEDGE ADVISORS LLC - 2024-03-31 625,349 $29,004,000 146,488
   Goldstein Advisors LLC 3 - 2023-12-31 588,065 $27,586,000 -89,158
   Allen Capital Group LLC 6 - 2024-03-31 471,444 $21,866,000 29,934
   Advisor Group Holdings Inc. 454 - 2023-12-31 462,096 $21,682,000 427,117
   Alliance Wealth Advisors LLC 1 - 2024-03-31 449,329 $20,840,000 39,973
   HANSON MCCLAIN, INC. 74 - 2024-03-31 399,816 $18,543,000 27,300
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 628 - 2024-03-31 316,517 $14,680,000 285,307
   BANK OF AMERICA CORP /DE/ 2100 - 2023-12-31 290,714 $13,637,000 75,153
   FINANCIAL NETWORK 287 - 2023-12-31 275,691 $12,933,000 241,125
   Horan Capital Advisors LLC. 4 *New 2024-03-31 198,441 $9,204,000 198,441
   LPL FINANCIAL CORP 1339 - 2023-12-31 183,947 $8,629,000 76,926
   RAYMOND JAMES & ASSOCIATES 1271 - 2024-03-31 177,083 $8,213,000 10,972
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 549 - 2024-03-31 165,055 $7,655,000 51,025
   Patriot Financial Group Insurance Agency LLC - 2024-03-31 145,289 $6,738,000 53,517
   BB&T CORP 772 - 2023-12-31 135,733 $6,367,000 57,335
   Financial Services Advisory Inc 21 *New 2023-12-31 117,270 $5,501,000 117,270
   Pathway Financial Advisors LLC 13 - 2024-03-31 115,324 $5,349,000 23,988
   AdvisorNet Financial Inc 50 - 2024-03-31 93,123 $4,319,000 22,194
   TOTH FINANCIAL ADVISORY CORP 70 - 2024-03-31 84,678 $3,927,000 22,303
   NEWMAN DIGNAN & SHEERAR, INC. *New 2024-03-31 81,653 $3,787,000 81,653
   J P MORGAN CHASE & CO 2637 - 2023-12-31 76,316 $3,580,000 -93,241
   Sloy Dahl & Holst LLC 15 - 2024-03-31 72,437 $3,360,000 5,641
   Retirement Network 44 - 2023-12-31 63,878 $2,997,000 -8,621
   FORTEM FINANCIAL GROUP LLC - 2024-03-31 59,798 $2,773,000 9,724
   Gladstone Institutional Advisory LLC 168 - 2023-12-31 58,125 $2,727,000 13,776
   Private Advisor Group LLC - 2024-03-31 51,975 $2,411,000 22,625
   ENVESTNET ASSET MANAGEMENT INC 2349 - 2023-12-31 50,522 $2,370,000 24,286
   COMMONWEALTH EQUITY SERVICES LLC. 1660 - 2024-03-31 50,216 $2,329,000 42,913
   James J. Burns & Company LLC 29 *New 2024-03-31 34,653 $1,596,000 34,653
   DAYMARK WEALTH PARTNERS LLC 151 - 2024-03-31 34,068 $1,580,000 13,283
   ADVISORY SERVICES NETWORK, LLC 512 - 2023-12-31 30,893 $1,449,000 -9,000
   WELLS FARGO & CO/MN 2749 - 2023-12-31 29,438 $1,381,000 29,437
   AE Wealth Management LLC 1046 *New 2023-12-31 28,824 $1,337,000 28,824
   UBS Group AG 3191 - 2023-12-31 28,353 $1,330,000 3,344
   Aspire Wealth Management Corp - 2024-03-31 28,272 $1,311,000 2,947
   Redhawk Wealth Advisors Inc. 92 *New 2023-12-31 27,040 $1,268,000 27,040
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv - 2024-03-31 27,251 $1,264,000 18,105
   HARTLINE INVESTMENT CORP/ 97 *New 2024-03-31 27,251 $1,264,000 27,251
   MML INVESTORS SERVICES LLC 1278 - 2023-12-31 23,974 $1,125,000 -136
   PROEQUITIES INC. - 2024-03-31 24,125 $1,119,000 -595
   STRATEGIC PLANNING GROUP LLC 91 - 2024-03-31 21,480 $996,000 -5,130
