Who Owns VICTORY COR ITERM BD ETF (UITB)? -- Institutional Holders (2026-06-30)

149 institutions reported holding $2.65B of VICTORY COR ITERM BD ETF (UITB) in SEC 13F filings for 2026-06-30. Largest institutional holders: VICTORY CAPITAL MANAGEMENT INC ($695.6M), Sixth Street Partners Management Company, L.P. ($201.2M), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($201.2M), MORGAN STANLEY ($182.9M), Bogart Wealth, LLC ($101.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1VICTORY CAPITAL MANAGEMENT INC$695.6M14.9MHold
2Sixth Street Partners Management Company, L.P.$201.2M4.3MNew
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC$201.2M4.3MTrimmed
4MORGAN STANLEY$182.9M3.9MAdded
5Bogart Wealth, LLC$101.8M2.2MAdded
6LPL Financial LLC$100.0M2.1MAdded
7BANK OF AMERICA CORP /DE/$74.2M1.6MAdded
8WELLS FARGO & COMPANY/MN$64.2M1.4MTrimmed
9Calamos Wealth Management LLC$63.2M1.3MAdded
10Cetera Investment Advisers$56.6M1.2MTrimmed
11Allen Capital Group, LLC$55.6M1.2MAdded
12RAYMOND JAMES FINANCIAL INC$53.4M1.1MAdded
13Meeder Advisory Services, Inc.$37.1M792,976Added
14MBL Wealth, LLC$35.5M758,771Added
15NICOLET BANKSHARES INC$31.4M671,256Added
16Pine Valley Investments Ltd Liability Co$31.1M664,602Added
17Alliance Wealth Advisors, LLC$27.6M588,561Added
18GREENUP STREET WEALTH MANAGEMENT LLC$26.7M570,026Added
19Allworth Financial LP$23.9M510,934Trimmed
20Steward Partners Investment Advisory, LLC$22.3M476,300Added
21Atlantic Edge Private Wealth Management, LLC$21.6M460,836Added
22Blue Water Asset Management$21.1M450,385Added
23HORAN Wealth, LLC$19.6M417,413Added
24Sargent Investment Group, LLC$19.0M405,609Added
25Pathway Financial Advisors LLC$18.6M398,354Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30