VICTORYSHARES CORE PLUS BOND UBND
$21.73
+0.2% 52w: $20.60 – $21.88
Latest 13F among current holders filed 34 days ago (Jun 1, 2026)
Price — last 12 months
research preview data20.6021.2421.88
Jun 20, 2025 Jul 2, 2026
Institutional holders
43
+9 QoQ
13F value
$1.75B
+13.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns UBND?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 23.0M | $500.2M | 0.3% | +12.8% |
| Annex Advisory Services, LLC | Wealth advisor | 17.7M | $385.1M | 7.2% | +4.1% |
| CAHABA WEALTH MANAGEMENT, INC. | Wealth advisor | 8.2M | $178.1M | 12.1% | +4.0% |
| Retirement Planning Group, LLC | Wealth advisor | 7.4M | $160.3M | 5.0% | +13.1% |
| Merit Financial Group, LLC | Wealth advisor | 6.4M | $139.1M | 1.0% | +9.8% |
| 1900 WEALTH MANAGEMENT LLC | Wealth advisor | 4.4M | $95.4M | 6.1% | +2.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.1M | $44.7M | 0.1% | +4.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.8M | $38.3M | 0.0% | New |
| Goldstein Advisors, LLC | Wealth advisor | 1.7M | $36.9M | 4.1% | +19.8% |
| Madison Wealth Partners, Inc | Wealth advisor | 1.6M | $34.9M | 5.6% | +328.4% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.5M | $33.6M | 0.0% | New |
| Corient Private Wealth LLC | Diversified mechanical | 1.2M | $26.3M | 0.0% | -35.6% |
| CORRECT CAPITAL WEALTH MANAGEMENT | Wealth advisor | 1.2M | $25.4M | 4.7% | +2.2% |
| U.S. Capital Wealth Advisors, LLC | Other | 468.0K | $10.2M | 0.3% | +76.8% |
| Elk River Wealth Management LLC | Other | 361.1K | $7.9M | 1.3% | -6.7% |
| Huntleigh Advisors, Inc. | Other | 353.6K | $7.7M | 1.3% | +6.1% |
| Impact Investors, Inc | Wealth advisor | 258.0K | $5.6M | 3.9% | +8.1% |
| OneDigital Investment Advisors LLC | Wealth advisor | 176.1K | $3.8M | 0.0% | +2.6% |
| JANE STREET GROUP, LLC | Market maker | 151.7K | $3.3M | 0.0% | +27.7% |
| LPL Financial LLC | Bank broker | 151.3K | $3.3M | 0.0% | New |
| Tandem Financial, LLC | Wealth advisor | 83.7K | $1.8M | 0.6% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 68.3K | $1.5M | 0.0% | +44.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 44.5K | $968K | 0.0% | +182.8% |
| Integrated Investment Consultants, LLC | Wealth advisor | 39.6K | $862K | 0.2% | Held |
| Trademark Financial Management, LLC | Wealth advisor | 38.6K | $841K | 0.4% | New |
| LexAurum Advisors, LLC | Wealth advisor | 26.6K | $580K | 0.1% | — |
| Stonebridge Financial Group, LLC / MO | Other | 24.2K | $526K | 0.4% | +52.7% |
| CWM, LLC | Wealth advisor | 23.8K | $518K | 0.0% | Held |
| OneAscent Financial Services LLC | Wealth advisor | 22.7K | $494K | 0.0% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 21.2K | $463K | 0.0% | +9.4% |
| FLOW TRADERS U.S. LLC | Market maker | 16.5K | $359K | 0.0% | New |
| Clarity Asset Management, Inc. | Wealth advisor | 15.3K | $333K | 0.2% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 14.1K | $307K | 0.0% | New |
| Vise Technologies, Inc. | Wealth advisor | 13.0K | $286K | 0.0% | Held |
| Kestra Advisory Services, LLC | Wealth advisor | 9.5K | $207K | 0.0% | -5.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 9.5K | $206K | 0.0% | New |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 8.9K | $193K | 0.0% | -2.5% |
| Comprehensive Financial Planning, Inc./PA | Wealth advisor | 5.9K | $129K | 0.1% | +422.9% |
| Park Place Capital Corp | Wealth advisor | 4.2K | $92K | 0.0% | +0.9% |
| FIFTH THIRD BANCORP | Diversified mechanical | 3.6K | $77K | 0.0% | New |
| Johnson Financial Group, Inc. | Wealth advisor | 2.5K | $54K | 0.0% | New |
| JPMORGAN CHASE & CO | Bank broker | 1.9K | $42K | 0.0% | New |
| ASSETMARK, INC | Wealth advisor | 654 | $14K | 0.0% | -76.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding UBND