VICTORYSHARES SHORT-TERM BON (USTB) Institutional Shareholders
VICTORYSHARES SHORT-TERM BON (USTB) 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 $1.69B in USTB holdings during the latest filing period.
Victory Capital Management Inc is currently the largest disclosed institutional shareholder of USTB tracked by InsiderSet, reporting ownership valued at approximately $279.95M 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 $277.07M, representing an estimated loss of -1.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed USTB value among the investors covered in this analysis. Major shareholders include Victory Capital Management Inc, Morgan Stanley, Merit Financial Group, Llc, and several other long-term asset managers with concentrated positions in VICTORYSHARES SHORT-TERM BON (USTB).
This page ranks the largest institutional USTB 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
142
Total Reported Value
$1.69B
Largest Holder
Victory Capital Management Inc
Largest Position
$279.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
72
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 | 0.16% | 5,530,366 | $279,947,127 | $277,071,337 | -$2,875,790 | -1.03% | |
| Morgan Stanley | 0.01% | 2,960,883 | $149,879,919 | $148,340,238 | -$1,539,681 | -1.03% | |
| Merit Financial Group, Llc | 0.92% | 2,939,884 | $148,816,907 | $147,288,188 | -$1,528,719 | -1.03% | |
| Shp Wealth Management | 6.22% | 1,785,374 | $90,375,655 | $89,447,237 | -$928,418 | -1.03% | |
| Bank Of America Corp | 0.01% | 1,740,024 | $88,080,022 | $87,175,202 | -$904,820 | -1.03% | |
| Lpl Financial Llc | 0.02% | 1,594,959 | $80,736,837 | $79,907,446 | -$829,391 | -1.03% | |
| Stonebridge Financial Group, Llc | 3.56% | 927,201 | $46,934,940 | $46,452,770 | -$482,170 | -1.03% | |
| Wells Fargo & Company/Mn | 0.01% | 900,711 | $45,594,007 | $45,125,621 | -$468,386 | -1.03% | |
| Amplius Wealth Advisors, Llc | 2.93% | 790,733 | $40,026,902 | $39,615,723 | -$411,179 | -1.03% | |
| Raymond James Financial Inc | 0.01% | 699,421 | $35,404,729 | $35,040,992 | -$363,737 | -1.03% | |
| Private Advisor Group, Llc | 0.14% | 587,296 | $29,728,940 | $29,423,530 | -$305,410 | -1.03% | |
| Broadway Wealth Solutions, Inc. | 13.69% | 578,799 | $29,298,802 | $28,997,830 | -$300,972 | -1.03% | |
| Marquette Asset Management, Llc | 3.59% | 550,446 | $27,863,577 | $27,577,345 | -$286,232 | -1.03% | |
| Capital Analysts, Llc | 0.60% | 516,643 | $26,152,000 | $25,883,814 | -$268,186 | -1.03% | |
| Waverly Advisors, Llc | 0.14% | 474,980 | $24,043,483 | $23,796,498 | -$246,985 | -1.03% | |
| Janney Montgomery Scott Llc | 0.05% | 464,325 | $23,504,000 | $23,262,683 | -$241,318 | -1.03% | |
| Kintra Wealth, Llc | 1.12% | 424,283 | $21,413,544 | $21,256,578 | -$156,966 | -0.73% | |
| Motco | 1.65% | 379,986 | $19,234,891 | $19,037,299 | -$197,592 | -1.03% | |
| Winter & Associates, Inc. | 13.53% | 355,616 | $18,001,286 | $17,816,362 | -$184,924 | -1.03% | |
| Ern Financial, Llc | 2.93% | 349,663 | $17,699,941 | $17,518,116 | -$181,825 | -1.03% | |
| Stifel Financial Corp | 0.01% | 343,042 | $17,364,786 | $17,186,404 | -$178,382 | -1.03% | |
