VICTORYSHARES CORE INTERMEDI (UITB) Top Institutional Shareholders
VICTORYSHARES CORE INTERMEDI (UITB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $2.44B in UITB holdings during the latest filing period.
Victory Capital Management Inc is currently the largest disclosed institutional shareholder of UITB tracked by InsiderSet, reporting ownership valued at approximately $698.23M in its March 31, 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 $692.65M, representing an estimated loss of -0.80% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed UITB value among the investors covered in this analysis. Major shareholders include Victory Capital Management Inc, Charles Schwab Investment Management Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in VICTORYSHARES CORE INTERMEDI (UITB).
This page ranks the largest institutional UITB 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
132
Total Reported Value
$2.44B
Largest Holder
Victory Capital Management Inc
Largest Position
$698.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
146
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 | 0.45% | 14,850,508 | $698,226,335 | $692,651,454 | -$5,574,881 | -0.80% | |
| Charles Schwab Investment Management Inc | 0.04% | 5,528,670 | $259,941,481 | $257,866,015 | -$2,075,466 | -0.80% | |
| Morgan Stanley | 0.01% | 3,762,424 | $176,897,947 | $175,485,475 | -$1,412,472 | -0.80% | |
| Lpl Financial Llc | 0.03% | 2,098,996 | $98,688,459 | $97,900,532 | -$787,927 | -0.80% | |
| Bogart Wealth, Llc | 3.74% | 2,060,745 | $96,890,048 | $96,116,444 | -$773,604 | -0.80% | |
| Wells Fargo & Company/Mn | 0.02% | 1,951,454 | $91,751,514 | $91,018,937 | -$732,577 | -0.80% | |
| Bank Of America Corp | 0.00% | 1,396,762 | $65,671,566 | $65,147,214 | -$524,352 | -0.80% | |
| Calamos Advisors Llc | 0.24% | 1,333,192 | $62,682,672 | $62,182,208 | -$500,464 | -0.80% | |
| Cetera Investment Advisers | 0.06% | 1,283,225 | $60,333,383 | $59,851,667 | -$481,716 | -0.80% | |
| Calamos Wealth Management Llc | 2.07% | 1,273,569 | $59,879,377 | $59,401,296 | -$478,081 | -0.80% | |
| Raymond James Financial Inc | 0.02% | 1,032,550 | $48,547,397 | $48,159,784 | -$387,613 | -0.80% | |
| Meeder Advisory Services, Inc. | 1.52% | 771,328 | $36,265,511 | $35,975,972 | -$289,539 | -0.80% | |
| Mbl Wealth, Llc | 2.57% | 720,875 | $33,893,380 | $33,622,763 | -$270,617 | -0.80% | |
| Allworth Financial Lp | 0.11% | 584,821 | $27,496,518 | $27,276,987 | -$219,531 | -0.80% | |
| Alliance Wealth Advisors, Llc | 12.87% | 579,723 | $27,256,853 | $27,039,208 | -$217,645 | -0.80% | |
| Nicolet Bankshares Inc | 0.84% | 485,308 | $22,807,975 | $22,635,542 | -$172,433 | -0.76% | |
| Newman Dignan & Sheerar, Inc. | 4.69% | 473,674 | $22,270,709 | $22,092,913 | -$177,796 | -0.80% | |
| Greenup Street Wealth Management Llc | 2.95% | 445,796 | $20,959,983 | $20,792,639 | -$167,344 | -0.80% | |
| Blue Water Asset Management | 7.13% | 438,763 | $20,629,338 | $20,464,608 | -$164,730 | -0.80% | |
| Leclair Wealth Partners Llc | 7.13% | 438,763 | $20,629,338 | $20,464,608 | -$164,730 | -0.80% | |
| Northeast Planning Associates, Inc. / Nh / | 13.63% | 431,535 | $20,289,470 | $20,127,483 | -$161,987 | -0.80% | |
