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Victoryshares Core Intermedi (UITB)

CUSIP: 92647N527 | NYSE | 237 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

LPL Financial LLC1,844,139
0.0% of portfolio›$82.3M
Calamos Wealth Management LLC1,268,648
1.6% of portfolio›$56.6M
Allen Capital Group, LLC935,352
3.3% of portfolio›$41.8M
MBL Wealth, LLC892,807
2.4% of portfolio›$39.9M
Greenup Street Wealth Management LLC632,906
3.5% of portfolio›$28.3M
Allworth Financial LP603,228
0.1% of portfolio›$28.3M
Alliance Wealth Advisors, LLC598,840
8.4% of portfolio›$26.7M
Atlantic Edge Private Wealth Management, LLC470,586
4.3% of portfolio›$21.0M
Blue Water Asset Management460,878
6.7% of portfolio›$20.6M
Oath Planning, LLC419,333
12.1% of portfolio›$18.7M
Pathway Financial Advisors LLC406,962
2.0% of portfolio›$18.2M
Envision Financial LLC383,252
7.6% of portfolio›$17.1M
Newman Dignan & Sheerar, Inc.336,374
2.9% of portfolio›$15.0M
Cyr Financial Inc.325,614
7.1% of portfolio›$14.5M
Crusonia Wealth Advisors LLC276,989
1.9% of portfolio›$12.4M
Toth Financial Advisory Corp214,357
1.0% of portfolio›$9.6M
Souders Financial Advisors194,858
0.8% of portfolio›$8.7M
Thrivent Financial for Lutherans193,930
0.0% of portfolio›$8.7K
Fjell Capital, LLC186,101
4.7% of portfolio›$8.3M
Truist Financial Corp174,875
0.0% of portfolio›$7.8M
Greenwood Capital Associates LLC170,130
0.7% of portfolio›$7.6M
Creative Financial Designs Inc159,943
0.3% of portfolio›$7.1M
Smith Thornton Advisors LLC158,870
3.1% of portfolio›$7.1M
Insight Wealth Partners, LLC156,939
0.9% of portfolio›$7.0M
Sloy Dahl & Holst, LLC130,575
0.8% of portfolio›$5.8M
Wealth Advisory Team LLC125,571
4.6% of portfolio›$5.6M
Stewardship Concepts Financial Services LLC98,752
2.9% of portfolio›$4.4M
Bank of New York Mellon Corp89,806
0.0% of portfolio›$4.0M
James J. Burns & Company, LLC76,249
0.4% of portfolio›$3.4M
Indivisible Partners75,323
0.2% of portfolio›$3.4M
Valmark Advisers, Inc.65,266
0.0% of portfolio›$2.9M
Daymark Wealth Partners, LLC61,176
0.1% of portfolio›$2.7M
Atria Investments, Inc59,163
0.0% of portfolio›$2.6M
Calamos Advisors LLC56,712
0.0% of portfolio›$2.5M
Commonwealth Equity Services, LLC56,237
0.0% of portfolio›$2.5M
Chris Bulman Inc52,527
0.8% of portfolio›$2.3M
Cambridge Investment Research Advisors, Inc.42,021
0.0% of portfolio›$1.9K
Brookstone Capital Management40,581
0.0% of portfolio›$1.8M
Optivise Advisory Services LLC38,310
0.8% of portfolio›$1.7M
Focus Financial Network, Inc.33,228
0.0% of portfolio›$1.5M
Owl Creek Wealth Partners LLC31,815
0.4% of portfolio›$1.4M
Aspiriant, LLC28,000
0.0% of portfolio›$1.3M
Tenet Wealth Partners, LLC27,566
0.9% of portfolio›$1.2M
Titleist Asset Management, LLC23,047
0.1% of portfolio›$1.0M
Cornerstone Wealth Management, LLC22,039
0.0% of portfolio›$983.9K
ERn Financial, LLC14,697
0.1% of portfolio›$656.1K
Novem Group14,458
0.1% of portfolio›$645.5K
Compass Financial Management LLC14,287
0.1% of portfolio›$638.2K
Fifth Third Bancorp13,826
0.0% of portfolio›$617.2K
J.W. Cole Advisors, Inc.12,154
0.0% of portfolio›$542.6K
Princeton Global Asset Management LLC11,936
0.1% of portfolio›$532.9K
Signature Estate & Investment Advisors LLC11,915
0.0% of portfolio›$531.9K
Wealth Enhancement Advisory Services, LLC11,782
