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Disclosery

UBND VICTORY PORTFOLIOS II

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CORE PLUS BD ETF (fund)

43 managers (43 13F filers) reported a position in UBND shares at 2026-03-31, 80,395,333 shares in all. 13 filers opened a position and 3 filers sold out during the quarter.

Managers
43
13F filers
43
New
13
Added
22
Reduced
4
Sold out
3
Shares held by filers
80,395,333

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC22,967,672$500M0.32%+2,608,76413F-HRTimeline
Annex Advisory Services, LLC17,683,091$385M7.22%+704,13413F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.8,179,176$178M12.09%+316,42413F-HRTimeline
Retirement Planning Group, LLC7,358,557$160M4.97%+853,67113F-HRTimeline
Merit Financial Group, LLC6,387,075$139M1.03%+567,55813F-HRTimeline
1900 WEALTH MANAGEMENT LLC4,379,480$95.4M6.12%+90,70713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,053,682$44.7M0.07%+89,81313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,760,311$38.3M0.02%new13F-HRTimelineGroup
Goldstein Advisors, LLC1,693,051$36.9M4.1%+279,49613F-HRTimeline
Madison Wealth Partners, Inc1,603,758$34.9M5.57%+1,229,38413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,537,657$33.6M0.05%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,208,395$26.3M0.04%+257,65713F-HRTimelineGroup
CORRECT CAPITAL WEALTH MANAGEMENT1,164,835$25.4M4.74%+24,97113F-HRTimeline
U.S. Capital Wealth Advisors, LLC467,972$10.2M0.26%+203,29913F-HRTimeline
Elk River Wealth Management LLC361,138$7.87M1.31%-25,75813F-HRTimeline
Huntleigh Advisors, Inc.353,636$7.7M1.32%+20,30913F-HRTimeline
Impact Investors, Inc258,046$5.62M3.9%+19,26413F-HRTimeline
OneDigital Investment Advisors LLC176,129$3.84M0.04%+4,43513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC151,685$3.3M<0.01%+32,94013F-HRTimelineGroup
LPL Financial LLC151,315$3.3M<0.01%new13F-HRTimeline
Tandem Financial, LLC83,732$1.82M0.62%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC68,251$1.49M<0.01%+21,00413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC44,454$968K<0.01%+28,73513F-HRTimelineGroup
Integrated Investment Consultants, LLC39,596$862K0.18%013F-HRTimeline
Trademark Financial Management, LLC38,635$841K0.41%new13F-HRTimeline
LexAurum Advisors, LLC26,623$580K0.08%13F-HRTimeline
Stonebridge Financial Group, LLC / MO24,165$526K0.44%+8,34213F-HRTimeline
CWM, LLCin group CWM, LLC23,779$518K<0.01%013F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …22,667$494K0.03%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,236$463K<0.01%+1,82313F-HRTimelineGroup
FLOW TRADERS U.S. LLC16,478$359K0.01%new13F-HRTimeline
Clarity Asset Management, Inc.15,297$333K0.17%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,079$307K<0.01%new13F-HRTimelineGroup
Vise Technologies, Inc.13,004$286K0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,500$207K<0.01%-60013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,469$206K<0.01%new13F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…8,884$193K<0.01%-22713F-HRTimeline
Comprehensive Financial Planning, Inc./…5,940$129K0.09%+4,80413F-HRTimeline
Park Place Capital Corp4,232$92.2K0.02%+3613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,555$77.4K<0.01%new13F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,501$54.5K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,941$42.1K<0.01%new13F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC654$14.2K<0.01%-2,12013F-HRTimelineGroup