Skip to content
Disclosery

UITB VICTORY PORTFOLIOS II

Follow

CORE BD ETF (fund)

141 managers (142 13F filers) reported a position in UITB shares at 2026-06-30, 52,464,902 shares in all. 9 filers opened a position and 6 filers sold out during the quarter.

Managers
141
13F filers
142
New
9
Added
73
Reduced
37
Sold out
6
Shares held by filers
52,464,902

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
VICTORY CAPITAL MANAGEMENT INC14,850,508$696M0.39%013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co4,295,086$201M0.03%-1,233,58413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,904,106$183M0.01%+141,68213F-HRTimelineGroup
Bogart Wealth, LLC2,172,807$102M3.49%+112,06213F-HRTimeline
LPL Financial LLC2,135,811$100M0.02%+36,81513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,584,354$74.2M<0.01%+187,59213F-HRTimelineGroup
Calamos Advisors LLCgroup of 2 filers holding1,405,979$65.9M-1,200,782Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,371,114$64.2M0.01%-580,34013F-HRTimelineGroup
Cetera Investment Advisers1,207,956$56.6M0.05%-75,26913F-HRTimeline
Allen Capital Group, LLC1,187,333$55.6M4.56%+73,39213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,140,377$53.4M0.01%+107,82713F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.792,976$37.1M1.36%+21,64813F-HRTimelineGroup
MBL Wealth, LLC758,771$35.5M2.43%+37,89613F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC671,256$31.4M1%+185,94813F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co664,602$31.1M1.32%+87,54613F-HRTimeline
Alliance Wealth Advisors, LLC588,561$27.6M11.01%+8,83813F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC570,026$26.7M3.25%+124,23013F-HRTimeline
Allworth Financial LP510,934$23.9M0.1%-73,88713F-HRTimeline
Steward Partners Investment Advisory, L…476,300$22.3M0.11%+261,38713F-HRTimeline
Atlantic Edge Private Wealth Management…460,836$21.6M4.43%+191,38513F-HRTimeline
Blue Water Asset Management450,385$21.1M6.81%+11,62213F-HRTimeline
HORAN Wealth, LLC417,413$19.6M2.44%+6,31113F-HR/ATimeline
Sargent Investment Group, LLC405,609$19M2.28%+34413F-HRTimeline
Pathway Financial Advisors LLC398,354$18.6M2.17%-3,71513F-HRTimeline
KLINGENSTEIN FIELDS & CO LP355,284$16.6M0.58%+41,29213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.353,949$16.6M0.02%+146,20913F-HRTimelineGroup
Envision Financial LLC345,285$16.2M7.45%+70,88113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp341,118$16M0.67%-32,47113F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.338,592$15.9M3.03%-135,08213F-HRTimeline
Oath Planning, LLC337,678$15.8M11.74%+64,91313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV337,136$15.8M0.75%-23,96813F-HRTimeline
UBS Group AGin group UBS Group AG332,334$15.6M<0.01%+11,33313F-HRTimelineGroup
Sanctuary Advisors, LLC328,482$15.4M0.07%-7,99513F-HRTimeline
Crusonia Wealth Advisors LLC322,183$15.1M2.48%+2,01913F-HRTimeline
PLANNING DIRECTIONS INC303,886$14.2M6.59%+5,19513F-HRTimeline
Cyr Financial Inc.299,590$14M7.31%+20,73313F-HRTimeline
Integrated Wealth Concepts LLC296,493$13.9M0.07%+148,65213F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…261,783$11.1M8.33%-169,75213F-HRTimeline
IMA Advisory Services, Inc.227,451$10.7M0.67%+7,34613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP222,648$10.4M0.01%-3,78313F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP207,262$9.71M0.95%+11,34313F-HRTimeline
Orion Porfolio Solutions, LLC193,968$9.09M0.07%-5,54413F-HRTimeline
Souders Financial Advisors192,458$9.01M0.91%+15,41013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO181,659$8.54M<0.01%+7,47213F-HRTimelineGroup
Fjell Capital, LLC181,398$8.5M5.8%+8,14813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…180,088$8.44M0.01%+36,92013F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC173,049$8.11M0.8%+8,67713F-HRTimeline
Pinnacle Wealth Management Group, Inc.155,645$7.29M3.4%+91013F-HRTimeline
Simplicity Wealth,LLC155,031$7.26M0.25%new13F-HRTimeline
Insight Wealth Partners, LLC152,068$7.12M0.96%+15,65613F-HRTimeline
Smith Thornton Advisors LLC152,724$7.06M3.11%+8,78013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA146,987$6.88M<0.01%-4,42113F-HRTimelineGroup
Gladstone Institutional Advisory LLC129,831$6.08M0.19%+1,32813F-HRTimeline
FSA WEALTH PARTNERS, INC.127,612$5.98M1.5%+2,38013F-HRTimeline
Wealth Advisory Team LLC123,467$5.78M4.7%13F-HRTimeline
Aptus Capital Advisors, LLC123,467$5.78M0.04%-41913F-HRTimeline
Sloy Dahl & Holst, LLC119,637$5.6M0.69%+2,82413F-HRTimeline
Summit Financial, LLC117,021$5.48M0.06%+2,87713F-HRTimeline
Private Advisor Group, LLC104,882$4.91M0.02%+4,69113F-HRTimeline
&PARTNERS95,770$4.49M0.02%+5,43313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp90,190$4.22M<0.01%-4,16213F-HRTimelineGroup
Axis Wealth Partners, LLC86,970$4.07M1.96%+9,58913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC86,454$4.05M<0.01%+28,45013F-HRTimelineGroup
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…82,891$3.88M2.61%+9,21413F-HRTimeline
HARBOUR INVESTMENTS, INC.81,675$3.83M0.05%-1,43213F-HRTimeline
