USTB VICTORY PORTFOLIOS II
FollowSHORT TRM BD ETF (fund)
Filings received so far for Q3 2026: 11 13F filers report a position in USTB shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Go Invest LLC | 2,624,648 | $131M | 27.7% | +283,501 | 13F-HRTimeline |
| Stonebridge Financial Group, LLC | 1,731,326 | $86.4M | 6.37% | +804,125 | 13F-HRTimeline |
| Marquette Asset Management, LLC | 563,466 | $28.1M | 3.69% | +13,020 | 13F-HRTimeline |
| Apella Capital, LLC | 315,669 | $15.8M | 0.2% | +73,584 | 13F-HRTimeline |
| TOTH FINANCIAL ADVISORY CORP | 225,351 | $11.2M | 1.12% | +3,629 | 13F-HRTimeline |
| AVAII WEALTH MANAGEMENT, LLC | 164,576 | $8.22M | 2.37% | +4,819 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 94,244 | $4.7M | 0.03% | -8,256 | 13F-HRTimeline |
| M.E. ALLISON & CO., INC. | 12,397 | $618K | 0.35% | +883 | 13F-HRTimeline |
| PRIVATE CLIENT SERVICES, LLC | 4,729 | $236K | 0.06% | new | 13F-HRTimeline |
| ATWOOD & PALMER INC | 2,193 | $109K | 0.01% | new | 13F-HRTimeline |
| Versant Capital Management, Inc | 10 | $499 | <0.01% | 0 | 13F-HRTimeline |