0.0% of portfolio›$526.1K
Avaii Wealth Management, LLC11,101
0.1% of portfolio›$495.7K
Perigon Wealth Management, LLC9,479
0.0% of portfolio›$423.2K
Sigma Planning Corp8,894
0.0% of portfolio›$397.1K
Goldstein Advisors, LLC8,305
0.0% of portfolio›$370.8K
M Holdings Securities, Inc.7,825
0.0% of portfolio›$349
StoneX Group Inc.7,801
0.0% of portfolio›$351.9K
AdvisorNet Financial, Inc7,199
0.0% of portfolio›$322.2K
Eagle Strategies LLC5,688
0.0% of portfolio›$253.9K
Signature Equity Partners, LLC4,133
0.1% of portfolio›$184.5K
Harbor Investment Advisory, LLC3,575
0.0% of portfolio›$159.6K
Pinnacle Bancorp, Inc.3,084
0.0% of portfolio›$137.7K
Farther Finance Advisors, LLC2,302
0.0% of portfolio›$102.8K
PNC Financial Services Group, Inc.2,070
0.0% of portfolio›$92.4K
IFP Advisors, Inc699
0.0% of portfolio›$31.2K
Larson Financial Group LLC258
0.0% of portfolio›$11.5K
Investment Research & Advisory Group, Inc.1
0.0% of portfolio›$46
StyleTurnoverLocationFiled
LPL Financial LLC
1,844,139$82.3M0.0%IndexVery LowFort Mill, SC2026-11-06
Calamos Wealth Management LLC
1,268,648$56.6M1.6%GrowthMediumNaperville, IL2026-11-02
Allen Capital Group, LLC
935,352$41.8M3.3%CoreLowGrand Island, NE2026-10-27
MBL Wealth, LLC
892,807$39.9M2.4%ETFLowCharlotte, NC2026-10-22
Greenup Street Wealth Management LLC
632,906$28.3M3.5%ETFMediumOverland Park, KS2026-10-28
Allworth Financial LP
603,228$28.3M0.1%IndexLowFolsom, CA2026-11-06
Alliance Wealth Advisors, LLC
598,840$26.7M8.4%CoreVery LowScranton, PA2026-10-14
Atlantic Edge Private Wealth Management, LLC
470,586$21.0M4.3%CoreLowJacksonville, FL2026-10-20
Blue Water Asset Management
460,878$20.6M6.7%ETFLowGrand Rapids, MI2026-11-04
Oath Planning, LLC
419,333$18.7M12.1%ETFVery LowTulsa, OK2026-10-20
Pathway Financial Advisors LLC
406,962$18.2M2.0%ETFLowSouth Burlington, VT2026-10-07
Envision Financial LLC
383,252$17.1M7.6%ETFLowBrookfield, WI2026-10-15
Newman Dignan & Sheerar, Inc.
336,374$15.0M2.9%ETFLowProvidence, RI2026-10-21
Cyr Financial Inc.
325,614$14.5M7.1%ETFLowHennepin, IL2026-10-16
Crusonia Wealth Advisors LLC
276,989$12.4M1.9%ETFVery LowDenver, CO2026-10-26
Toth Financial Advisory Corp
214,357$9.6M1.0%CoreLowLeesburg, VA2026-10-08
Souders Financial Advisors
194,858$8.7M0.8%ETFLowCincinnati, OH2026-11-03
Thrivent Financial for Lutherans
193,930$8.7K0.0%GARPMediumMinneapolis, MN2026-11-05
Fjell Capital, LLC
186,101$8.3M4.7%GrowthLowFargo, ND2026-10-13
Truist Financial Corp
174,875$7.8M0.0%CoreLowCharlotte, NC2026-10-30
Greenwood Capital Associates LLC
170,130$7.6M0.7%CoreMediumGreenwood, SC2026-10-27
Creative Financial Designs Inc
159,943$7.1M0.3%ETFMediumKokomo, IN2026-11-04
Smith Thornton Advisors LLC
158,870$7.1M3.1%ETFVery LowHuntsville, AL2026-10-16
Insight Wealth Partners, LLC
156,939$7.0M0.9%ETFLowPlano, TX2026-10-26
Sloy Dahl & Holst, LLC
130,575$5.8M0.8%Agg GrowthVery LowVancouver, WA2026-10-14
Wealth Advisory Team LLC
125,571$5.6M4.6%ETFN/ABellevue, KY2026-11-05
Stewardship Concepts Financial Services LLC
98,752$4.4M2.9%ETFLowSpokane, WA2026-10-06
Bank of New York Mellon Corp
89,806$4.0M0.0%CoreLowNew York, NY2026-11-05
James J. Burns & Company, LLC
76,249$3.4M0.4%ETFVery LowMelville, NY2026-10-22
Indivisible Partners
75,323$3.4M0.2%GrowthMediumClearwater, FL2026-10-26
Valmark Advisers, Inc.
