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 |
|---|---|---|---|---|---|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
10,268
shares
|
$486,497
0.09% of portfolio
|
Q3 2025
Reduced 15.19%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
9,925
shares
|
$470,246
0.04% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
9,746
shares
|
$461,765
0.2% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
9,379
shares
|
$444,377
0.04% of portfolio
|
Q2 2025
Reduced 12.15%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
9,243
shares
|
$437,933
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
9,233
shares
|
$437,459
0.0% of portfolio
|
Q3 2025
Reduced 22.78%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
9,118
shares
|
$432,010
0.08% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
8,614
shares
|
$408,131
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
8,097
shares
|
$383,635
0.1% of portfolio
|
Q3 2025
Reduced 14.5%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
7,942
shares
|
$376,291
0.05% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
7,925
shares
|
$375,486
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
7,238
shares
|
$342,936
0.06% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
7,100
shares
|
$336,398
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
7,100
shares
|
$336,398
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,855
shares
|
$324,789
0.01% of portfolio
|
Q3 2024
Added 53.8%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
6,401
shares
|
$303,279
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
6,101
shares
|
$289,065
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
6,012
shares
|
$284,848
0.04% of portfolio
|
Q3 2025
Reduced 36.33%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,994
shares
|
$283,995
0.0% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
5,614
shares
|
$265,991
0.01% of portfolio
|
Q3 2025
Added 13.09%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
5,391
shares
|
$255,425
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
5,324
shares
|
$252,251
0.01% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
4,952
shares
|
$234,625
0.02% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
4,684
shares
|
$221,927
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
4,604
shares
|
$218,137
0.16% of portfolio
|
Q2 2025
Reduced 10.76%
|
|