UBND Institutional Ownership & Shareholders
VICTORYSHARES CORE PLUS INTE (UBND) is currently held by 54 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.73B based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Victory Capital Management Inc is currently the largest disclosed institutional shareholder of UBND tracked by InsiderSet, reporting ownership valued at approximately $498.97M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $483.93M, representing an estimated loss of -3.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed UBND value among the investors covered in this analysis. Major shareholders include Victory Capital Management Inc, Annex Advisory Services, Llc, Retirement Planning Group, Llc, and several other long-term asset managers with concentrated positions in VICTORYSHARES CORE PLUS INTE (UBND).
This page ranks the largest institutional UBND shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
54
Total Reported Value
$1.73B
Largest Holder
Victory Capital Management Inc
Largest Position
$498.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
65
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Victory Capital Management Inc | 0.28% | 22,967,672 | $498,972,674 | $483,928,849 | -$15,043,825 | -3.01% | |
| Annex Advisory Services, Llc | 4.72% | 13,956,506 | $288,271,656 | $294,063,581 | +$5,791,925 | +2.01% | |
| Retirement Planning Group, Llc | 4.58% | 8,889,916 | $183,621,225 | $187,310,530 | +$3,689,305 | +2.01% | |
| Cahaba Wealth Management, Inc. | 11.01% | 8,858,585 | $182,974,068 | $186,650,386 | +$3,676,318 | +2.01% | |
| Merit Financial Group, Llc | 0.89% | 6,613,845 | $143,685,798 | $139,353,714 | -$4,332,084 | -3.01% | |
| 1900 Wealth Management Llc | 5.36% | 4,783,130 | $98,795,547 | $100,780,549 | +$1,985,002 | +2.01% | |
| Goldstein Advisors, Llc | 4.02% | 2,197,698 | $45,393,452 | $46,305,497 | +$912,045 | +2.01% | |
| Osaic Holdings, Inc. | 0.05% | 2,084,261 | $45,300,092 | $43,915,379 | -$1,384,713 | -3.06% | |
| Truist Financial Corp | 0.05% | 1,929,420 | $39,852,175 | $40,652,879 | +$800,704 | +2.01% | |
| Madison Wealth Partners, Inc | 4.72% | 1,707,703 | $37,099,840 | $35,981,302 | -$1,118,538 | -3.01% | |
| Corient Private Wealth Llc | 0.04% | 1,484,759 | $32,256,405 | $31,283,872 | -$972,533 | -3.02% | |
| Correct Capital Wealth Management | 4.32% | 1,231,152 | $25,429,447 | $25,940,373 | +$510,926 | +2.01% | |
| Arax Advisory Partners | 0.08% | 540,076 | $11,733,153 | $11,379,401 | -$353,752 | -3.01% | |
| U.S. Capital Wealth Advisors, Llc | 0.26% | 467,972 | $10,192,430 | $9,860,170 | -$332,260 | -3.26% | |
| Goldman Sachs Group Inc | 0.00% | 428,401 | $9,307,012 | $9,026,409 | -$280,603 | -3.01% | |
| Wells Fargo & Company/Mn | 0.00% | 411,443 | $8,938,599 | $8,669,104 | -$269,495 | -3.01% | |
| Action Point Financial Planning, Llc | 0.87% | 370,925 | $8,058,335 | $7,815,390 | -$242,945 | -3.01% | |
| Elk River Wealth Management Llc | 1.14% | 329,014 | $7,147,830 | $6,932,325 | -$215,505 | -3.01% | |
| Lpl Financial Llc | 0.00% | 273,047 | $5,931,945 | $5,753,100 | -$178,845 | -3.01% | |
| Raymond James Financial Inc | 0.00% | 259,045 | $5,627,753 | $5,458,078 | -$169,675 | -3.01% | |
| Envestnet Asset Management Inc | 0.00% | 225,634 | $4,901,899 | $4,754,108 | -$147,791 | -3.01% | |
| Onedigital Investment Advisors Llc | 0.04% | 202,726 | $4,404,227 | $4,271,437 | -$132,790 | -3.02% | |
| Tandem Financial, Llc | 0.74% | 106,198 | $2,307,162 | $2,237,592 | -$69,570 | -3.02% | |
| Redw Wealth Llc | 0.70% | 93,060 | $1,922,154 | $1,960,774 | +$38,620 | +2.01% | |
| Cornerstone Wealth Management, Llc | 0.06% | 62,911 | $1,366,744 | $1,325,535 | -$41,209 | -3.02% | |
| Flow Traders U.S. Llc | 0.06% | 62,675 | $1,362,000 | $1,320,562 | -$41,438 | -3.04% | |
