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Disclosery

UITB VICTORY PORTFOLIOS II

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CORE BD ETF (fund)

123 managers (123 13F filers) reported a position in UITB shares at 2025-06-30, 44,604,578 shares in all. 13 filers opened a position and 7 filers sold out during the quarter.

Managers
123
13F filers
123
New
13
Added
61
Reduced
34
Sold out
7
Shares held by filers
44,604,578

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INC14,727,145$693M0.45%-3,345,00013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co5,075,676$239M0.04%-529,60313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,237,329$152M0.01%+266,17013F-HRTimelineGroup
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…2,421,191$114M11.84%013F-HRTimelineGroup
LPL Financial LLC1,893,921$89.1M0.03%+325,47513F-HRTimeline
Bogart Wealth, LLC1,874,284$88.2M3.77%+72,65113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,108,736$52.2M<0.01%+230,14413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC993,575$46.8M0.02%+58,25713F-HRTimelineGroup
Cetera Investment Advisers898,532$42.3M0.07%+257,77613F-HRTimeline
Allen Capital Group, LLC862,897$40.6M4.23%+86,89013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN795,501$37.4M0.01%+196,90613F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp688,649$32.4M1.42%-83,09813F-HRTimelineGroup
MBL Wealth, LLC596,398$28.1M2.69%+9,41513F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.563,374$26.5M1.37%new13F-HRTimelineGroup
Allworth Financial LP545,834$25.7M0.12%+5,65913F-HRTimeline
Alliance Wealth Advisors, LLC510,335$24M13.08%+9,19013F-HRTimeline
Pine Valley Investments Ltd Liability Co463,799$21.8M1.28%+25,81913F-HRTimeline
Newman Dignan & Sheerar, Inc.443,544$20.9M4.8%+40,32513F-HRTimeline
Pathway Financial Advisors LLC360,500$17M2.48%+201,99613F-HRTimeline
HORAN Wealth, LLC348,017$16.4M5.01%13F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC346,573$16.4M1.39%+1,50013F-HRTimelineGroup
Sargent Investment Group, LLC343,153$16.2M2.18%+6,71313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV315,653$14.9M1.07%+131,61213F-HRTimeline
Atlantic Edge Private Wealth Management…263,954$12.4M3.41%+9,39213F-HRTimeline
PLANNING DIRECTIONS INC227,341$10.7M6.02%-1,48213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP206,109$9.7M0.01%-6,71613F-HRTimelineGroup
IMA Advisory Services, Inc.192,100$9.04M0.97%+9,14913F-HRTimeline
Cyr Financial Inc.187,335$8.82M6.81%+17,14713F-HRTimeline
Pinnacle Wealth Management Group, Inc.175,963$8.28M4.75%+7,10813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA171,837$8.09M<0.01%+11,32313F-HR/ATimelineGroup
NORTHEAST PLANNING ASSOCIATES, INC. / N…166,626$7.84M7.22%+8,51113F-HRTimeline
Orion Porfolio Solutions, LLC153,563$7.23M0.06%+139,90813F-HR/ATimeline
TOTH FINANCIAL ADVISORY CORP151,484$7.13M0.83%+1,45213F-HRTimeline
Envision Financial LLC149,516$7.04M4.69%+5,72713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.143,528$6.76M0.01%+41,00713F-HR/ATimelineGroup
Fjell Capital, LLC140,596$6.62M6.14%+1,90813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO136,331$6.42M<0.01%+2,64813F-HRTimelineGroup
Cambridge Investment Research Advisors,…131,949$6.21M0.02%-63,25613F-HRTimeline
FSA WEALTH PARTNERS, INC.129,130$6.08M2.93%-12,15013F-HRTimeline
Aptus Capital Advisors, LLC128,662$6.06M0.06%-31,87513F-HRTimeline
Wealth Advisory Team LLC128,176$6.03M5.64%13F-HRTimeline
Smith Thornton Advisors LLC122,753$5.78M3.32%+1,43913F-HRTimeline
Gladstone Institutional Advisory LLC113,511$5.34M0.22%+40513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC111,472$5.25M<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG108,368$5.1M<0.01%+7,55013F-HRTimelineGroup
Insight Wealth Partners, LLC103,599$4.88M2.7%+7,52913F-HRTimeline
Sloy Dahl & Holst, LLC99,250$4.67M0.65%+7,11113F-HRTimeline
Private Advisor Group, LLC89,984$4.24M0.02%+1,33313F-HRTimeline
HARBOUR INVESTMENTS, INC.87,608$4.12M0.1%-2,00213F-HRTimeline
James J. Burns & Company, LLC69,951$3.29M0.54%-56813F-HRTimeline
Axis Wealth Partners, LLC60,704$2.86M1.88%+9,87013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC57,491$2.71M<0.01%+11,04413F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC56,956$2.68M0.33%+31,56613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC53,862$2.54M<0.01%-6,09413F-HRTimeline
