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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
77,281
shares
|
$3.62 Million
0.11% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
70,519
shares
|
$3.3 Million
0.59% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
54,838
shares
|
$2.57 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
44,968
shares
|
$2.11 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
43,169
shares
|
$2.02 Million
0.04% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 14, 2025 Q1 2025 |
43,016
shares
|
$2.01 Million
0.07% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
41,526
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
Reduced 87.15%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
41,159
shares
|
$1.93 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
38,979
shares
|
$1.83 Million
0.0% of portfolio
|
Q4 2024
Reduced 38.84%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
37,086
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
Added 27.9%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
36,349
shares
|
$1.7 Million
1.0% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Apr 10, 2025 Q1 2025 |
34,243
shares
|
$1.6 Million
0.31% of portfolio
|
Q1 2025
Added 15.65%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
32,304
shares
|
$1.51 Million
0.02% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
32,162
shares
|
$1.51 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
31,868
shares
|
$1.49 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
29,523
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2024
Added 58.13%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
28,599
shares
|
$1.34 Million
0.03% of portfolio
|
Q4 2024
Reduced 28.15%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
28,224
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
27,294
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Added 99.47%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
26,792
shares
|
$1.25 Million
0.03% of portfolio
|
Q4 2024
Added 15.46%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
25,551
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
25,390
shares
|
$1.19 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
25,271
shares
|
$1.18 Million
0.05% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
23,980
shares
|
$1.12 Million
0.16% of portfolio
|
Q1 2025
Reduced 22.94%
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
22,191
shares
|
$1.04 Million
0.6% of portfolio
|
Q4 2024
Added 424.24%
|