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UBND VICTORY PORTFOLIOS II

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CORE PLUS BD ETF (fund)

25 managers (25 13F filers) reported a position in UBND shares at 2025-06-30, 45,287,372 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
25
13F filers
25
New
4
Added
11
Reduced
6
Sold out
3
Shares held by filers
45,287,372

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Annex Advisory Services, LLC16,731,387$366M8.8%+12,859,44313F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC15,196,523$332M0.21%+4,680,00013F-HRTimeline
Retirement Planning Group, LLC5,283,185$115M4.91%+322,53413F-HRTimeline
1900 WEALTH MANAGEMENT LLC4,078,975$89.1M6.74%+5,13013F-HRTimeline
Goldstein Advisors, LLC1,435,916$31.4M4.21%-16,83013F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT779,672$17M3.32%+7,26113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP418,034$9.13M0.01%+106,22513F-HR/ATimelineGroup
Elk River Wealth Management LLC325,319$7.11M1.22%-6,16013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.301,123$6.58M0.01%+15,02613F-HR/ATimelineGroup
Huntleigh Advisors, Inc.267,431$5.84M1.13%+49013F-HRTimeline
Madison Wealth Partners, Inc160,206$3.5M0.76%-4,75313F-HRTimeline
OneDigital Investment Advisors LLC118,385$2.59M0.03%+8,44613F-HRTimeline
Integrated Investment Consultants, LLC36,565$799K0.16%+96313F-HRTimeline
CWM, LLCin group CWM, LLC33,102$723K<0.01%-9,51313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,898$631K<0.01%-4,26313F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.23,835$521K0.04%new13F-HRTimeline
LexAurum Advisors, LLC20,531$449K0.07%+73213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,247$311K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,301$247K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…10,038$219K<0.01%-1,18313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,500$208K<0.01%new13F-HRTimelineGroup
COMERICA BANK2,597$56.7K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP473$10.3K<0.01%new13F-HRTimelineGroup
Allworth Financial LP129$2.82K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.