65,266$2.9M0.0%ETFVery LowAkron, OH2026-11-06
Daymark Wealth Partners, LLC
61,176$2.7M0.1%CoreLowCincinnati, OH2026-11-04
Atria Investments, Inc
59,163$2.6M0.0%CoreMediumCharlotte, NC2026-10-15
Calamos Advisors LLC
56,712$2.5M0.0%GrowthMediumNaperville, IL2026-11-02
Commonwealth Equity Services, LLC
56,237$2.5M0.0%ETFLowWaltham, MA2026-11-02
Chris Bulman Inc
52,527$2.3M0.8%ETFLowRoseville, CA2026-10-20
Cambridge Investment Research Advisors, Inc.
42,021$1.9K0.0%ETFLowFairfield, IA2026-11-02
Brookstone Capital Management
40,581$1.8M0.0%ETFMediumWheaton, IL2026-10-22
Optivise Advisory Services LLC
38,310$1.7M0.8%ETFMediumFranklin, TN2026-10-19
Focus Financial Network, Inc.
33,228$1.5M0.0%ETFLowMinneapolis, MN2026-10-14
Owl Creek Wealth Partners LLC
31,815$1.4M0.4%IndexLowGreenwood Village, CO2026-10-20
Aspiriant, LLC
28,000$1.3M0.0%ETFVery LowLos Angeles, CA2026-10-16
Tenet Wealth Partners, LLC
27,566$1.2M0.9%ETFN/AChampaign, IL2026-10-19
Titleist Asset Management, LLC
23,047$1.0M0.1%ETFLowSan Antonio, TX2026-10-08
Cornerstone Wealth Management, LLC
22,039$983.9K0.0%ETFVery LowSt. Peters, MO2026-11-04
ERn Financial, LLC
14,697$656.1K0.1%ETFVery LowMiddleton, WI2026-10-28
Novem Group
14,458$645.5K0.1%ETFMediumRochester, NY2026-10-19
Compass Financial Management LLC
14,287$638.2K0.1%CoreN/ATampa, FL2026-10-30
Fifth Third Bancorp
13,826$617.2K0.0%IndexVery LowCincinnati, OH2026-11-05
J.W. Cole Advisors, Inc.
12,154$542.6K0.0%IndexLowTampa, FL2026-11-05
Princeton Global Asset Management LLC
11,936$532.9K0.1%GrowthLowPrinceton, NJ2026-10-21
Signature Estate & Investment Advisors LLC
11,915$531.9K0.0%ETFMediumLos Angeles, CA2026-10-13
Wealth Enhancement Advisory Services, LLC
11,782$526.1K0.0%CoreLowPlymouth, MN2026-10-13
Avaii Wealth Management, LLC
11,101$495.7K0.1%ETFMediumAppleton, WI2026-10-09
Perigon Wealth Management, LLC
9,479$423.2K0.0%GrowthLowSan Francisco, CA2026-10-22
Sigma Planning Corp
8,894$397.1K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Goldstein Advisors, LLC
8,305$370.8K0.0%ETFMediumMadison, WI2026-10-15
M Holdings Securities, Inc.
7,825$3490.0%ETFHighPortland, OR2026-11-03
StoneX Group Inc.
7,801$351.9K0.0%ETFMediumNew York, NY2026-11-03
AdvisorNet Financial, Inc
7,199$322.2K0.0%ETFLowMinnetonka, MN2026-10-15
Eagle Strategies LLC
5,688$253.9K0.0%ETFLowNew York, NY2026-10-16
Signature Equity Partners, LLC
4,133$184.5K0.1%GrowthMediumColumbus, OH2026-10-29
Harbor Investment Advisory, LLC
3,575$159.6K0.0%GrowthLowLutherville, MD2026-10-13
Pinnacle Bancorp, Inc.
3,084$137.7K0.0%CoreVery LowBeatrice, NE2026-10-21
Farther Finance Advisors, LLC
2,302$102.8K0.0%IndexLowSan Francisco, CA2026-10-08
PNC Financial Services Group, Inc.
2,070$92.4K0.0%GrowthVery LowPittsburgh, PA2026-11-06
IFP Advisors, Inc
699$31.2K0.0%GrowthLowTampa, FL2026-10-16
Larson Financial Group LLC
258$11.5K0.0%GrowthLowSt Louis, MO2026-11-05
Investment Research & Advisory Group, Inc.
1$460.0%GrowthVery LowAtlanta, GA2026-10-19