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Disclosery

UITB VICTORY PORTFOLIOS II

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CORE BD ETF (fund)

129 managers (131 13F filers) reported a position in UITB shares at 2025-09-30, 48,735,768 shares in all. 14 filers opened a position and 3 filers sold out during the quarter.

Managers
129
13F filers
131
New
14
Added
71
Reduced
25
Sold out
3
Shares held by filers
48,735,768

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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$700M0.41%013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co5,594,856$266M0.04%+519,18013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,699,787$176M0.01%+462,45813F-HR/ATimelineGroup
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…2,421,191$115M8.04%013F-HRTimelineGroup
LPL Financial LLC1,943,564$92.4M0.03%+49,64313F-HRTimeline
Bogart Wealth, LLC1,926,954$91.6M3.71%+52,67013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,626,077$77.3M0.02%+830,57613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,179,039$56M<0.01%+70,30313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,063,238$50.5M0.02%+69,66313F-HRTimelineGroup
Calamos Advisors LLCgroup of 2 filers holding1,054,301$50.1MnewTimeline
Cetera Investment Advisers1,038,861$49.4M0.06%+140,32913F-HRTimeline
Allen Capital Group, LLC943,084$44.8M4.28%+80,18713F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.655,978$31.2M1.45%+92,60413F-HRTimelineGroup
MBL Wealth, LLC620,782$29.5M2.58%+24,38413F-HRTimeline
Allworth Financial LP562,482$26.7M0.12%+16,64813F-HRTimeline
Alliance Wealth Advisors, LLC525,475$25M12.48%+15,14013F-HRTimeline
Pine Valley Investments Ltd Liability Co508,081$24.1M1.26%+44,28213F-HRTimeline
Newman Dignan & Sheerar, Inc.461,389$21.9M4.73%+17,84513F-HRTimeline
Sargent Investment Group, LLC376,975$17.9M2.55%+33,82213F-HRTimeline
HORAN Wealth, LLC371,946$17.7M2.79%+23,92913F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding367,630$17.5M+21,057Timeline
Pathway Financial Advisors LLC366,964$17.4M2.32%+6,46413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp359,375$17.1M0.79%-329,27413F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV335,873$16M1.07%+20,22013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…287,198$13.6M11.58%+120,57213F-HRTimeline
KLINGENSTEIN FIELDS & CO LP279,990$13.3M0.5%+241,26313F-HRTimeline
Atlantic Edge Private Wealth Management…263,815$12.5M3.22%-13913F-HRTimeline
PLANNING DIRECTIONS INC241,373$11.5M5.99%+14,03213F-HRTimeline
Cyr Financial Inc.209,335$9.95M6.8%+22,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.198,885$9.42M0.01%+55,35713F-HRTimelineGroup
Envision Financial LLC196,169$9.32M5.34%+46,65313F-HRTimeline
IMA Advisory Services, Inc.194,691$9.25M0.93%+2,59113F-HRTimeline
Orion Porfolio Solutions, LLC188,356$8.95M0.07%+34,79313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP183,165$8.7M0.01%-22,94413F-HRTimelineGroup
Pinnacle Wealth Management Group, Inc.182,341$8.66M4.44%+6,37813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA164,109$7.8M<0.01%-7,72813F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP161,028$7.65M0.83%+9,54413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO151,887$7.22M<0.01%+15,55613F-HR/ATimelineGroup
Fjell Capital, LLC144,052$6.85M6.03%+3,45613F-HRTimeline
Cambridge Investment Research Advisors,…137,001$6.51M0.02%+5,05213F-HRTimeline
UBS Group AGin group UBS Group AG131,578$6.25M<0.01%+23,21013F-HRTimelineGroup
Smith Thornton Advisors LLC129,499$6.15M3.23%+6,74613F-HRTimeline
Aptus Capital Advisors, LLC126,973$6.03M0.06%-1,68913F-HRTimeline
Insight Wealth Partners, LLC126,716$6.02M2.66%+23,11713F-HRTimeline
FSA WEALTH PARTNERS, INC.124,707$5.93M2.28%-4,42313F-HRTimeline
Gladstone Institutional Advisory LLC115,778$5.5M0.21%+2,26713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…114,178$5.43M0.01%+95,84813F-HRTimelineGroup
Summit Financial, LLC112,288$5.34M0.08%new13F-HRTimeline
Sloy Dahl & Holst, LLC107,713$5.12M0.54%+8,46313F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC95,381$4.53M0.52%+38,42513F-HRTimeline
Private Advisor Group, LLC90,285$4.29M0.02%+30113F-HRTimeline
FLOW TRADERS U.S. LLC85,578$4.07M0.16%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.83,971$3.99M0.09%-3,63713F-HRTimeline
Integrated Wealth Concepts LLC78,786$3.74M0.03%+34,84913F-HRTimeline
James J. Burns & Company, LLC70,074$3.33M0.5%+12313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC69,417$3.3M<0.01%+11,92613F-HRTimelineGroup
Optivise Advisory Services LLC67,582$3.21M1.91%new13F-HRTimeline
Axis Wealth Partners, LLC64,743$3.08M1.8%+4,03913F-HRTimeline