MML INVESTORS SERVICES, LLC51,808$2.44M0.01%+10,98513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…46,947$2.21M<0.01%+2,68013F-HRTimelineGroup
Integrated Wealth Concepts LLC43,937$2.07M0.02%+10,01013F-HRTimeline
NewEdge Wealth, LLC41,588$1.96M0.03%-5,66513F-HRTimeline
&PARTNERS38,998$1.84M0.01%+34,11013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP38,727$1.82M0.07%+40113F-HRTimeline
AdvisorNet Financial, Inc38,185$1.8M0.12%-106,31813F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC37,563$1.77M0.03%-19813F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC36,702$1.73M0.07%-6,31413F-HRTimeline
STRATEGIC PLANNING GROUP, LLC36,683$1.73M0.28%+2,44013F-HRTimeline
CW Advisors, LLC35,638$1.68M0.02%+1,04113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP34,340$1.62M<0.01%-71013F-HRTimelineGroup
Janney Montgomery Scott LLC33,694$1.59M<0.01%-82513F-HRTimeline
Gotham Asset Management, LLC30,732$1.45M0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.28,840$1.36M<0.01%-2713F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management27,011$1.27M0.02%-38813F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…26,620$1.25M0.14%+2,64013F-HRTimeline
Focus Financial Network, Inc.25,742$1.21M0.05%+47113F-HRTimeline
Valmark Advisers, Inc.24,939$1.17M0.02%-7,60413F-HRTimeline
Chris Bulman Inc22,534$1.06M0.6%+1,32213F-HRTimeline
Ferguson Shapiro LLC22,426$1.06M0.36%-13613F-HRTimeline
Horan Securities, Inc.19,672$926K0.33%+49813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…18,330$863K<0.01%-18,75613F-HR/ATimelineGroup
Sigma Planning Corp17,045$802K0.02%+75113F-HRTimeline
Advisory Services Network, LLC16,257$761K0.01%-1,49313F-HRTimeline
Cornerstone Wealth Management, LLC16,037$755K0.05%-1,14213F-HRTimeline
World Investment Advisors14,699$692K0.02%-83913F-HRTimeline
Sanctuary Advisors, LLC14,137$665K<0.01%-50113F-HRTimeline
NOVEM GROUP12,852$605K0.08%+1,38013F-HRTimeline
Sovereign Financial Group, Inc.11,919$561K0.12%+6813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,956$560K<0.01%+1,30813F-HRTimeline
COMERICA BANK11,391$536K<0.01%-9213F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC10,419$490K0.09%-1,68813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,324$486K0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,210$481K<0.01%new13F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC10,081$475K0.21%+1,04713F-HRTimeline
Keystone Financial Group9,634$453K0.04%+15413F-HRTimeline
Aspire Capital Advisors LLC9,470$446K0.12%new13F-HRTimeline
ZEGA Investments, LLC9,442$444K0.11%new13F-HRTimeline
Marks Group Wealth Management, Inc9,379$441K0.04%-1,29713F-HRTimeline
Princeton Global Asset Management LLC9,118$429K0.08%-80813F-HRTimeline
Goldstein Advisors, LLC8,026$378K0.05%-1,52713F-HRTimeline
Perigon Wealth Management, LLC7,922$373K0.01%+1,76913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,100$334K<0.01%013F-HRTimelineGroup
IEQ CAPITAL, LLC7,100$334K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,797$320K0.02%+2,01313F-HRTimelineGroup
Betterment LLC5,565$262K<0.01%-25213F-HRTimeline
J.W. COLE ADVISORS, INC.5,034$237K0.01%new13F-HRTimeline
Global Retirement Partners, LLC4,964$234K0.01%13F-HRTimeline
Certified Advisory Corp4,905$231K0.02%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,684$220K<0.01%new13F-HRTimeline
Fortune Financial Advisors, LLC4,604$217K0.17%-55513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,400$207K0.03%+5013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,085$192K<0.01%+1,72513F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC3,952$186K0.12%013F-HRTimeline
Farther Finance Advisors, LLC3,586$169K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.3,084$145K0.04%013F-HRTimeline
PRIVATE TRUST CO NA2,914$137K0.01%new13F-HRTimeline
WealthTrak Capital Management LLC2,661$125K0.1%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,081$51K<0.01%+1113F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC528$24.9K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC350$16.5K<0.01%013F-HRTimeline
Larson Financial Group LLC258$12.1K<0.01%+6113F-HRTimeline
NewEdge Advisors, LLC245$11.5K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…200$9.41K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC150$7.06K<0.01%-1513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC19$894<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC13$612<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.