VICTORYSHARES CORE INTERMEDI UITB
$46.81
+0.1% 52w: $44.66 – $47.34
Latest 13F among current holders filed 20 days ago (Jun 15, 2026)
Price — last 12 months
research preview data44.6646.0047.34
Jun 20, 2025 Jul 2, 2026
Institutional holders
136
-9 QoQ
13F value
$2.54B
+1.3% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns UITB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 14.9M | $698.2M | 0.5% | Held |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 5.5M | $259.9M | 0.0% | -1.6% |
| MORGAN STANLEY | Bank broker | 3.8M | $176.9M | 0.0% | +7.1% |
| LPL Financial LLC | Bank broker | 2.1M | $98.7M | 0.0% | -2.2% |
| Bogart Wealth, LLC | Wealth advisor | 2.1M | $96.9M | 3.7% | +3.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.0M | $91.8M | 0.0% | +11.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.4M | $65.7M | 0.0% | +6.2% |
| Calamos Advisors LLC | Other | 1.3M | $62.7M | 0.3% | +2378.1% |
| Cetera Investment Advisers | Wealth advisor | 1.3M | $60.3M | 0.1% | +7.7% |
| Calamos Wealth Management LLC | Other | 1.3M | $59.9M | 2.1% | +11.4% |
| Allen Capital Group, LLC | Wealth advisor | 1.1M | $52.4M | 4.7% | +8.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.0M | $48.5M | 0.0% | -11.3% |
| Meeder Advisory Services, Inc. | Other | 771.3K | $36.3M | 1.5% | +4.8% |
| MBL Wealth, LLC | Wealth advisor | 720.9K | $33.9M | 2.6% | +8.8% |
| Allworth Financial LP | Wealth advisor | 584.8K | $27.5M | 0.1% | +0.3% |
| Alliance Wealth Advisors, LLC | Wealth advisor | 579.7K | $27.3M | 12.9% | +6.9% |
| Pine Valley Investments Ltd Liability Co | Other | 577.1K | $27.1M | 1.3% | +7.8% |
| NICOLET BANKSHARES INC | Wealth advisor | 485.3K | $22.8M | 0.8% | +1546.5% |
| Newman Dignan & Sheerar, Inc. | Wealth advisor | 473.7K | $22.3M | 4.7% | -1.9% |
| GREENUP STREET WEALTH MANAGEMENT LLC | Wealth advisor | 445.8K | $21.0M | 3.0% | +0.5% |
| LeClair Wealth Partners LLC | Wealth advisor | 438.8K | $20.6M | 7.1% | New |
| Blue Water Asset Management | Wealth advisor | 438.8K | $20.6M | 7.1% | +6.0% |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | Wealth advisor | 431.5K | $20.3M | 13.6% | +5.1% |
| HORAN Wealth, LLC | Wealth advisor | 411.1K | $19.3M | 1.8% | -1.0% |
| Sargent Investment Group, LLC | Other | 405.3K | $19.1M | 2.5% | +0.8% |
| Pathway Financial Advisors LLC | Wealth advisor | 402.1K | $18.9M | 2.3% | +5.3% |
| SouthState Bank Corp | Diversified mechanical | 373.6K | $17.6M | 0.8% | -0.9% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 361.1K | $17.0M | 1.0% | +1.5% |
| Sanctuary Advisors, LLC | Wealth advisor | 336.5K | $15.8M | 0.1% | +10.6% |
| UBS Group AG | Bank broker | 321.0K | $15.1M | 0.0% | +102.0% |
| Crusonia Wealth Advisors LLC | Wealth advisor | 320.2K | $15.1M | 3.1% | -7.3% |
| KLINGENSTEIN FIELDS & CO LP ★2 | Fundamental diversified | 314.0K | $14.8M | 0.6% | +13.1% |
| PLANNING DIRECTIONS INC | Wealth advisor | 298.7K | $14.0M | 7.1% | +6.4% |
| Cyr Financial Inc. | Wealth advisor | 278.9K | $13.1M | 7.7% | +8.2% |
| Envision Financial LLC | Wealth advisor | 274.4K | $12.9M | 6.9% | +19.2% |
| Oath Planning, LLC | Wealth advisor | 272.8K | $12.8M | 11.4% | +23.0% |
| Atlantic Edge Private Wealth Management, LLC | Wealth advisor | 269.5K | $12.7M | 3.1% | -0.3% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 226.4K | $10.6M | 0.0% | +2.0% |
| IMA Advisory Services, Inc. | Wealth advisor | 220.1K | $10.3M | 1.0% | +9.0% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 214.9K | $10.1M | 0.1% | +107356.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 207.7K | $9.8M | 0.0% | -3.9% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 199.5K | $9.4M | 0.1% | -2.3% |
| TOTH FINANCIAL ADVISORY CORP | Other | 195.9K | $9.2M | 1.0% | +8.1% |
| Souders Financial Advisors | Wealth advisor | 177.0K | $8.3M | 0.9% | +4.2% |
| JPMORGAN CHASE & CO | Bank broker | 174.2K | $8.2M | 0.0% | +4.7% |
| Fjell Capital, LLC | Other | 173.3K | $8.1M | 6.3% | +8.4% |
| JANE STREET GROUP, LLC | Market maker | 170.5K | $8.0M | 0.0% | New |
| GREENWOOD CAPITAL ASSOCIATES LLC | Other | 164.4K | $7.7M | 0.9% | +21.8% |
| Pinnacle Wealth Management Group, Inc. | Wealth advisor | 154.7K | $7.3M | 3.6% | -19.1% |
| ROYAL BANK OF CANADA | Bank broker | 151.4K | $7.1M | 0.0% | +1.0% |
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.