UBND Institutional Ownership
VictoryShares Core Plus Bond ETF
1W: -0.7%
1M: -2.7%
3M: -4.4%
YTD: -5.5%
1Y: -5.1%
3Y: +11.1%
$20.66
-0.04 (-0.19%)
Weekly Expected Move ±0.7%
$20
$21
$21
$21
$21
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — UBND
57
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
15
New Positions
29
Increased
11
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (61 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VICTORY CAPITAL MANAGEMENT INC | 22,967,672 | $474M | — | +0.0% | 19Q | SEC ↗ |
| 2 | Annex Advisory Services, LLC | 18,906,834 | $391M | +1,223,743 | +6.9% | 9Q | SEC ↗ |
| 3 | CAHABA WEALTH MANAGEMENT, INC. | 8,561,595 | $177M | +382,419 | +4.7% | 5Q | SEC ↗ |
| 4 | Retirement Planning Group, LLC | 8,164,569 | $169M | +806,012 | +11.0% | 8Q | SEC ↗ |
| 5 | Merit Financial Group, LLC | 6,613,845 | $137M | +226,770 | +3.6% | 4Q | SEC ↗ |
| 6 | 1900 WEALTH MANAGEMENT LLC | 4,103,679 | $85M | -275,801 | -6.3% | 12Q | SEC ↗ |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 2,669,245 | $55M | +908,934 | +51.6% | 2Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 2,084,261 | $43M | +30,579 | +1.5% | 7Q | SEC ↗ |
| 9 | TRUIST FINANCIAL CORP | 1,840,500 | $38M | +302,843 | +19.7% | 2Q | SEC ↗ |
| 10 | Goldstein Advisors, LLC | 1,824,886 | $38M | +131,835 | +7.8% | 10Q | SEC ↗ |
| 11 | Madison Wealth Partners, Inc | 1,707,703 | $35M | +103,945 | +6.5% | 9Q | SEC ↗ |
| 12 | CORRECT CAPITAL WEALTH MANAGEMENT | 1,175,240 | $24M | +10,405 | +0.9% | 11Q | SEC ↗ |
| 13 | Arax Advisory Partners NEW | 540,076 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 14 | U.S. Capital Wealth Advisors, LLC | 467,972 | $10M | +203,299 | +76.8% | 3Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC NEW | 428,401 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 411,443 | $8M | +401,974 | +4245.2% | 2Q | SEC ↗ |
| 17 | FIDUCIARY FINANCIAL ADVISORS NEW | 376,350 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Elk River Wealth Management LLC | 329,014 | $7M | -32,124 | -8.9% | 11Q | SEC ↗ |
| 19 | Impact Investors, Inc | 304,138 | $6M | +46,092 | +17.9% | 4Q | SEC ↗ |
| 20 | LPL Financial LLC | 273,047 | $6M | +121,732 | +80.4% | 2Q | SEC ↗ |
| 21 | RAYMOND JAMES FINANCIAL INC | 259,045 | $5M | +190,794 | +279.5% | 3Q | SEC ↗ |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 225,634 | $5M | +204,398 | +962.5% | 7Q | SEC ↗ |
| 23 | OneDigital Investment Advisors LLC | 202,726 | $4M | +26,597 | +15.1% | 10Q | SEC ↗ |
| 24 | Tandem Financial, LLC | 106,198 | $2M | +22,466 | +26.8% | 2Q | SEC ↗ |
| 25 | Cornerstone Wealth Management, LLC NEW | 62,911 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 26 | FLOW TRADERS U.S. LLC | 62,675 | $1M | +46,197 | +280.4% | 2Q | SEC ↗ |
| 27 | AMERIPRISE FINANCIAL INC NEW | 43,745 | $904K | — | +0.0% | 1Q | SEC ↗ |
| 28 | CITADEL ADVISORS LLC | 43,210 | $893K | -1,244 | -2.8% | 6Q | SEC ↗ |
| 29 | JANE STREET GROUP, LLC | 42,148 | $871K | -109,537 | -72.2% | 4Q | SEC ↗ |
| 30 | Trademark Financial Management, LLC | 40,429 | $835K | +1,794 | +4.6% | 2Q | SEC ↗ |
| 31 | Huntleigh Advisors, Inc. | 40,302 | $832K | -313,334 | -88.6% | 7Q | SEC ↗ |
| 32 | Integrated Investment Consultants, LLC | 39,925 | $825K | +329 | +0.8% | 6Q | SEC ↗ |
| 33 | JUNCTURE WEALTH STRATEGIES, LLC NEW | 34,906 | $721K | — | +0.0% | 1Q | SEC ↗ |
| 34 | LANDMARK WEALTH MANAGEMENT, INC. NEW | 32,152 | $664K | — | +0.0% | 1Q | SEC ↗ |
| 35 | LexAurum Advisors, LLC | 31,540 | $651K | +4,917 | +18.5% | 2Q | SEC ↗ |
| 36 | Stonebridge Financial Group, LLC / MO | 26,912 | $556K | +2,747 | +11.4% | 3Q | SEC ↗ |
| 37 | OneAscent Financial Services LLC | 23,886 | $493K | +1,219 | +5.4% | 2Q | SEC ↗ |
| 38 | CWM, LLC | 23,779 | $491K | — | +0.0% | 9Q | SEC ↗ |
