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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
36,040
shares
|
$1.71 Million
0.02% of portfolio
|
Q4 2025
Added 12.42%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
35,638
shares
|
$1.69 Million
0.02% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
35,106
shares
|
$1.66 Million
0.1% of portfolio
|
Q4 2025
Reduced 0.69%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
34,949
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2025
Added 40.14%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
34,695
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
33,189
shares
|
$1.57 Million
0.05% of portfolio
|
Q4 2025
Added 21.87%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
30,732
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
Added 136.0%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
28,775
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
28,725
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 74.23%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
26,427
shares
|
$1.25 Million
0.72% of portfolio
|
Q4 2025
Reduced 60.9%
|
|
|
Ferguson Shapiro LLC
|
Nov 10, 2025 Q3 2025 |
22,426
shares
|
$1.06 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
22,240
shares
|
$1.05 Million
0.15% of portfolio
|
Q3 2025
Reduced 16.45%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
20,330
shares
|
$963,235
0.02% of portfolio
|
Q3 2024
Added 18.34%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
19,672
shares
|
$932,059
0.33% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
16,516
shares
|
$782,528
0.05% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
16,118
shares
|
$763,670
0.02% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
14,806
shares
|
$701,508
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
14,565
shares
|
$690,089
0.01% of portfolio
|
Q3 2025
Reduced 10.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
14,524
shares
|
$688,147
0.01% of portfolio
|
Q3 2025
Added 42.25%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
13,698
shares
|
$649,011
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
13,655
shares
|
$646,973
0.01% of portfolio
|
Q1 2025
Reduced 99.12%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
13,509
shares
|
$640,056
0.08% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
13,434
shares
|
$636,502
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
12,900
shares
|
$611,202
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
12,785
shares
|
$605,753
0.02% of portfolio
|
Q3 2025
Reduced 24.99%
|
|