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Disclosery

UITB VICTORY PORTFOLIOS II

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CORE BD ETF (fund)

135 managers (136 13F filers) reported a position in UITB shares at 2026-03-31, 54,001,009 shares in all. 7 filers opened a position and 13 filers sold out during the quarter.

Managers
135
13F filers
136
New
7
Added
81
Reduced
33
Sold out
13
Shares held by filers
54,001,009

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC14,850,508$698M0.45%013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co5,528,670$260M0.04%-92,04713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,762,424$177M0.01%+249,10213F-HRTimelineGroup
Calamos Advisors LLCgroup of 2 filers holding2,606,761$123M+1,410,034Timeline
LPL Financial LLC2,098,996$98.7M0.03%-47,63913F-HRTimeline
Bogart Wealth, LLC2,060,745$96.9M3.74%+70,91813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,951,454$91.8M0.02%+195,95413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,396,762$65.7M<0.01%+82,02613F-HRTimelineGroup
Cetera Investment Advisers1,283,225$60.3M0.06%+92,07413F-HRTimeline
Allen Capital Group, LLC1,113,941$52.4M4.72%+84,46213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,032,550$48.5M0.01%-131,10913F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.771,328$36.3M1.52%+35,07113F-HRTimelineGroup
MBL Wealth, LLC720,875$33.9M2.57%+58,32613F-HRTimeline
Allworth Financial LP584,821$27.5M0.11%+1,52113F-HRTimeline
Alliance Wealth Advisors, LLC579,723$27.3M12.87%+37,33913F-HRTimeline
Pine Valley Investments Ltd Liability Co577,056$27.1M1.32%+41,63813F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC485,308$22.8M0.84%+455,83213F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.473,674$22.3M4.69%-9,36013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC445,796$21M2.95%+2,06113F-HRTimeline
Blue Water Asset Management438,763$20.6M7.13%+24,95513F-HRTimeline
LeClair Wealth Partners LLC438,763$20.6M7.13%new13F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…431,535$20.3M13.63%+21,13213F-HRTimeline
HORAN Wealth, LLC411,102$19.3M1.84%-4,19213F-HRTimeline
Sargent Investment Group, LLC405,265$19.1M2.51%+3,08313F-HRTimeline
Pathway Financial Advisors LLC402,069$18.9M2.34%+20,14513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp373,589$17.6M0.82%-3,36213F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV361,104$17M1.03%+5,44713F-HRTimeline
Sanctuary Advisors, LLC336,477$15.8M0.09%+32,12213F-HRTimeline
UBS Group AGin group UBS Group AG321,001$15.1M<0.01%+162,06713F-HRTimelineGroup
Crusonia Wealth Advisors LLC320,164$15.1M3.11%-25,21613F-HRTimeline
KLINGENSTEIN FIELDS & CO LP313,992$14.8M0.58%+36,31313F-HRTimeline
PLANNING DIRECTIONS INC298,691$14M7.11%+17,86713F-HRTimeline
Cyr Financial Inc.278,857$13.1M7.72%+21,02013F-HRTimeline
Envision Financial LLC274,404$12.9M6.94%+44,14813F-HRTimeline
Oath Planning, LLC272,765$12.8M11.39%+51,00713F-HRTimeline
Atlantic Edge Private Wealth Management…269,451$12.7M3.12%-94513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP226,431$10.6M0.01%+4,53013F-HRTimelineGroup
IMA Advisory Services, Inc.220,105$10.3M1.01%+18,21013F-HRTimeline
Steward Partners Investment Advisory, L…214,913$10.1M0.05%+214,71313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.207,740$9.77M0.01%-8,36513F-HRTimelineGroup
Orion Porfolio Solutions, LLC199,512$9.38M0.08%-4,69113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP195,919$9.21M1.01%+14,76413F-HRTimeline
Souders Financial Advisors177,048$8.32M0.95%+7,16613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO174,187$8.17M<0.01%+7,74813F-HR/ATimelineGroup
Fjell Capital, LLC173,250$8.15M6.26%+13,41013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC170,504$8.02M0.01%new13F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC164,372$7.73M0.85%+29,37613F-HRTimeline
Pinnacle Wealth Management Group, Inc.154,735$7.28M3.57%-36,49213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA151,408$7.12M<0.01%+1,54213F-HRTimelineGroup
Integrated Wealth Concepts LLC147,841$6.95M0.06%+33,59213F-HRTimeline
Smith Thornton Advisors LLC143,944$6.77M3.41%+7,05413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…143,168$6.73M0.01%-10,21013F-HRTimelineGroup
Insight Wealth Partners, LLC136,412$6.41M2.59%+66913F-HRTimeline
Gladstone Institutional Advisory LLC128,503$6.04M0.22%+11,24613F-HRTimeline
FSA WEALTH PARTNERS, INC.125,232$5.89M2.8%+1,46013F-HRTimeline
Aptus Capital Advisors, LLC123,886$5.82M0.05%-2,50213F-HRTimeline
Sloy Dahl & Holst, LLC116,813$5.49M0.75%+72113F-HRTimeline
Summit Financial, LLC114,144$5.37M0.07%-98813F-HRTimeline
Private Advisor Group, LLC100,191$4.71M0.02%+7,16513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp94,352$4.44M<0.01%+11,63513F-HRTimelineGroup
Cambridge Investment Research Advisors,…93,354$4.39M0.01%-26,87613F-HRTimeline