| Ameriprise Financial Inc | 0.00% | 43,745 | $950,360 | $921,707 | -$28,653 | -3.01% | |
| Citadel Advisors Llc | 0.00% | 43,210 | $938,737 | $910,435 | -$28,302 | -3.01% | |
| Jane Street Group, Llc | 0.00% | 42,148 | $915,665 | $888,058 | -$27,607 | -3.01% | |
| Huntleigh Advisors, Inc. | 0.12% | 40,302 | $875,561 | $849,163 | -$26,398 | -3.01% | |
| Integrated Investment Consultants, Llc | 0.17% | 39,925 | $867,371 | $841,220 | -$26,151 | -3.02% | |
| Lexaurum Advisors, Llc | 0.09% | 39,605 | $818,038 | $834,477 | +$16,439 | +2.01% | |
| Landmark Wealth Management, Inc. | 0.23% | 32,152 | $698,503 | $677,443 | -$21,060 | -3.02% | |
| Juncture Wealth Strategies, Llc | 0.17% | 31,741 | $655,610 | $668,783 | +$13,173 | +2.01% | |
| Trademark Financial Management, Llc | 0.25% | 30,023 | $620,125 | $632,585 | +$12,460 | +2.01% | |
| Stonebridge Financial Group, Llc / Mo | 0.39% | 26,912 | $584,668 | $567,036 | -$17,632 | -3.02% | |
| Oneascent Financial Services Llc | 0.02% | 23,886 | $518,928 | $503,278 | -$15,650 | -3.02% | |
| Cwm, Llc | 0.00% | 23,779 | $517,907 | $501,024 | -$16,883 | -3.26% | |
| Clarity Asset Management, Inc. | 0.19% | 19,000 | $392,530 | $400,330 | +$7,800 | +1.99% | |
| Commerce Bank | 0.00% | 15,346 | $333,392 | $323,340 | -$10,052 | -3.02% | |
| Vise Technologies, Inc. | 0.00% | 14,465 | $298,775 | $304,778 | +$6,003 | +2.01% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 12,711 | $276,147 | $267,821 | -$8,326 | -3.02% | |
| Indivisible Partners | 0.01% | 13,279 | $274,278 | $279,789 | +$5,511 | +2.01% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 11,244 | $231,908 | $236,911 | +$5,003 | +2.16% | |
| Axis Wealth Partners, Llc | 0.10% | 9,968 | $216,555 | $210,026 | -$6,529 | -3.02% | |
| Jpmorgan Chase & Co | 0.00% | 9,334 | $203,528 | $196,667 | -$6,861 | -3.37% | |
| Park Place Capital Corp | 0.01% | 4,286 | $93,099 | $90,306 | -$2,793 | -3.00% | |
| Fifth Third Bancorp | 0.00% | 3,575 | $77,659 | $75,325 | -$2,334 | -3.01% | |
| Private Trust Co Na | 0.01% | 3,339 | $68,967 | $70,353 | +$1,386 | +2.01% | |
| Johnson Financial Group, Inc. | 0.00% | 2,501 | $54,335 | $52,696 | -$1,639 | -3.02% |
Frequently asked questions about UBND
Who are the largest institutional holders of UBND?
The largest institutional holders of UBND reported in the latest SEC Form 13F filings include Victory Capital Management Inc, Annex Advisory Services, Llc, Retirement Planning Group, Llc, Cahaba Wealth Management, Inc., and Merit Financial Group, Llc. InsiderSet ranks institutional holders by their latest reported UBND position.
What is UBND institutional ownership?
This page tracks UBND positions reported by institutional investment managers through SEC Form 13F. VICTORYSHARES CORE PLUS INTE (UBND) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UBND?
InsiderSet currently tracks 54 institutional managers reporting UBND holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UBND shareholders.
How much UBND stock do institutions own?
Institutional investment managers disclosed approximately $1.73B in UBND holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UBND institutional ownership last updated?
The latest UBND institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional UBND holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UBND position after the reporting date.
Are institutions buying or selling UBND?
Institutional buying and selling can be analyzed by comparing UBND positions across consecutive 13F reporting periods. InsiderSet's UBND Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UBND ownership changes.
How has UBND institutional ownership changed over time?
InsiderSet tracks UBND institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.