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Victoryshares Short-Term BON (USTB)

CUSIP: 92647N535 | NYSE | 276 institutional holders

Quarters

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

Go Invest LLC2,624,648
27.7% of portfolio›$130.9M
Stonebridge Financial Group, LLC1,731,326
6.4% of portfolio›$86.4M
Pacific Center for Financial Services1,091,489
11.4% of portfolio›$54.4M
Broadway Wealth Solutions, Inc.612,191
13.7% of portfolio›$30.5M
Marquette Asset Management, LLC563,466
3.7% of portfolio›$28.1M
International City Management Association Retirement Corp457,609
5.1% of portfolio›$22.8M
Amplius Wealth Advisors, LLC435,437
1.5% of portfolio›$21.7M
Commonwealth Equity Services, LLC421,193
0.0% of portfolio›$21.0M
Winter & Associates, Inc.398,865
14.4% of portfolio›$19.9M
ERn Financial, LLC372,558
3.0% of portfolio›$18.6M
Pinnacle Wealth Management Group, Inc.345,231
7.9% of portfolio›$17.2M
Cornerstone Planning Group LLC319,504
2.0% of portfolio›$15.9M
Apella Capital, LLC315,669
0.2% of portfolio›$15.8M
Redhawk Wealth Advisors, Inc.278,820
1.4% of portfolio›$13.9M
StoryOne LLC258,560
5.8% of portfolio›$12.9M
StoryOne LLC258,560
5.8% of portfolio›$12.9M
Toth Financial Advisory Corp225,351
1.1% of portfolio›$11.2M
Wealth Enhancement Advisory Services, LLC207,805
0.0% of portfolio›$10.4M
Redw Wealth LLC196,806
3.6% of portfolio›$9.8M
Cambridge Investment Research Advisors, Inc.190,688
0.0% of portfolio›$9.5K
Avaii Wealth Management, LLC164,576
2.4% of portfolio›$8.2M
Smith Thornton Advisors LLC146,328
3.2% of portfolio›$7.3M
Trademark Financial Management, LLC133,985
2.7% of portfolio›$6.7M
Quadcap Wealth Management, LLC132,772
0.6% of portfolio›$6.6M
Darrow Company, Inc.130,688
2.6% of portfolio›$6.5M
Nations Financial Group Inc,127,232
0.3% of portfolio›$6.3M
Certified Advisory Corp121,837
0.5% of portfolio›$6.1M
Clarity Asset Management, Inc.119,184
2.9% of portfolio›$5.9M
Creative Financial Designs Inc104,499
0.2% of portfolio›$5.2M
Rooted Wealth Advisors, Inc.98,438
1.2% of portfolio›$5.0M
Thrivent Financial for Lutherans97,841
0.0% of portfolio›$4.9K
Farther Finance Advisors, LLC94,244
0.0% of portfolio›$4.7M
Allen Capital Group, LLC93,190
0.4% of portfolio›$4.6M
Bensler, LLC83,343
0.4% of portfolio›$4.2M
Bank of New York Mellon Corp74,717
0.0% of portfolio›$3.7M
Fiscal Wisdom Wealth Management, LLC66,532
3.9% of portfolio›$3.3M
Patriot Financial Group Insurance Agency, LLC55,690
0.3% of portfolio›$2.8M
Samalin Investment Counsel, LLC53,664
0.8% of portfolio›$2.7M
Oppenheimer & Co Inc48,341
0.0% of portfolio›$2.4M
Comprehensive Wealth Management, LLC47,909
1.1% of portfolio›$2.4M
Laurel Wealth Planning LLC46,101
1.0% of portfolio›$2.3M
Perigon Wealth Management, LLC40,056
0.0% of portfolio›$2.0M
Kestra Advisory Services, LLC39,944
0.0% of portfolio›$2.0M
Fifth Third Bancorp38,129
0.0% of portfolio›$1.9M
Marshall & Sterling Wealth Advisors Inc.37,482
1.1% of portfolio›$1.9M
AlphaCore Capital LLC37,366
0.0% of portfolio›$1.9M
Miller Financial Services LLC35,321
1.3% of portfolio›$1.8M
Flagship Harbor Advisors, LLC29,499
0.1% of portfolio›$1.5M
Kestra Private Wealth Services, LLC25,198
0.0% of portfolio›$1.3M
Atria Investments, Inc20,184
0.0% of portfolio›$1.0M
Sigma Planning Corp19,478
0.0% of portfolio›$971.6K
Swmg, LLC13,421
0.1% of portfolio›$671.9K
Choreo, LLC12,501
0.0% of portfolio›$623.6K
M.E. Allison & Co., Inc.12,397
0.3% of portfolio›$618.3K
Claro Advisors Inc.11,860
0.1% of portfolio›$591.6K
Midwest Capital Advisors, LLC11,511