| Horan Wealth, Llc | 2.84% | 411,102 | $19,336,766 | $19,174,455 | -$162,311 | -0.84% | |
| Sargent Investment Group, Llc | 2.51% | 405,265 | $19,054,338 | $18,902,208 | -$152,130 | -0.80% | |
| Pathway Financial Advisors Llc | 2.34% | 402,069 | $18,935,438 | $18,753,141 | -$182,297 | -0.96% | |
| Southstate Bank Corp | 0.82% | 373,589 | $17,565,011 | $17,424,789 | -$140,222 | -0.80% | |
| Creative Financial Designs Inc | 1.03% | 361,104 | $16,978,020 | $16,842,468 | -$135,552 | -0.80% | |
| Sanctuary Advisors, Llc | 0.09% | 336,477 | $15,820,158 | $15,693,826 | -$126,332 | -0.80% | |
| Ubs Group Ag | 0.00% | 321,001 | $15,092,504 | $14,972,000 | -$120,504 | -0.80% | |
| Crusonia Wealth Advisors Llc | 3.11% | 320,164 | $15,053,129 | $14,932,961 | -$120,168 | -0.80% | |
| Klingenstein Fields & Co Lp | 0.58% | 313,992 | $14,762,962 | $14,645,089 | -$117,873 | -0.80% | |
| Planning Directions Inc | 7.11% | 298,691 | $14,043,539 | $13,931,426 | -$112,113 | -0.80% | |
| Cyr Financial Inc. | 7.72% | 278,857 | $13,111,020 | $13,006,337 | -$104,683 | -0.80% | |
| Envision Financial Llc | 6.94% | 274,404 | $12,901,654 | $12,798,642 | -$103,012 | -0.80% | |
| Oath Planning, Llc | 11.39% | 272,765 | $12,824,589 | $12,722,196 | -$102,393 | -0.80% | |
| Atlantic Edge Private Wealth Management, Llc | 3.12% | 269,451 | $12,668,778 | $12,567,626 | -$101,152 | -0.80% | |
| Truist Financial Corp | 0.01% | 226,431 | $10,646,118 | $10,561,104 | -$85,014 | -0.80% | |
| Ima Advisory Services, Inc. | 1.01% | 220,105 | $10,348,680 | $10,266,049 | -$82,631 | -0.80% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 214,913 | $10,104,565 | $10,023,886 | -$80,679 | -0.80% | |
| Osaic Holdings, Inc. | 0.01% | 207,740 | $9,768,656 | $9,689,326 | -$79,330 | -0.81% | |
| Orion Porfolio Solutions, Llc | 0.08% | 199,512 | $9,380,483 | $9,305,559 | -$74,924 | -0.80% | |
| Toth Financial Advisory Corp | 1.01% | 195,919 | $9,211,510 | $9,137,976 | -$73,534 | -0.80% | |
| Souders Financial Advisors | 0.95% | 177,048 | $8,324,289 | $8,257,802 | -$66,487 | -0.80% | |
| Fjell Capital, Llc | 6.26% | 173,250 | $8,145,698 | $8,080,657 | -$65,041 | -0.80% | |
| Jane Street Group, Llc | 0.01% | 170,504 | $8,016,587 | $7,952,579 | -$64,008 | -0.80% | |
| Greenwood Capital Associates Llc | 0.85% | 164,372 | $7,728,278 | $7,666,573 | -$61,705 | -0.80% | |
| Pinnacle Wealth Management Group, Inc. | 3.57% | 154,735 | $7,275,171 | $7,217,088 | -$58,083 | -0.80% | |
| Royal Bank Of Canada | 0.00% | 151,408 | $7,119,000 | $7,061,911 | -$57,089 | -0.80% | |
| Integrated Wealth Concepts Llc | 0.06% | 147,841 | $6,951,054 | $6,895,541 | -$55,513 | -0.80% | |
| Smith Thornton Advisors Llc | 3.41% | 143,944 | $6,767,796 | $6,713,778 | -$54,018 | -0.80% | |
| Insight Wealth Partners, Llc | 2.59% | 136,412 | $6,413,683 | $6,362,474 | -$51,209 | -0.80% |
Frequently asked questions about UITB
Who owns the most UITB stock?
The largest holders of UITB 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 INTERMEDI (UITB).
Is UITB widely held by superinvestors?
Many widely followed stocks like UITB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UITB 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.