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Disclosery

UITB VICTORY PORTFOLIOS II

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CORE BD ETF (fund)

118 managers (118 13F filers) reported a position in UITB shares at 2024-12-31, 48,066,478 shares in all. 13 filers opened a position and 13 filers sold out during the quarter.

Managers
118
13F filers
118
New
13
Added
66
Reduced
22
Sold out
13
Shares held by filers
48,066,478

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 INC18,295,671$841M0.83%+8,93713F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co6,451,374$297M0.05%-121,03013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,313,182$106M0.01%+201,32513F-HR/ATimelineGroup
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…2,154,495$99M3.23%013F-HRTimelineGroup
Bogart Wealth, LLC1,760,244$80.9M3.84%+474,11913F-HRTimeline
Orion Porfolio Solutions, LLC1,543,057$70.9M0.71%-29,57913F-HRTimeline
Orion Portfolio Solutions, LLC1,543,057$70.9M0.71%-29,57913F-HRTimeline
LPL Financial LLC1,253,462$57.6M0.02%+651,56713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/833,549$38.3M<0.01%+293,01313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC783,160$36M0.01%13F-HR/ATimelineGroup
RIVERSEDGE ADVISORS, LLC695,989$32M7.23%+30,60313F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…629,043$28.9M5.77%+313,50613F-HRTimeline
MBL Wealth, LLC555,037$25.5M2.56%+42,04013F-HRTimeline
Allen Capital Group, LLC545,854$25.1M3.07%+34,56613F-HRTimeline
Allworth Financial LP517,352$23.8M0.13%+68,90713F-HRTimeline
Cetera Investment Advisers513,320$23.6M0.05%+44,68613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN498,140$22.9M0.01%+322,87613F-HRTimelineGroup
Alliance Wealth Advisors, LLC494,614$22.7M13.03%-41813F-HRTimeline
Newman Dignan & Sheerar, Inc.353,733$16.3M4.16%+6,80113F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC352,656$16M1.47%+9,39513F-HRTimelineGroup
Horan Capital Advisors, LLC.335,231$15.4M5.19%+122,58413F-HRTimeline
Pine Valley Investments Ltd Liability Co278,998$12.8M0.84%+129,88713F-HRTimeline
Sargent Investment Group, LLC271,886$12.3M2.02%+135,16513F-HRTimeline
Atlantic Edge Private Wealth Management…252,423$11.6M3.59%+5,85913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP226,520$10.4M0.02%+11,13013F-HRTimelineGroup
PLANNING DIRECTIONS INC216,995$9.97M5.79%+49,67313F-HRTimeline
Cambridge Investment Research Advisors,…197,604$9.08M0.03%+8,01013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV182,393$8.38M0.68%+3,40113F-HRTimeline
Aptus Capital Advisors, LLC182,201$8.37M0.1%new13F-HRTimeline
FSA WEALTH PARTNERS, INC.173,667$7.98M1.87%-38,54413F-HRTimeline
Cyr Financial Inc.163,978$7.54M6.87%+18,24413F-HRTimeline
Pinnacle Wealth Management Group, Inc.161,281$7.41M4.62%+12,91713F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…157,570$7.24M7.5%13F-HRTimeline
Private Advisor Group, LLC153,967$7.08M0.04%+13,36313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA150,228$6.9M<0.01%+14,98313F-HRTimelineGroup
Pathway Financial Advisors LLC140,353$6.45M1.48%-58513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.137,443$6.32M0.01%-360,01513F-HR/ATimelineGroup
Smith Thornton Advisors LLC135,689$6.24M3.94%+59813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP133,914$6.15M0.72%+26,66713F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC126,175$5.8M1.14%-1,01413F-HRTimeline
AdvisorNet Financial, Inc124,182$5.71M0.48%+8,60013F-HRTimeline
Envision Financial LLC120,876$5.56M4.45%13F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO114,060$5.24M<0.01%+6,82913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC110,854$5.09M0.01%+73,92213F-HRTimelineGroup
Gladstone Institutional Advisory LLC109,424$5.03M0.23%+10,52213F-HRTimeline
UBS Group AGin group UBS Group AG107,711$4.95M<0.01%+33,64513F-HRTimelineGroup
Insight Wealth Partners, LLC96,719$4.45M2.81%-27,77213F-HRTimeline
Fjell Capital, LLC92,381$4.25M4.39%13F-HRTimeline
Sloy Dahl & Holst, LLC87,231$4.01M0.51%+13,13113F-HRTimeline
HARBOUR INVESTMENTS, INC.77,281$3.55M0.1%+8,22713F-HRTimeline
James J. Burns & Company, LLC72,330$3.32M0.58%+2,27013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC54,838$2.52M<0.01%-47613F-HRTimeline
Axis Wealth Partners, LLC44,968$2.07M1.74%13F-HRTimeline
