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Get Institutions for : 
Victoryshares Usaa Core Short-term Bond Etf (USTB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 76    3
Total shares held : 
 9,503,724  
% of shares held : 
 10.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 -270,135  
% of shares held change : 
   -0.3%  
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 :
19
 626,531
 6.59%
 
Increased Positions :
25
 725,476
 7.63%
 
Unchanged Positions :
7
 73,917
 0.78%
 
Decreased Positions :
25
-1,027,496
-10.81%
 
Closed Positions :
22
-594,646
-6.26%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VICTORY CAPITAL MANAGEMENT INC 107 - 2023-12-31 4,231,845 $209,857,000 51,345
   MARQUETTE ASSET MANAGEMENT INC. 7 - 2023-12-31 593,874 $29,450,000 43,400
   Orion Portfolio Solutions LLC 90 - 2023-12-31 387,440 $19,178,000 -139,368
   MORGAN STANLEY 2832 - 2023-12-31 342,977 $17,008,000 64,277
   JANE STREET GROUP LLC 633 - 2023-12-31 331,442 $16,436,000 319,446
   BANK OF AMERICA CORP /DE/ 2004 - 2023-12-31 307,897 $15,269,000 47,965
   Legacy CG LLC 6 - 2024-03-31 282,134 $14,059,000 -14,277
   ATRIA INVESTMENTS LLC 127 - 2023-12-31 239,607 $11,882,000 -52,828
   MARINER WEALTH ADVISORS, LLC 427 - 2023-12-31 235,442 $11,676,000 -639
   Cornerstone Planning Group LLC 7 *New 2023-12-31 227,743 $11,294,000 227,743
   LPL FINANCIAL CORP 1178 - 2023-12-31 223,855 $11,101,000 -16,185
   Strategic Financial Group LLC - 2023-12-31 216,578 $10,740,000 48,086
   PRAIRIEVIEW WEALTH PARTNERS LLC 5 *New 2024-03-31 213,183 $10,623,000 213,183
   Amplius Wealth Advisors LLC 27 - 2024-03-31 162,168 $8,081,000 -92,570
   TOTH FINANCIAL ADVISORY CORP 36 - 2024-03-31 157,975 $7,872,000 8,825
   CREATIVE FINANCIAL DESIGNS INC /ADV 36 *New 2023-12-31 134,291 $6,659,000 134,291
   Advisor Group Holdings Inc. 1086 - 2023-12-31 117,418 $5,823,000 -73,823
   ENVESTNET ASSET MANAGEMENT INC 1810 - 2023-12-31 113,549 $5,631,000 -139,589
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1072 - 2024-03-31 111,494 $5,556,000 79,206
   RAYMOND JAMES & ASSOCIATES 1528 - 2024-03-31 107,418 $5,353,000 3,458
   Masso Torrence Wealth Management Inc. 13 - 2024-03-31 79,363 $3,955,000 6,709
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1319 *New 2023-12-31 76,817 $3,809,000 76,817
   STIFEL FINANCIAL CORP 1271 - 2023-12-31 75,159 $3,727,000 -21,328
   ROYAL BANK OF CANADA 2228 - 2023-12-31 62,587 $3,104,000 5,288
   Samalin Investment Counsel LLC 11 - 2023-12-31 46,848 $2,323,000 279
   BANK OF MONTREAL /CAN/ 1383 *New 2023-12-31 36,613 $1,794,000 36,613
   Atria Wealth Solutions Inc. 654 - 2023-12-31 34,081 $1,690,000 -1,416
   Darrow Company Inc. 16 - 2023-12-31 32,777 $1,625,000 6,670
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1402 - 2024-03-31 31,841 $1,587,000 6,804
   Elk River Wealth Management LLC 47 - 2024-03-31 29,514 $1,471,000 -1,989
   Trademark Financial Management LLC 21 - 2023-12-31 28,409 $1,409,000 0
   VALMARK ADVISERS INC 198 - 2023-12-31 27,825 $1,380,000 -3,214
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 51 - 2024-03-31 27,557 $1,373,000 14,424
   PRUDENTIAL FINANCIAL INC 1693 *New 2023-12-31 25,790 $1,279,000 25,790
   ADVISORY SERVICES NETWORK, LLC 548 - 2023-12-31 25,564 $1,268,000 -4,032
   MONEY CONCEPTS CAPITAL CORP 191 - 2023-12-31 24,172 $1,199,000 -267
   FOCUS FINANCIAL NETWORK INC /ADV 291 - 2023-12-31 23,222 $1,152,000 0
   Redhawk Wealth Advisors Inc. 101 *New 2023-12-31 22,823 $1,132,000 22,823
   CI Private Wealth LLC 1263 *New 2023-12-31 21,192 $1,051,000 21,192
   SWMG LLC 39 - 2023-12-31 19,398 $962,000 836
   Ameritas Advisory Services LLC 299 - 2023-12-31 19,071 $946,000 -9,334
   CITADEL ADVISORS LLC 2992 - 2023-12-31 18,875 $936,000 18,875
   Windsor Group LTD 66 - 2023-09-30 17,931 $877,000 7,218
   PROEQUITIES INC. 317 - 2023-12-31 17,191 $853,000 16,421
