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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
54,047
shares
|
$2.52 Million
0.0% of portfolio
|
Q2 2024
Added 36.69%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
39,801
shares
|
$1.86 Million
0.04% of portfolio
|
Q2 2024
Added 10.91%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
39,154
shares
|
$1.83 Million
0.06% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Private Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
39,102
shares
|
$1.83 Million
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
36,349
shares
|
$1.7 Million
1.0% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
33,087
shares
|
$1.55 Million
0.25% of portfolio
|
Q3 2024
Added 11.45%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
33,029
shares
|
$1.54 Million
0.1% of portfolio
|
Q3 2024
Added 36.19%
|
|
|
Planning Directions Inc
|
Aug 09, 2024 Q2 2024 |
32,411
shares
|
$1.51 Million
1.04% of portfolio
|
Q2 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
31,041
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Reduced 29.89%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
28,780
shares
|
$1.34 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
27,338
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Added 299.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
23,409
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.19%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
23,205
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Added 69.86%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 16, 2024 Q3 2024 |
22,956
shares
|
$1.07 Million
0.22% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
22,451
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2024
Added 22.15%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
17,887
shares
|
$835,322
0.01% of portfolio
|
Q3 2024
Added 82.99%
|
|
|
Spider Rock Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
17,180
shares
|
$802,306
0.02% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
16,827
shares
|
$785,820
0.0% of portfolio
|
Q3 2024
Added 18.37%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
16,037
shares
|
$748,927
0.01% of portfolio
|
Q2 2024
Added 21.42%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
15,201
shares
|
$709,886
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
14,806
shares
|
$691,440
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
14,779
shares
|
$690,179
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
13,060
shares
|
$609,902
0.02% of portfolio
|
Q2 2024
Added 23.73%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
11,717
shares
|
$547,183
0.13% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
11,382
shares
|
$531,539
0.0% of portfolio
|
Q2 2024
Added 1.88%
|