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Disclosery

UITB VICTORY PORTFOLIOS II

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CORE BD ETF (fund)

116 managers (116 13F filers) reported a position in UITB shares at 2025-03-31, 45,697,855 shares in all. 14 filers opened a position and 13 filers sold out during the quarter.

Managers
116
13F filers
116
New
14
Added
62
Reduced
30
Sold out
13
Shares held by filers
45,697,855

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC18,072,145$848M0.87%-223,52613F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co5,605,279$263M0.05%-846,09513F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,971,159$139M0.01%+657,97713F-HRTimelineGroup
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…2,421,191$114M3.5%+266,69613F-HRTimelineGroup
Bogart Wealth, LLC1,801,633$84.6M3.99%+41,38913F-HRTimeline
LPL Financial LLC1,568,446$73.6M0.03%+314,98413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC935,318$43.9M0.02%+152,15813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/878,592$41.2M<0.01%+45,04313F-HRTimelineGroup
Allen Capital Group, LLC776,007$36.4M4.18%+230,15313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp771,747$36.2M1.66%new13F-HRTimelineGroup
Cetera Investment Advisers640,756$30.1M0.06%+127,43613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN598,595$28.1M0.01%+100,45513F-HRTimelineGroup
MBL Wealth, LLC586,983$27.6M2.79%+31,94613F-HRTimeline
Allworth Financial LP540,175$25.2M0.14%+22,82313F-HRTimeline
Alliance Wealth Advisors, LLC501,145$23.5M13.84%+6,53113F-HRTimeline
Pine Valley Investments Ltd Liability Co437,980$20.6M1.32%+158,98213F-HRTimeline
Newman Dignan & Sheerar, Inc.403,219$18.9M5.17%+49,48613F-HR/ATimeline
Horan Capital Advisors, LLC.339,420$15.9M5.37%+4,18913F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC345,073$15.9M1.58%-7,58313F-HRTimelineGroup
Sargent Investment Group, LLC336,440$15.8M2.52%+64,55413F-HRTimeline
Atlantic Edge Private Wealth Management…254,562$11.9M3.65%+2,13913F-HRTimeline
PLANNING DIRECTIONS INC228,823$10.7M4.59%+11,82813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP212,825$9.99M0.02%-13,69513F-HRTimelineGroup
Cambridge Investment Research Advisors,…195,205$9.16M0.03%-2,39913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV184,041$8.64M0.69%+1,64813F-HRTimeline
IMA Advisory Services, Inc.182,951$8.59M1.02%new13F-HRTimeline
Cyr Financial Inc.170,188$7.99M7.14%+6,21013F-HR/ATimeline
Pinnacle Wealth Management Group, Inc.168,855$7.93M5.53%+7,57413F-HRTimeline
Aptus Capital Advisors, LLC160,537$7.54M0.09%-21,66413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA160,514$7.54M<0.01%+10,28613F-HR/ATimelineGroup
Pathway Financial Advisors LLC158,504$7.44M1.34%+18,15113F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…158,115$7.42M6.16%+54513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP150,032$7.04M0.85%+16,11813F-HRTimeline
AdvisorNet Financial, Inc144,503$6.78M0.5%+20,32113F-HRTimeline
Envision Financial LLC143,789$6.75M5.09%+22,91313F-HRTimeline
FSA WEALTH PARTNERS, INC.141,280$6.63M2.51%-32,38713F-HRTimeline
Fjell Capital, LLC138,688$6.51M6.6%+46,30713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO133,683$6.28M<0.01%+19,62313F-HRTimelineGroup
Smith Thornton Advisors LLC121,314$5.69M3.54%-14,37513F-HRTimeline
Gladstone Institutional Advisory LLC113,106$5.31M0.25%+3,68213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.102,521$4.81M0.01%-34,92213F-HRTimelineGroup
UBS Group AGin group UBS Group AG100,818$4.73M<0.01%-6,89313F-HRTimelineGroup
Insight Wealth Partners, LLC96,070$4.51M2.71%-64913F-HRTimeline
Sloy Dahl & Holst, LLC92,139$4.32M0.76%+4,90813F-HRTimeline
HARBOUR INVESTMENTS, INC.89,610$4.21M0.12%+12,32913F-HRTimeline
Private Advisor Group, LLC88,651$4.16M0.03%-65,31613F-HRTimeline
James J. Burns & Company, LLC70,519$3.31M0.59%-1,81113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC59,956$2.81M<0.01%+5,11813F-HRTimeline
Axis Wealth Partners, LLC50,834$2.39M1.76%+5,86613F-HRTimeline
NewEdge Wealth, LLC47,253$2.22M0.04%+4,08413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC46,447$2.18M<0.01%+4,92113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…44,267$2.08M<0.01%+16,97313F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC43,016$2.02M0.09%+3,02013F-HR/ATimeline
