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 |
|---|---|---|---|---|---|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
9,379
shares
|
$441,938
0.04% of portfolio
|
Q2 2025
Reduced 12.15%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
9,118
shares
|
$429,640
0.08% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
8,026
shares
|
$378,185
0.05% of portfolio
|
Q2 2025
Reduced 15.98%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
7,922
shares
|
$373,284
0.01% of portfolio
|
Q2 2025
Added 28.75%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
7,238
shares
|
$341,054
0.06% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
7,100
shares
|
$334,552
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
7,100
shares
|
$334,552
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,855
shares
|
$323,007
0.01% of portfolio
|
Q3 2024
Added 53.8%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
6,797
shares
|
$320,274
0.02% of portfolio
|
Q2 2025
Added 42.08%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
6,101
shares
|
$287,479
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,565
shares
|
$262,222
0.0% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
5,034
shares
|
$237,202
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
4,964
shares
|
$233,903
0.01% of portfolio
|
Q2 2025
Added 571.72%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
4,905
shares
|
$231,123
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
4,684
shares
|
$220,710
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
4,604
shares
|
$216,940
0.17% of portfolio
|
Q2 2025
Reduced 10.76%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
4,400
shares
|
$207,328
0.03% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
4,085
shares
|
$192,485
0.0% of portfolio
|
Q2 2025
Added 73.09%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
3,952
shares
|
$186,218
0.12% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,661
shares
|
$172,506
0.0% of portfolio
|
Q4 2024
Reduced 16.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,586
shares
|
$168,972
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
3,084
shares
|
$145,318
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,914
shares
|
$137,307
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
2,661
shares
|
$125,386
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,081
shares
|
$50,936
0.0% of portfolio
|
Q2 2025
Added 1.03%
|