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Victoryshares Core Plus Bond (UBND)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Annex Advisory Services, LLC
DECREASED
Shares13,956,506 from 18,906,834
Change-4,950,328 (-26%)
Value$288.3M (-$122.5M)
Filed 2026-10-16
Retirement Planning Group, LLC
INCREASED
Shares8,889,916 from 8,164,569
Change+725,347 (+9%)
Value$183.6M (+$6.2M)
Filed 2026-10-19
Cahaba Wealth Management, Inc.
INCREASED
Shares8,858,585 from 8,561,595
Change+296,990 (+3%)
Value$183.0M (-$3.0M)
Filed 2026-10-26
Merit Financial Group, LLC
INCREASED
Shares6,823,924 from 6,613,845
Change+210,079 (+3%)
Value$140.9M (-$2.7M)
Filed 2026-11-06
1900 Wealth Management LLC
INCREASED
Shares4,783,130 from 4,103,679
Change+679,451 (+17%)
Value$98.8M (+$9.6M)
Filed 2026-10-13
Goldstein Advisors, LLC
INCREASED
Shares2,197,698 from 1,824,886
Change+372,812 (+20%)
Value$45.4M (+$5.7M)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares1,929,420 from 1,840,500
Change+88,920 (+5%)
Value$39.9M (-$132.7K)
Filed 2026-10-30
Correct Capital Wealth Management
INCREASED
Shares1,231,152 from 1,175,240
Change+55,912 (+5%)
Value$25.4M (-$102.7K)
Filed 2026-11-02
AlphaCore Capital LLC
NEW
Shares347,428
Change+347,428
Value$7.2M
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares345,317 from 273,047
Change+72,270 (+26%)
Value$7.1M (+$1.2M)
Filed 2026-11-06
Landmark Wealth Management, Inc.
INCREASED
Shares208,036 from 32,152
Change+175,884 (+547%)
Value$4.3M (+$3.6M)
Filed 2026-11-04
Daymark Wealth Partners, LLC
NEW
Shares131,945
Change+131,945
Value$2.7M
Filed 2026-11-04
Redw Wealth LLC
INCREASED
Shares93,060 from 10,651
Change+82,409 (+774%)
Value$1.9M (+$1.7M)
Filed 2026-11-02
Bank of Montreal
NEW
Shares44,120
Change+44,120
Value$911.3K
Filed 2026-11-09
LexAurum Advisors, LLC
INCREASED
Shares39,605 from 31,540
Change+8,065 (+26%)
Value$818.0K (+$132.8K)
Filed 2026-10-19
Huntleigh Advisors, Inc.
DECREASED
Shares35,677 from 40,302
Change-4,625 (-11%)
Value$736.9K (-$138.7K)
Filed 2026-11-03
Juncture Wealth Strategies, LLC
DECREASED
Shares31,741 from 34,906
Change-3,165 (-9%)
Value$655.6K (-$102.7K)
Filed 2026-10-06
Trademark Financial Management, LLC
DECREASED
Shares30,023 from 40,429
Change-10,406 (-26%)
Value$620.1K (-$258.2K)
Filed 2026-10-23
Clarity Asset Management, Inc.
INCREASED
Shares19,000 from 18,674
Change+326 (+2%)
Value$392.5K (-$13.3K)
Filed 2026-10-14
Vise Technologies, Inc.
INCREASED
Shares14,465 from 13,586
Change+879 (+6%)
Value$298.8K (+$3.6K)
Filed 2026-10-29
Indivisible Partners
NEW
Shares13,279
Change+13,279
Value$274.3K
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
NEW
Shares11,244
Change+11,244
Value$231.9K
Filed 2026-10-13
Harbour Investments, Inc.
INCREASED
Shares5,377 from 1,292
Change+4,085 (+316%)
Value$111.1K (+$83.0K)
Filed 2026-11-09
IAG Wealth Partners, LLC
NEW
Shares4,327
Change+4,327
Value$89.4K
Filed 2026-11-06
Fifth Third Bancorp
INCREASED
Shares3,627 from 3,575
Change+52 (+1%)
Value$74.9K (-$2.8K)
Filed 2026-11-05
Private Trust Co NA
NEW
Shares3,339
Change+3,339
Value$69.0K
Filed 2026-10-20
Comprehensive Financial Planning, Inc.