| Focus Partners Advisor Solutions, Llc | 0.15% | 340,457 | $17,233,933 | $17,056,896 | -$177,037 | -1.03% | |
| Cornerstone Planning Group Llc | 1.92% | 302,568 | $15,250,922 | $15,158,657 | -$92,265 | -0.60% | |
| Storyone Llc | 6.64% | 277,676 | $14,055,975 | $13,911,568 | -$144,407 | -1.03% | |
| Redhawk Wealth Advisors, Inc. | 1.38% | 276,282 | $13,985,375 | $13,841,728 | -$143,647 | -1.03% | |
| Royal Bank Of Canada | 0.00% | 270,638 | $13,700,000 | $13,558,964 | -$141,036 | -1.03% | |
| Certified Advisory Corp | 1.10% | 269,658 | $13,650,076 | $13,509,866 | -$140,210 | -1.03% | |
| Horan Wealth, Llc | 1.68% | 264,769 | $13,402,612 | $13,264,927 | -$137,685 | -1.03% | |
| Apella Capital, Llc | 0.17% | 242,085 | $12,254,331 | $12,128,459 | -$125,873 | -1.03% | |
| Northeast Planning Associates, Inc. / Nh / | 9.16% | 264,245 | $12,221,934 | $13,238,675 | +$1,016,741 | +8.32% | |
| Toth Financial Advisory Corp | 1.10% | 221,722 | $11,223,574 | $11,108,272 | -$115,302 | -1.03% | |
| Osaic Holdings, Inc. | 0.01% | 218,055 | $11,043,367 | $10,924,556 | -$118,812 | -1.08% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 217,002 | $10,937,975 | $10,871,800 | -$66,175 | -0.61% | |
| Steward Partners Investment Advisory, Llc | 0.06% | 214,983 | $10,882,458 | $10,770,648 | -$111,810 | -1.03% | |
| Integrated Wealth Concepts Llc | 0.07% | 214,309 | $10,848,318 | $10,736,881 | -$111,437 | -1.03% | |
| Summit Financial, Llc | 0.11% | 193,690 | $9,804,591 | $9,703,869 | -$100,722 | -1.03% | |
| Commonwealth Equity Services, Llc | 0.01% | 182,660 | $9,246,250 | $9,151,266 | -$94,984 | -1.03% | |
| Adapt Wealth Advisors, Llc | 3.02% | 182,656 | $9,246,060 | $9,151,066 | -$94,994 | -1.03% | |
| Pinnacle Wealth Management Group, Inc. | 4.26% | 180,560 | $9,139,929 | $9,046,056 | -$93,873 | -1.03% | |
| Envestnet Asset Management Inc | 0.00% | 171,901 | $8,701,653 | $8,612,240 | -$89,413 | -1.03% | |
| Avaii Wealth Management, Llc | 2.38% | 159,757 | $8,086,898 | $8,003,826 | -$83,072 | -1.03% | |
| Redw Wealth Llc | 2.86% | 157,490 | $7,972,161 | $7,890,249 | -$81,912 | -1.03% | |
| Mml Investors Services, Llc | 0.02% | 147,246 | $7,453,616 | $7,377,025 | -$76,591 | -1.03% | |
| Smith Thornton Advisors Llc | 3.14% | 141,546 | $7,129,656 | $7,091,455 | -$38,201 | -0.54% | |
| Trademark Financial Management, Llc | 2.73% | 131,815 | $6,672,491 | $6,603,932 | -$68,560 | -1.03% | |
| Quadcap Wealth Management, Llc | 0.61% | 124,518 | $6,303,115 | $6,238,352 | -$64,763 | -1.03% | |
| Cetera Investment Advisers | 0.01% | 120,467 | $6,098,044 | $6,035,397 | -$62,647 | -1.03% | |
| Midwest Capital Advisors, Llc | 2.46% | 119,864 | $6,067,514 | $6,005,186 | -$62,328 | -1.03% | |
| Pine Valley Investments Ltd Liability Co | 0.26% | 119,596 | $6,053,935 | $5,991,760 | -$62,175 | -1.03% | |
| Ubs Group Ag | 0.00% | 119,371 | $6,042,560 | $5,980,487 | -$62,073 | -1.03% |
Frequently asked questions about USTB
Who owns the most USTB stock?
The largest holders of USTB 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 SHORT-TERM BON (USTB).
Is USTB widely held by superinvestors?
Many widely followed stocks like USTB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly USTB 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.