NewEdge Wealth, LLC43,169$1.98M0.03%+47013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC41,526$1.91M<0.01%-281,58013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,159$1.89M<0.01%new13F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC39,996$1.84M0.08%+84213F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP38,979$1.79M<0.01%-24,75913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…37,086$1.73M<0.01%+8,09113F-HRTimelineGroup
Valmark Advisers, Inc.32,304$1.48M0.02%+1,26313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…32,162$1.48M0.08%-86713F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC31,868$1.46M0.02%new13F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…31,118$1.43M0.19%-111,20913F-HRTimeline
STRATEGIC PLANNING GROUP, LLC29,609$1.36M0.25%+6,65313F-HRTimeline
Integrated Wealth Concepts LLC29,523$1.36M0.02%+10,85313F-HRTimeline
Advisory Services Network, LLC28,599$1.31M0.02%-11,20213F-HRTimeline
Janney Montgomery Scott LLC28,224$1.3M<0.01%+88613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…27,294$1.25M<0.01%+13,61113F-HRTimelineGroup
Foundations Investment Advisors, LLC26,792$1.23M0.02%+3,58713F-HRTimeline
MML INVESTORS SERVICES, LLC25,551$1.17M<0.01%+1,10013F-HRTimeline
Focus Financial Network, Inc.25,131$1.16M0.05%+2,68013F-HRTimeline
Ferguson Shapiro LLC22,191$1.02M0.38%+17,95813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management20,358$936K0.01%+2,47113F-HRTimelineGroup
Horan Securities, Inc.20,358$936K0.35%+8,79913F-HRTimeline
Sigma Planning Corp19,847$912K0.03%+5,10313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.19,500$896K<0.01%new13F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.19,481$895K0.12%-13,60613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,342$889K<0.01%+9,82413F-HRTimeline
Cornerstone Wealth Management, LLC16,168$743K0.05%+96713F-HRTimeline
NOVEM GROUP15,957$733K0.11%13F-HRTimeline
Chris Bulman Inc14,721$677K0.43%+5,47313F-HRTimeline
Sanctuary Advisors, LLC14,144$654K<0.01%+2,92313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,080$647K<0.01%-2,74713F-HR/ATimeline
Gotham Asset Management, LLC13,022$598K0.01%013F-HRTimeline
Sovereign Financial Group, Inc.11,788$542K0.12%+7113F-HRTimeline
KLINGENSTEIN FIELDS & CO LP11,545$531K0.02%+36613F-HRTimeline
CWM, LLCin group CWM, LLC11,281$518K<0.01%new13F-HRTimelineGroup
Marks Group Wealth Management, Inc10,676$491K0.05%+1,58313F-HRTimeline
Princeton Global Asset Management LLC9,836$452K0.08%+3,73913F-HRTimeline
COMERICA BANK9,324$429K<0.01%+1,28713F-HR/ATimeline
Goldstein Advisors, LLC9,319$428K0.06%-34513F-HRTimeline
Keystone Financial Group9,267$426K0.04%+99513F-HRTimeline
Creative Planningin group Creative Planning9,082$417K<0.01%+4,27513F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC8,432$388K0.19%+1,45313F-HRTimeline
Private Portfolio Partners LLC7,238$333K0.06%-52613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…6,794$312K0.05%-1,06813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,790$312K0.02%+1,68413F-HRTimeline
Betterment LLC6,675$307K<0.01%-7,50513F-HRTimeline
Perigon Wealth Management, LLC5,360$246K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,342$246K0.01%new13F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP4,889$225K0.01%013F-HRTimeline
Fortune Financial Advisors, LLC4,604$212K0.19%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,380$201K0.01%+3113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC4,123$189K0.14%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,661$167K<0.01%-71413F-HRTimelineGroup
WealthTrak Capital Management LLC2,661$122K0.1%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,360$108K<0.01%+1,27013F-HRTimelineGroup
Global Retirement Partners, LLC739$34K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…536$24.6K<0.01%new13F-HRTimelineGroup
ZynergyRetirementPlanningLLC492$23.6K0.02%013F-HRTimeline
IAG Wealth Partners, LLC472$21.7K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC350$16.1K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC292$13.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…200$9.19K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC165$7.58K<0.01%013F-HRTimeline
Sound Income Strategies, LLC150$6.89K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC24$1.1K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC12$552<0.01%new13F-HRTimelineGroup