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Disclosery

UBND VICTORY PORTFOLIOS II

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CORE PLUS BD ETF (fund)

53 managers (53 13F filers) reported a position in UBND shares at 2026-06-30, 86,189,350 shares in all. 14 filers opened a position and 2 filers sold out during the quarter.

Managers
53
13F filers
53
New
14
Added
30
Reduced
7
Sold out
2
Shares held by filers
86,189,350

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VICTORY CAPITAL MANAGEMENT INC22,967,672$499M0.28%013F-HRTimeline
Annex Advisory Services, LLC18,906,834$411M7.01%+1,223,74313F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.8,561,595$186M11.22%+382,41913F-HRTimeline
Retirement Planning Group, LLC8,164,569$177M4.51%+806,01213F-HRTimeline
Merit Financial Group, LLC6,613,845$144M0.89%+226,77013F-HR/ATimeline
1900 WEALTH MANAGEMENT LLC4,103,679$89.2M4.96%-275,80113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,669,245$58M0.03%+908,93413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,084,261$45.3M0.05%+30,57913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,840,500$40M0.05%+302,84313F-HRTimelineGroup
Goldstein Advisors, LLC1,824,886$39.6M3.62%+131,83513F-HRTimeline
Madison Wealth Partners, Inc1,707,703$37.1M4.72%+103,94513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,484,759$32.3M0.04%+276,36413F-HR/ATimelineGroup
CORRECT CAPITAL WEALTH MANAGEMENT1,175,240$25.5M4.4%+10,40513F-HRTimeline
Arax Advisory Partners540,076$11.7M0.08%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC428,401$9.31M<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN411,443$8.94M<0.01%+401,97413F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS376,350$8.18M0.83%new13F-HRTimeline
Elk River Wealth Management LLC329,014$7.15M1.14%-32,12413F-HRTimeline
Impact Investors, Inc304,138$6.61M4.83%+46,09213F-HRTimeline
LPL Financial LLC273,047$5.93M<0.01%+121,73213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC259,045$5.63M<0.01%+190,79413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC225,634$4.9M<0.01%+204,39813F-HRTimelineGroup
OneDigital Investment Advisors LLC202,726$4.4M0.04%+26,59713F-HRTimeline
Tandem Financial, LLC106,198$2.31M0.74%+22,46613F-HRTimeline
Cornerstone Wealth Management, LLC62,911$1.37M0.06%new13F-HRTimeline
FLOW TRADERS U.S. LLC62,675$1.36M0.06%+46,19713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC43,745$950K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,210$939K<0.01%-1,24413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC42,148$916K<0.01%-109,53713F-HRTimelineGroup
Trademark Financial Management, LLC40,429$878K0.36%+1,79413F-HRTimeline
Huntleigh Advisors, Inc.40,302$876K0.12%-313,33413F-HRTimeline
Integrated Investment Consultants, LLC39,925$867K0.17%+32913F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC34,906$758K0.2%new13F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.32,152$699K0.23%new13F-HRTimeline
LexAurum Advisors, LLC31,540$685K0.08%+4,91713F-HRTimeline
Stonebridge Financial Group, LLC / MO26,912$585K0.39%+2,74713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …23,886$519K0.02%+1,21913F-HRTimelineGroup
Clarity Asset Management, Inc.18,674$406K0.2%+3,37713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK15,346$333K<0.01%new13F-HRTimelineGroup
Vise Technologies, Inc.13,586$295K<0.01%+58213F-HRTimeline
Steward Partners Investment Advisory, L…12,711$276K<0.01%+3,82713F-HRTimeline
REDW Wealth LLC10,651$231K0.08%new13F-HRTimeline
Axis Wealth Partners, LLC9,968$217K0.1%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,334$204K<0.01%+7,39313F-HRTimelineGroup
Park Place Capital Corp4,286$93.1K0.01%+5413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,575$77.7K<0.01%+2013F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,501$54.3K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,292$28.1K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…696$15.1K0.01%-5,24413F-HRTimeline
Blue Trust, Inc.607$13.2K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…375$8.15K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC119$2.58K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC28$608<0.01%-62613F-HRTimelineGroup