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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
33,694
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
32,059
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2025
Added 18.69%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
30,732
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
Added 136.0%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
27,233
shares
|
$1.3 Million
0.05% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Ferguson Shapiro LLC
|
Aug 01, 2025 Q2 2025 |
22,426
shares
|
$1.07 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
22,240
shares
|
$1.06 Million
0.15% of portfolio
|
Q3 2025
Reduced 16.45%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
20,330
shares
|
$969,741
0.02% of portfolio
|
Q3 2024
Added 18.34%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
19,672
shares
|
$938,354
0.33% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
18,330
shares
|
$874,341
0.0% of portfolio
|
Q2 2025
Reduced 50.57%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
17,045
shares
|
$813,046
0.03% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
16,257
shares
|
$775,458
0.01% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
16,118
shares
|
$768,828
0.02% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
16,037
shares
|
$764,964
0.05% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
14,806
shares
|
$706,246
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
14,144
shares
|
$674,668
0.0% of portfolio
|
Q4 2024
Added 26.05%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
13,655
shares
|
$651,343
0.01% of portfolio
|
Q1 2025
Reduced 99.12%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
12,852
shares
|
$613,040
0.08% of portfolio
|
Q2 2025
Added 12.03%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
12,107
shares
|
$577,503
0.12% of portfolio
|
Q1 2025
Reduced 90.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
11,956
shares
|
$570,301
0.0% of portfolio
|
Q2 2025
Added 12.28%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
11,679
shares
|
$557,088
0.11% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
11,391
shares
|
$543,350
0.0% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
10,324
shares
|
$492,454
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
10,210
shares
|
$487,017
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
9,746
shares
|
$464,884
0.2% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
9,634
shares
|
$459,541
0.04% of portfolio
|
Q2 2025
Added 1.62%
|