DECREASED
Shares468 from 696
Change-228 (-33%)
Value$9.7K (-$5.4K)
Filed 2026-10-27
Impact Investors, Inc
CLOSED
Shares0 from 304,138
Change-304,138 (-100%)
Value$0 (-$6.6M)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
CLOSED
Shares0 from 62,911
Change-62,911 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-04
Park Place Capital Corp
CLOSED
Shares0 from 4,286
Change-4,286 (-100%)
Value$0 (-$93.1K)
Filed 2026-11-09
Blue Trust, Inc.
CLOSED
Shares0 from 607
Change-607 (-100%)
Value$0 (-$13.2K)
Filed 2026-10-15
Assetmark, Inc
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$608)
Filed 2026-10-21
Victory Capital Management Inc
N/A
Shares— from 22,967,672
Change-22,967,672 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,669,245
Change-2,669,245 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,084,261
Change-2,084,261 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,707,703
Change-1,707,703 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 540,076
Change-540,076 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 428,401
Change-428,401 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 411,443
Change-411,443 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 376,350
Change-376,350 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 329,014
Change-329,014 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 259,045
Change-259,045 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 225,634
Change-225,634 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 202,726
Change-202,726 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 106,198
Change-106,198 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 62,675
Change-62,675 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 43,745
Change-43,745 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 43,210
Change-43,210 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 42,148
Change-42,148 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 39,925
Change-39,925 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 26,912
Change-26,912 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 23,886
Change-23,886 (-100%)
Value—
Commerce Bank
N/A
Shares— from 15,346
Change-15,346 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 12,711
Change-12,711 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 9,968
Change-9,968 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,334
Change-9,334 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 2,501
Change-2,501 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Status
Annex Advisory Services, LLC
DECREASED13,956,50618,906,834-4,950,328-26%$410.8M$288.3M-$122.5M2026-10-16
Retirement Planning Group, LLC
INCREASED8,889,9168,164,569+725,347+9%$177.4M$183.6M+$6.2M2026-10-19
Cahaba Wealth Management, Inc.
INCREASED8,858,5858,561,595+296,990+3%$186.0M$183.0M-$3.0M2026-10-26
Merit Financial Group, LLC
INCREASED6,823,9246,613,845+210,079+3%$143.7M$140.9M-$2.7M2026-11-06
1900 Wealth Management LLC
INCREASED4,783,1304,103,679+679,451+17%$89.2M$98.8M+$9.6M2026-10-13
Goldstein Advisors, LLC
INCREASED2,197,6981,824,886+372,812+20%$39.6M$45.4M+$5.7M2026-10-15
Truist Financial Corp
INCREASED1,929,4201,840,500+88,920+5%$40.0M$39.9M-$132.7K2026-10-30
Correct Capital Wealth Management
INCREASED1,231,1521,175,240+55,912+5%$25.5M$25.4M-$102.7K2026-11-02
AlphaCore Capital LLC
NEW347,428—+347,428——$7.2M—2026-11-04
LPL Financial LLC
INCREASED345,317273,047+72,270+26%$5.9M$7.1M+$1.2M2026-11-06
Landmark Wealth Management, Inc.
INCREASED208,03632,152+175,884+547%$698.5K$4.3M+$3.6M2026-11-04
Daymark Wealth Partners, LLC
NEW131,945—+131,945——$2.7M—2026-11-04
Redw Wealth LLC
INCREASED93,06010,651+82,409+774%$231.4K$1.9M+$1.7M2026-11-02
Bank of Montreal
NEW44,120—+44,120——$911.3K—2026-11-09
LexAurum Advisors, LLC
INCREASED39,60531,540+8,065+26%$685.2K$818.0K+$132.8K2026-10-19
Huntleigh Advisors, Inc.
DECREASED35,67740,302-4,625-11%$875.6K$736.9K-$138.7K2026-11-03
Juncture Wealth Strategies, LLC
DECREASED31,74134,906-3,165-9%$758.3K$655.6K-$102.7K2026-10-06
Trademark Financial Management, LLC
DECREASED30,02340,429-10,406-26%$878.3K$620.1K-$258.2K2026-10-23
Clarity Asset Management, Inc.
