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 117 institutions that hold shares in the stock, with a total of 44 Million shares, which have been reported (via 13F filing form) to have a value of $2.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
63,738
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2024
Added 17.93%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
55,314
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
54,143
shares
|
$2.49 Million
0.48% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
42,699
shares
|
$1.96 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
39,996
shares
|
$1.84 Million
0.06% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
39,801
shares
|
$1.83 Million
0.04% of portfolio
|
Q2 2024
Added 10.91%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
36,932
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 94.62%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
36,349
shares
|
$1.67 Million
1.0% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
33,029
shares
|
$1.52 Million
0.1% of portfolio
|
Q3 2024
Added 36.19%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
31,118
shares
|
$1.43 Million
0.2% of portfolio
|
Q4 2024
Reduced 78.14%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
31,041
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
Reduced 29.89%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
29,609
shares
|
$1.36 Million
0.25% of portfolio
|
Q4 2024
Added 28.98%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
28,995
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Added 96.19%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
28,224
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
26,792
shares
|
$1.23 Million
0.03% of portfolio
|
Q4 2024
Added 15.46%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
24,451
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
22,451
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2024
Added 22.15%
|
|
|
Ferguson Shapiro LLC
|
Jan 23, 2025 Q4 2024 |
22,191
shares
|
$1.02 Million
0.6% of portfolio
|
Q4 2024
Added 424.24%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
20,358
shares
|
$935,857
0.02% of portfolio
|
Q4 2024
Added 13.81%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
20,330
shares
|
$934,570
0.02% of portfolio
|
Q3 2024
Added 18.34%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
19,481
shares
|
$895,541
0.13% of portfolio
|
Q4 2024
Reduced 41.12%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
18,670
shares
|
$858,259
0.01% of portfolio
|
Q3 2024
Added 16.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
16,827
shares
|
$773,537
0.0% of portfolio
|
Q3 2024
Added 18.37%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
16,168
shares
|
$743,242
0.05% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
14,806
shares
|
$680,631
0.03% of portfolio
|
Q4 2023
New holding
|