VICTORYSHARES SHORT-TERM BON USTB
$50.62
+0.0% 52w: $48.35 – $50.64
Latest 13F among current holders filed 27 days ago (Jun 8, 2026)
Price — last 12 months
research preview data48.3549.4950.64
Jun 20, 2025 Jul 2, 2026
Institutional holders
142
+8 QoQ
13F value
$1.55B
+18.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns USTB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 5.4M | $273.7M | 0.2% | +1.2% |
| Merit Financial Group, LLC | Wealth advisor | 2.8M | $142.8M | 1.1% | +8.6% |
| MORGAN STANLEY | Bank broker | 2.5M | $127.9M | 0.0% | +16.3% |
| LPL Financial LLC | Bank broker | 1.6M | $81.3M | 0.0% | +20.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.5M | $77.5M | 0.0% | +10.0% |
| SHP Wealth Management | Wealth advisor | 1.2M | $63.1M | 4.8% | +63100.8% |
| Stonebridge Financial Group, LLC | Wealth advisor | 881.3K | $44.6M | 3.7% | +15.7% |
| Amplius Wealth Advisors, LLC | Wealth advisor | 733.3K | $37.1M | 3.1% | -4.7% |
| Broadway Wealth Solutions, Inc. | Wealth advisor | 560.0K | $28.3M | 14.6% | +7.7% |
| Marquette Asset Management, LLC | Wealth advisor | 525.4K | $26.6M | 4.0% | +1.7% |
| Capital Analysts, LLC | Wealth advisor | 516.5K | $26.1M | 0.7% | -8.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 482.1K | $24.4M | 0.0% | +30.6% |
| Private Advisor Group, LLC | Wealth advisor | 464.5K | $23.5M | 0.1% | +16.7% |
| JANE STREET GROUP, LLC | Market maker | 458.6K | $23.2M | 0.0% | New |
| Waverly Advisors, LLC | Wealth advisor | 451.6K | $22.8M | 0.2% | +6.4% |
| KINTRA WEALTH, LLC | Wealth advisor | 392.1K | $19.8M | 1.4% | +81.1% |
| MOTCO | Other | 373.0K | $18.9M | 1.7% | +5.9% |
| ERn Financial, LLC | Wealth advisor | 334.1K | $16.9M | 3.2% | +6.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 307.6K | $15.6M | 0.0% | +26.4% |
| Cornerstone Planning Group LLC | Wealth advisor | 292.8K | $14.8M | 2.0% | +19.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 267.1K | $13.5M | 0.0% | +4.0% |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | Wealth advisor | 265.6K | $13.4M | 9.0% | +5.2% |
| Redhawk Wealth Advisors, Inc. | Wealth advisor | 264.8K | $13.4M | 1.5% | +10.2% |
| Janney Montgomery Scott LLC | Diversified mechanical | 264.0K | $13.4M | 0.0% | +378.3% |
| HORAN Wealth, LLC | Wealth advisor | 262.4K | $13.3M | 1.3% | +19.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 249.5K | $12.6M | 0.0% | +0.9% |
| ROYAL BANK OF CANADA | Bank broker | 234.3K | $11.9M | 0.0% | +11.9% |
| Certified Advisory Corp | Wealth advisor | 232.0K | $11.7M | 1.1% | +10.5% |
| BlueStem Wealth Partners, LLC | Wealth advisor | 221.2K | $11.2M | 1.2% | +5.6% |
| Apella Capital, LLC | Wealth advisor | 220.0K | $11.1M | 0.2% | +12.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 211.9K | $10.7M | 0.0% | +663.6% |
| TOTH FINANCIAL ADVISORY CORP | Other | 210.5K | $10.6M | 1.2% | +10.3% |
| UBS Group AG | Bank broker | 210.4K | $10.6M | 0.0% | -4.1% |
| Integrated Wealth Concepts LLC | Wealth advisor | 206.5K | $10.4M | 0.1% | +48.3% |
| Winter & Associates, Inc. | Wealth advisor | 198.5K | $10.0M | 8.8% | +49.8% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 193.0K | $9.8M | 0.1% | +45.7% |
| Summit Financial, LLC | Wealth advisor | 191.6K | $9.7M | 0.1% | +43.0% |
| ADAPT WEALTH ADVISORS, LLC | Wealth advisor | 189.5K | $9.6M | 3.5% | +4.5% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 185.9K | $9.4M | 0.6% | +0.6% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 180.4K | $9.1M | 0.0% | +262.0% |
| StoryOne LLC | Wealth advisor | 0 | $9.1M | 5.1% | — |
| Pinnacle Wealth Management Group, Inc. | Wealth advisor | 178.8K | $9.0M | 4.4% | +12.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 155.7K | $7.9M | 0.0% | -6.8% |
| AVAII WEALTH MANAGEMENT, LLC | Wealth advisor | 153.4K | $7.8M | 2.7% | +3.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 151.1K | $7.7M | 0.0% | -47.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 150.0K | $7.6M | 0.0% | +121.0% |
| Smith Thornton Advisors LLC | Wealth advisor | 131.3K | $6.6M | 3.3% | +5.5% |
| Quadcap Wealth Management, LLC | Wealth advisor | 128.4K | $6.5M | 0.7% | 0.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 122.8K | $6.2M | 0.0% | -5.6% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 122.2K | $6.2M | 0.3% | +151.0% |
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.