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VictoryShares Short-Term Bond ETF (USTB) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for VictoryShares Short-Term Bond ETF (NASDAQ:USTB)

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$181.30M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$67.12M
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USTB Institutional Buying and Selling by Quarter

VictoryShares Short-Term Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024 Orion Portfolio Solutions LLC49,157$2.45M0.0%-87.3%0.395%
5/9/2024 SageView Advisory Group LLC6,115$305K0.0%+47.6%0.049%
5/8/2024 Cornerstone Planning Group LLC234,946$11.67M3.6%+3.2%1.887%
5/8/2024 Trademark Financial Management LLC27,362$1.36M1.1%-3.7%0.220%
5/7/2024 Marquette Asset Management LLC595,489$29.67M5.1%+0.3%4.783%
5/2/2024 Darrow Company Inc.44,934$2.24M1.5%+37.1%0.361%
5/2/2024 REDW Wealth LLC9,270$462K0.1%N/A0.074%
5/1/2024 Concourse Financial Group Securities Inc.18,745$934K0.1%+9.0%0.151%
4/30/2024 Private Advisor Group LLC36,313$1.81M0.0%+202.1%0.292%
4/30/2024 Hartline Investment Corp24,446$1.22M0.2%N/A0.196%
4/30/2024 Mainstay Capital Management LLC ADV6,824$340K0.1%N/A0.055%
4/29/2024Commonwealth Equity Services LLC84,616$4.22M0.0%N/A0.680%
4/29/2024 Aspire Wealth Management Corp4,139$206K0.1%+18.9%0.033%
4/25/2024 Cambridge Investment Research Advisors Inc.31,841$1.59M0.0%+27.2%0.258%
4/23/2024 Masso Torrence Wealth Management Inc.79,363$3.96M2.3%+9.2%0.661%
4/23/2024 Nations Financial Group Inc. IA ADV17,045$849K0.1%+165.8%0.142%
4/23/2024 Raymond James Financial Services Advisors Inc.111,494$5.56M0.0%+245.3%0.929%
4/22/2024 Legacy CG LLC282,134$14.06M5.1%-4.8%2.351%
4/22/2024 Raymond James & Associates107,418$5.35M0.0%+3.3%0.895%
4/16/2024 Toth Financial Advisory Corp157,975$7.87M1.0%+5.9%1.322%
4/3/2024 Prairieview Wealth Partners LLC213,183$10.62M9.6%N/A1.938%
2/13/2024 Trademark Financial Management LLC28,409$1.41M1.0%N/A0.258%
2/12/2024Focus Financial Network Inc. ADV23,222$1.15M0.0%N/A0.211%
2/12/2024 Pine Valley Investments Ltd Liability Co9,167$455K0.0%-40.9%0.083%
2/9/2024 Nations Financial Group Inc. IA ADV6,412$318K0.0%N/A0.058%
2/9/2024 Advisory Services Network LLC25,564$1.27M0.0%-13.6%0.232%
2/9/2024 Orion Portfolio Solutions LLC387,440$19.18M0.2%-26.5%3.522%
2/9/2024 Corient Private Wealth LLC21,192$1.05M0.0%N/A0.193%
2/8/2024WT Wealth Management4,297$213K0.1%N/A0.039%
2/7/2024 Principal Securities Inc.2,447$121K0.0%N/A0.022%
2/7/2024 Concourse Financial Group Securities Inc.17,191$853K0.1%+2,132.6%0.156%
2/6/2024 Private Advisor Group LLC12,021$596K0.0%+101.8%0.109%
2/5/2024 Victory Capital Management Inc.4,231,845$209.86M0.2%+1.2%38.471%
2/2/2024 Valmark Advisers Inc.27,825$1.38M0.0%-10.4%0.253%
2/2/2024 Marquette Asset Management LLC593,874$29.45M5.4%+7.9%5.399%
2/2/2024 Darrow Company Inc.32,777$1.63M1.2%+25.5%0.298%
2/2/2024 Atria Wealth Solutions Inc.34,081$1.69M0.0%-4.0%0.310%
2/1/2024 Masso Torrence Wealth Management Inc.72,654$3.60M2.5%+14.0%0.660%
2/1/2024 Burt Wealth Advisors5,720$284K0.1%-92.1%0.052%
2/1/2024 Sigma Planning Corp6,585$327K0.0%-66.7%0.060%
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1/30/2024 Legacy CG LLC296,411$14.70M5.6%+12.7%2.695%
1/30/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,922$442K0.1%N/A0.081%
1/26/2024 Toth Financial Advisory Corp149,150$7.40M1.0%+1.3%1.356%
1/24/2024 Private Trust Co. NA1,159$57K0.0%N/A0.011%
1/23/2024StrategIQ Financial Group LLC216,578$10.74M1.2%+28.5%1.969%
1/23/2024 Householder Group Estate & Retirement Specialist LLC6,750$334K0.1%+104.6%0.061%
1/22/2024 Zimmermann Investment Management & Planning LLC13,133$651K0.3%N/A0.119%
