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 |
|---|---|---|---|---|---|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
11,179
shares
|
$522,059
0.02% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Horan Securities, Inc.
|
Aug 09, 2024 Q2 2024 |
10,982
shares
|
$512,859
0.22% of portfolio
|
Q2 2024
Added 0.61%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
9,664
shares
|
$451,308
0.07% of portfolio
|
Q3 2024
Reduced 19.81%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
9,248
shares
|
$431,881
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
9,093
shares
|
$424,643
0.04% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
9,061
shares
|
$423,148
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
8,937
shares
|
$417,357
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Aug 14, 2024 Q2 2024 |
7,942
shares
|
$370,891
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
7,862
shares
|
$367,155
0.06% of portfolio
|
Q3 2024
Reduced 44.99%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
7,332
shares
|
$342,404
0.0% of portfolio
|
Q2 2024
Reduced 11.45%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
6,979
shares
|
$325,919
0.19% of portfolio
|
Q3 2024
Added 25.59%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
6,605
shares
|
$308,453
0.0% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
6,101
shares
|
$284,916
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
6,097
shares
|
$284,729
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
5,962
shares
|
$278,425
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,106
shares
|
$238,450
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
4,889
shares
|
$228,316
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
4,834
shares
|
$225,747
0.01% of portfolio
|
Q2 2024
Reduced 38.14%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
4,807
shares
|
$224,486
0.0% of portfolio
|
Q3 2024
Reduced 11.31%
|
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
4,457
shares
|
$208,141
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ferguson Shapiro LLC
|
Oct 09, 2024 Q3 2024 |
4,233
shares
|
$197,681
0.12% of portfolio
|
Q3 2024
Reduced 25.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
3,363
shares
|
$157,052
0.01% of portfolio
|
Q2 2024
Added 7720.93%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
2,492
shares
|
$116,376
0.0% of portfolio
|
Q2 2024
Added 1146.0%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
1,214
shares
|
$56,693
0.0% of portfolio
|
Q2 2024
Added 879.03%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
1,090
shares
|
$50,903
0.0% of portfolio
|
Q1 2024
New holding
|