VictoryShares Core Plus Intermediate Bond
UBND • NASDAQ
VictoryShares Core Plus Intermediate Bond is an exchange-traded fund on NASDAQ. As of Q3 2025, 31 institutional investors hold shares in this ETF, with total holdings valued at $1.3B. Annex Advisory Services, LLC is the largest holder with a position valued at $363.6M.
Overview
Overview of institutional ownership in UBND as of Q3 2025
All Institutions
- Institutions
- 31
- Value Held
- $1.3B
- Shares Held
- 61.1M
- Avg Position
- $43.5M
- Median Position
- $5.0M
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $581.3K
- Shares Held
- 26.4K
- Avg Position
- $581.3K
- Median Position
- $581.3K
Biggest Investors
Institutions with the largest positions in UBND as of Q3 2025
| Institution | Position Value |
|---|---|
A Annex Advisory Services, LLC Institution | $363.6M 8.12% of portfolio |
 VICTORY CAPITAL MANAGEMENT INC Long Only Manager | $343.1M 0.22% of portfolio |
 CAHABA WEALTH MANAGEMENT, INC. RIA/Wealth | $168.5M 12.21% of portfolio |
 Retirement Planning Group RIA/Wealth | $131.7M 4.58% of portfolio |
 Merit Financial Group, LLC RIA/Wealth | $120.7M 1.13% of portfolio |
 MONTICELLO WEALTH MANAGEMENT, LLC RIA/Wealth | $92.1M 6.24% of portfolio |
G Goldstein Advisors, LLC RIA/Wealth | $33.1M 4.03% of portfolio |
 CORRECT CAPITAL WEALTH MANAGEMENT RIA/Wealth | $19.2M 3.54% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $14.6M 0.00% of portfolio |
C CI Private Wealth, LLC RIA/Wealth | $13.2M 0.02% of portfolio |
Net Capital Flow
Institutional buying and selling activity for UBND in Q3 2025
- Traded
- +$348.7M
- Buyers
- 24
- Sellers
- 5
- Total Bought
- +$354.3M
- Total Sold
- −$5.6M
- Avg Position
- $42.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
CAHABA WEALTH MANAGEMENT, INC. RIA/Wealth | +$168.0M +7.6M shares |
Merit Financial Group, LLC RIA/Wealth | +$120.7M +5.5M shares |
Retirement Planning Group RIA/Wealth | +$15.2M +687.6K shares |
GOLDMAN SACHS GROUP INC Institution | +$14.6M +663.8K shares |
VICTORY CAPITAL MANAGEMENT INC Long Only Manager | +$8.0M +362.3K shares |
J JANE STREET GROUP, LLC Institution | +$7.1M +321.5K shares |
 Impact Investors, Inc RIA/Wealth | +$5.3M +238.8K shares |
C CI Private Wealth, LLC RIA/Wealth | +$4.0M +180.8K shares |
MONTICELLO WEALTH MANAGEMENT, LLC RIA/Wealth | +$2.1M +97.2K shares |
CORRECT CAPITAL WEALTH MANAGEMENT RIA/Wealth | +$2.0M +90.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
A Annex Advisory Services, LLC Institution | −$5.4M −243.5K shares |
 CWM, LLC RIA/Wealth | −$140.4K −6.4K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$55.9K −2.5K shares |
A Advisor Group Holdings, Inc. Institution | −$52.4K −2.4K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | −$10.3K −473.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited UBND in Q3 2025
- New Positions
- 5
- New Value
- $127.8M
- Exited Positions
- 1
- Exited Value
- $10.3K
New Positions
| Institution | Position Value |
|---|---|
Merit Financial Group, LLC RIA/Wealth | $120.7M 5.5M shares |
Impact Investors, Inc RIA/Wealth | $5.3M 238.8K shares |
U U.S. Capital Wealth Advisors, LLC RIA/Wealth | $1.7M 76.9K shares |
 Park Place Capital Corp RIA/Wealth | $91.8K 4.2K shares |
 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $61.2K 2.8K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
J JONES FINANCIAL COMPANIES LLLP Institution | $10.3K 473.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in UBND as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with UBND as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
CAHABA WEALTH MANAGEMENT, INC. RIA/Wealth | 12.21% $168.5M |
A Annex Advisory Services, LLC Institution | 8.12% $363.6M |
MONTICELLO WEALTH MANAGEMENT, LLC RIA/Wealth | 6.24% $92.1M |
Retirement Planning Group RIA/Wealth | 4.58% $131.7M |
G Goldstein Advisors, LLC RIA/Wealth | 4.03% $33.1M |
CORRECT CAPITAL WEALTH MANAGEMENT RIA/Wealth | 3.54% $19.2M |
Impact Investors, Inc RIA/Wealth | 3.47% $5.3M |
 Elk River Wealth Management, LLC RIA/Wealth | 1.24% $7.8M |
Merit Financial Group, LLC RIA/Wealth | 1.13% $120.7M |
 Huntleigh Advisors, Inc. RIA/Wealth | 1.01% $5.9M |
Hedge Fund Spotlight
Discover hedge funds investing in UBND
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in VictoryShares Core Plus Intermediate Bond
- Market Value
- $581.3K
- Shares Held
- 26.4K
- Portfolio Weight
- 0.00%
- Owned Since
- 2023-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