0.2% of portfolio›$574.2K
Creative Planning8,637
0.0% of portfolio›$430.8K
Integras Partners LLC8,536
0.2% of portfolio›$425.8K
Financial Guidance Group, Inc.7,772
0.1% of portfolio›$387.7K
Parallel Advisors, LLC7,146
0.0% of portfolio›$356.4K
Cassaday & Co Wealth Management LLC7,124
0.0% of portfolio›$355.3K
Daymark Wealth Partners, LLC6,266
0.0% of portfolio›$312.6K
StoneX Group Inc.4,978
0.0% of portfolio›$248.3K
Private Client Services, LLC4,729
0.1% of portfolio›$235.9K
Kestra Investment Management, LLC4,723
0.0% of portfolio›$235.6K
Stirlingshire Investments, Inc.4,285
0.2% of portfolio›$213.7K
Atwood & Palmer Inc2,193
0.0% of portfolio›$109.4K
Private Trust Co NA697
0.0% of portfolio›$34.8K
Atlantic Edge Private Wealth Management, LLC570
0.0% of portfolio›$28.4K
TD Waterhouse Canada Inc.457
0.0% of portfolio›$22.8K
Signature Equity Partners, LLC337
0.0% of portfolio›$16.8K
Blueline Advisors LLC299
0.0% of portfolio›$14.9K
Larson Financial Group LLC189
0.0% of portfolio›$9.4K
Rossby Financial, LCC65
0.0% of portfolio›$3.2K
Versant Capital Management, Inc10
0.0% of portfolio›$499
Assetmark, Inc5
0.0% of portfolio›$249
StyleTurnoverLocationFiled
Go Invest LLC
2,624,648$130.9M27.7%ETFN/AWest Jordan, UT2026-10-09
Stonebridge Financial Group, LLC
1,731,326$86.4M6.4%ETFMediumWormleysburg, PA2026-10-01
Pacific Center for Financial Services
1,091,489$54.4M11.4%ETFMediumDanville, CA2026-10-15
Broadway Wealth Solutions, Inc.
612,191$30.5M13.7%ETFVery LowSan Antonio, TX2026-10-21
Marquette Asset Management, LLC
563,466$28.1M3.7%ETFVery LowMinneapolis, MN2026-10-09
International City Management Association Retirement Corp
457,609$22.8M5.1%ETFN/AWashington, DC2026-10-26
Amplius Wealth Advisors, LLC
435,437$21.7M1.5%ETFLowBlue Bell, PA2026-10-20
Commonwealth Equity Services, LLC
421,193$21.0M0.0%ETFLowWaltham, MA2026-11-02
Winter & Associates, Inc.
398,865$19.9M14.4%ETFMediumSt. Paul, MN2026-10-23
ERn Financial, LLC
372,558$18.6M3.0%ETFVery LowMiddleton, WI2026-10-28
Pinnacle Wealth Management Group, Inc.
345,231$17.2M7.9%ETFMediumPlymouth, MI2026-10-15
Cornerstone Planning Group LLC
319,504$15.9M2.0%ETFMediumFairfield, NJ2026-10-16
Apella Capital, LLC
315,669$15.8M0.2%ETFVery LowWest Hartford, CT2026-10-08
Redhawk Wealth Advisors, Inc.
278,820$13.9M1.4%ETFHighMinneapolis, MN2026-10-14
StoryOne LLC
258,560$12.9M5.8%ETFVery HighOverland Park, KS2026-10-13
StoryOne LLC
258,560$12.9M5.8%ETFVery HighOverland Park, KS2026-10-13
Toth Financial Advisory Corp
225,351$11.2M1.1%CoreLowLeesburg, VA2026-10-08
Wealth Enhancement Advisory Services, LLC
207,805$10.4M0.0%CoreLowPlymouth, MN2026-10-13
Redw Wealth LLC
196,806$9.8M3.6%ETFLowAlbuquerque, NM2026-11-02
Cambridge Investment Research Advisors, Inc.
190,688$9.5K0.0%ETFLowFairfield, IA2026-11-02
Avaii Wealth Management, LLC
164,576$8.2M2.4%ETFMediumAppleton, WI2026-10-09
Smith Thornton Advisors LLC
146,328$7.3M3.2%ETFVery LowHuntsville, AL2026-10-16
Trademark Financial Management, LLC
133,985$6.7M2.7%ETFMediumBloomington, MN2026-10-23
Quadcap Wealth Management, LLC
132,772$6.6M0.6%ETFLowFrisco, TX2026-11-02
Darrow Company, Inc.
130,688$6.5M2.6%ETFVery LowNeedham, MA2026-10-22
Nations Financial Group Inc,
127,232$6.3M0.3%CoreLowCedar Rapids, IA2026-11-05
Certified Advisory Corp
121,837$6.1M0.5%ETFLowAltamonte Springs, FL2026-10-29
Clarity Asset Management, Inc.
119,184$5.9M2.9%ETFHighAmes, IA2026-10-14
Creative Financial Designs Inc
104,499$5.2M0.2%ETFMediumKokomo, IN2026-11-04
Rooted Wealth Advisors, Inc.
