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 123 institutions that hold shares in the stock, with a total of 47.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
252,423
shares
|
$11.8 Million
3.59% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
226,520
shares
|
$10.6 Million
0.02% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
216,995
shares
|
$10.2 Million
5.87% of portfolio
|
Q4 2024
Added 29.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
197,604
shares
|
$9.25 Million
0.03% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
182,393
shares
|
$8.54 Million
0.7% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
182,201
shares
|
$8.53 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
173,667
shares
|
$8.13 Million
1.89% of portfolio
|
Q4 2024
Reduced 18.16%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
168,855
shares
|
$7.91 Million
6.65% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 23, 2025 Q4 2024 |
163,978
shares
|
$7.68 Million
6.87% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Mar 19, 2025 Q4 2024 |
157,570
shares
|
$7.38 Million
7.5% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
153,967
shares
|
$7.21 Million
0.04% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
150,228
shares
|
$7.04 Million
0.0% of portfolio
|
Q4 2024
Added 11.08%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
150,032
shares
|
$7.03 Million
0.88% of portfolio
|
Q1 2025
Added 12.04%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
144,503
shares
|
$6.77 Million
0.53% of portfolio
|
Q1 2025
Added 16.36%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
140,353
shares
|
$6.57 Million
1.53% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Apr 10, 2025 Q1 2025 |
138,688
shares
|
$6.49 Million
6.6% of portfolio
|
Q1 2025
Added 50.13%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
135,689
shares
|
$6.35 Million
3.94% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
126,175
shares
|
$5.91 Million
1.17% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
120,876
shares
|
$5.66 Million
4.45% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
114,060
shares
|
$5.34 Million
0.0% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
110,854
shares
|
$5.19 Million
0.0% of portfolio
|
Q4 2024
Added 200.16%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
109,424
shares
|
$5.12 Million
0.24% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
107,711
shares
|
$5.04 Million
0.0% of portfolio
|
Q4 2024
Added 45.43%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
96,719
shares
|
$4.53 Million
0.61% of portfolio
|
Q4 2024
Reduced 22.31%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
87,231
shares
|
$4.09 Million
0.55% of portfolio
|
Q4 2024
Added 17.72%
|