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Disclosery

UITB VICTORY PORTFOLIOS II

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CORE BD ETF (fund)

142 managers (145 13F filers) reported a position in UITB shares at 2025-12-31, 52,918,072 shares in all. 15 filers opened a position and 9 filers sold out during the quarter.

Managers
142
13F filers
145
New
15
Added
86
Reduced
24
Sold out
9
Shares held by filers
52,918,072

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC14,850,508$703M0.4%+123,36313F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co5,620,717$266M0.04%+25,86113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,513,322$166M0.01%-186,46513F-HR/ATimelineGroup
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…2,421,191$115M7.26%013F-HRTimelineGroup
LPL Financial LLC2,146,635$102M0.03%+203,07113F-HRTimeline
Bogart Wealth, LLC1,989,827$94.2M3.78%+62,87313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,755,500$83.1M0.02%+129,42313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,314,736$62.3M<0.01%+135,69713F-HRTimelineGroup
Calamos Advisors LLCgroup of 2 filers holding1,196,727$56.7M+142,426Timeline
Cetera Investment Advisers1,191,151$56.4M0.06%+152,29013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,163,659$55.1M0.02%+100,42113F-HRTimelineGroup
Allen Capital Group, LLC1,029,479$48.8M4.48%+86,39513F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.736,257$34.9M1.5%+80,27913F-HRTimelineGroup
MBL Wealth, LLC662,549$31.4M2.52%+41,76713F-HRTimeline
Allworth Financial LP583,300$27.6M0.11%+20,81813F-HRTimeline
Alliance Wealth Advisors, LLC542,384$25.7M12.28%+16,90913F-HRTimeline
Pine Valley Investments Ltd Liability Co535,418$25.4M1.26%+27,33713F-HRTimeline
Newman Dignan & Sheerar, Inc.483,034$22.9M4.77%+21,64513F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC443,735$21M3.03%new13F-HR/ATimeline
NICOLET BANKSHARES INCgroup of 2 filers holding419,422$19.9M+51,792Timeline
HORAN Wealth, LLC415,294$19.7M3.02%+43,34813F-HRTimeline
Blue Water Asset Management413,808$19.6M7.05%13F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…410,403$19.4M13.73%+123,20513F-HRTimeline
Sargent Investment Group, LLC402,182$19M2.39%+25,20713F-HRTimeline
Pathway Financial Advisors LLC381,924$18.1M2.27%+14,96013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp376,951$17.9M0.8%+17,57613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV355,657$16.8M1.06%+19,78413F-HRTimeline
Crusonia Wealth Advisors LLC345,380$16.4M3.6%13F-HRTimeline
Sanctuary Advisors, LLC304,355$14.4M0.08%+287,09013F-HRTimeline
PLANNING DIRECTIONS INC280,824$13.3M6.7%+39,45113F-HRTimeline
KLINGENSTEIN FIELDS & CO LP277,679$13.1M0.49%-2,31113F-HRTimeline
Atlantic Edge Private Wealth Management…270,396$12.8M3.19%+6,58113F-HRTimeline
Cyr Financial Inc.257,837$12.2M7.61%+48,50213F-HRTimeline
Envision Financial LLC230,256$10.9M5.76%+34,08713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP221,901$10.5M0.01%+38,73613F-HRTimelineGroup
Oath Planning, LLC221,758$10.5M10.36%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.216,105$10.2M0.01%+17,22013F-HRTimelineGroup
Orion Porfolio Solutions, LLC204,203$9.67M0.07%+15,84713F-HRTimeline
IMA Advisory Services, Inc.201,895$9.56M0.92%+7,20413F-HRTimeline
Pinnacle Wealth Management Group, Inc.191,227$9.06M4.52%+8,88613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP181,155$8.58M0.93%+20,12713F-HRTimeline
Souders Financial Advisors169,882$8.04M0.92%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO166,439$7.88M<0.01%+14,55213F-HRTimelineGroup
Fjell Capital, LLC159,840$7.57M5.8%+15,78813F-HRTimeline
UBS Group AGin group UBS Group AG158,934$7.53M<0.01%+27,35613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…153,378$7.28M0.01%+39,20013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA149,866$7.1M<0.01%-14,24313F-HRTimelineGroup
Smith Thornton Advisors LLC136,890$6.48M3.3%+7,39113F-HRTimeline
Insight Wealth Partners, LLC135,743$6.43M2.67%+9,02713F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC134,996$6.39M0.69%+39,61513F-HRTimeline
Aptus Capital Advisors, LLC126,388$5.99M0.05%-58513F-HRTimeline
Wealth Advisory Team LLC126,388$5.99M5.29%13F-HRTimeline
FSA WEALTH PARTNERS, INC.123,772$5.86M2.11%-93513F-HRTimeline
Cambridge Investment Research Advisors,…120,230$5.69M0.02%-16,77113F-HRTimeline
Gladstone Institutional Advisory LLC117,257$5.55M0.21%+1,47913F-HRTimeline
Sloy Dahl & Holst, LLC116,092$5.5M0.66%+8,37913F-HRTimeline
Summit Financial, LLC115,132$5.45M0.08%+2,84413F-HRTimeline
Integrated Wealth Concepts LLC114,249$5.41M0.06%+35,46313F-HRTimeline
Private Advisor Group, LLC93,026$4.41M0.02%+2,74113F-HRTimeline
&PARTNERS84,458$4.01M0.02%+27,58813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp82,717$3.92M<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.82,504$3.91M0.08%-1,46713F-HRTimeline
Indivisible Partners78,839$3.73M0.4%13F-HRTimeline
James J. Burns & Company, LLC71,774$3.4M0.47%+1,70013F-HRTimeline
