
VictoryShares Core Intermediate Bond is an exchange-traded fund on NASDAQ. As of Q3 2025, 121 institutional investors hold shares in this ETF, with total holdings valued at $2.3B. VICTORY CAPITAL MANAGEMENT INC is the largest holder with a position valued at $699.8M.
Overview of institutional ownership in UITB as of Q3 2025
Institutions with the largest positions in UITB as of Q3 2025
| Institution | Position Value |
|---|---|
VICTORY CAPITAL MANAGEMENT INC Long Only Manager | $699.8M 0.44% of portfolio |
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager | $265.9M 0.04% of portfolio |
MORGAN STANLEY RIA/Wealth | $175.8M 0.01% of portfolio |
U UNITED SERVICES AUTOMOBILE ASSOCIATION Institution | $115.1M 8.04% of portfolio |
L LPL Financial LLC Institution | $92.4M 0.03% of portfolio |
B Bogart Wealth, LLC RIA/Wealth | $91.6M 3.71% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $77.3M 0.02% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $56.0M 0.00% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $50.5M 0.02% of portfolio |
Cetera Investment Advisers RIA/Wealth | $49.4M 0.06% of portfolio |
Institutional buying and selling activity for UITB in Q3 2025
| Institution | Net Bought |
|---|---|
C Calamos Wealth Management LLC RIA/Wealth | +$47.7M +1.0M shares |
WELLS FARGO & COMPANY/MN Institution | +$39.5M +830.6K shares |
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager | +$24.7M +519.2K shares |
MORGAN STANLEY RIA/Wealth | +$22.0M +462.5K shares |
KLINGENSTEIN FIELDS & CO LLC RIA/Wealth | +$11.5M +241.3K shares |
Cetera Investment Advisers RIA/Wealth | +$6.7M +140.3K shares |
+$5.7M +120.6K shares | |
Summit Financial, LLC RIA/Wealth | +$5.3M +112.3K shares |
Meeder Advisory Services, Inc. Long Only Manager | +$4.4M +92.6K shares |
Allen Capital Group, LLC RIA/Wealth | +$3.8M +80.2K shares |
| Institution | Net Sold |
|---|---|
FIRST FINANCIAL HOLDINGS, INC. Institution | −$15.6M −329.3K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$3.9M −82.7K shares |
S STRATEGIC PLANNING GROUP, LLC RIA/Wealth | −$1.7M −36.7K shares |
BB&T CORP Institution | −$1.1M −22.9K shares |
Ameritas Advisory Services, LLC RIA/Wealth | −$233.3K −4.9K shares |
Financial Services Advisory Inc RIA/Wealth | −$210.2K −4.4K shares |
P | −$208.1K −4.4K shares |
−$207.1K −4.4K shares | |
Sigma Planning Corp RIA/Wealth | −$202.4K −4.3K shares |
HARBOUR INVESTMENTS, INC. RIA/Wealth | −$172.8K −3.6K shares |
Institutions that initiated new positions or completely exited UITB in Q3 2025
| Institution | Position Value |
|---|---|
C Calamos Wealth Management LLC RIA/Wealth | $47.7M 1.0M shares |
Summit Financial, LLC RIA/Wealth | $5.3M 112.3K shares |
Optivise Advisory Services LLC RIA/Wealth | $3.2M 67.6K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $2.6M 54.5K shares |
Calamos Advisors LLC Long Only Manager | $2.4M 50.7K shares |
GOLDMAN SACHS GROUP INC Institution | $638.4K 13.4K shares |
NICOLET BANKSHARES INC RIA/Wealth | $613.0K 12.9K shares |
R RSM US WEALTH MANAGEMENT LLC RIA/Wealth | $439.2K 9.2K shares |
Concorde Asset Management, LLC RIA/Wealth | $257.1K 5.4K shares |
F FARMERS & MERCHANTS INVESTMENTS INC Institution | $33.2K 699.0 shares |
| Institution | Previous Position |
|---|---|
S STRATEGIC PLANNING GROUP, LLC RIA/Wealth | $1.7M 36.7K shares |
$207.1K 4.4K shares | |
W WealthTrak Capital Management LLC RIA/Wealth | $125.3K 2.7K shares |
Institutions with the largest Call and Put options positions in UITB as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with UITB as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
A Alliance Wealth Advisors, LLC RIA/Wealth | 12.57% $25.0M |
11.58% $13.6M | |
U UNITED SERVICES AUTOMOBILE ASSOCIATION Institution | 8.04% $115.1M |
C Cyr Financial Inc. RIA/Wealth | 6.85% $9.9M |
Fjell Capital, LLC RIA/Wealth | 6.03% $6.8M |
PLANNING DIRECTIONS INC RIA/Wealth | 5.99% $11.5M |
Envision Financial LLC RIA/Wealth | 5.34% $9.3M |
Newman Dignan & Sheerar, Inc. RIA/Wealth | 4.74% $21.9M |
Pinnacle Wealth Management Group, Inc. RIA/Wealth | 4.48% $8.7M |
Allen Capital Group, LLC RIA/Wealth | 4.29% $44.8M |
Discover hedge funds investing in UITB


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
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