1/22/2024 Aspire Wealth Management Corp3,481$173K0.1%+24.9%0.032%
1/19/2024 Patriot Financial Group Insurance Agency LLC6,316$313K0.1%-78.9%0.057%
1/18/2024 Elk River Wealth Management LLC31,503$1.56M0.3%N/A0.283%
1/16/2024 Raymond James Financial Services Advisors Inc.32,288$1.60M0.0%-44.3%0.290%
1/16/2024 Raymond James & Associates103,960$5.16M0.0%+41.4%0.932%
1/12/2024Redhawk Wealth Advisors Inc.22,823$1.13M0.2%N/A0.205%
1/11/2024 Amplius Wealth Advisors LLC254,738$12.63M1.5%-5.0%2.285%
1/10/2024 Creative Financial Designs Inc. ADV134,291$6.66M0.7%N/A1.204%
1/9/2024 Daymark Wealth Partners LLC11,883$589K0.0%+95.9%0.107%
11/14/2023 Reuter James Wealth Management LLC5,410$265K0.2%N/A0.050%
11/14/2023 Samalin Investment Counsel LLC46,569$2.28M1.3%N/A0.429%
11/13/2023Stifel Financial Corp96,487$4.72M0.0%+18.7%0.889%
11/13/2023Mariner LLC236,081$11.55M0.0%+4.9%2.176%
11/13/2023 LPL Financial LLC240,040$11.74M0.0%-19.1%2.212%
11/13/2023 Bison Wealth LLC9,188$449K0.1%-10.8%0.085%
11/13/2023 Envestnet Asset Management Inc.253,138$12.38M0.0%+14.9%2.333%
11/13/2023Kestra Advisory Services LLC14,955$732K0.0%+139.2%0.138%
11/8/2023 Atria Wealth Solutions Inc.35,497$1.74M0.0%+6.8%0.327%
11/8/2023 Valmark Advisers Inc.31,039$1.52M0.0%N/A0.286%
11/7/2023 Masso Torrence Wealth Management Inc.63,705$3.12M2.4%+1.8%0.587%
11/7/2023Atria Investments Inc292,435$14.31M0.3%+7.0%2.695%
11/6/2023 Sigma Planning Corp19,749$966K0.0%+44.9%0.182%
11/6/2023 Cassaday & Co Wealth Management LLC7,124$349K0.0%N/A0.066%
11/6/2023 Victory Capital Management Inc.4,180,500$204.51M0.2%+2.0%38.530%
11/3/2023 Private Advisor Group LLC5,957$291K0.0%N/A0.055%
11/2/2023 Astor Investment Management LLC206,096$10.08M3.8%-7.9%1.900%
11/1/2023 Orion Portfolio Solutions LLC526,808$25.77M0.3%-48.0%4.789%
11/1/2023 Money Concepts Capital Corp24,439$1.20M0.1%N/A0.222%
10/30/2023 Aspire Wealth Management Corp2,786$136K0.1%+11.3%0.025%
10/30/2023 Darrow Company Inc.26,107$1.28M1.1%+32.4%0.237%
10/27/2023 Marquette Asset Management LLC550,474$26.93M6.4%+3.3%5.004%
10/25/2023 Concourse Financial Group Securities Inc.770$38K0.0%N/A0.007%
10/25/2023 Oxinas Partners Wealth Management LLC4,096$200K0.1%N/A0.037%
10/24/2023 Bank of New York Mellon Corp7,672$375K0.0%-7.9%0.070%
10/24/2023 Legacy CG LLC262,937$12.86M6.0%+19.9%2.390%
10/24/2023 Adamsbrown Wealth Consultants LLC36,067$1.76M0.9%+13.1%0.328%
10/24/2023Windsor Wealth Management Inc.17,931$877K0.2%+67.4%0.163%
10/24/2023 Raymond James Financial Services Advisors Inc.58,011$2.84M0.0%N/A0.527%
10/24/2023 Cambridge Investment Research Advisors Inc.16,736$819K0.0%+190.1%0.152%
10/19/2023 Patriot Financial Group Insurance Agency LLC29,958$1.47M0.3%+88.9%0.263%
10/17/2023CreativeOne Wealth LLC4,865$238K0.0%-32.9%0.043%
10/17/2023 Amplius Wealth Advisors LLC268,074$13.11M1.8%+32.3%2.352%
10/17/2023 Elevated Capital Advisors LLC14,869$727K0.2%-13.2%0.130%
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10/16/2023 Legacy Capital Wealth Partners LLC8,556$419K0.1%N/A0.075%
10/12/2023 Toth Financial Advisory Corp147,297$7.21M1.1%-3.3%1.292%
10/11/2023AE Wealth Management LLC141,707$6.93M0.0%-23.4%1.254%
10/11/2023 Burt Wealth Advisors72,564$3.55M1.1%N/A0.642%
10/10/2023 Centennial Wealth Advisory LLC76,377$3.74M2.0%-7.1%0.676%
10/10/2023 Householder Group Estate & Retirement Specialist LLC3,299$161K0.1%N/A0.029%
10/10/2023 Daymark Wealth Partners LLC6,066$297K0.0%N/A0.054%
10/10/2023 Outlook Wealth Advisors LLC25,050$1.23M0.5%-2.9%0.222%
8/18/2023 Elevated Capital Advisors LLC17,130$837K0.3%-3.2%0.160%
8/17/2023 Orion Portfolio Solutions LLC1,012,752$49.50M0.5%N/A9.465%
(Data available from 1/1/2016 forward)

