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 |
|---|---|---|---|---|---|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
20,330
shares
|
$944,531
0.02% of portfolio
|
Q3 2024
Added 18.34%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
19,847
shares
|
$922,091
0.03% of portfolio
|
Q4 2024
Added 34.61%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
19,481
shares
|
$905,087
0.13% of portfolio
|
Q4 2024
Reduced 41.12%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
19,342
shares
|
$898,629
0.0% of portfolio
|
Q4 2024
Added 103.21%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
16,827
shares
|
$781,782
0.0% of portfolio
|
Q3 2024
Added 18.37%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
16,168
shares
|
$751,165
0.05% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
15,957
shares
|
$741,362
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
14,806
shares
|
$687,886
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
14,721
shares
|
$683,937
0.43% of portfolio
|
Q4 2024
Added 59.18%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
14,144
shares
|
$657,130
0.0% of portfolio
|
Q4 2024
Added 26.05%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
13,022
shares
|
$605,002
0.01% of portfolio
|
Q3 2024
Added 43.71%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
11,788
shares
|
$547,670
0.13% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
11,545
shares
|
$536,380
0.02% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
11,281
shares
|
$524,115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
10,676
shares
|
$496,006
0.05% of portfolio
|
Q4 2024
Added 17.41%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
9,836
shares
|
$456,980
0.09% of portfolio
|
Q4 2024
Added 61.33%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
9,324
shares
|
$433,193
0.0% of portfolio
|
Q4 2024
Added 16.01%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
9,319
shares
|
$432,960
0.06% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
9,267
shares
|
$430,544
0.04% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
9,082
shares
|
$421,949
0.0% of portfolio
|
Q4 2024
Added 88.93%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
8,432
shares
|
$391,750
0.21% of portfolio
|
Q4 2024
Added 20.82%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
7,238
shares
|
$336,277
0.06% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,855
shares
|
$318,483
0.01% of portfolio
|
Q3 2024
Added 53.8%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
6,794
shares
|
$315,649
0.05% of portfolio
|
Q4 2024
Reduced 13.58%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
6,790
shares
|
$315,463
0.02% of portfolio
|
Q4 2024
Added 32.98%
|