VICTORYSHARES CORE PLUS INTE (UBND) Institutional Shareholders
VICTORYSHARES CORE PLUS INTE (UBND) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.83B in UBND holdings during the latest filing period.
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 $482.78M, representing an estimated loss of -3.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed UBND value among the investors covered in this analysis. Major shareholders include Victory Capital Management Inc, Annex Advisory Services, Llc, Cahaba Wealth Management, Inc., 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
53
Total Reported Value
$1.83B
Largest Holder
Victory Capital Management Inc
Largest Position
$498.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
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 | $482,780,465 | -$16,192,209 | -3.25% | |
| Annex Advisory Services, Llc | 7.01% | 18,906,834 | $410,750,994 | $397,421,651 | -$13,329,343 | -3.25% | |
| Cahaba Wealth Management, Inc. | 11.22% | 8,561,595 | $186,000,651 | $179,964,727 | -$6,035,924 | -3.25% | |
| Retirement Planning Group, Llc | 4.51% | 8,164,569 | $177,375,267 | $171,619,240 | -$5,756,027 | -3.25% | |
| Merit Financial Group, Llc | 0.89% | 6,613,845 | $143,685,798 | $139,023,022 | -$4,662,776 | -3.25% | |
| 1900 Wealth Management Llc | 4.96% | 4,103,679 | $89,152,426 | $86,259,333 | -$2,893,093 | -3.25% | |
| Osaic Holdings, Inc. | 0.05% | 2,084,261 | $45,300,092 | $43,811,166 | -$1,488,926 | -3.29% | |
| Truist Financial Corp | 0.05% | 1,840,500 | $39,984,871 | $38,687,310 | -$1,297,561 | -3.25% | |
| Goldstein Advisors, Llc | 3.62% | 1,824,886 | $39,645,648 | $38,359,104 | -$1,286,544 | -3.25% | |
| Madison Wealth Partners, Inc | 4.72% | 1,707,703 | $37,099,840 | $35,895,917 | -$1,203,923 | -3.25% | |
| Corient Private Wealth Llc | 0.04% | 1,484,759 | $32,256,405 | $31,209,634 | -$1,046,771 | -3.25% | |
| Correct Capital Wealth Management | 4.40% | 1,175,240 | $25,532,097 | $24,703,545 | -$828,552 | -3.25% | |
| Arax Advisory Partners | 0.08% | 540,076 | $11,733,153 | $11,352,398 | -$380,755 | -3.25% | |
| U.S. Capital Wealth Advisors, Llc | 0.26% | 467,972 | $10,192,430 | $9,836,771 | -$355,659 | -3.49% | |
| Goldman Sachs Group Inc | 0.00% | 428,401 | $9,307,012 | $9,004,989 | -$302,023 | -3.25% | |
| Wells Fargo & Company/Mn | 0.00% | 411,443 | $8,938,599 | $8,648,532 | -$290,067 | -3.25% | |
| Action Point Financial Planning, Llc | 0.87% | 370,925 | $8,058,335 | $7,796,844 | -$261,492 | -3.24% | |
| Elk River Wealth Management Llc | 1.14% | 329,014 | $7,147,830 | $6,915,874 | -$231,956 | -3.25% | |
| Impact Investors, Inc | 4.83% | 304,138 | $6,607,398 | $6,392,981 | -$214,417 | -3.25% | |
| Lpl Financial Llc | 0.00% | 273,047 | $5,931,945 | $5,739,448 | -$192,497 | -3.25% | |
| Raymond James Financial Inc | 0.00% | 259,045 | $5,627,753 | $5,445,126 | -$182,627 | -3.25% | |
| Envestnet Asset Management Inc | 0.00% | 225,634 | $4,901,899 | $4,742,827 | -$159,072 | -3.25% | |
