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 151 institutions that hold shares in the stock, with a total of 51.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
339,420
shares
|
$16.1 Million
5.43% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
337,094
shares
|
$16 Million
0.01% of portfolio
|
Q3 2024
Added 91.95%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
335,873
shares
|
$15.9 Million
1.16% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Nov 14, 2025 Q3 2025 |
287,198
shares
|
$13.6 Million
11.58% of portfolio
|
Q3 2025
Added 72.36%
|
|
|
Planning Directions Inc
|
Jan 20, 2026 Q4 2025 |
280,824
shares
|
$13.3 Million
6.91% of portfolio
|
Q4 2025
Added 16.34%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
279,990
shares
|
$13.3 Million
0.51% of portfolio
|
Q3 2025
Added 622.98%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
278,998
shares
|
$13.2 Million
0.77% of portfolio
|
Q4 2024
Added 87.11%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
263,815
shares
|
$12.5 Million
3.22% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 16, 2026 Q4 2025 |
257,837
shares
|
$12.2 Million
7.61% of portfolio
|
Q4 2025
Added 23.17%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 07, 2026 Q4 2025 |
230,256
shares
|
$10.9 Million
5.76% of portfolio
|
Q4 2025
Added 17.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
198,885
shares
|
$9.42 Million
0.01% of portfolio
|
Q3 2025
Added 38.57%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
194,691
shares
|
$9.22 Million
0.94% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 23, 2026 Q4 2025 |
191,227
shares
|
$9.06 Million
5.68% of portfolio
|
Q4 2025
Added 4.87%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
188,356
shares
|
$8.92 Million
0.08% of portfolio
|
Q3 2025
Added 22.66%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
183,165
shares
|
$8.68 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.13%
|
|
|
Toth Financial Advisory Corp
|
Jan 20, 2026 Q4 2025 |
181,155
shares
|
$8.58 Million
0.89% of portfolio
|
Q4 2025
Added 12.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
164,109
shares
|
$7.78 Million
0.0% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Jan 12, 2026 Q4 2025 |
159,840
shares
|
$7.57 Million
5.8% of portfolio
|
Q4 2025
Added 10.96%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
151,887
shares
|
$7.2 Million
0.0% of portfolio
|
Q3 2025
Added 13.62%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
137,001
shares
|
$6.49 Million
0.02% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
136,890
shares
|
$6.49 Million
3.3% of portfolio
|
Q4 2025
Added 5.71%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
131,578
shares
|
$6.23 Million
0.0% of portfolio
|
Q3 2025
Added 21.42%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
128,176
shares
|
$6.07 Million
5.64% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
126,973
shares
|
$6.02 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
126,716
shares
|
$6 Million
0.87% of portfolio
|
Q3 2025
Added 22.31%
|
|