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Disclosery

UBND VICTORY PORTFOLIOS II

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CORE PLUS BD ETF (fund)

34 managers (34 13F filers) reported a position in UBND shares at 2025-12-31, 69,378,570 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
34
13F filers
34
New
6
Added
18
Reduced
7
Sold out
3
Shares held by filers
69,378,570

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC20,358,908$448M0.25%+4,800,06213F-HRTimeline
Annex Advisory Services, LLC16,978,957$374M7.13%+491,11413F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.7,862,752$173M12.04%+219,28713F-HRTimeline
Retirement Planning Group, LLC6,504,886$143M4.7%+534,13313F-HRTimeline
Merit Financial Group, LLC5,819,517$128M1.03%+347,51513F-HRTimeline
1900 WEALTH MANAGEMENT LLC4,288,773$94.4M6.05%+112,55513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,963,869$43.2M0.06%+1,665,13513F-HRTimelineGroup
Goldstein Advisors, LLC1,413,555$31.1M3.54%-89,70713F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT1,139,864$25.1M4.72%+270,20913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP950,738$20.6M0.03%+351,88313F-HR/ATimelineGroup
Elk River Wealth Management LLC386,896$8.32M1.34%+34,89513F-HRTimeline
Madison Wealth Partners, Inc374,374$8.24M1.5%+148,30113F-HRTimeline
Huntleigh Advisors, Inc.333,327$7.33M1.24%+65,72713F-HRTimeline
U.S. Capital Wealth Advisors, LLC264,673$5.82M0.15%+187,80113F-HRTimeline
Impact Investors, Inc238,782$5.25M3.64%-5913F-HRTimeline
OneDigital Investment Advisors LLC171,694$3.78M0.04%+18,23313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC118,745$2.61M<0.01%-202,71213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC47,247$1.04M<0.01%new13F-HRTimelineGroup
Integrated Investment Consultants, LLC39,596$871K0.17%+2,25713F-HR/ATimeline
CWM, LLCin group CWM, LLC23,779$523K<0.01%-2,95613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,413$427K<0.01%+8,11213F-HRTimelineGroup
Stonebridge Financial Group, LLC / MO15,823$348K0.3%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,719$346K<0.01%-10,64513F-HRTimelineGroup
Vise Technologies, Inc.13,004$286K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,100$222K<0.01%-1,50013F-HRTimelineGroup
Steward Partners Investment Advisory, L…9,111$200K<0.01%-92713F-HRTimeline
Park Place Capital Corp4,196$92.3K0.02%+3113F-HRTimeline
COMERICA BANK3,555$78.2K<0.01%+77013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,774$61K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,482$32.6K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC1,196$26.3K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…1,136$25K0.02%new13F-HRTimeline
Allworth Financial LP129$2.84K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.