| Onedigital Investment Advisors Llc | 0.04% | 202,726 | $4,404,227 | $4,261,301 | -$142,926 | -3.25% | |
| Tandem Financial, Llc | 0.74% | 106,198 | $2,307,162 | $2,232,282 | -$74,880 | -3.25% | |
| Cornerstone Wealth Management, Llc | 0.06% | 62,911 | $1,366,744 | $1,322,389 | -$44,355 | -3.25% | |
| Flow Traders U.S. Llc | 0.06% | 62,675 | $1,362,000 | $1,317,429 | -$44,572 | -3.27% | |
| Ameriprise Financial Inc | 0.00% | 43,745 | $950,360 | $919,520 | -$30,840 | -3.25% | |
| Citadel Advisors Llc | 0.00% | 43,210 | $938,737 | $908,274 | -$30,463 | -3.25% | |
| Jane Street Group, Llc | 0.00% | 42,148 | $915,665 | $885,951 | -$29,714 | -3.25% | |
| Trademark Financial Management, Llc | 0.36% | 40,429 | $878,320 | $849,818 | -$28,502 | -3.25% | |
| Huntleigh Advisors, Inc. | 0.12% | 40,302 | $875,561 | $847,148 | -$28,413 | -3.25% | |
| Integrated Investment Consultants, Llc | 0.17% | 39,925 | $867,371 | $839,224 | -$28,148 | -3.25% | |
| Juncture Wealth Strategies, Llc | 0.20% | 34,906 | $758,333 | $733,724 | -$24,609 | -3.25% | |
| Landmark Wealth Management, Inc. | 0.23% | 32,152 | $698,503 | $675,835 | -$22,668 | -3.25% | |
| Lexaurum Advisors, Llc | 0.08% | 31,540 | $685,207 | $662,971 | -$22,236 | -3.25% | |
| Stonebridge Financial Group, Llc / Mo | 0.39% | 26,912 | $584,668 | $565,690 | -$18,978 | -3.25% | |
| Oneascent Financial Services Llc | 0.02% | 23,886 | $518,928 | $502,084 | -$16,844 | -3.25% | |
| Cwm, Llc | 0.00% | 23,779 | $517,907 | $499,835 | -$18,072 | -3.49% | |
| Clarity Asset Management, Inc. | 0.20% | 18,674 | $405,787 | $392,527 | -$13,260 | -3.27% | |
| Commerce Bank | 0.00% | 15,346 | $333,392 | $322,573 | -$10,819 | -3.25% | |
| Vise Technologies, Inc. | 0.00% | 13,586 | $295,156 | $285,578 | -$9,578 | -3.25% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 12,711 | $276,147 | $267,185 | -$8,962 | -3.25% | |
| Redw Wealth Llc | 0.08% | 10,651 | $231,393 | $223,884 | -$7,509 | -3.25% | |
| Axis Wealth Partners, Llc | 0.10% | 9,968 | $216,555 | $209,527 | -$7,028 | -3.25% | |
| Jpmorgan Chase & Co | 0.00% | 9,334 | $203,528 | $196,201 | -$7,327 | -3.60% | |
| Park Place Capital Corp | 0.01% | 4,286 | $93,099 | $90,092 | -$3,007 | -3.23% | |
| Fifth Third Bancorp | 0.00% | 3,575 | $77,659 | $75,147 | -$2,513 | -3.24% | |
| Johnson Financial Group, Inc. | 0.00% | 2,501 | $54,335 | $52,571 | -$1,764 | -3.25% | |
| Harbour Investments, Inc. | 0.00% | 1,292 | $28,074 | $27,158 | -$916 | -3.26% | |
| Comprehensive Financial Planning, Inc./Pa | 0.01% | 696 | $15,115 | $14,630 | -$485 | -3.21% |
Frequently asked questions about UBND
Who owns the most UBND stock?
The largest holders of UBND are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VICTORYSHARES CORE PLUS INTE (UBND).
Is UBND widely held by superinvestors?
Many widely followed stocks like UBND appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UBND is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.