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 287 - 2024-03-31 17,045 $849,000 10,633
   DAYMARK WEALTH PARTNERS LLC 234 - 2024-03-31 14,127 $704,000 2,244
   FLOW TRADERS U.S. LLC 408 *New 2023-12-31 14,143 $701,000 14,143
   Private Advisor Group LLC 1363 - 2023-12-31 12,021 $596,000 6,064
   Integrated Wealth Concepts LLC 957 - 2023-12-31 10,952 $543,000 -1,107
   CWM LLC 1122 - 2024-03-31 10,213 $509,000 10,053
   UBS Group AG 3953 - 2023-12-31 9,901 $491,000 -11,894
   IHT Wealth Management LLC 615 - 2023-12-31 9,629 $477,000 -1,205
   Pine Valley Investments Ltd Liability Co 298 - 2023-12-31 9,167 $455,000 -6,331
   Lakeview Capital Partners LLC 250 - 2023-12-31 9,162 $454,000 -26
   Kestra Advisory Services LLC 1575 - 2023-12-31 9,045 $449,000 -5,910
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 219 *New 2023-12-31 8,922 $442,000 8,922
   MULTIFINANCIAL SECURITIES CORP 1242 - 2023-12-31 8,253 $409,000 3,463
   Financial Partners Group Inc 115 - 2023-12-31 7,146 $354,000 0
   Cassaday & Co Wealth Management LLC 185 - 2023-12-31 7,124 $353,000 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 6,750 $334,000 3,451
   Sigma Planning Corp 590 - 2023-12-31 6,585 $327,000 -13,164
   Patriot Financial Group Insurance Agency LLC 322 - 2023-12-31 6,316 $313,000 -23,642
   Burt Wealth Advisors 97 - 2024-03-31 5,669 $282,000 -51
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1970 - 2024-03-31 5,403 $269,000 0
   WT Wealth Management 98 *New 2023-12-31 4,297 $213,000 4,297
   Aspire Wealth Management Corp - 2023-12-31 3,481 $173,000 695
   PRINCIPAL SECURITIES INC. 1107 - 2023-12-31 2,447 $121,000 0
   KISTLERTIFFANY COMPANIES, LLC 454 *New 2023-06-30 1,374 $67,000 1,374
   Goss Wealth Management LLC 2105 *New 2023-12-31 1,336 $66,000 1,336
   PRIVATE TRUST CO NA 1052 - 2024-03-31 1,159 $58,000 0
   HARBOUR INVESTMENTS INC. 1845 - 2023-12-31 420 $21,000 -86
   CALDWELL SUTTER CAPITAL INC. 564 - 2024-03-31 166 $8,000 0
   MV Capital Management Inc. 541 *New 2024-03-31 169 $8,000 169
   Penserra Capital Management LLC 1171 *New 2023-12-31 150 $7,000 150
   MATHER GROUP, INC. 1320 *New 2024-03-31 131 $6,000 131
   EverSource Wealth Advisors LLC 1803 - 2023-12-31 113 $6,000 2
   CITIGROUP INC 4405 *New 2023-12-31 25 $1,000 25
   SCBT FINANCIAL CORP 558 *New 2023-12-31 22 $1,000 22
   Versant Capital Management Inc 1792 - 2024-03-31 10 $0 0
   REUTER JAMES WEALTH MANAGEMENT LLC 139 *Closed 2023-12-31 0 $0 -5,410
   TRANSAMERICA FINANCIAL ADVISORS, INC. 636 *Closed 2023-12-31 0 $0 -77
   AE Wealth Management LLC 2085 *Closed 2023-12-31 0 $0 -141,707
   Legacy Capital Wealth Partners LLC 297 *Closed 2023-12-31 0 $0 -8,556
   Rockefeller Capital Management L.P. 1563 *Closed 2023-12-31 0 $0 -13,684
   Larson Financial Group LLC 1843 *Closed 2023-12-31 0 $0 -31
   BerganKDV Wealth Management LLC 891 *Closed 2023-06-30 0 $0 -632
   Astor Investment Management LLC 32 *Closed 2023-12-31 0 $0 -206,096
   COMERICA BANK 3679 *Closed 2023-12-31 0 $0 -47
   AXXCESS WEALTH MANAGEMENT LLC 870 *Closed 2023-12-31 0 $0 -5,312
   Change Path LLC 637 *Closed 2023-12-31 0 $0 -4,865
   ADAMSBROWN WEALTH CONSULTANTS LLC 85 *Closed 2023-12-31 0 $0 -36,067
   IFP Advisors Inc 3261 *Closed 2023-12-31 0 $0 -546
   WELLS FARGO & CO/MN 6820 - 2023-12-31 1 $0 -396,205
   DAVENPORT & CO LLC *Closed 2023-12-31 0 $0 -4,860
   GeoWealth Management LLC 732 *Closed 2023-12-31 0 $0 -3,816
   SUMMIT INVESTMENT ADVISORS INC 3129 *Closed 2023-12-31 0 $0 -15
   CREATIVE PLANNING 3028 *Closed 2023-12-31 0 $0 -2,219
   Oxinas Partners Wealth Management LLC 132 *Closed 2024-03-31 0 $0 -4,157
   Raleigh Capital Management Inc. 1079 *Closed 2023-12-31 0 $0 -4,485
   Legacy Capital Group California Inc. 294 *Closed 2023-12-31 0 $0 -38,478
  100 Records found
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