USTB Institutional Ownership & Shareholders
VICTORYSHARES SHORT-TERM BON (USTB) is currently held by 149 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.81B 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 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 $277.40M, representing an estimated loss of -0.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% 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
149
Total Reported Value
$1.81B
Largest Holder
Victory Capital Management Inc
Largest Position
$279.95M
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 | 0.16% | 5,530,366 | $279,947,127 | $277,403,159 | -$2,543,968 | -0.91% | |
| Morgan Stanley | 0.01% | 2,960,883 | $149,879,919 | $148,517,891 | -$1,362,028 | -0.91% | |
| Merit Financial Group, Llc | 0.92% | 2,939,884 | $148,816,907 | $147,464,581 | -$1,352,326 | -0.91% | |
| Shp Wealth Management | 6.22% | 1,785,374 | $90,375,655 | $89,554,360 | -$821,295 | -0.91% | |
| Bank Of America Corp | 0.01% | 1,740,024 | $88,080,022 | $87,279,604 | -$800,418 | -0.91% | |
| Stonebridge Financial Group, Llc | 6.37% | 1,731,326 | $86,358,541 | $86,843,312 | +$484,771 | +0.56% | |
| Lpl Financial Llc | 0.02% | 1,594,959 | $80,736,837 | $80,003,143 | -$733,694 | -0.91% | |
| Pacific Center For Financial Services | 11.42% | 1,091,489 | $54,443,480 | $54,749,088 | +$305,608 | +0.56% | |
| Wells Fargo & Company/Mn | 0.01% | 900,711 | $45,594,007 | $45,179,664 | -$414,343 | -0.91% | |
| Raymond James Financial Inc | 0.01% | 699,421 | $35,404,729 | $35,082,957 | -$321,772 | -0.91% | |
| Broadway Wealth Solutions, Inc. | 13.69% | 612,191 | $30,536,132 | $30,707,501 | +$171,369 | +0.56% | |
| Private Advisor Group, Llc | 0.14% | 587,296 | $29,728,940 | $29,458,767 | -$270,173 | -0.91% | |
| Marquette Asset Management, Llc | 3.69% | 563,466 | $28,105,685 | $28,263,455 | +$157,770 | +0.56% | |
| Capital Analysts, Llc | 0.60% | 516,643 | $26,152,000 | $25,914,813 | -$237,187 | -0.91% | |
| Waverly Advisors, Llc | 0.14% | 474,980 | $24,043,483 | $23,824,997 | -$218,486 | -0.91% | |
| Janney Montgomery Scott Llc | 0.05% | 464,325 | $23,504,000 | $23,290,542 | -$213,458 | -0.91% | |
| International City Management Association Retirement Corp | 5.14% | 457,609 | $22,825,537 | $22,953,667 | +$128,130 | +0.56% | |
| Amplius Wealth Advisors, Llc | 1.49% | 435,437 | $21,719,602 | $21,841,520 | +$121,918 | +0.56% | |
| Kintra Wealth, Llc | 1.12% | 424,283 | $21,413,544 | $21,282,035 | -$131,509 | -0.61% | |
| Commonwealth Equity Services, Llc | 0.03% | 421,193 | $21,009,110 | $21,127,041 | +$117,931 | +0.56% | |
| Winter & Associates, Inc. | 14.38% | 398,865 | $19,919,340 | $20,007,068 | +$87,728 | +0.44% | |
| Motco | 1.65% | 379,986 | $19,234,891 | $19,060,098 | -$174,793 | -0.91% | |
| Ern Financial, Llc | 3.03% | 372,558 | $18,583,193 | $18,687,509 | +$104,316 | +0.56% | |
| Stifel Financial Corp | 0.01% | 343,042 | $17,364,786 | $17,206,987 | -$157,799 | -0.91% | |
| Focus Partners Advisor Solutions, Llc | 0.15% | 340,457 | $17,233,933 | $17,077,323 | -$156,610 | -0.91% | |
| Pinnacle Wealth Management Group, Inc. | 7.89% | 345,231 | $17,220,111 | $17,316,787 | +$96,676 | +0.56% | |
| Cornerstone Planning Group Llc | 1.97% | 319,504 | $15,930,472 | $16,026,321 | +$95,849 | +0.60% | |
| Apella Capital, Llc | 0.20% | 315,669 | $15,800,812 | $15,833,957 | +$33,145 | +0.21% | |
| Redhawk Wealth Advisors, Inc. | 1.41% | 278,820 | $13,907,538 | $13,985,611 | +$78,073 | +0.56% | |