INCREASED19,00018,674+326+2%$405.8K$392.5K-$13.3K2026-10-14
Vise Technologies, Inc.
INCREASED14,46513,586+879+6%$295.2K$298.8K+$3.6K2026-10-29
Indivisible Partners
NEW13,279—+13,279——$274.3K—2026-10-26
Wealth Enhancement Advisory Services, LLC
NEW11,244—+11,244——$231.9K—2026-10-13
Harbour Investments, Inc.
INCREASED5,3771,292+4,085+316%$28.1K$111.1K+$83.0K2026-11-09
IAG Wealth Partners, LLC
NEW4,327—+4,327——$89.4K—2026-11-06
Fifth Third Bancorp
INCREASED3,6273,575+52+1%$77.7K$74.9K-$2.8K2026-11-05
Private Trust Co NA
NEW3,339—+3,339——$69.0K—2026-10-20
Comprehensive Financial Planning, Inc.
DECREASED468696-228-33%$15.1K$9.7K-$5.4K2026-10-27
Impact Investors, Inc
CLOSED0304,138-304,138-100%$6.6M$0-$6.6M2026-11-02
Cornerstone Wealth Management, LLC
CLOSED062,911-62,911-100%$1.4M$0-$1.4M2026-11-04
Park Place Capital Corp
CLOSED04,286-4,286-100%$93.1K$0-$93.1K2026-11-09
Blue Trust, Inc.
CLOSED0607-607-100%$13.2K$0-$13.2K2026-10-15
Assetmark, Inc
CLOSED028-28-100%$608$0-$6082026-10-21
Victory Capital Management Inc
N/A—22,967,672-22,967,672-100%$499.0M———
Northwestern Mutual Wealth Management Co
N/A—2,669,245-2,669,245-100%$58.0M———
Osaic Holdings, Inc.
N/A—2,084,261-2,084,261-100%$45.3M———
Madison Wealth Partners, Inc
N/A—1,707,703-1,707,703-100%$37.1M———
Arax Advisory Partners
N/A—540,076-540,076-100%$11.7M———
Goldman Sachs Group Inc
N/A—428,401-428,401-100%$9.3M———
Wells Fargo & Company
N/A—411,443-411,443-100%$8.9M———
Fiduciary Financial Advisors
N/A—376,350-376,350-100%$8.2M———
Elk River Wealth Management LLC
N/A—329,014-329,014-100%$7.1M———
Raymond James Financial Inc
N/A—259,045-259,045-100%$5.6M———
Envestnet Asset Management Inc
N/A—225,634-225,634-100%$4.9M———
OneDigital Investment Advisors LLC
N/A—202,726-202,726-100%$4.4M———
Tandem Financial, LLC
N/A—106,198-106,198-100%$2.3M———
Flow Traders U.S. LLC
N/A—62,675-62,675-100%$1.4M———
Ameriprise Financial Inc
N/A—43,745-43,745-100%$950.4K———
Citadel Advisors LLC
N/A—43,210-43,210-100%$938.7K———
Jane Street Group, LLC
N/A—42,148-42,148-100%$915.7K———
Integrated Investment Consultants, LLC
N/A—39,925-39,925-100%$867.4K———
Stonebridge Financial Group, LLC / MO
N/A—26,912-26,912-100%$584.7K———
OneAscent Financial Services LLC
N/A—23,886-23,886-100%$518.9K———
Commerce Bank
N/A—15,346-15,346-100%$333.4K———
Steward Partners Investment Advisory, LLC
N/A—12,711-12,711-100%$276.1K———
Axis Wealth Partners, LLC
N/A—9,968-9,968-100%$216.6K———
JPMorgan Chase & Co
N/A—9,334-9,334-100%$203.5K———
Johnson Financial Group, Inc.
N/A—2,501-2,501-100%$54.3K———
Ameritas Advisory Services, LLC
N/A—375-375-100%$8.1K———
AE Wealth Management LLC
N/A—119-119-100%$2.6K———
Showing 59 of 59 institutions