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 135 institutions that hold shares in the stock, with a total of 46.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
14,727,145
shares
|
$691 Million
0.48% of portfolio
|
Q2 2025
Reduced 18.51%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
5,075,676
shares
|
$238 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,237,329
shares
|
$152 Million
0.01% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
United Services Automobile Association
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
2,421,191
shares
|
$114 Million
11.84% of portfolio
|
Q1 2025
Added 12.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,893,921
shares
|
$88.9 Million
0.03% of portfolio
|
Q2 2025
Added 20.75%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,874,284
shares
|
$88 Million
3.8% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,108,736
shares
|
$52.1 Million
0.0% of portfolio
|
Q2 2025
Added 26.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
993,575
shares
|
$46.6 Million
0.02% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
898,532
shares
|
$42.2 Million
0.08% of portfolio
|
Q2 2025
Added 40.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
795,501
shares
|
$37.3 Million
0.01% of portfolio
|
Q2 2025
Added 32.89%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
776,007
shares
|
$36.4 Million
4.22% of portfolio
|
Q1 2025
Added 42.16%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
700,609
shares
|
$32.9 Million
0.04% of portfolio
|
Q2 2025
Added 5030.79%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
688,649
shares
|
$32.3 Million
1.45% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
629,043
shares
|
$29.5 Million
6.05% of portfolio
|
Q2 2024
Reduced 93.78%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
596,398
shares
|
$28 Million
2.97% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
563,374
shares
|
$26.5 Million
1.37% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
545,834
shares
|
$25.6 Million
0.13% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
510,335
shares
|
$24 Million
11.4% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
443,544
shares
|
$20.8 Million
4.86% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
386,591
shares
|
$18.2 Million
0.03% of portfolio
|
Q3 2024
Added 9.74%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
360,500
shares
|
$16.9 Million
2.72% of portfolio
|
Q2 2025
Added 127.44%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Aug 06, 2025 Q2 2025 |
348,017
shares
|
$16.3 Million
5.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
346,573
shares
|
$16.3 Million
1.42% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
343,153
shares
|
$16.1 Million
2.3% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
339,420
shares
|
$15.9 Million
5.43% of portfolio
|
Q1 2025
Added 1.25%
|