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 111 institutions that hold shares in the stock, with a total of 42.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
Aug 05, 2024 Q2 2024 |
18,332,879
shares
|
$856 Million
0.88% of portfolio
|
Q2 2024
Reduced 5.95%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
6,591,779
shares
|
$308 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
United Services Automobile Association
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
2,305,226
shares
|
$108 Million
2.7% of portfolio
|
Q2 2024
Added 4.94%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
1,642,856
shares
|
$76.7 Million
0.84% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,539,609
shares
|
$71.9 Million
0.01% of portfolio
|
Q2 2024
Added 66.88%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,286,125
shares
|
$60.1 Million
2.93% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
686,915
shares
|
$32.1 Million
0.04% of portfolio
|
Q2 2024
Added 492.19%
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
665,386
shares
|
$31.1 Million
7.74% of portfolio
|
Q3 2024
Added 22.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
522,335
shares
|
$24.4 Million
0.06% of portfolio
|
Q2 2024
Added 9.25%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
495,032
shares
|
$23.1 Million
13.17% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Allen Capital Group, LLC
|
Aug 12, 2024 Q2 2024 |
482,237
shares
|
$22.5 Million
2.92% of portfolio
|
Q2 2024
Added 2.29%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
448,445
shares
|
$20.9 Million
0.13% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
447,923
shares
|
$20.9 Million
2.47% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
399,630
shares
|
$18.7 Million
0.04% of portfolio
|
Q2 2024
Added 20.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
395,162
shares
|
$18.5 Million
0.0% of portfolio
|
Q2 2024
Added 16.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
386,591
shares
|
$18.1 Million
0.03% of portfolio
|
Q3 2024
Added 9.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
376,684
shares
|
$17.6 Million
0.01% of portfolio
|
Q2 2024
Added 71.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
337,094
shares
|
$15.7 Million
0.01% of portfolio
|
Q3 2024
Added 91.95%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 14, 2024 Q2 2024 |
323,149
shares
|
$15.1 Million
1.48% of portfolio
|
Q2 2024
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 15, 2024 Q2 2024 |
262,267
shares
|
$12.2 Million
3.12% of portfolio
|
Q2 2024
Added 221.2%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
243,196
shares
|
$11.4 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
234,150
shares
|
$10.9 Million
0.75% of portfolio
|
Q2 2024
Reduced 13.79%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 26, 2024 Q2 2024 |
233,469
shares
|
$10.9 Million
3.59% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
212,211
shares
|
$9.91 Million
2.48% of portfolio
|
Q3 2024
Added 909.14%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Aug 06, 2024 Q2 2024 |
201,552
shares
|
$9.41 Million
3.28% of portfolio
|
Q2 2024
Added 1.57%
|