USTB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USTB shares?

During the previous two years, 98 institutional investors and hedge funds held shares of VictoryShares Short-Term Bond ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($20.75B), Victory Capital Management Inc. ($209.86M), Marquette Asset Management LLC ($29.67M), Wells Fargo & Company MN ($25.84M), Advisor Group Holdings Inc. ($15.97M), Atria Investments Inc ($14.31M), and Legacy CG LLC ($14.06M).Learn more on USTB's institutional investors.

Which institutional investors have been buying VictoryShares Short-Term Bond ETF stock?

Of the 84 institutional investors that purchased VictoryShares Short-Term Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Orion Portfolio Solutions LLC ($1.50M), Marquette Asset Management LLC ($627.19K), Victory Capital Management Inc. ($308.34K), Amplius Wealth Advisors LLC ($305.27K), Advisor Group Holdings Inc. ($250.90K), Atria Investments Inc ($244.49K), and LPL Financial LLC ($232.02K).

How much institutional buying is happening at VictoryShares Short-Term Bond ETF?

Institutional investors have bought a total of 5,748,261 shares in the last 24 months. This purchase volume represents approximately $281.65M in transactions.

Which VictoryShares Short-Term Bond ETF major shareholders have been selling company stock?

Of the 43 institutional investors that sold VictoryShares Short-Term Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Orion Portfolio Solutions LLC ($963.60K), Astor Investment Management LLC ($123.73K), Toth Financial Advisory Corp ($100.75K), AE Wealth Management LLC ($73.75K), Burt Wealth Advisors ($66.84K), First Heartland Consultants Inc. ($61.48K), and LPL Financial LLC ($56.65K).

How much institutional selling is happening at VictoryShares Short-Term Bond ETF?

Institutional investors have sold a total of 1,769,874 shares in the last 24 months. This volume of shares sold represents approximately $87.04M in transactions.


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This page (NASDAQ:USTB) was last updated on 5/15/2024 by MarketBeat.com Staff

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