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 145 institutions that hold shares in the stock, with a total of 50.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
337,094
shares
|
$16 Million
0.01% of portfolio
|
Q3 2024
Added 91.95%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
335,873
shares
|
$15.9 Million
1.16% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Nov 14, 2025 Q3 2025 |
287,198
shares
|
$13.6 Million
11.58% of portfolio
|
Q3 2025
Added 72.36%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
279,990
shares
|
$13.3 Million
0.51% of portfolio
|
Q3 2025
Added 622.98%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
278,998
shares
|
$13.2 Million
0.77% of portfolio
|
Q4 2024
Added 87.11%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
263,815
shares
|
$12.5 Million
3.22% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
241,373
shares
|
$11.4 Million
6.1% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Nov 05, 2025 Q3 2025 |
209,335
shares
|
$9.92 Million
6.8% of portfolio
|
Q3 2025
Added 11.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
198,885
shares
|
$9.42 Million
0.01% of portfolio
|
Q3 2025
Added 38.57%
|
|
|
Envision Financial LLC
Brookfield, WI |
Oct 10, 2025 Q3 2025 |
196,169
shares
|
$9.29 Million
5.34% of portfolio
|
Q3 2025
Added 31.2%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
194,691
shares
|
$9.22 Million
0.94% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
188,356
shares
|
$8.92 Million
0.08% of portfolio
|
Q3 2025
Added 22.66%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
183,165
shares
|
$8.68 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.13%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
182,341
shares
|
$8.64 Million
5.3% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
164,109
shares
|
$7.78 Million
0.0% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
161,028
shares
|
$7.63 Million
0.86% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
151,887
shares
|
$7.2 Million
0.0% of portfolio
|
Q3 2025
Added 13.62%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Oct 23, 2025 Q3 2025 |
144,052
shares
|
$6.83 Million
6.03% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
137,001
shares
|
$6.49 Million
0.02% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
131,578
shares
|
$6.23 Million
0.0% of portfolio
|
Q3 2025
Added 21.42%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 29, 2025 Q3 2025 |
129,499
shares
|
$6.14 Million
3.23% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
128,176
shares
|
$6.07 Million
5.64% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
126,973
shares
|
$6.02 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
126,716
shares
|
$6 Million
0.87% of portfolio
|
Q3 2025
Added 22.31%
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
124,707
shares
|
$5.91 Million
2.32% of portfolio
|
Q3 2025
Reduced 3.43%
|
|