UITB Institutional Ownership & Shareholders
VICTORYSHARES CORE INTERMEDI (UITB) is currently held by 134 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.39B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Victory Capital Management Inc is currently the largest disclosed institutional shareholder of UITB tracked by InsiderSet, reporting ownership valued at approximately $695.57M 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 $675.57M, representing an estimated loss of -2.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% 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
134
Total Reported Value
$2.39B
Largest Holder
Victory Capital Management Inc
Largest Position
$695.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
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 | 0.39% | 14,850,508 | $695,568,094 | $675,571,885 | -$19,996,209 | -2.87% | |
| Charles Schwab Investment Management Inc | 0.03% | 4,295,086 | $201,173,237 | $195,389,905 | -$5,783,332 | -2.87% | |
| Morgan Stanley | 0.01% | 3,904,106 | $182,860,570 | $177,603,638 | -$5,256,932 | -2.87% | |
| Bogart Wealth, Llc | 3.49% | 2,172,807 | $101,769,926 | $98,844,250 | -$2,925,676 | -2.87% | |
| Lpl Financial Llc | 0.02% | 2,135,811 | $100,037,077 | $97,161,246 | -$2,875,831 | -2.87% | |
| Bank Of America Corp | 0.00% | 1,584,354 | $74,207,973 | $72,074,640 | -$2,133,333 | -2.87% | |
| Wells Fargo & Company/Mn | 0.01% | 1,371,114 | $64,220,258 | $62,374,033 | -$1,846,225 | -2.87% | |
| Calamos Wealth Management Llc | 1.63% | 1,268,648 | $56,636,885 | $57,712,700 | +$1,075,815 | +1.90% | |
| Cetera Investment Advisers | 0.05% | 1,207,956 | $56,578,257 | $54,951,730 | -$1,626,527 | -2.87% | |
| Raymond James Financial Inc | 0.01% | 1,140,377 | $53,412,942 | $51,877,460 | -$1,535,482 | -2.87% | |
| Allen Capital Group, Llc | 3.37% | 935,352 | $41,757,401 | $42,550,566 | +$793,165 | +1.90% | |
| Mbl Wealth, Llc | 2.39% | 892,807 | $39,858,030 | $40,615,130 | +$757,100 | +1.90% | |
| Meeder Advisory Services, Inc. | 1.36% | 792,976 | $37,141,390 | $36,073,668 | -$1,067,722 | -2.87% | |
| Nicolet Bankshares Inc | 1.00% | 671,256 | $31,420,114 | $30,536,442 | -$883,672 | -2.81% | |
| Pine Valley Investments Ltd Liability Co | 1.32% | 664,602 | $31,128,606 | $30,233,742 | -$894,864 | -2.87% | |
| Greenup Street Wealth Management Llc | 3.48% | 632,906 | $28,255,150 | $28,791,843 | +$536,693 | +1.90% | |
| Alliance Wealth Advisors, Llc | 10.69% | 598,840 | $26,734,324 | $27,242,130 | +$507,806 | +1.90% | |
| Allworth Financial Lp | 0.10% | 510,934 | $23,931,110 | $23,243,154 | -$687,956 | -2.87% | |
| Steward Partners Investment Advisory, Llc | 0.11% | 476,300 | $22,308,926 | $21,667,601 | -$641,325 | -2.87% | |
| Blue Water Asset Management | 6.81% | 450,385 | $21,095,156 | $20,488,689 | -$606,467 | -2.87% | |
| Atlantic Edge Private Wealth Management, Llc | 4.34% | 470,586 | $21,008,607 | $21,407,663 | +$399,056 | +1.90% | |
| Horan Wealth, Llc | 2.44% | 417,413 | $19,550,764 | $18,988,743 | -$562,021 | -2.87% | |
| Sargent Investment Group, Llc | 2.28% | 405,609 | $18,997,900 | $18,451,762 | -$546,138 | -2.87% | |
| Oath Planning, Llc | 12.15% | 419,333 | $18,720,485 | $19,076,087 | +$355,602 | +1.90% | |
| Pathway Financial Advisors Llc | 2.01% | 406,962 | $18,168,212 | $18,513,312 | +$345,100 | +1.90% | |
| Envision Financial Llc | 7.59% | 383,252 | $17,109,725 | $17,434,708 | +$324,983 | +1.90% | |
| Klingenstein Fields & Co Lp | 0.58% | 355,284 | $16,640,792 | $16,162,402 | -$478,390 | -2.87% | |
| Osaic Holdings, Inc. | 0.02% | 353,949 | $16,581,500 | $16,101,671 | -$479,829 | -2.89% | |
