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 112 institutions that hold shares in the stock, with a total of 42.8 Million shares, which have been reported (via 13F filing form) to have a value of $2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
196,787
shares
|
$9.19 Million
0.01% of portfolio
|
Q2 2024
Added 2.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
189,594
shares
|
$8.85 Million
0.03% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
178,992
shares
|
$8.36 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Investment Group, LLC
|
Aug 09, 2024 Q2 2024 |
163,257
shares
|
$7.62 Million
1.56% of portfolio
|
Q2 2024
Added 3.78%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
148,364
shares
|
$6.93 Million
5.25% of portfolio
|
Q3 2024
New holding
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Oct 17, 2024 Q3 2024 |
145,734
shares
|
$6.81 Million
6.52% of portfolio
|
Q3 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
142,327
shares
|
$6.65 Million
0.95% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
140,938
shares
|
$6.58 Million
1.78% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
140,604
shares
|
$6.57 Million
0.04% of portfolio
|
Q3 2024
Added 165.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
139,391
shares
|
$6.51 Million
0.0% of portfolio
|
Q2 2024
Added 159.47%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
135,091
shares
|
$6.31 Million
4.25% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Personal Cfo Solutions, LLC
|
Aug 09, 2024 Q2 2024 |
125,717
shares
|
$5.87 Million
0.91% of portfolio
|
Q2 2024
Added 3.36%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
115,582
shares
|
$5.4 Million
0.44% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
108,815
shares
|
$5.08 Million
0.33% of portfolio
|
Q2 2024
Added 44.07%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
107,247
shares
|
$5.01 Million
0.62% of portfolio
|
Q3 2024
Added 14.74%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
98,902
shares
|
$4.62 Million
0.24% of portfolio
|
Q3 2024
Added 33.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
96,579
shares
|
$4.51 Million
0.0% of portfolio
|
Q2 2024
Added 21.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
90,758
shares
|
$4.24 Million
0.0% of portfolio
|
Q2 2024
Added 9.8%
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
74,100
shares
|
$3.46 Million
0.64% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
70,060
shares
|
$3.27 Million
0.61% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
65,611
shares
|
$3.06 Million
0.0% of portfolio
|
Q2 2024
Added 26.63%
|
|
|
Fortem Financial Group, LLC
|
Aug 02, 2024 Q2 2024 |
59,422
shares
|
$2.78 Million
1.21% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Aug 08, 2024 Q2 2024 |
56,499
shares
|
$2.64 Million
0.5% of portfolio
|
Q2 2024
Reduced 7.72%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
56,130
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2024
Added 5.11%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
55,314
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2024
Added 6.56%
|