| 39 | Clarity Asset Management, Inc. | 18,674 | $386K | +3,377 | +22.1% | 2Q | SEC ↗ |
| 40 | COMMERCE BANK NEW | 15,346 | $317K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Vise Technologies, Inc. | 13,586 | $281K | +582 | +4.5% | 3Q | SEC ↗ |
| 42 | Steward Partners Investment Advisory, | 12,711 | $263K | +3,827 | +43.1% | 11Q | SEC ↗ |
| 43 | REDW Wealth LLC NEW | 10,651 | $220K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Axis Wealth Partners, LLC NEW | 9,968 | $206K | — | +0.0% | 1Q | SEC ↗ |
| 45 | JPMORGAN CHASE & CO | 9,334 | $193K | +7,393 | +380.9% | 2Q | SEC ↗ |
| 46 | Park Place Capital Corp | 4,286 | $89K | +54 | +1.3% | 4Q | SEC ↗ |
| 47 | FIFTH THIRD BANCORP | 3,575 | $74K | +20 | +0.6% | 2Q | SEC ↗ |
| 48 | Johnson Financial Group, Inc. | 2,501 | $52K | — | +0.0% | 2Q | SEC ↗ |
| 49 | HARBOUR INVESTMENTS, INC. NEW | 1,292 | $27K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Comprehensive Financial Planning, Inc. | 696 | $14K | -5,244 | -88.3% | 3Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| Arax Advisory Partners | 540,076 | $11M |
| GOLDMAN SACHS GROUP INC | 428,401 | $9M |
| FIDUCIARY FINANCIAL ADVISORS | 376,350 | $8M |
| Cornerstone Wealth Management, LLC | 62,911 | $1M |
| AMERIPRISE FINANCIAL INC | 43,745 | $904K |
| JUNCTURE WEALTH STRATEGIES, LLC | 34,906 | $721K |
| LANDMARK WEALTH MANAGEMENT, INC. | 32,152 | $664K |
| COMMERCE BANK | 15,346 | $317K |
| REDW Wealth LLC | 10,651 | $220K |
| Axis Wealth Partners, LLC | 9,968 | $206K |
| HARBOUR INVESTMENTS, INC. | 1,292 | $27K |
| Blue Trust, Inc. | 607 | $13K |
| Ameritas Advisory Services, LLC | 375 | $8K |
| AE Wealth Management LLC | 119 | $2K |
| MERCER GLOBAL ADVISORS INC /ADV | 6 | $0K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Corient Private Wealth LLC | 1,208,395 | $25M |
| SEGALL BRYANT & HAMILL, LLC | 68,461 | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 14,079 | $291K |
| Kestra Advisory Services, LLC | 9,500 | $196K |
| N.E.W. Advisory Services LLC | 1,196 | $25K |
| Allworth Financial LP | 129 | $3K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Annex Advisory Services, LLC | +1,223,743 | +6.9% | 18,906,834 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +908,934 | +51.6% | 2,669,245 |
| Retirement Planning Group, LLC | +806,012 | +11.0% | 8,164,569 |
| WELLS FARGO & COMPANY/MN | +401,974 | +4245.2% | 411,443 |
| CAHABA WEALTH MANAGEMENT, INC. | +382,419 | +4.7% | 8,561,595 |
| TRUIST FINANCIAL CORP | +302,843 | +19.7% | 1,840,500 |
| Merit Financial Group, LLC | +226,770 | +3.6% | 6,613,845 |
| ENVESTNET ASSET MANAGEMENT INC | +204,398 | +962.5% | 225,634 |
| U.S. Capital Wealth Advisors, LLC | +203,299 | +76.8% | 467,972 |
| RAYMOND JAMES FINANCIAL INC | +190,794 | +279.5% | 259,045 |
| Goldstein Advisors, LLC | +131,835 | +7.8% | 1,824,886 |
| LPL Financial LLC | +121,732 | +80.4% | 273,047 |
| Madison Wealth Partners, Inc | +103,945 | +6.5% | 1,707,703 |
| FLOW TRADERS U.S. LLC | +46,197 | +280.4% | 62,675 |
| Impact Investors, Inc | +46,092 | +17.9% | 304,138 |
| OSAIC HOLDINGS, INC. | +30,579 | +1.5% | 2,084,261 |
| OneDigital Investment Advisors LLC | +26,597 | +15.1% | 202,726 |
| Tandem Financial, LLC | +22,466 | +26.8% | 106,198 |
| CORRECT CAPITAL WEALTH MANAGEMENT | +10,405 | +0.9% | 1,175,240 |
| JPMORGAN CHASE & CO | +7,393 | +380.9% | 9,334 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Huntleigh Advisors, Inc. | -313,334 | -88.6% | 40,302 |
| 1900 WEALTH MANAGEMENT LLC | -275,801 | -6.3% | 4,103,679 |
| JANE STREET GROUP, LLC | -109,537 | -72.2% | 42,148 |
| Elk River Wealth Management LLC | -32,124 | -8.9% | 329,014 |
| Comprehensive Financial Planning, I | -5,244 | -88.3% | 696 |
| CITADEL ADVISORS LLC | -1,244 | -2.8% | 43,210 |
| ASSETMARK, INC | -626 | -95.7% | 28 |