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 134 institutions that hold shares in the stock, with a total of 46.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
315,653
shares
|
$14.9 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
|
$13.1 Million
0.77% of portfolio
|
Q4 2024
Added 87.11%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
263,954
shares
|
$12.4 Million
3.41% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
227,341
shares
|
$10.7 Million
6.12% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
206,109
shares
|
$9.71 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
192,100
shares
|
$9.05 Million
0.99% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
187,335
shares
|
$8.83 Million
6.81% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
175,963
shares
|
$8.29 Million
5.61% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
171,837
shares
|
$8.1 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
|
$7.85 Million
7.22% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
153,563
shares
|
$7.24 Million
0.07% of portfolio
|
Q2 2025
Reduced 78.08%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
151,484
shares
|
$7.14 Million
0.87% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
149,516
shares
|
$7.05 Million
4.69% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
143,528
shares
|
$6.76 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.89%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Jul 09, 2025 Q2 2025 |
140,596
shares
|
$6.62 Million
6.14% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
133,683
shares
|
$6.3 Million
0.0% of portfolio
|
Q1 2025
Added 17.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
131,949
shares
|
$6.22 Million
0.02% of portfolio
|
Q2 2025
Reduced 32.4%
|
|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
129,130
shares
|
$6.08 Million
2.98% of portfolio
|
Q2 2025
Reduced 8.6%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
128,662
shares
|
$6.06 Million
0.05% of portfolio
|
Q2 2025
Reduced 19.86%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
128,176
shares
|
$6.04 Million
5.64% of portfolio
|
Q2 2025
New holding
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
122,753
shares
|
$5.78 Million
3.32% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
113,106
shares
|
$5.33 Million
0.26% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
111,472
shares
|
$5.25 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
108,368
shares
|
$5.11 Million
0.0% of portfolio
|
Q2 2025
Added 7.49%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
103,599
shares
|
$4.88 Million
0.77% of portfolio
|
Q2 2025
Added 7.84%
|