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 120 institutions that hold shares in the stock, with a total of 44.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.07 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
|
$845 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
|
$304 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
|
$99.6 Million
2.66% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,111,857
shares
|
$97.6 Million
0.01% of portfolio
|
Q3 2024
Added 37.17%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,760,244
shares
|
$81.3 Million
3.85% of portfolio
|
Q4 2024
Added 36.86%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
1,572,636
shares
|
$72.7 Million
0.8% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
695,989
shares
|
$32.2 Million
7.66% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
601,895
shares
|
$27.8 Million
0.01% of portfolio
|
Q3 2024
Added 59.79%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
545,854
shares
|
$25.2 Million
3.03% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
540,536
shares
|
$25 Million
0.0% of portfolio
|
Q3 2024
Added 36.79%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
517,352
shares
|
$23.9 Million
0.14% of portfolio
|
Q4 2024
Added 15.37%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
512,997
shares
|
$23.7 Million
2.84% of portfolio
|
Q3 2024
Added 14.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
497,458
shares
|
$23 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
494,614
shares
|
$22.9 Million
12.01% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
468,634
shares
|
$21.7 Million
0.05% of portfolio
|
Q3 2024
Added 17.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
386,591
shares
|
$17.9 Million
0.03% of portfolio
|
Q3 2024
Added 9.74%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
353,733
shares
|
$16.3 Million
4.21% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
343,261
shares
|
$15.9 Million
1.56% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
337,094
shares
|
$15.6 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
|
$14.6 Million
2.84% of portfolio
|
Q3 2024
Added 706.96%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
271,886
shares
|
$12.6 Million
2.03% of portfolio
|
Q4 2024
Added 98.86%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
252,423
shares
|
$11.7 Million
3.59% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
226,520
shares
|
$10.5 Million
0.02% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
212,647
shares
|
$9.83 Million
3.42% of portfolio
|
Q3 2024
Added 5.5%
|