&PARTNERS90,337$4.25M0.02%+5,87913F-HRTimeline
HARBOUR INVESTMENTS, INC.83,107$3.91M0.06%+60313F-HRTimeline
Axis Wealth Partners, LLC77,381$3.64M1.93%+8,23113F-HRTimeline
Indivisible Partners74,621$3.51M0.31%-4,21813F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…73,677$3.46M2.71%+15,70413F-HRTimeline
James J. Burns & Company, LLC73,490$3.46M0.47%+1,71613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC65,792$3.09M<0.01%+12,23013F-HRTimelineGroup
J. R. Prunier Capital Management LLC61,143$2.87M1.22%+16,60113F-HRTimeline
Gotham Asset Management, LLC58,345$2.74M0.01%+5,29813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC58,004$2.73M<0.01%+39,24113F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC58,002$2.73M0.09%+16,81413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…55,785$2.62M<0.01%+78313F-HRTimelineGroup
OLD MISSION CAPITAL LLC52,849$2.48M0.06%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…52,596$2.47M0.14%+28,10013F-HRTimeline
Atria Investments, Inc51,946$2.44M0.03%+14,37413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC50,418$2.37M<0.01%+6,19313F-HRTimeline
Chris Bulman Inc47,487$2.23M0.98%+2,52613F-HRTimeline
Owl Creek Wealth Partners LLC46,763$2.2M0.78%13F-HRTimeline
Valmark Advisers, Inc.42,678$2.01M0.02%+6,52513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.41,685$1.97M0.01%+12,57613F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…38,758$1.82M<0.01%+33,29813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management37,884$1.78M0.02%+1,84413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP37,371$1.76M<0.01%+53913F-HRTimelineGroup
Janney Montgomery Scott LLC35,700$1.68M<0.01%+4,45013F-HRTimeline
Focus Financial Network, Inc.32,539$1.53M0.05%-65013F-HRTimeline
NewEdge Wealth, LLC32,324$1.52M0.02%-8,26813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.31,683$1.49M<0.01%+9713F-HRTimelineGroup
AdvisorNet Financial, Inc31,384$1.48M0.08%-3,72213F-HRTimeline
MML INVESTORS SERVICES, LLC28,982$1.36M<0.01%+2,31013F-HRTimeline
Optivise Advisory Services LLC24,055$1.13M0.68%-2,37213F-HRTimeline
Cornerstone Wealth Management, LLC20,966$986K0.05%+2,40213F-HRTimeline
NOVEM GROUP15,584$733K0.08%+86713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,513$682K0.01%+81513F-HRTimelineGroup
Foundations Investment Advisors, LLC14,422$678K0.01%+1,54013F-HRTimeline
Advisory Services Network, LLC12,954$609K0.01%013F-HRTimeline
Keystone Financial Group12,090$568K0.04%+65013F-HRTimeline
Sovereign Financial Group, Inc.12,049$567K0.1%+20213F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC11,688$550K0.19%+94613F-HRTimeline
Sigma Planning Corp11,508$541K0.02%+113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,275$530K0.01%-3313F-HRTimelineGroup
Princeton Global Asset Management LLC9,863$464K0.08%+80913F-HRTimeline
CHOREO, LLC9,183$432K0.01%-6013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,093$428K<0.01%-1,54213F-HRTimeline
World Investment Advisors9,008$424K0.01%-6,87913F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC8,781$413K0.06%-1,18813F-HRTimeline
Betterment LLC8,418$396K<0.01%+2,10613F-HRTimeline
Aspire Capital Advisors LLC8,199$385K0.09%-30913F-HRTimeline
Goldstein Advisors, LLC7,910$372K0.04%-4213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,871$370K<0.01%-1,28813F-HRTimelineGroup
Perigon Wealth Management, LLC7,428$349K0.01%-80413F-HRTimeline
IEQ CAPITAL, LLC7,100$334K<0.01%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…6,982$328K0.01%new13F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC6,138$289K0.02%new13F-HRTimeline
Clark Capital Management Group, Inc.5,164$243K<0.01%013F-HRTimeline
Certified Advisory Corp5,048$237K0.02%+3513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding4,915$231K-18,181Timeline
Fortune Financial Advisors, LLC4,799$226K0.11%+19513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,576$168K0.01%+5613F-HRTimeline
Pinnacle Bancorp, Inc.3,084$145K0.04%013F-HRTimeline
PRIVATE TRUST CO NA2,914$137K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,675$126K<0.01%013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC2,083$97.9K0.05%013F-HRTimeline
Farther Finance Advisors, LLC2,011$94.5K<0.01%-6513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,825$86K<0.01%+74013F-HRTimelineGroup
IFP Advisors, Inc699$32.9K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…630$29.6K<0.01%-97613F-HRTimelineGroup
Prestige Wealth Management Group LLC364$17.1K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC350$16.5K<0.01%013F-HRTimeline
Larson Financial Group LLC258$12.1K<0.01%013F-HRTimeline
Heritage Wealth Advisors94$4.4K<0.01%new13F-HRTimeline
AE Wealth Management LLC69$3.24K<0.01%-1,13413F-HRTimeline
NewEdge Advisors, LLC55$2.59K<0.01%013F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC13$611<0.01%013F-HRTimelineGroup
Investment Research & Advisory Group, I…1$47<0.01%013F-HRTimeline