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 |
|---|---|---|---|---|---|
|
Sloy Dahl & Holst, LLC
|
Jul 30, 2025 Q2 2025 |
99,250
shares
|
$4.68 Million
0.73% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
89,984
shares
|
$4.24 Million
0.02% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
87,608
shares
|
$4.13 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
69,951
shares
|
$3.3 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
60,704
shares
|
$2.86 Million
1.88% of portfolio
|
Q2 2025
Added 19.42%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
57,491
shares
|
$2.71 Million
0.0% of portfolio
|
Q2 2025
Added 23.78%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
56,956
shares
|
$2.68 Million
0.34% of portfolio
|
Q2 2025
Added 124.32%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
53,862
shares
|
$2.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.16%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
51,808
shares
|
$2.44 Million
0.01% of portfolio
|
Q2 2025
Added 26.91%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
46,947
shares
|
$2.21 Million
0.0% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
43,937
shares
|
$2.07 Million
0.02% of portfolio
|
Q2 2025
Added 29.5%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
41,588
shares
|
$1.96 Million
0.03% of portfolio
|
Q2 2025
Reduced 11.99%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
38,998
shares
|
$1.84 Million
0.01% of portfolio
|
Q2 2025
Added 697.83%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
38,727
shares
|
$1.82 Million
0.07% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
38,185
shares
|
$1.8 Million
0.12% of portfolio
|
Q2 2025
Reduced 73.57%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
37,563
shares
|
$1.77 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
36,702
shares
|
$1.73 Million
0.07% of portfolio
|
Q2 2025
Reduced 14.68%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
36,683
shares
|
$1.73 Million
0.28% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
36,349
shares
|
$1.71 Million
1.0% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
35,638
shares
|
$1.68 Million
0.02% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
34,340
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
33,694
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
30,732
shares
|
$1.45 Million
0.01% of portfolio
|
Q1 2025
Added 136.0%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
27,011
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
26,620
shares
|
$1.25 Million
0.16% of portfolio
|
Q2 2025
Added 11.01%
|