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 117 institutions that hold shares in the stock, with a total of 44 Million shares, which have been reported (via 13F filing form) to have a value of $2.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
189,594
shares
|
$8.72 Million
0.03% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
178,992
shares
|
$8.23 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
175,264
shares
|
$8.06 Million
0.0% of portfolio
|
Q3 2024
Added 25.74%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
167,322
shares
|
$7.69 Million
4.9% of portfolio
|
Q3 2024
Added 416.25%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 23, 2025 Q4 2024 |
163,978
shares
|
$7.54 Million
6.87% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
161,281
shares
|
$7.41 Million
5.49% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
149,111
shares
|
$6.85 Million
0.43% of portfolio
|
Q3 2024
Added 37.03%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
140,938
shares
|
$6.48 Million
1.78% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
140,604
shares
|
$6.46 Million
0.04% of portfolio
|
Q3 2024
Added 165.46%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
138,072
shares
|
$6.35 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
136,721
shares
|
$6.29 Million
1.2% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
135,689
shares
|
$6.24 Million
3.94% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
135,245
shares
|
$6.22 Million
0.0% of portfolio
|
Q3 2024
Added 40.04%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
133,914
shares
|
$6.16 Million
0.75% of portfolio
|
Q4 2024
Added 24.87%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
127,189
shares
|
$5.85 Million
0.87% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
124,491
shares
|
$5.72 Million
1.2% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
124,182
shares
|
$5.71 Million
0.51% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
120,876
shares
|
$5.56 Million
4.45% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
107,231
shares
|
$4.93 Million
0.0% of portfolio
|
Q3 2024
Added 18.15%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
98,902
shares
|
$4.55 Million
0.24% of portfolio
|
Q3 2024
Added 33.07%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
93,185
shares
|
$4.28 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
74,100
shares
|
$3.41 Million
0.64% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
74,066
shares
|
$3.4 Million
0.0% of portfolio
|
Q3 2024
Added 12.89%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
70,060
shares
|
$3.22 Million
0.61% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
69,054
shares
|
$3.17 Million
0.11% of portfolio
|
Q3 2024
Added 1953.35%
|