98,438$5.0M1.2%ETFLowBourbonnais, IL2026-11-03
Thrivent Financial for Lutherans
97,841$4.9K0.0%GARPMediumMinneapolis, MN2026-11-05
Farther Finance Advisors, LLC
94,244$4.7M0.0%IndexLowSan Francisco, CA2026-10-08
Allen Capital Group, LLC
93,190$4.6M0.4%CoreLowGrand Island, NE2026-10-27
Bensler, LLC
83,343$4.2M0.4%MomentumMediumBellevue, WA2026-11-05
Bank of New York Mellon Corp
74,717$3.7M0.0%CoreLowNew York, NY2026-11-05
Fiscal Wisdom Wealth Management, LLC
66,532$3.3M3.9%ETFMediumCanton, CT2026-10-16
Patriot Financial Group Insurance Agency, LLC
55,690$2.8M0.3%GrowthLowWalpole, MA2026-10-14
Samalin Investment Counsel, LLC
53,664$2.7M0.8%YieldMediumChappaqua, NY2026-10-23
Oppenheimer & Co Inc
48,341$2.4M0.0%CoreLowNew York, NY2026-10-26
Comprehensive Wealth Management, LLC
47,909$2.4M1.1%ETFMediumLynnwood, WA2026-11-02
Laurel Wealth Planning LLC
46,101$2.3M1.0%ETFLowEdina, MN2026-11-02
Perigon Wealth Management, LLC
40,056$2.0M0.0%GrowthLowSan Francisco, CA2026-10-22
Kestra Advisory Services, LLC
39,944$2.0M0.0%CoreLowAustin, TX2026-11-02
Fifth Third Bancorp
38,129$1.9M0.0%IndexVery LowCincinnati, OH2026-11-05
Marshall & Sterling Wealth Advisors Inc.
37,482$1.9M1.1%ETFMediumPoughkeepsie, NY2026-10-28
AlphaCore Capital LLC
37,366$1.9M0.0%ETFLowLa Jolla, CA2026-11-04
Miller Financial Services LLC
35,321$1.8M1.3%CoreLowMarshall, MI2026-10-20
Flagship Harbor Advisors, LLC
29,499$1.5M0.1%ETFMediumBoston, MA2026-10-26
Kestra Private Wealth Services, LLC
25,198$1.3M0.0%GrowthLowAustin, TX2026-10-30
Atria Investments, Inc
20,184$1.0M0.0%CoreMediumCharlotte, NC2026-10-15
Sigma Planning Corp
19,478$971.6K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Swmg, LLC
13,421$671.9K0.1%ETFMediumFort Worth, TX2026-10-23
Choreo, LLC
12,501$623.6K0.0%IndexLowRockford, IL2026-10-28
M.E. Allison & Co., Inc.
12,397$618.3K0.3%CoreLowSan Antonio, TX2026-10-09
Claro Advisors Inc.
11,860$591.6K0.1%CoreLowBoston, MA2026-11-02
Midwest Capital Advisors, LLC
11,511$574.2K0.2%ETFHighGrand Rapids, MI2026-11-04
Creative Planning
8,637$430.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Integras Partners LLC
8,536$425.8K0.2%CoreLowAlpharetta, GA2026-10-30
Financial Guidance Group, Inc.
7,772$387.7K0.1%ETFVery LowPalm Harbor, FL2026-10-21
Parallel Advisors, LLC
7,146$356.4K0.0%IndexLowSan Francisco, CA2026-11-03
Cassaday & Co Wealth Management LLC
7,124$355.3K0.0%ETFVery LowMclean, VA2026-10-27
Daymark Wealth Partners, LLC
6,266$312.6K0.0%CoreLowCincinnati, OH2026-11-04
StoneX Group Inc.
4,978$248.3K0.0%ETFMediumNew York, NY2026-11-03
Private Client Services, LLC
4,729$235.9K0.1%ETFMediumLouisville, KY2026-10-02
Kestra Investment Management, LLC
4,723$235.6K0.0%ETFMediumAustin, TX2026-11-04
Stirlingshire Investments, Inc.
4,285$213.7K0.2%ETFMediumNew York, NY2026-11-05
Atwood & Palmer Inc
2,193$109.4K0.0%CoreVery LowKansas City, MO2026-10-08
Private Trust Co NA
697$34.8K0.0%CoreLowCleveland, OH2026-10-20
Atlantic Edge Private Wealth Management, LLC
570$28.4K0.0%CoreLowJacksonville, FL2026-10-20
TD Waterhouse Canada Inc.
457$22.8K0.0%CoreLowToronto, Australia2026-10-16
Signature Equity Partners, LLC
337$16.8K0.0%GrowthMediumColumbus, OH2026-10-29
Blueline Advisors LLC
299$14.9K0.0%ETFLowExeter, NH2026-10-15
Larson Financial Group LLC
189$9.4K0.0%GrowthLowSt Louis, MO2026-11-05
Rossby Financial, LCC
65$3.2K0.0%ETFMediumMelbourne, FL2026-11-05
Versant Capital Management, Inc
10$4990.0%GARPLowPhoenix, AZ2026-10-02
Assetmark, Inc
5$2490.0%ETFLowConcord, CA2026-10-21