USTB Institutional Ownership
VictoryShares Short-Term Bond ETF
1W: -0.0%
1M: -0.5%
3M: -1.0%
YTD: -1.3%
1Y: -0.7%
3Y: +14.5%
5Y: +14.7%
$49.96
-0.01 (-0.02%)
Weekly Expected Move ±0.3%
$50
$50
$50
$50
$50
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — USTB
160
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
17
New Positions
84
Increased
49
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (168 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VICTORY CAPITAL MANAGEMENT INC | 5,530,366 | $276M | +120,000 | +2.2% | 28Q | SEC ↗ |
| 2 | MORGAN STANLEY | 2,960,883 | $148M | +432,457 | +17.1% | 27Q | SEC ↗ |
| 3 | Merit Financial Group, LLC | 2,939,884 | $147M | +116,973 | +4.1% | 7Q | SEC ↗ |
| 4 | Go Invest LLC | 2,341,147 | $117M | +307,406 | +15.1% | 3Q | SEC ↗ |
| 5 | SHP Wealth Management | 1,785,374 | $89M | +537,159 | +43.0% | 3Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 1,740,024 | $87M | +208,526 | +13.6% | 15Q | SEC ↗ |
| 7 | LPL Financial LLC | 1,594,959 | $80M | -12,964 | -0.8% | 19Q | SEC ↗ |
| 8 | Stonebridge Financial Group, LLC | 927,201 | $46M | +45,870 | +5.2% | 6Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 900,711 | $45M | +688,807 | +325.1% | 19Q | SEC ↗ |
| 10 | Amplius Wealth Advisors, LLC | 790,733 | $40M | +57,397 | +7.8% | 6Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 699,421 | $35M | +217,297 | +45.1% | 7Q | SEC ↗ |
| 12 | Private Advisor Group, LLC | 587,296 | $29M | +122,833 | +26.4% | 12Q | SEC ↗ |
| 13 | Broadway Wealth Solutions, Inc. | 578,799 | $29M | +18,848 | +3.4% | 7Q | SEC ↗ |
| 14 | Marquette Asset Management, LLC | 550,446 | $28M | +25,013 | +4.8% | 15Q | SEC ↗ |
| 15 | Capital Analysts, LLC | 516,643 | $26M | +107 | +0.0% | 10Q | SEC ↗ |
| 16 | Waverly Advisors, LLC | 474,980 | $24M | +23,395 | +5.2% | 10Q | SEC ↗ |
| 17 | Janney Montgomery Scott LLC | 464,325 | $23M | +200,330 | +75.9% | 7Q | SEC ↗ |
| 18 | KINTRA WEALTH, LLC | 424,283 | $21M | +32,214 | +8.2% | 6Q | SEC ↗ |
| 19 | MOTCO | 379,986 | $19M | +7,028 | +1.9% | 8Q | SEC ↗ |
| 20 | Winter & Associates, Inc. | 355,616 | $18M | +157,162 | +79.2% | 3Q | SEC ↗ |
| 21 | ERn Financial, LLC | 349,663 | $17M | +15,534 | +4.6% | 9Q | SEC ↗ |
| 22 | STIFEL FINANCIAL CORP | 343,042 | $17M | +35,415 | +11.5% | 17Q | SEC ↗ |
| 23 | Focus Partners Advisor Solutions, LLC | 340,457 | $17M | +147,446 | +76.4% | 7Q | SEC ↗ |
| 24 | Cornerstone Planning Group LLC | 302,568 | $15M | +9,730 | +3.3% | 11Q | SEC ↗ |
| 25 | StoryOne LLC | 277,676 | $14M | +277,676 | — | 3Q | SEC ↗ |
| 26 | Redhawk Wealth Advisors, Inc. | 276,282 | $14M | +11,497 | +4.3% | 11Q | SEC ↗ |
| 27 | ROYAL BANK OF CANADA | 270,638 | $14M | +36,329 | +15.5% | 24Q | SEC ↗ |
| 28 | Certified Advisory Corp | 269,658 | $13M | +37,687 | +16.2% | 10Q | SEC ↗ |
| 29 | HORAN Wealth, LLC | 264,769 | $13M | +2,393 | +0.9% | 5Q | SEC ↗ |
