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UBND VICTORY PORTFOLIOS II

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CORE PLUS BD ETF (fund)

24 managers (24 13F filers) reported a position in UBND shares at 2025-03-31, 27,533,690 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
24
13F filers
24
New
5
Added
13
Reduced
3
Sold out
2
Shares held by filers
27,533,690

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC10,516,523$229M0.23%013F-HRTimeline
Retirement Planning Group, LLC4,960,651$108M5.07%+1,243,50713F-HRTimeline
1900 WEALTH MANAGEMENT LLC4,073,845$88.8M7.39%+628,59413F-HRTimeline
Annex Advisory Services, LLC3,871,944$84.4M2.39%+941,79813F-HRTimeline
Goldstein Advisors, LLC1,452,746$31.7M4.63%+124,46513F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT772,411$16.8M3.34%+219,99513F-HRTimeline
Elk River Wealth Management LLC331,479$7.23M1.35%+8,67713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP311,809$6.8M0.01%+93,00913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.286,097$6.24M0.01%+26,66613F-HRTimelineGroup
Huntleigh Advisors, Inc.266,941$5.82M1.36%+10,31413F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC222,097$4.84M<0.01%new13F-HR/ATimelineGroup
Madison Wealth Partners, Inc164,959$3.6M0.89%+17,18313F-HRTimeline
OneDigital Investment Advisors LLC109,939$2.4M0.03%+6913F-HRTimeline
CWM, LLCin group CWM, LLC42,615$929K<0.01%-1,01913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,739$779K<0.01%+22,70513F-HR/ATimelineGroup
Integrated Investment Consultants, LLC35,602$776K0.15%new13F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,161$723K<0.01%new13F-HRTimelineGroup
LexAurum Advisors, LLC19,799$432K0.08%-5013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,301$246K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…11,221$245K<0.01%-4,36113F-HRTimeline
COMERICA BANK2,597$56.6K<0.01%+79913F-HRTimeline
Allworth Financial LP129$2.78K<0.01%new13F-HRTimeline
IFP Advisors, Inc85$1.85K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.