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 114 institutions that hold shares in the stock, with a total of 43.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
13,683
shares
|
$634,617
0.0% of portfolio
|
Q3 2024
Added 2686.76%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
13,022
shares
|
$603,960
0.01% of portfolio
|
Q3 2024
Added 43.71%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
11,717
shares
|
$543,434
0.13% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
11,559
shares
|
$536,106
0.22% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
11,179
shares
|
$518,482
0.02% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
11,073
shares
|
$513,565
0.0% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
9,664
shares
|
$448,216
0.07% of portfolio
|
Q3 2024
Reduced 19.81%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
9,518
shares
|
$441,444
0.0% of portfolio
|
Q3 2024
Added 29.81%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
9,248
shares
|
$428,922
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
9,093
shares
|
$421,733
0.04% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
8,037
shares
|
$372,756
0.0% of portfolio
|
Q3 2024
Added 562.03%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
7,862
shares
|
$364,639
0.06% of portfolio
|
Q3 2024
Reduced 44.99%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
7,764
shares
|
$360,094
0.07% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
6,979
shares
|
$323,686
0.19% of portfolio
|
Q3 2024
Added 25.59%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,855
shares
|
$317,934
0.01% of portfolio
|
Q3 2024
Added 53.8%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,313
shares
|
$292,796
0.02% of portfolio
|
Q3 2024
Reduced 78.06%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
6,101
shares
|
$282,964
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
6,097
shares
|
$282,778
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,222
shares
|
$242,196
0.0% of portfolio
|
Q3 2024
Reduced 12.41%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,106
shares
|
$236,816
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
4,889
shares
|
$226,751
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
4,807
shares
|
$222,948
0.0% of portfolio
|
Q3 2024
Reduced 11.31%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
4,605
shares
|
$213,579
0.02% of portfolio
|
Q3 2024
Reduced 98.03%
|
|
|
Fortem Financial Group, LLC
|
Nov 18, 2024 Q3 2024 |
4,517
shares
|
$209,498
0.09% of portfolio
|
Q3 2024
Reduced 92.4%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
4,375
shares
|
$202,912
0.0% of portfolio
|
Q3 2024
New holding
|