Institutional Ownership Usaa ETF Tr Core Intermediate (UITB)
This table provides information about the institutional ownership of Usaa ETF Tr Core Intermediate (UITB). We have compiled data on the 122 institutions that hold shares in the stock, with a total of 47.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
18,072,145
shares
|
$847 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
6,451,374
shares
|
$303 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,313,182
shares
|
$108 Million
0.01% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
2,154,495
shares
|
$101 Million
3.36% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,801,633
shares
|
$84.5 Million
4.01% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,568,446
shares
|
$73.5 Million
0.03% of portfolio
|
Q1 2025
Added 25.13%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
1,543,057
shares
|
$72.4 Million
0.74% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
833,549
shares
|
$39.1 Million
0.0% of portfolio
|
Q4 2024
Added 54.21%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
783,160
shares
|
$36.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
776,007
shares
|
$36.4 Million
4.22% of portfolio
|
Q1 2025
Added 42.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
640,756
shares
|
$30 Million
0.06% of portfolio
|
Q1 2025
Added 24.83%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
629,043
shares
|
$29.5 Million
6.05% of portfolio
|
Q2 2024
Reduced 93.78%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Apr 21, 2025 Q4 2024 |
555,037
shares
|
$26 Million
2.74% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
540,175
shares
|
$25.3 Million
0.15% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
501,145
shares
|
$23.5 Million
12.41% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
498,881
shares
|
$23.4 Million
0.06% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
498,140
shares
|
$23.4 Million
0.01% of portfolio
|
Q4 2024
Added 184.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
386,591
shares
|
$18.1 Million
0.03% of portfolio
|
Q3 2024
Added 9.74%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 01, 2025 Q1 2025 |
353,733
shares
|
$16.6 Million
4.41% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
352,656
shares
|
$16.5 Million
1.5% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
339,420
shares
|
$15.9 Million
5.43% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
337,094
shares
|
$15.8 Million
0.01% of portfolio
|
Q3 2024
Added 91.95%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
336,440
shares
|
$15.8 Million
2.55% of portfolio
|
Q1 2025
Added 23.74%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
278,998
shares
|
$13.1 Million
0.77% of portfolio
|
Q4 2024
Added 87.11%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
254,562
shares
|
$11.9 Million
3.65% of portfolio
|
Q1 2025
Added 0.85%
|