| 30 | NORTHEAST PLANNING ASSOCIATES, INC. / | 264,245 | $13M | -1,351 | -0.5% | 7Q | SEC ↗ |
| 31 | Kirkwood Financial Services | 258,893 | $13M | +115,490 | +80.5% | 1Q | SEC ↗ |
| 32 | Apella Capital, LLC | 242,085 | $12M | +22,075 | +10.0% | 5Q | SEC ↗ |
| 33 | TOTH FINANCIAL ADVISORY CORP | 221,722 | $11M | +11,206 | +5.3% | 27Q | SEC ↗ |
| 34 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 220,708 | $11M | +218,106 | +8382.2% | 4Q | SEC ↗ |
| 35 | OSAIC HOLDINGS, INC. | 218,055 | $11M | -31,460 | -12.6% | 19Q | SEC ↗ |
| 36 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 217,002 | $11M | +65,893 | +43.6% | 12Q | SEC ↗ |
| 37 | Steward Partners Investment Advisory, | 214,983 | $11M | +34,559 | +19.2% | 5Q | SEC ↗ |
| 38 | Integrated Wealth Concepts LLC | 214,309 | $11M | +7,838 | +3.8% | 12Q | SEC ↗ |
| 39 | Summit Financial, LLC | 193,690 | $10M | +2,085 | +1.1% | 4Q | SEC ↗ |
| 40 | COMMONWEALTH EQUITY SERVICES, LLC | 182,660 | $9M | -84,397 | -31.6% | 10Q | SEC ↗ |
| 41 | ADAPT WEALTH ADVISORS, LLC | 182,656 | $9M | -6,860 | -3.6% | 8Q | SEC ↗ |
| 42 | Pinnacle Wealth Management Group, Inc. | 180,560 | $9M | +1,786 | +1.0% | 8Q | SEC ↗ |
| 43 | ENVESTNET ASSET MANAGEMENT INC | 171,901 | $9M | +16,247 | +10.4% | 24Q | SEC ↗ |
| 44 | Cambridge Investment Research Advisors | 167,766 | $8M | +17,792 | +11.9% | 13Q | SEC ↗ |
| 45 | AVAII WEALTH MANAGEMENT, LLC | 159,757 | $8M | +6,348 | +4.1% | 6Q | SEC ↗ |
| 46 | REDW Wealth LLC | 157,490 | $8M | +36,805 | +30.5% | 10Q | SEC ↗ |
| 47 | MML INVESTORS SERVICES, LLC | 147,246 | $7M | +24,410 | +19.9% | 6Q | SEC ↗ |
| 48 | Smith Thornton Advisors LLC | 141,546 | $7M | +10,243 | +7.8% | 9Q | SEC ↗ |
| 49 | Trademark Financial Management, LLC | 131,815 | $7M | +77,249 | +141.6% | 11Q | SEC ↗ |
| 50 | Quadcap Wealth Management, LLC | 124,518 | $6M | -3,871 | -3.0% | 10Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 66,445 | $3M |
| AMERIPRISE FINANCIAL INC | 41,897 | $2M |
| Ameritas Advisory Services, LLC | 41,351 | $2M |
| AlphaCore Capital LLC | 34,466 | $2M |
| Wall Street Financial Group, Inc. | 28,823 | $1M |
| Fiscal Wisdom Wealth Management, LL | 20,581 | $1M |
| Integras Partners LLC | 7,488 | $374K |
| CHOREO, LLC | 5,397 | $270K |
| FIG FINANCIAL ADVISORY SERVICES INC | 4,810 | $240K |
| Kestra Investment Management, LLC | 4,593 | $229K |
| Hilltop Holdings Inc. | 4,022 | $201K |
| AMERIFLEX GROUP, INC. | 800 | $40K |
| NBH Bank | 428 | $21K |
| Modern Wealth Management, LLC | 422 | $21K |
| Cullen/Frost Bankers, Inc. | 367 | $18K |
| Blue Trust, Inc. | 262 | $13K |
| IFG Advisory, LLC | 205 | $10K |
Sold Out (17)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BlueStem Wealth Partners, LLC | 221,223 | $11M |
| GOLDMAN SACHS GROUP INC | 57,229 | $3M |
| IHT Wealth Management, LLC | 7,722 | $386K |
| GREENUP STREET WEALTH MANAGEMENT LL | 7,590 | $379K |
| HighTower Advisors, LLC | 6,297 | $315K |
