UITB — VICTORYSHARES CORE INTERMEDI
As of Q2 2026, 11 SEC-registered investment managers reported holding UITB (VICTORYSHARES CORE INTERMEDI) in their latest 13F filings, with a combined reported value of $556.66M across 11.88M shares. That is -9.6% by share count (-1.27M shares) versus the previous quarter, while reported value moved -10.0%. Ownership is concentrated: the five largest holders account for 96.7% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 4 added to existing stakes, 4 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Charles Schwab Investment Management history | Q2 2026 | 4.30M | $201.17M | 0.03% | Reduce |
| Morgan Stanley history | Q2 2026 | 3.90M | $182.86M | 0.01% | Add |
| Bank of America Corp history | Q2 2026 | 1.58M | $74.21M | 0.01% | Add |
| Wells Fargo & Co history | Q2 2026 | 1.37M | $64.22M | 0.01% | Reduce |
| UBS Group AG history | Q2 2026 | 332.33K | $15.57M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 181.66K | $8.54M | 0.00% | New |
| Prudential Financial history | Q3 2024 | 138.07K | $6.62M | 0.01% | New |
| BNY Mellon history | Q2 2026 | 90.19K | $4.22M | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 86.45K | $4.05M | 0.00% | Add |
| Goldman Sachs Group history | Q4 2025 | 51.87K | $2.46M | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 31.68K | $1.48M | 0.00% | Hold |
| AQR Capital Management history | Q2 2026 | 7.10K | $332.55K | 0.00% | Reduce |
| PNC Financial Services history | Q3 2025 | 852 | $40.49K | 0.00% | New |
| Citigroup Inc history | Q2 2026 | 20 | $937 | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q2 2024 | 1 | $46 | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 181.66K sh · $8.54M
- Citigroup Inc 20 sh · $937
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 15 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management | 3.73M | 3.40M | 3.28M | 3.16M | 4.54M | 5.24M | 5.96M | 5.85M | 5.79M | 5.66M | 6.66M | 6.59M | 6.57M | 6.45M | 5.61M | 5.08M | 5.59M | 5.62M | 5.53M | 4.30M |
| Morgan Stanley | 485.19K | 464.97K | 435.62K | 101.80K | 114.09K | 124.26K | 142.05K | 237.72K | 584.97K | 745.43K | 922.59K | 1.54M | 2.11M | 2.31M | 2.97M | 3.24M | 3.70M | 3.51M | 3.76M | 3.90M |
| Bank of America Corp | 4.87K | 4.77K | 4.85K | 4.76K | 4.64K | 51.76K | 99.31K | 162.00K | 215.56K | 290.71K | 340.19K | 395.16K | 540.54K | 833.55K | 878.59K | 1.11M | 1.18M | 1.31M | 1.40M | 1.58M |
| