Institutional Ownership Usaa ETF Tr Core Intermediate (UITB)
This table provides information about the institutional ownership of Usaa ETF Tr Core Intermediate (UITB). We have compiled data on the 115 institutions that hold shares in the stock, with a total of 43.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
18,286,734
shares
|
$841 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
6,572,404
shares
|
$302 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
2,154,495
shares
|
$99.1 Million
2.66% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,111,857
shares
|
$97.1 Million
0.01% of portfolio
|
Q3 2024
Added 37.17%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
1,572,636
shares
|
$72.3 Million
0.8% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,286,125
shares
|
$59.1 Million
2.93% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
665,386
shares
|
$30.6 Million
7.74% of portfolio
|
Q3 2024
Added 22.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
601,895
shares
|
$27.7 Million
0.01% of portfolio
|
Q3 2024
Added 59.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
540,536
shares
|
$24.9 Million
0.0% of portfolio
|
Q3 2024
Added 36.79%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
511,288
shares
|
$23.5 Million
2.87% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
497,458
shares
|
$22.9 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
495,032
shares
|
$22.8 Million
13.17% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
468,634
shares
|
$21.5 Million
0.05% of portfolio
|
Q3 2024
Added 17.27%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
448,445
shares
|
$20.6 Million
0.13% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
447,923
shares
|
$20.6 Million
2.47% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
386,591
shares
|
$17.8 Million
0.03% of portfolio
|
Q3 2024
Added 9.74%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
346,932
shares
|
$16 Million
2.84% of portfolio
|
Q3 2024
Added 32.28%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
343,261
shares
|
$15.8 Million
1.56% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
337,094
shares
|
$15.5 Million
0.01% of portfolio
|
Q3 2024
Added 91.95%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
323,106
shares
|
$14.9 Million
0.01% of portfolio
|
Q3 2024
Added 475.64%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
315,537
shares
|
$14.5 Million
2.84% of portfolio
|
Q3 2024
Added 706.96%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
246,564
shares
|
$11.3 Million
3.6% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
215,390
shares
|
$9.9 Million
0.02% of portfolio
|
Q3 2024
Added 9.45%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
212,647
shares
|
$9.78 Million
3.42% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
212,211
shares
|
$9.76 Million
2.48% of portfolio
|
Q3 2024
Added 909.14%
|