Purchases and Sales Made in Q4 2025 in Usaa ETF Tr Core Intermediate (UITB)
This table provides information about the institutional ownership of Usaa ETF Tr Core Intermediate (UITB) during Q4 2025. The information is specifically focused on institutions that hold shares of USAA ETF TR CORE INTERMEDIATE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
444KNew |
$21M - $21.3M
|
444K
$21M
|
|
|
Jan 20, 2026
Q4 2025
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
BUY
|
- |
58KNew |
$2.75M - $2.78M
|
58K
$2.75M
|
|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
48.5K+ 23.17% |
$2.3M - $2.32M
|
258K
$12.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
41.8K+ 6.73% |
$1.98M - $2M
|
663K
$31.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Planning Directions Inc
|
BUY
|
- |
39.5K+ 16.34% |
$1.87M - $1.89M
|
281K
$13.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
34.1K+ 17.38% |
$1.62M - $1.63M
|
230K
$10.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
20.1K+ 12.5% |
$954K - $965K
|
181K
$8.58M
|
|
|
Jan 14, 2026
Q4 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
16.9K+ 3.22% |
$801K - $810K
|
542K
$25.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
15.8K+ 10.96% |
$748K - $757K
|
160K
$7.57M
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
15K+ 4.08% |
$709K - $717K
|
382K
$18.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.7KNew |
$649K - $657K
|
13.7K
$649K
|
|
|
Jan 23, 2026
Q4 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
8.89K+ 4.87% |
$421K - $426K
|
191K
$9.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
8.37K+ 22.89% |
$397K - $401K
|
45K
$2.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
7.39K+ 5.71% |
$350K - $354K
|
137K
$6.49M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.96K+ 21.87% |
$282K - $285K
|
33.2K
$1.57M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.98K+ 12.42% |
$189K - $191K
|
36K
$1.71M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.13K+ 8.22% |
$148K - $150K
|
41.2K
$1.95M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.99K+ 566.67% |
$142K - $143K
|
3.52K
$167K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.93KNew |
$139K - $140K
|
2.93K
$139K
|
|
|
Jan 23, 2026
Q4 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.7K+ 2.43% |
$80.5K - $81.5K
|
71.8K
$3.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.4K+ 15.18% |
$66.4K - $67.2K
|
10.6K
$504K
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
996+ 10.22% |
$47.2K - $47.7K
|
10.7K
$509K
|
|
|
Jan 23, 2026
Q4 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
579New |
$27.4K - $27.8K
|
579
$27.4K
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
411+ 5.08% |
$19.5K - $19.7K
|
8.51K
$403K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
307+ 3.87% |
$14.5K - $14.7K
|
8.23K
$390K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
168+ 1.44% |
$7.96K - $8.05K
|
11.8K
$561K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
61+ 1.23% |
$2.89K - $2.92K
|
5.01K
$238K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1New |
$47.4 - $47.9
|
1
$47.4
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.05% |
$47.4 - $47.9
|
2.08K
$98.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-64- 0.7% |
$3.03K - $3.07K
|
9.05K
$429K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-244- 0.69% |
$11.6K - $11.7K
|
35.1K
$1.66M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-41.2K- 60.9% |
$1.95M - $1.97M
|
26.4K
$1.25M
|
|