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 124 institutions that hold shares in the stock, with a total of 46.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
59,956
shares
|
$2.79 Million
0.0% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
50,834
shares
|
$2.36 Million
1.76% of portfolio
|
Q1 2025
Added 13.04%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
47,253
shares
|
$2.2 Million
0.04% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
46,447
shares
|
$2.16 Million
0.0% of portfolio
|
Q1 2025
Added 11.85%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
44,267
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2025
Added 62.19%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
43,016
shares
|
$2 Million
0.09% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
40,823
shares
|
$1.9 Million
0.01% of portfolio
|
Q1 2025
Added 59.77%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
38,326
shares
|
$1.78 Million
0.08% of portfolio
|
Q1 2025
Added 231.97%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
37,761
shares
|
$1.76 Million
0.03% of portfolio
|
Q1 2025
Added 18.49%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
37,086
shares
|
$1.72 Million
0.01% of portfolio
|
Q4 2024
Added 27.9%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
36,349
shares
|
$1.69 Million
1.0% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
35,050
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.08%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
34,597
shares
|
$1.61 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
34,519
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
Added 22.3%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Apr 10, 2025 Q1 2025 |
34,243
shares
|
$1.59 Million
0.31% of portfolio
|
Q1 2025
Added 15.65%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
33,927
shares
|
$1.58 Million
0.02% of portfolio
|
Q1 2025
Added 14.92%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
32,543
shares
|
$1.51 Million
0.02% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
30,732
shares
|
$1.43 Million
0.01% of portfolio
|
Q1 2025
Added 136.0%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
27,399
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Added 34.59%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
25,390
shares
|
$1.18 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
25,271
shares
|
$1.17 Million
0.05% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
23,980
shares
|
$1.11 Million
0.16% of portfolio
|
Q1 2025
Reduced 22.94%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
23,720
shares
|
$1.1 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
22,562
shares
|
$1.05 Million
0.68% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
21,212
shares
|
$986,145
0.63% of portfolio
|
Q1 2025
Added 44.09%
|