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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
337,094
shares
|
$16.1 Million
0.01% of portfolio
|
Q3 2024
Added 91.95%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
315,653
shares
|
$15.1 Million
1.15% of portfolio
|
Q2 2025
Added 71.51%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
278,998
shares
|
$13.3 Million
0.77% of portfolio
|
Q4 2024
Added 87.11%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
263,815
shares
|
$12.6 Million
3.22% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
227,341
shares
|
$10.8 Million
6.12% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
206,109
shares
|
$9.83 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Envision Financial LLC
Brookfield, WI |
Oct 10, 2025 Q3 2025 |
196,169
shares
|
$9.36 Million
5.34% of portfolio
|
Q3 2025
Added 31.2%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
192,100
shares
|
$9.16 Million
0.99% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
187,335
shares
|
$8.94 Million
6.81% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
182,341
shares
|
$8.7 Million
5.3% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
171,837
shares
|
$8.2 Million
0.0% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Aug 12, 2025 Q2 2025 |
166,626
shares
|
$7.95 Million
7.22% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
161,028
shares
|
$7.68 Million
0.86% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
153,563
shares
|
$7.32 Million
0.07% of portfolio
|
Q2 2025
Reduced 78.08%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Oct 23, 2025 Q3 2025 |
144,052
shares
|
$6.87 Million
6.03% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
143,528
shares
|
$6.85 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
133,683
shares
|
$6.38 Million
0.0% of portfolio
|
Q1 2025
Added 17.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
131,949
shares
|
$6.29 Million
0.02% of portfolio
|
Q2 2025
Reduced 32.4%
|
|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
129,130
shares
|
$6.16 Million
2.98% of portfolio
|
Q2 2025
Reduced 8.6%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
128,662
shares
|
$6.14 Million
0.05% of portfolio
|
Q2 2025
Reduced 19.86%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
128,176
shares
|
$6.11 Million
5.64% of portfolio
|
Q2 2025
New holding
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
122,753
shares
|
$5.86 Million
3.32% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
115,778
shares
|
$5.52 Million
0.22% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
111,472
shares
|
$5.32 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
108,368
shares
|
$5.17 Million
0.0% of portfolio
|
Q2 2025
Added 7.49%
|