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 136 institutions that hold shares in the stock, with a total of 47.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
14,727,145
shares
|
$702 Million
0.48% of portfolio
|
Q2 2025
Reduced 18.51%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
5,075,676
shares
|
$242 Million
0.04% of portfolio
|
Q1 2025
Added 10.43%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,237,329
shares
|
$154 Million
0.01% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
United Services Automobile Association
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
2,421,191
shares
|
$115 Million
11.84% of portfolio
|
Q1 2025
Added 12.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,893,921
shares
|
$90.3 Million
0.03% of portfolio
|
Q2 2025
Added 20.75%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,874,284
shares
|
$89.4 Million
3.8% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,108,736
shares
|
$52.9 Million
0.0% of portfolio
|
Q2 2025
Added 26.19%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,003,595
shares
|
$47.9 Million
1.82% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
993,575
shares
|
$47.4 Million
0.02% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
898,532
shares
|
$42.9 Million
0.08% of portfolio
|
Q2 2025
Added 40.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
795,501
shares
|
$37.9 Million
0.01% of portfolio
|
Q2 2025
Added 32.89%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
776,007
shares
|
$37 Million
4.22% of portfolio
|
Q1 2025
Added 42.16%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
688,649
shares
|
$32.8 Million
1.45% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
655,978
shares
|
$31.3 Million
1.45% of portfolio
|
Q3 2025
Added 16.44%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
629,043
shares
|
$30 Million
6.05% of portfolio
|
Q2 2024
Reduced 93.78%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
620,782
shares
|
$29.6 Million
2.89% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
545,834
shares
|
$26 Million
0.13% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
525,475
shares
|
$25.1 Million
10.46% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
461,389
shares
|
$22 Million
4.79% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
386,591
shares
|
$18.4 Million
0.03% of portfolio
|
Q3 2024
Added 9.74%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
366,964
shares
|
$17.5 Million
2.57% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Aug 06, 2025 Q2 2025 |
348,017
shares
|
$16.6 Million
5.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
346,573
shares
|
$16.5 Million
1.42% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
343,153
shares
|
$16.4 Million
2.3% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
339,420
shares
|
$16.2 Million
5.43% of portfolio
|
Q1 2025
Added 1.25%
|