MML INVESTORS SERVICES, LLC40,823$1.92M0.01%+15,27213F-HRTimeline
KLINGENSTEIN FIELDS & CO LP38,326$1.8M0.08%+26,78113F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC37,761$1.77M0.03%+5,89313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…37,086$1.73M<0.01%013F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP35,050$1.65M<0.01%-3,92913F-HRTimelineGroup
CW Advisors, LLC34,597$1.62M0.02%new13F-HRTimeline
Janney Montgomery Scott LLC34,519$1.62M<0.01%+6,29513F-HRTimeline
STRATEGIC PLANNING GROUP, LLC34,243$1.61M0.31%+4,63413F-HRTimeline
Integrated Wealth Concepts LLC33,927$1.59M0.02%+4,40413F-HRTimeline
Valmark Advisers, Inc.32,543$1.53M0.02%+23913F-HRTimeline
Gotham Asset Management, LLC30,732$1.44M0.01%+17,71013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.28,867$1.36M<0.01%+9,36713F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management27,399$1.29M0.02%+7,04113F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC25,390$1.19M0.16%new13F-HRTimeline
Focus Financial Network, Inc.25,271$1.19M0.05%+14013F-HRTimeline
Patriot Financial Group Insurance Agenc…23,980$1.13M0.15%-7,13813F-HRTimeline
FLOW TRADERS U.S. LLC23,720$1.11M0.05%new13F-HRTimeline
Ferguson Shapiro LLC22,562$1.06M0.39%+37113F-HRTimeline
Chris Bulman Inc21,212$996K0.63%+6,49113F-HRTimeline
Horan Securities, Inc.19,174$900K0.34%-1,18413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,976$891K<0.01%-22,18313F-HRTimelineGroup
Advisory Services Network, LLC17,750$833K0.02%-10,84913F-HRTimeline
Cornerstone Wealth Management, LLC17,179$806K0.05%+1,01113F-HRTimeline
Sigma Planning Corp16,294$765K0.02%-3,55313F-HRTimeline
World Investment Advisors15,538$729K0.02%new13F-HRTimeline
Sanctuary Advisors, LLC14,638$687K<0.01%+49413F-HRTimeline
Orion Porfolio Solutions, LLC13,655$641K0.01%-1,529,40213F-HRTimeline
Orion Portfolio Solutions, LLC13,655$641K0.01%-1,529,40213F-HR/ATimeline
PERSONAL CFO SOLUTIONS, LLC12,107$568K0.12%-114,06813F-HRTimeline
Sovereign Financial Group, Inc.11,851$556K0.13%+6313F-HRTimeline
COMERICA BANK11,483$539K<0.01%+2,15913F-HRTimeline
NOVEM GROUP11,472$539K0.08%-4,48513F-HRTimeline
Marks Group Wealth Management, Inc10,676$501K0.05%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,648$500K<0.01%-3,43213F-HRTimeline
Princeton Global Asset Management LLC9,926$466K0.09%+9013F-HRTimeline
Goldstein Advisors, LLC9,553$448K0.07%+23413F-HRTimeline
Keystone Financial Group9,480$445K0.05%+21313F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC9,034$424K0.23%+60213F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,100$333K<0.01%new13F-HRTimelineGroup
IEQ CAPITAL, LLC7,100$333K<0.01%new13F-HRTimeline
Perigon Wealth Management, LLC6,153$289K0.01%+79313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,952$279K0.01%-83813F-HRTimeline
Betterment LLC5,817$273K<0.01%-85813F-HRTimeline
Fortune Financial Advisors, LLC5,159$242K0.21%+55513F-HRTimeline
&PARTNERS4,888$229K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,784$225K0.01%-55813F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…4,350$204K0.03%-2,44413F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC3,952$186K0.13%-17113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,661$171K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.3,084$145K0.05%new13F-HRTimeline
WealthTrak Capital Management LLC2,661$125K0.11%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,360$111K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,547$72.6K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,070$50K<0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC528$24.8K<0.01%+23613F-HRTimeline
ZynergyRetirementPlanningLLC492$22.6K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC350$16.4K<0.01%013F-HRTimeline
NewEdge Advisors, LLC245$11.5K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…200$9.39K<0.01%013F-HRTimeline
Larson Financial Group LLC197$9.25K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC165$7.75K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC24$1.1K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-32,16213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.