&PARTNERS56,870$2.7M0.02%+17,87213F-HRTimeline
MML INVESTORS SERVICES, LLC54,506$2.59M0.01%+2,69813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…47,248$2.25M<0.01%+30113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC41,472$1.97M<0.01%-12,39013F-HRTimeline
NewEdge Wealth, LLC40,430$1.92M0.03%-1,15813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC38,058$1.81M0.06%+1,35613F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC37,882$1.8M0.02%+31913F-HRTimelineGroup
Chris Bulman Inc36,587$1.74M0.87%+14,05313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,101$1.72M<0.01%+1,76113F-HRTimelineGroup
AdvisorNet Financial, Inc35,350$1.68M0.1%-2,83513F-HRTimeline
Valmark Advisers, Inc.34,949$1.66M0.02%+10,01013F-HRTimeline
Janney Montgomery Scott LLC34,695$1.65M<0.01%+1,00113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management32,059$1.52M0.02%+5,04813F-HRTimelineGroup
Gotham Asset Management, LLC30,732$1.46M0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.29,076$1.38M<0.01%+23613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,725$1.37M<0.01%-82,74713F-HRTimelineGroup
Focus Financial Network, Inc.27,233$1.29M0.05%+1,49113F-HRTimeline
Ferguson Shapiro LLC22,426$1.07M0.35%013F-HRTimeline
Patriot Financial Group Insurance Agenc…22,240$1.06M0.14%-4,38013F-HRTimeline
Sanctuary Advisors, LLC17,265$820K<0.01%+3,12813F-HR/ATimeline
Cornerstone Wealth Management, LLC16,516$785K0.04%+47913F-HRTimeline
World Investment Advisors16,118$766K0.02%+1,41913F-HRTimeline
Advisory Services Network, LLC14,565$692K0.01%-1,69213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,524$690K0.01%+4,31413F-HRTimelineGroup
NOVEM GROUP13,509$642K0.08%+65713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,434$638K<0.01%new13F-HRTimelineGroup
Sigma Planning Corp12,785$608K0.02%-4,26013F-HRTimeline
COMERICA BANK11,817$562K<0.01%+42613F-HRTimeline
Sovereign Financial Group, Inc.11,679$555K0.1%-24013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,112$528K0.01%+78813F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC10,268$488K0.09%-15113F-HRTimeline
Keystone Financial Group9,925$472K0.04%+29113F-HR/ATimeline
AVAII WEALTH MANAGEMENT, LLC9,746$463K0.18%-33513F-HRTimeline
Marks Group Wealth Management, Inc9,379$446K0.04%013F-HRTimeline
CHOREO, LLC9,243$439K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,233$439K<0.01%-2,72313F-HRTimeline
Princeton Global Asset Management LLC9,118$433K0.07%013F-HRTimeline
Foundations Investment Advisors, LLC8,614$409K0.01%new13F-HRTimeline
Aspire Capital Advisors LLC8,097$385K0.09%-1,37313F-HRTimeline
Goldstein Advisors, LLC7,942$377K0.05%-8413F-HRTimeline
Perigon Wealth Management, LLC7,925$377K0.01%+313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,100$337K<0.01%013F-HRTimelineGroup
IEQ CAPITAL, LLC7,100$337K<0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,401$304K<0.01%new13F-HRTimeline
ZEGA Investments, LLC6,012$286K0.07%-3,43013F-HRTimeline
Betterment LLC5,994$285K<0.01%+42913F-HRTimeline
Global Retirement Partners, LLC5,614$267K0.01%+65013F-HRTimeline
Concorde Asset Management, LLC5,391$257K0.11%13F-HRTimeline
J.W. COLE ADVISORS, INC.5,324$253K<0.01%+29013F-HRTimeline
Certified Advisory Corp4,952$235K0.02%+4713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,684$223K<0.01%013F-HRTimeline
Fortune Financial Advisors, LLC4,604$219K0.16%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,085$194K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.3,084$147K0.04%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC3,008$143K0.08%-94413F-HRTimeline
PRIVATE TRUST CO NA2,914$138K0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,077$98.7K<0.01%-1,50913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,886$89.6K0.01%-4,91113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,100$52.3K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,085$52K<0.01%+413F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC908$43.1K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…852$40.5K<0.01%new13F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…699$33.2K<0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC528$25.1K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC350$16.7K<0.01%013F-HRTimeline
Larson Financial Group LLC258$12.3K<0.01%013F-HRTimeline
NewEdge Advisors, LLC245$11.6K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…200$9.5K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC150$7.13K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13$618<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC8$380<0.01%-1113F-HRTimelineGroup