Axis Wealth Partners, LLC69,150$3.27M1.81%+4,40713F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…57,973$2.75M2.32%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…55,002$2.6M<0.01%+7,75413F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC53,562$2.54M<0.01%-15,85513F-HRTimelineGroup
Gotham Asset Management, LLC53,047$2.51M0.01%+22,31513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC51,867$2.46M<0.01%+38,43313F-HR/ATimelineGroup
Chris Bulman Inc44,961$2.13M0.94%+8,37413F-HRTimeline
J. R. Prunier Capital Management LLC44,542$2.11M0.88%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC44,225$2.09M<0.01%+2,75313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC41,188$1.95M0.06%+3,13013F-HRTimeline
NewEdge Wealth, LLC40,592$1.92M0.02%+16213F-HRTimeline
Atria Investments, Inc37,572$1.78M0.02%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,832$1.74M<0.01%+73113F-HRTimelineGroup
Valmark Advisers, Inc.36,153$1.71M0.02%+1,20413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management36,040$1.71M0.02%+3,98113F-HRTimelineGroup
AdvisorNet Financial, Inc35,106$1.66M0.09%-24413F-HRTimeline
Focus Financial Network, Inc.33,189$1.57M0.05%+5,95613F-HRTimeline
COMERICA BANK33,088$1.57M0.01%+21,27113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.31,586$1.5M<0.01%+2,51013F-HRTimelineGroup
Janney Montgomery Scott LLC31,250$1.48M<0.01%-3,44513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.29,109$1.38M0.01%+14,58513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC26,672$1.26M<0.01%-27,83413F-HRTimeline
Optivise Advisory Services LLC26,427$1.25M0.72%-41,15513F-HRTimeline
Patriot Financial Group Insurance Agenc…24,496$1.16M0.14%+2,25613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding23,096$1.09M-14,786Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,763$889K<0.01%-9,96213F-HRTimelineGroup
Cornerstone Wealth Management, LLC18,564$879K0.05%+2,04813F-HRTimeline
World Investment Advisors15,887$752K0.01%-23113F-HR/ATimeline
NOVEM GROUP14,717$697K0.08%+1,20813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,698$649K0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC12,954$613K0.01%-1,61113F-HRTimeline
Foundations Investment Advisors, LLC12,882$610K0.01%+4,26813F-HRTimeline
Sovereign Financial Group, Inc.11,847$561K0.1%+16813F-HRTimeline
Sigma Planning Corp11,507$545K0.02%-1,27813F-HRTimeline
Keystone Financial Group11,440$542K0.04%+1,51513F-HRTimeline
J.W. COLE ADVISORS, INC.11,309$536K0.01%+5,98513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,308$535K0.01%+19613F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC10,742$509K0.18%+99613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,635$504K<0.01%+1,40213F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC9,969$472K0.07%-29913F-HRTimeline
Marks Group Wealth Management, Inc9,379$444K0.04%013F-HRTimeline
CHOREO, LLC9,243$439K0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,159$434K<0.01%+2,05913F-HRTimelineGroup
Princeton Global Asset Management LLC9,054$429K0.07%-6413F-HRTimeline
Aspire Capital Advisors LLC8,508$403K0.09%+41113F-HRTimeline
Perigon Wealth Management, LLC8,232$390K0.01%+30713F-HRTimeline
Goldstein Advisors, LLC7,952$377K0.04%+1013F-HRTimeline
FLOW TRADERS U.S. LLC7,586$359K0.01%-77,99213F-HRTimeline
IEQ CAPITAL, LLC7,100$336K<0.01%013F-HRTimeline
Betterment LLC6,312$299K<0.01%+31813F-HRTimeline
Global Retirement Partners, LLC6,168$292K0.01%+55413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,460$259K<0.01%+1,37513F-HRTimelineGroup
Clark Capital Management Group, Inc.5,164$245K<0.01%new13F-HRTimeline
Certified Advisory Corp5,013$237K0.02%+6113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,813$228K<0.01%+12913F-HRTimeline
Concorde Asset Management, LLC4,783$226K0.09%-60813F-HRTimeline
Fortune Financial Advisors, LLC4,604$218K0.15%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,520$167K0.01%+2,99213F-HRTimeline
Pinnacle Bancorp, Inc.3,084$146K0.04%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,926$139K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA2,914$138K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,675$127K<0.01%new13F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC2,083$98.6K0.05%-92513F-HRTimeline
Farther Finance Advisors, LLC2,076$98.3K<0.01%-113F-HRTimeline
Signature Equity Partners, LLC1,713$81.1K0.04%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,606$76.1K<0.01%+50613F-HR/ATimelineGroup
AE Wealth Management LLC1,203$57K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,085$51K<0.01%013F-HR/ATimelineGroup
Eagle Bay Advisors LLC579$27.4K0.02%new13F-HRTimeline
Prestige Wealth Management Group LLC364$17.3K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC350$16.6K<0.01%013F-HRTimeline
Arax Advisory Partners335$15.9K<0.01%new13F-HRTimeline
Larson Financial Group LLC258$12.2K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…200$9.47K<0.01%013F-HRTimeline
NewEdge Advisors, LLC55$2.6K<0.01%-19013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …20$948<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13$616<0.01%013F-HRTimelineGroup
Investment Research & Advisory Group, I…1$47<0.01%new13F-HRTimeline