Indivisible Partners81,385$3.81M0.22%+6,76413F-HRTimeline
James J. Burns & Company, LLC74,964$3.51M0.38%+1,47413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.65,500$3.07M0.02%+23,81513F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC65,125$3.05M0.07%+7,12313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC61,601$2.89M<0.01%-4,19113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC61,261$2.87M<0.01%+10,84313F-HRTimeline
Cambridge Investment Research Advisors,…60,180$2.82M0.01%-33,17413F-HR/ATimeline
Gotham Asset Management, LLC58,867$2.76M0.01%+52213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…57,492$2.69M<0.01%+1,70713F-HRTimelineGroup
Valmark Advisers, Inc.55,480$2.6M0.03%+12,80213F-HRTimeline
Atria Investments, Inc54,213$2.54M0.03%+2,26713F-HRTimeline
Chris Bulman Inc52,710$2.47M0.9%+5,22313F-HRTimeline
Owl Creek Wealth Partners LLC41,285$1.93M0.57%-5,47813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management40,723$1.91M0.02%+2,83913F-HRTimelineGroup
Janney Montgomery Scott LLC40,339$1.89M<0.01%+4,63913F-HRTimeline
Optivise Advisory Services LLC37,850$1.77M0.9%+13,79513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP35,855$1.68M<0.01%-1,51613F-HRTimelineGroup
Focus Financial Network, Inc.32,293$1.51M0.05%-24613F-HRTimeline
NewEdge Wealth, LLC31,899$1.49M0.02%-42513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.31,683$1.48M<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc31,115$1.46M0.07%-26913F-HRTimeline
Patriot Financial Group Insurance Agenc…29,776$1.4M0.14%-22,82013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,492$1.33M<0.01%-142,01213F-HRTimelineGroup
ASPIRIANT, LLC28,000$1.31M0.03%new13F-HRTimeline
TENET WEALTH PARTNERS, LLC25,748$1.19M0.89%13F-HRTimeline
MML INVESTORS SERVICES, LLC23,141$1.08M<0.01%-5,84113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…21,248$995K<0.01%-17,51013F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC21,183$992K0.07%+15,04513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,606$965K<0.01%new13F-HRTimelineGroup
Cornerstone Wealth Management, LLC20,567$963K0.04%-39913F-HRTimeline
FLOW TRADERS U.S. LLC18,080$847K0.03%new13F-HRTimeline
NOVEM GROUP16,250$761K0.08%+66613F-HRTimeline
Foundations Investment Advisors, LLC16,002$750K0.01%+1,58013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC14,287$669K0.08%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,132$656K<0.01%+5,03913F-HRTimeline
Advisory Services Network, LLC12,954$607K0.01%013F-HRTimeline
Keystone Financial Group12,066$565K0.03%-2413F-HRTimeline
Sovereign Financial Group, Inc.11,957$560K0.09%-9213F-HRTimeline
Princeton Global Asset Management LLC11,936$559K0.08%+2,07313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,863$556K0.01%-2,65013F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC11,712$549K0.16%+2413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,662$546K0.01%+38713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.11,574$542K0.01%new13F-HRTimeline
Betterment LLC10,397$487K<0.01%+1,97913F-HRTimeline
Aspire Capital Advisors LLC9,904$464K0.09%+1,70513F-HRTimeline
World Investment Advisors9,008$424K0.01%013F-HRTimeline
Perigon Wealth Management, LLC8,114$380K0.01%+68613F-HRTimeline
Goldstein Advisors, LLC7,660$359K0.03%-25013F-HRTimeline
Sigma Planning Corp7,518$352K0.01%-3,99013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,100$333K<0.01%-77113F-HRTimelineGroup
IEQ CAPITAL, LLC7,100$333K<0.01%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…6,982$327K0.01%013F-HRTimelineGroup
Advyzon Investment Management, LLC6,080$285K0.02%new13F-HRTimeline
Global Retirement Partners, LLC5,988$280K<0.01%13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,920$277K0.01%new13F-HRTimelineGroup
Clark Capital Management Group, Inc.5,164$242K<0.01%013F-HRTimeline
Certified Advisory Corp5,100$239K0.02%+5213F-HRTimeline
Fortune Financial Advisors, LLC4,799$225K0.1%013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC4,523$212K<0.01%-39213F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC3,575$167K0.01%-113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,337$156K<0.01%+2,70713F-HRTimelineGroup
Pinnacle Bancorp, Inc.3,084$144K0.04%013F-HRTimeline
PRIVATE TRUST CO NA2,914$136K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2,083$97.6K0.04%013F-HRTimeline
Farther Finance Advisors, LLC2,011$94.2K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,940$91K<0.01%+11513F-HRTimelineGroup
IFP Advisors, Inc699$32.7K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC364$17.1K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC350$16.3K<0.01%013F-HRTimeline
Larson Financial Group LLC258$12.1K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP140$6.58K<0.01%new13F-HRTimelineGroup
Heritage Wealth Advisors95$4.43K<0.01%+113F-HRTimeline
NewEdge Advisors, LLC55$2.58K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC20$937<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC13$609<0.01%013F-HRTimelineGroup
Investment Research & Advisory Group, I…1$48<0.01%013F-HRTimeline