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 124 institutions that hold shares in the stock, with a total of 46.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
6,101
shares
|
$280,523
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,952
shares
|
$273,672
0.02% of portfolio
|
Q1 2025
Reduced 12.34%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,817
shares
|
$267,465
0.0% of portfolio
|
Q1 2025
Reduced 12.85%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Apr 29, 2025 Q1 2025 |
5,159
shares
|
$237,210
0.21% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
4,888
shares
|
$224,750
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
4,784
shares
|
$219,968
0.01% of portfolio
|
Q1 2025
Reduced 10.45%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
4,350
shares
|
$200,013
0.03% of portfolio
|
Q1 2025
Reduced 35.97%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
3,952
shares
|
$181,712
0.13% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,661
shares
|
$168,332
0.0% of portfolio
|
Q4 2024
Reduced 16.32%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
3,084
shares
|
$141,802
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
2,661
shares
|
$122,352
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
2,360
shares
|
$108,512
0.0% of portfolio
|
Q4 2024
Added 116.51%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,547
shares
|
$71,131
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,070
shares
|
$49,198
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
739
shares
|
$33,979
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
528
shares
|
$24,277
0.0% of portfolio
|
Q1 2025
Added 80.82%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
492
shares
|
$22,622
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
350
shares
|
$16,092
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
245
shares
|
$11,265
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
200
shares
|
$9,196
0.0% of portfolio
|
Q3 2024
Reduced 91.97%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
197
shares
|
$9,058
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
165
shares
|
$7,586
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
24
shares
|
$1,103
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|