| Southstate Bank Corp | 0.67% | 341,118 | $15,977,264 | $15,517,969 | -$459,295 | -2.87% | |
| Creative Financial Designs Inc | 0.75% | 337,136 | $15,790,768 | $15,336,822 | -$453,946 | -2.87% | |
| Ubs Group Ag | 0.00% | 332,334 | $15,565,860 | $15,118,372 | -$447,488 | -2.87% | |
| Sanctuary Advisors, Llc | 0.07% | 328,482 | $15,385,462 | $14,943,139 | -$442,323 | -2.87% | |
| Newman Dignan & Sheerar, Inc. | 2.86% | 336,374 | $15,016,924 | $15,302,158 | +$285,234 | +1.90% | |
| Cyr Financial Inc. | 7.07% | 325,614 | $14,536,548 | $14,812,669 | +$276,121 | +1.90% | |
| Planning Directions Inc | 6.59% | 303,886 | $14,233,392 | $13,824,230 | -$409,162 | -2.87% | |
| Crusonia Wealth Advisors Llc | 1.86% | 276,989 | $12,365,780 | $12,600,645 | +$234,865 | +1.90% | |
| Northeast Planning Associates, Inc. / Nh / | 8.33% | 261,783 | $11,119,631 | $11,908,901 | +$789,270 | +7.10% | |
| Ima Advisory Services, Inc. | 0.67% | 227,451 | $10,653,360 | $10,347,087 | -$306,273 | -2.87% | |
| Toth Financial Advisory Corp | 0.96% | 214,357 | $9,569,666 | $9,751,421 | +$181,755 | +1.90% | |
| Orion Porfolio Solutions, Llc | 0.07% | 193,968 | $9,085,064 | $8,823,895 | -$261,169 | -2.87% | |
| Souders Financial Advisors | 0.91% | 192,458 | $9,014,337 | $8,755,203 | -$259,134 | -2.87% | |
| Jpmorgan Chase & Co | 0.00% | 181,659 | $8,542,525 | $8,263,940 | -$278,585 | -3.26% | |
| Thrivent Financial For Lutherans | 0.01% | 180,088 | $8,435,000 | $8,192,473 | -$242,527 | -2.88% | |
| Fjell Capital, Llc | 4.66% | 186,101 | $8,308,211 | $8,466,014 | +$157,803 | +1.90% | |
| Truist Financial Corp | 0.01% | 174,875 | $7,807,043 | $7,955,326 | +$148,283 | +1.90% | |
| Greenwood Capital Associates Llc | 0.74% | 170,130 | $7,595,179 | $7,739,469 | +$144,290 | +1.90% | |
| Smith Thornton Advisors Llc | 3.10% | 158,870 | $7,092,496 | $7,227,235 | +$134,739 | +1.90% | |
| Insight Wealth Partners, Llc | 2.75% | 156,939 | $7,006,322 | $7,139,391 | +$133,069 | +1.90% | |
| Integrated Wealth Concepts Llc | 0.05% | 149,015 | $6,979,559 | $6,778,916 | -$200,643 | -2.87% | |
| Royal Bank Of Canada | 0.00% | 146,987 | $6,885,000 | $6,686,659 | -$198,341 | -2.88% |
Frequently asked questions about UITB
Who are the largest institutional holders of UITB?
The largest institutional holders of UITB reported in the latest SEC Form 13F filings include Victory Capital Management Inc, Charles Schwab Investment Management Inc, Morgan Stanley, Bogart Wealth, Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported UITB position.
What is UITB institutional ownership?
This page tracks UITB positions reported by institutional investment managers through SEC Form 13F. VICTORYSHARES CORE INTERMEDI (UITB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UITB?
InsiderSet currently tracks 134 institutional managers reporting UITB 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 UITB shareholders.
How much UITB stock do institutions own?
Institutional investment managers disclosed approximately $2.39B in UITB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UITB institutional ownership last updated?
The latest UITB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 UITB 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 UITB position after the reporting date.
Are institutions buying or selling UITB?
Institutional buying and selling can be analyzed by comparing UITB positions across consecutive 13F reporting periods. InsiderSet's UITB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UITB ownership changes.
How has UITB institutional ownership changed over time?
InsiderSet tracks UITB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.