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UBND VICTORY PORTFOLIOS II

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CORE PLUS BD ETF (fund)

31 managers (31 13F filers) reported a position in UBND shares at 2025-09-30, 61,099,189 shares in all. 8 filers opened a position and 1 filer sold out during the quarter.

Managers
31
13F filers
31
New
8
Added
16
Reduced
4
Sold out
1
Shares held by filers
61,099,189

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC16,487,843$364M7.74%-243,54413F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC15,558,846$343M0.2%+362,32313F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.7,643,465$169M12.2%+7,619,63013F-HRTimeline
Retirement Planning Group, LLC5,970,753$132M4.57%+687,56813F-HRTimeline
Merit Financial Group, LLC5,472,002$121M1.11%new13F-HR/ATimeline
1900 WEALTH MANAGEMENT LLC4,176,218$92.1M6.24%+97,24313F-HRTimeline
Goldstein Advisors, LLC1,503,262$33.1M4.03%+67,34613F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT869,655$19.2M3.53%+89,98313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC663,800$14.6M<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP598,855$13.2M0.02%+180,82113F-HRTimelineGroup
Elk River Wealth Management LLC352,001$7.76M1.24%+26,68213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC321,457$7.09M0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.298,734$6.55M0.01%-2,38913F-HRTimelineGroup
Huntleigh Advisors, Inc.267,600$5.9M1.01%+16913F-HRTimeline
Impact Investors, Inc238,841$5.27M3.47%new13F-HRTimeline
Madison Wealth Partners, Inc226,073$4.98M0.99%+65,86713F-HRTimeline
OneDigital Investment Advisors LLC153,461$3.38M0.03%+35,07613F-HRTimeline
U.S. Capital Wealth Advisors, LLC76,872$1.7M0.05%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…64,778$1.43M<0.01%+50,53113F-HRTimelineGroup
Integrated Investment Consultants, LLC37,339$823K0.14%+77413F-HRTimeline
CWM, LLCin group CWM, LLC26,735$590K<0.01%-6,36713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,364$581K<0.01%-2,53413F-HRTimelineGroup
LexAurum Advisors, LLC21,437$473K0.07%+90613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,600$256K<0.01%+2,10013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,301$249K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…10,038$221K<0.01%013F-HRTimeline
Park Place Capital Corp4,165$91.8K0.02%new13F-HRTimeline
COMERICA BANK2,785$61.4K<0.01%+18813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,774$61.2K<0.01%new13F-HRTimelineGroup
Allworth Financial LP129$2.85K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG6$132<0.01%new13F-HRTimelineGroup