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 $2.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
18,072,145
shares
|
$831 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
5,605,279
shares
|
$258 Million
0.05% of portfolio
|
Q1 2025
Reduced 13.11%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,971,159
shares
|
$137 Million
0.01% of portfolio
|
Q1 2025
Added 28.44%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
2,421,191
shares
|
$111 Million
3.53% of portfolio
|
Q1 2025
Added 12.38%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,801,633
shares
|
$82.8 Million
4.01% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,568,446
shares
|
$72.1 Million
0.03% of portfolio
|
Q1 2025
Added 25.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
935,318
shares
|
$43 Million
0.02% of portfolio
|
Q1 2025
Added 19.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
878,592
shares
|
$40.4 Million
0.0% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
776,007
shares
|
$35.7 Million
4.22% of portfolio
|
Q1 2025
Added 42.16%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
771,747
shares
|
$35.5 Million
1.69% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
640,756
shares
|
$29.5 Million
0.06% of portfolio
|
Q1 2025
Added 24.83%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
629,043
shares
|
$28.9 Million
6.05% of portfolio
|
Q2 2024
Reduced 93.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
598,595
shares
|
$27.5 Million
0.01% of portfolio
|
Q1 2025
Added 20.17%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
586,983
shares
|
$27 Million
2.99% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
540,175
shares
|
$24.8 Million
0.15% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
501,145
shares
|
$23 Million
12.41% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
403,219
shares
|
$18.5 Million
5.22% of portfolio
|
Q1 2025
Added 13.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
386,591
shares
|
$17.8 Million
0.03% of portfolio
|
Q3 2024
Added 9.74%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
345,073
shares
|
$15.9 Million
1.55% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
339,420
shares
|
$15.6 Million
5.43% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
337,094
shares
|
$15.5 Million
0.01% of portfolio
|
Q3 2024
Added 91.95%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
336,440
shares
|
$15.5 Million
2.55% of portfolio
|
Q1 2025
Added 23.74%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
278,998
shares
|
$12.8 Million
0.77% of portfolio
|
Q4 2024
Added 87.11%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
254,562
shares
|
$11.7 Million
3.65% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
228,823
shares
|
$10.5 Million
4.64% of portfolio
|
Q1 2025
Added 5.45%
|