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 |
|---|---|---|---|---|---|
|
Sloy Dahl & Holst, LLC
|
Oct 14, 2025 Q3 2025 |
107,713
shares
|
$5.14 Million
0.62% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
103,599
shares
|
$4.94 Million
0.77% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
95,381
shares
|
$4.55 Million
0.54% of portfolio
|
Q3 2025
Added 67.46%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
89,984
shares
|
$4.29 Million
0.02% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
87,608
shares
|
$4.18 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
70,074
shares
|
$3.34 Million
0.5% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
67,582
shares
|
$3.22 Million
1.91% of portfolio
|
Q3 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
64,743
shares
|
$3.09 Million
1.8% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
57,491
shares
|
$2.74 Million
0.0% of portfolio
|
Q2 2025
Added 23.78%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
51,808
shares
|
$2.47 Million
0.01% of portfolio
|
Q2 2025
Added 26.91%
|
|
|
Calamos Advisors LLC
|
Oct 20, 2025 Q3 2025 |
50,706
shares
|
$2.42 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
46,947
shares
|
$2.24 Million
0.0% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
43,937
shares
|
$2.1 Million
0.02% of portfolio
|
Q2 2025
Added 29.5%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
41,588
shares
|
$1.98 Million
0.03% of portfolio
|
Q2 2025
Reduced 11.99%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
41,472
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.0%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
38,998
shares
|
$1.86 Million
0.01% of portfolio
|
Q2 2025
Added 697.83%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
38,727
shares
|
$1.85 Million
0.07% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
38,058
shares
|
$1.82 Million
0.06% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
37,563
shares
|
$1.79 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
36,587
shares
|
$1.75 Million
0.87% of portfolio
|
Q3 2025
Added 62.36%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
36,349
shares
|
$1.73 Million
1.0% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
35,638
shares
|
$1.7 Million
0.02% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
35,350
shares
|
$1.69 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.42%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
34,949
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2025
Added 40.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
34,340
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.03%
|