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 |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,675
shares
|
$310,120
0.0% of portfolio
|
Q4 2024
Reduced 52.93%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
6,101
shares
|
$283,452
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
5,360
shares
|
$249,025
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
5,342
shares
|
$248,189
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
4,889
shares
|
$227,142
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
4,604
shares
|
$213,901
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
4,380
shares
|
$203,494
0.01% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
4,123
shares
|
$191,554
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,661
shares
|
$170,090
0.0% of portfolio
|
Q4 2024
Reduced 16.32%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
2,661
shares
|
$123,630
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
2,360
shares
|
$109,645
0.0% of portfolio
|
Q4 2024
Added 116.51%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
739
shares
|
$34,333
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
536
shares
|
$24,902
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
492
shares
|
$22,858
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
472
shares
|
$21,929
0.0% of portfolio
|
Q1 2024
Reduced 72.98%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
350
shares
|
$16,261
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
292
shares
|
$13,566
0.0% of portfolio
|
Q2 2024
Added 942.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
200
shares
|
$9,292
0.0% of portfolio
|
Q3 2024
Reduced 91.97%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
165
shares
|
$7,665
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
150
shares
|
$6,969
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
24
shares
|
$1,115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
12
shares
|
$557
0.0% of portfolio
|
Q4 2024
New holding
|