VICTORYSHARES SHORT-TERM BON (USTB) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.48B 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 $273.66M 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 $273.12M, representing an estimated loss of -0.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed USTB value among the investors covered in this analysis. Major shareholders include Victory Capital Management Inc, Merit Financial Group, Llc, Morgan Stanley, 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
139
Total Reported Value
$1.48B
Largest Holder
Victory Capital Management Inc
Largest Position
$273.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
144
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 | 0.18% | 5,410,366 | $273,656,312 | $273,115,276 | -$541,036 | -0.20% | |
| Merit Financial Group, Llc | 1.06% | 2,822,911 | $142,782,828 | $142,500,547 | -$282,281 | -0.20% | |
| Morgan Stanley | 0.01% | 2,528,426 | $127,887,816 | $127,634,944 | -$252,872 | -0.20% | |
| Lpl Financial Llc | 0.02% | 1,607,923 | $81,328,722 | $81,167,953 | -$160,769 | -0.20% | |
| Bank Of America Corp | 0.01% | 1,531,498 | $77,463,150 | $77,310,019 | -$153,131 | -0.20% | |
| Shp Wealth Management | 4.76% | 1,248,215 | $63,134,860 | $63,009,893 | -$124,967 | -0.20% | |
| Stonebridge Financial Group, Llc | 3.67% | 881,331 | $44,577,736 | $44,489,589 | -$88,147 | -0.20% | |
| Amplius Wealth Advisors, Llc | 3.09% | 733,336 | $37,092,125 | $37,018,801 | -$73,324 | -0.20% | |
| Broadway Wealth Solutions, Inc. | 14.65% | 559,951 | $28,322,318 | $28,266,326 | -$55,992 | -0.20% | |
| Marquette Asset Management, Llc | 3.97% | 525,433 | $26,576,402 | $26,523,858 | -$52,544 | -0.20% | |
| Raymond James Financial Inc | 0.01% | 482,124 | $24,385,854 | $24,337,620 | -$48,234 | -0.20% | |
| Private Advisor Group, Llc | 0.11% | 464,463 | $23,492,569 | $23,446,092 | -$46,477 | -0.20% | |
| Jane Street Group, Llc | 0.02% | 458,615 | $23,196,747 | $23,150,885 | -$45,862 | -0.20% | |
| Waverly Advisors, Llc | 0.17% | 451,585 | $22,841,165 | $22,796,011 | -$45,154 | -0.20% | |
| Kintra Wealth, Llc | 1.40% | 392,069 | $19,830,874 | $19,791,643 | -$39,231 | -0.20% | |
| Motco | 1.75% | 372,958 | $18,864,216 | $18,826,920 | -$37,296 | -0.20% | |
| Ern Financial, Llc | 3.18% | 334,129 | $16,900,245 | $16,866,832 | -$33,413 | -0.20% | |
| Stifel Financial Corp | 0.01% | 307,627 | $15,559,778 | $15,529,011 | -$30,767 | -0.20% | |
| Cornerstone Planning Group Llc | 1.98% | 292,838 | $14,843,959 | $14,782,462 | -$61,497 | -0.41% | |
| Commonwealth Equity Services, Llc | 0.02% | 267,057 | $13,507,750 | $13,481,037 | -$26,713 | -0.20% | |
| Northeast Planning Associates, Inc. / Nh / | 9.02% | 265,596 | $13,433,825 | $13,407,286 | -$26,539 | -0.20% | |
| Redhawk Wealth Advisors, Inc. | 1.48% | 264,785 | $13,392,803 | $13,366,347 | -$26,456 | -0.20% | |
| Horan Wealth, Llc | 1.95% | 262,376 | $13,274,350 | $13,244,740 | -$29,610 | -0.22% | |
| Osaic Holdings, Inc. | 0.02% | 249,515 | $12,627,590 | $12,595,517 | -$32,073 | -0.25% | |
| Royal Bank Of Canada | 0.00% | 234,309 | $11,851,000 | $11,827,918 | -$23,082 | -0.19% | |
| Certified Advisory Corp | 1.05% | 231,971 | $11,733,113 | $11,709,896 | -$23,217 | -0.20% | |
| Bluestem Wealth Partners, Llc | 1.24% | 221,223 | $11,189,464 | $11,167,337 | -$22,127 | -0.20% | |
| Apella Capital, Llc | 0.17% | 220,010 | $11,143,484 | $11,106,105 | -$37,379 | -0.34% | |
| Wells Fargo & Company/Mn | 0.00% | 211,904 | $10,718,099 | $10,696,914 | -$21,185 | -0.20% | |
| Toth Financial Advisory Corp | 1.17% | 210,516 | $10,647,893 | $10,626,848 | -$21,045 | -0.20% | |
| Ubs Group Ag | 0.00% | 210,425 | $10,643,297 | $10,622,254 | -$21,043 | -0.20% | |
| Integrated Wealth Concepts Llc | 0.08% | 206,471 | $10,443,299 | $10,422,656 | -$20,643 | -0.20% | |
| Winter & Associates, Inc. | 8.79% | 198,454 | $10,043,757 | $10,017,958 | -$25,799 | -0.26% | |
| Focus Partners Advisor Solutions, Llc | 0.10% | 193,011 | $9,762,496 | $9,743,195 | -$19,301 | -0.20% | |
| Summit Financial, Llc | 0.12% | 191,605 | $9,691,403 | $9,672,220 | -$19,183 | -0.20% | |
| Adapt Wealth Advisors, Llc | 3.47% | 189,516 | $9,585,719 | $9,566,768 | -$18,951 | -0.20% | |
| Creative Financial Designs Inc | 0.57% | 185,906 | $9,403,145 | $9,384,535 | -$18,610 | -0.20% | |
| Steward Partners Investment Advisory, Llc | 0.05% | 180,424 | $9,125,831 | $9,107,804 | -$18,027 | -0.20% | |
| Storyone Llc | 5.14% | 0 | $9,119,120 | — | — | — | |
| Pinnacle Wealth Management Group, Inc. | 4.44% | 178,774 | $9,042,398 | $9,024,512 | -$17,886 | -0.20% | |
| Envestnet Asset Management Inc | 0.00% | 155,654 | $7,872,975 | $7,857,414 | -$15,561 | -0.20% | |
| Avaii Wealth Management, Llc | 2.71% | 153,409 | $7,759,441 | $7,744,086 | -$15,355 | -0.20% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 151,109 | $7,650,662 | $7,627,982 | -$22,680 | -0.30% | |
| Smith Thornton Advisors Llc | 3.34% | 131,303 | $6,641,298 | $6,628,175 | -$13,123 | -0.20% | |
| Quadcap Wealth Management, Llc | 0.74% | 128,389 | $6,493,936 | $6,481,077 | -$12,859 | -0.20% | |
| Mml Investors Services, Llc | 0.02% | 122,836 | $6,213,043 | $6,200,761 | -$12,282 | -0.20% | |
| Patriot Financial Group Insurance Agency, Llc | 0.35% | 122,240 | $6,182,900 | $6,170,675 | -$12,225 | -0.20% | |
| Redw Wealth Llc | 2.43% | 120,685 | $6,104,272 | $6,092,179 | -$12,093 | -0.20% | |
| Farther Finance Advisors, Llc | 0.06% | 116,857 | $5,914,116 | $5,898,941 | -$15,175 | -0.26% | |
| Darrow Company, Inc. | 2.59% | 113,884 | $5,760,219 | $5,748,864 | -$11,355 | -0.20% |
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.