VICTORYSHARES CORE INTERMEDI (UITB) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.62B 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 $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 $683.88M, representing an estimated loss of -1.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% 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, Sixth Street Partners Management Company, L.P., 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
138
Total Reported Value
$2.62B
Largest Holder
Victory Capital Management Inc
Largest Position
$695.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
80
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 | $683,883,714 | -$11,684,380 | -1.68% | |
| Charles Schwab Investment Management Inc | 0.03% | 4,295,086 | $201,173,237 | $197,793,864 | -$3,379,373 | -1.68% | |
| Sixth Street Partners Management Company, L.P. | 0.03% | 4,295,086 | $201,173,237 | $197,793,864 | -$3,379,373 | -1.68% | |
| Morgan Stanley | 0.01% | 3,904,106 | $182,860,570 | $179,788,766 | -$3,071,804 | -1.68% | |
| Bogart Wealth, Llc | 3.49% | 2,172,807 | $101,769,926 | $100,060,370 | -$1,709,556 | -1.68% | |
| Lpl Financial Llc | 0.02% | 2,135,811 | $100,037,077 | $98,356,660 | -$1,680,417 | -1.68% | |
| Bank Of America Corp | 0.00% | 1,584,354 | $74,207,973 | $72,961,403 | -$1,246,570 | -1.68% | |
| Wells Fargo & Company/Mn | 0.01% | 1,371,114 | $64,220,258 | $63,141,445 | -$1,078,813 | -1.68% | |
| Calamos Wealth Management Llc | 1.92% | 1,349,050 | $63,186,810 | $62,125,371 | -$1,061,439 | -1.68% | |
| Cetera Investment Advisers | 0.05% | 1,207,956 | $56,578,257 | $55,627,823 | -$950,434 | -1.68% | |
| Allen Capital Group, Llc | 4.56% | 1,187,333 | $55,612,312 | $54,678,109 | -$934,203 | -1.68% | |
| Raymond James Financial Inc | 0.01% | 1,140,377 | $53,412,942 | $52,515,729 | -$897,213 | -1.68% | |
| Meeder Advisory Services, Inc. | 1.36% | 792,976 | $37,141,390 | $36,517,496 | -$623,894 | -1.68% | |
| Mbl Wealth, Llc | 2.43% | 758,771 | $35,539,317 | $34,942,315 | -$597,002 | -1.68% | |
| Nicolet Bankshares Inc | 1.00% | 671,256 | $31,420,114 | $30,912,144 | -$507,970 | -1.62% | |
| Pine Valley Investments Ltd Liability Co | 1.32% | 664,602 | $31,128,606 | $30,605,720 | -$522,886 | -1.68% | |
| Alliance Wealth Advisors, Llc | 11.01% | 588,561 | $27,567,022 | $27,103,940 | -$463,082 | -1.68% | |
| Greenup Street Wealth Management Llc | 3.25% | 570,026 | $26,698,856 | $26,250,381 | -$448,475 | -1.68% | |
| Allworth Financial Lp | 0.10% | 510,934 | $23,931,110 | $23,529,124 | -$401,986 | -1.68% | |
| Steward Partners Investment Advisory, Llc | 0.11% | 476,300 | $22,308,926 | $21,934,187 | -$374,739 | -1.68% | |
| Blue Water Asset Management | 6.81% | 450,385 | $21,095,156 | $20,740,770 | -$354,386 | -1.68% | |
| Horan Wealth, Llc | 2.44% | 417,413 | $19,550,764 | $19,222,370 | -$328,394 | -1.68% | |
| Sargent Investment Group, Llc | 2.28% | 405,609 | $18,997,900 | $18,678,781 | -$319,119 | -1.68% | |
| Pathway Financial Advisors Llc | 2.17% | 398,354 | $18,645,521 | $18,344,680 | -$300,841 | -1.61% | |
| Klingenstein Fields & Co Lp | 0.58% | 355,284 | $16,640,792 | $16,361,255 | -$279,537 | -1.68% | |
| Osaic Holdings, Inc. | 0.02% | 353,949 | $16,581,500 | $16,299,776 | -$281,724 | -1.70% | |
| Envision Financial Llc | 7.45% | 345,285 | $16,172,466 | $15,900,789 | -$271,677 | -1.68% | |
| Southstate Bank Corp | 0.67% | 341,118 | $15,977,264 | $15,708,893 | -$268,371 | -1.68% | |
| Newman Dignan & Sheerar, Inc. | 3.03% | 338,592 | $15,858,974 | $15,592,568 | -$266,406 | -1.68% | |
| Oath Planning, Llc | 11.74% | 337,678 | $15,816,182 | $15,550,477 | -$265,705 | -1.68% | |
| Creative Financial Designs Inc | 0.75% | 337,136 | $15,790,768 | $15,525,517 | -$265,251 | -1.68% | |
| Ubs Group Ag | 0.00% | 332,334 | $15,565,860 | $15,304,380 | -$261,480 | -1.68% | |
| Sanctuary Advisors, Llc | 0.07% | 328,482 | $15,385,462 | $15,126,990 | -$258,472 | -1.68% | |
| Crusonia Wealth Advisors Llc | 2.48% | 322,183 | $15,090,388 | $14,836,914 | -$253,474 | -1.68% | |
| Planning Directions Inc | 6.59% | 303,886 | $14,233,392 | $13,994,315 | -$239,077 | -1.68% | |
| Cyr Financial Inc. | 7.31% | 299,590 | $14,032,197 | $13,796,479 | -$235,718 | -1.68% | |
| Integrated Wealth Concepts Llc | 0.07% | 296,493 | $13,887,361 | $13,653,858 | -$233,503 | -1.68% | |
| Atlantic Edge Private Wealth Management, Llc | 3.12% | 269,451 | $12,668,778 | $12,408,542 | -$260,236 | -2.05% | |
| Northeast Planning Associates, Inc. / Nh / | 8.33% | 261,783 | $11,119,631 | $12,055,421 | +$935,790 | +8.42% | |
| Ima Advisory Services, Inc. | 0.67% | 227,451 | $10,653,360 | $10,474,391 | -$178,969 | -1.68% | |
| Truist Financial Corp | 0.01% | 222,648 | $10,428,396 | $10,253,208 | -$175,188 | -1.68% | |
| Toth Financial Advisory Corp | 0.95% | 207,262 | $9,707,740 | $9,544,664 | -$163,076 | -1.68% | |
| Orion Porfolio Solutions, Llc | 0.07% | 193,968 | $9,085,064 | $8,932,459 | -$152,605 | -1.68% | |
| Souders Financial Advisors | 0.91% | 192,458 | $9,014,337 | $8,862,922 | -$151,415 | -1.68% | |
| Jpmorgan Chase & Co | 0.00% | 181,659 | $8,542,525 | $8,365,615 | -$176,910 | -2.07% | |
| Fjell Capital, Llc | 5.80% | 181,398 | $8,496,323 | $8,353,596 | -$142,727 | -1.68% | |
| Greenwood Capital Associates Llc | 0.80% | 173,049 | $8,105,269 | $7,969,114 | -$136,155 | -1.68% | |
| Pinnacle Wealth Management Group, Inc. | 3.40% | 155,645 | $7,290,085 | $7,167,639 | -$122,446 | -1.68% | |
| Insight Wealth Partners, Llc | 0.96% | 152,068 | $7,122,561 | $7,002,914 | -$119,647 | -1.68% | |
| Smith Thornton Advisors Llc | 3.11% | 152,724 | $7,064,992 | $7,033,123 | -$31,869 | -0.45% |
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.