   STIFEL FINANCIAL CORP 2154 - 2023-12-31 20,637 $968,000 -1,782
   ROYAL BANK OF CANADA 3158 - 2023-12-31 19,447 $913,000 7,825
   Brookstone Capital Management 530 - 2024-03-31 16,935 $785,000 -4,029
   SpiderRock Advisors LLC 322 *New 2024-03-31 17,055 $783,000 17,055
   Sonora Investment Management Group LLC 114 *New 2023-12-31 16,365 $768,000 16,365
   Focus Financial Network Inc. 300 - 2024-03-31 16,342 $738,000 0
   FOCUS FINANCIAL NETWORK INC /ADV 385 - 2023-12-31 14,806 $695,000 0
   FLOW TRADERS U.S. LLC 427 *New 2023-12-31 13,714 $643,000 13,714
   THOROUGHBRED FINANCIAL SERVICES LLC 330 - 2023-12-31 11,906 $558,000 2,924
   Sovereign Financial Group Inc. 139 - 2024-03-31 11,768 $546,000 -313
   CI Private Wealth LLC 1591 *New 2023-12-31 10,829 $508,000 10,829
   Horan Securities Inc. *New 2024-03-31 10,915 $506,000 10,915
   KLINGENSTEIN FIELDS & CO LLC - 2024-03-31 10,802 $501,000 3,752
   Sigma Planning Corp - 2024-03-31 10,555 $490,000 10,555
   Koshinski Asset Management Inc. 297 - 2023-12-31 9,650 $453,000 4,651
   Marks Group Wealth Management Inc *New 2024-03-31 9,180 $426,000 9,180
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1689 - 2024-03-31 8,971 $416,000 -584
   MERCER GLOBAL ADVISORS INC /ADV 1471 - 2023-12-31 8,280 $388,000 -15,933
   OLD MISSION CAPITAL LLC 690 - 2023-12-31 7,955 $373,000 555
   JANNEY MONTGOMERY SCOTT LLC 2209 - 2024-03-31 7,670 $356,000 320
   CREATIVE PLANNING 2098 - 2023-12-31 6,181 $290,000 -666
   Resource Planning Group 60 - 2023-12-31 6,101 $286,000 0
   Ferguson Shapiro LLC 37 - 2024-03-31 5,651 $262,000 -2,030
   MARINER WEALTH ADVISORS, LLC 2477 - 2023-12-31 5,447 $256,000 -7,805
   JANE STREET GROUP LLC 4591 - 2023-12-31 5,226 $245,000 -89,964
   HIGHTOWER ADVISORS, LLC 2829 - 2023-12-31 5,034 $236,000 -315
   Aspire Capital Advisors LLC 62 *New 2023-12-31 4,847 $227,000 4,847
   MULTIFINANCIAL SECURITIES CORP 1623 *New 2023-12-31 4,358 $204,000 4,358
   FIFTH THIRD BANCORP 1329 *New 2024-03-31 1,090 $51,000 1,090
   EverSource Wealth Advisors LLC 942 - 2023-12-31 949 $45,000 11
   MV Capital Management Inc. 313 *New 2024-03-31 840 $39,000 840
   Geneos Wealth Management Inc. - 2024-03-31 550 $26,000 0
   IAG Wealth Partners LLC 231 - 2024-03-31 472 $22,000 -1,275
   Impact Partnership Wealth LLC 414 *New 2023-12-31 427 $20,000 427
   WHITTIER TRUST CO OF NEVADA INC - 2024-03-31 350 $16,000 0
   COMERICA BANK 3105 *New 2023-12-31 209 $10,000 209
   Householder Group Estate & Retirement Specialist L - 2024-03-31 210 $10,000 0
   CITIGROUP INC 4369 *New 2023-12-31 43 $2,000 43
   HARBOUR INVESTMENTS INC. 2652 - 2023-12-31 43 $2,000 0
   HARBOR INVESTMENT ADVISORY LLC 1183 *New 2024-03-31 28 $1,000 28
   GRADIENT INVESTMENTS LLC 1644 *Closed 2024-03-31 0 $0 -1
   TOWER RESEARCH CAPITAL LLC 6203 *Closed 2023-12-31 0 $0 -2
   CWM LLC 4608 *Closed 2024-03-31 0 $0 -722
   FIRST HEARTLAND CONSULTANTS INC 380 *Closed 2023-12-31 0 $0 -121,581
  91 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us