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 47.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
18,295,671
shares
|
$850 Million
0.88% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
6,451,374
shares
|
$300 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,313,182
shares
|
$107 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
|
$100 Million
3.36% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,760,244
shares
|
$81.8 Million
3.85% of portfolio
|
Q4 2024
Added 36.86%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
1,543,057
shares
|
$71.7 Million
0.74% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,253,462
shares
|
$58.2 Million
0.02% of portfolio
|
Q4 2024
Added 108.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
833,549
shares
|
$38.7 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
|
$36.4 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
695,989
shares
|
$32.3 Million
7.66% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
629,043
shares
|
$29.2 Million
6.05% of portfolio
|
Q4 2024
Added 99.36%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
545,854
shares
|
$25.4 Million
3.03% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
517,352
shares
|
$24 Million
0.14% of portfolio
|
Q4 2024
Added 15.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
513,320
shares
|
$23.8 Million
0.05% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
512,997
shares
|
$23.8 Million
2.84% of portfolio
|
Q3 2024
Added 14.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
498,881
shares
|
$23.2 Million
0.06% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
498,140
shares
|
$23.1 Million
0.01% of portfolio
|
Q4 2024
Added 184.22%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
494,614
shares
|
$23 Million
12.01% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
386,591
shares
|
$18 Million
0.03% of portfolio
|
Q3 2024
Added 9.74%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
353,733
shares
|
$16.4 Million
4.21% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
352,656
shares
|
$16.4 Million
1.5% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
337,094
shares
|
$15.7 Million
0.01% of portfolio
|
Q3 2024
Added 91.95%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
335,231
shares
|
$15.6 Million
5.25% of portfolio
|
Q4 2024
Added 57.65%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
278,998
shares
|
$13 Million
0.77% of portfolio
|
Q4 2024
Added 87.11%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
271,886
shares
|
$12.6 Million
2.03% of portfolio
|
Q4 2024
Added 98.86%
|