| Royal Bank Of Canada | 0.00% | 270,638 | $13,700,000 | $13,575,202 | -$124,798 | -0.91% | |
| Horan Wealth, Llc | 1.68% | 264,769 | $13,402,612 | $13,280,813 | -$121,799 | -0.91% | |
| Storyone Llc | 5.84% | 258,560 | $12,896,952 | $12,969,370 | +$72,418 | +0.56% | |
| Northeast Planning Associates, Inc. / Nh / | 9.16% | 264,245 | $12,221,934 | $13,254,529 | +$1,032,595 | +8.45% | |
| Toth Financial Advisory Corp | 1.12% | 225,351 | $11,240,507 | $11,303,606 | +$63,099 | +0.56% | |
| Osaic Holdings, Inc. | 0.01% | 218,055 | $11,043,367 | $10,937,639 | -$105,728 | -0.96% | |
| Steward Partners Investment Advisory, Llc | 0.06% | 214,983 | $10,882,458 | $10,783,547 | -$98,911 | -0.91% | |
| Integrated Wealth Concepts Llc | 0.07% | 214,309 | $10,848,318 | $10,749,739 | -$98,579 | -0.91% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 207,805 | $10,359,064 | $10,423,499 | +$64,435 | +0.62% | |
| Redw Wealth Llc | 3.59% | 196,806 | $9,816,699 | $9,871,789 | +$55,090 | +0.56% | |
| Summit Financial, Llc | 0.11% | 193,690 | $9,804,591 | $9,715,490 | -$89,101 | -0.91% | |
| Adapt Wealth Advisors, Llc | 3.02% | 182,656 | $9,246,060 | $9,162,025 | -$84,035 | -0.91% | |
| Envestnet Asset Management Inc | 0.00% | 171,901 | $8,701,653 | $8,622,554 | -$79,099 | -0.91% | |
| Avaii Wealth Management, Llc | 2.37% | 164,576 | $8,222,233 | $8,255,132 | +$32,899 | +0.40% | |
| Mml Investors Services, Llc | 0.02% | 147,246 | $7,453,616 | $7,385,859 | -$67,757 | -0.91% | |
| Smith Thornton Advisors Llc | 3.19% | 146,328 | $7,298,829 | $7,339,812 | +$40,983 | +0.56% | |
| Trademark Financial Management, Llc | 2.71% | 133,985 | $6,683,190 | $6,720,688 | +$37,498 | +0.56% | |
| Quadcap Wealth Management, Llc | 0.63% | 132,772 | $6,622,690 | $6,659,844 | +$37,154 | +0.56% | |
| Darrow Company, Inc. | 2.60% | 130,688 | $6,518,729 | $6,555,310 | +$36,581 | +0.56% | |
| Cetera Investment Advisers | 0.01% | 120,467 | $6,098,044 | $6,042,625 | -$55,419 | -0.91% | |
| Certified Advisory Corp | 0.51% | 121,837 | $6,077,232 | $6,111,344 | +$34,112 | +0.56% |
Frequently asked questions about USTB
Who are the largest institutional holders of USTB?
The largest institutional holders of USTB reported in the latest SEC Form 13F filings include Victory Capital Management Inc, Morgan Stanley, Merit Financial Group, Llc, Shp Wealth Management, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported USTB position.
What is USTB institutional ownership?
This page tracks USTB positions reported by institutional investment managers through SEC Form 13F. VICTORYSHARES SHORT-TERM BON (USTB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own USTB?
InsiderSet currently tracks 149 institutional managers reporting USTB 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 USTB shareholders.
How much USTB stock do institutions own?
Institutional investment managers disclosed approximately $1.81B in USTB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was USTB institutional ownership last updated?
The latest USTB 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 USTB 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 USTB position after the reporting date.
Are institutions buying or selling USTB?
Institutional buying and selling can be analyzed by comparing USTB positions across consecutive 13F reporting periods. InsiderSet's USTB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View USTB ownership changes.
How has USTB institutional ownership changed over time?
InsiderSet tracks USTB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.