| StoneX Group Inc. | 5,827 | $291K |
| Thrivent Financial for Lutherans | 5,743 | $287K |
| Sonoma Allocations LLC | 5,697 | $285K |
| PRIVATE CLIENT SERVICES, LLC | 5,004 | $250K |
| MONECO ADVISORS, LLC | 4,699 | $235K |
| RFG Advisory, LLC | 4,318 | $216K |
| NewEdge Advisors, LLC | 808 | $40K |
| Western Wealth Management, LLC | 548 | $27K |
| Elyxium Wealth, LLC | 340 | $17K |
| Wellington Grp LLC | 300 | $15K |
| CoreCap Advisors, LLC | 55 | $3K |
| Russell Investments Group, Ltd. | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | +688,807 | +325.1% | 900,711 |
| SHP Wealth Management | +537,159 | +43.0% | 1,785,374 |
| MORGAN STANLEY | +432,457 | +17.1% | 2,960,883 |
| Go Invest LLC | +307,406 | +15.1% | 2,341,147 |
| StoryOne LLC | +277,676 | — | 277,676 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +218,106 | +8382.2% | 220,708 |
| RAYMOND JAMES FINANCIAL INC | +217,297 | +45.1% | 699,421 |
| BANK OF AMERICA CORP /DE | +208,526 | +13.6% | 1,740,024 |
| Janney Montgomery Scott LLC | +200,330 | +75.9% | 464,325 |
| Winter & Associates, Inc. | +157,162 | +79.2% | 355,616 |
| Focus Partners Advisor Solutions, L | +147,446 | +76.4% | 340,457 |
| Private Advisor Group, LLC | +122,833 | +26.4% | 587,296 |
| VICTORY CAPITAL MANAGEMENT INC | +120,000 | +2.2% | 5,530,366 |
| Merit Financial Group, LLC | +116,973 | +4.1% | 2,939,884 |
| Kirkwood Financial Services | +115,490 | +80.5% | 258,893 |
| Cetera Investment Advisers | +103,321 | +602.6% | 120,467 |
| Trademark Financial Management, LLC | +77,249 | +141.6% | 131,815 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +65,893 | +43.6% | 217,002 |
| Amplius Wealth Advisors, LLC | +57,397 | +7.8% | 790,733 |
| Stonebridge Financial Group, LLC | +45,870 | +5.2% | 927,201 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -446,674 | -97.4% | 11,941 |
| UBS Group AG | -91,054 | -43.3% | 119,371 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | -88,371 | -47.5% | 97,535 |
| FLOW TRADERS U.S. LLC | -86,733 | -91.1% | 8,467 |
| COMMONWEALTH EQUITY SERVICES, LLC | -84,397 | -31.6% | 182,660 |
| CITADEL ADVISORS LLC | -61,400 | -56.2% | 47,903 |
| Patriot Financial Group Insurance A | -56,005 | -45.8% | 66,235 |
| OSAIC HOLDINGS, INC. | -31,460 | -12.6% | 218,055 |
| Lakeridge Wealth Management LLC | -22,198 | -36.0% | 39,393 |
| Farther Finance Advisors, LLC | -14,357 | -12.3% | 102,500 |
| LPL Financial LLC | -12,964 | -0.8% | 1,594,959 |
| Bensler, LLC | -12,717 | -11.2% | 101,114 |
| Atria Investments, Inc | -8,675 | -32.2% | 18,268 |
| Mariner, LLC | -7,705 | -28.3% | 19,510 |
| ADAPT WEALTH ADVISORS, LLC | -6,860 | -3.6% | 182,656 |
| HRT FINANCIAL LP | -6,803 | -59.8% | 4,571 |
| Intrua Financial, LLC | -6,647 | -59.0% | 4,623 |
| Sigma Planning Corp | -5,625 | -23.4% | 18,394 |
| Creative Planning | -5,498 | -41.6% | 7,734 |
| Orion Porfolio Solutions, LLC | -4,828 | -21.2% | 17,922 |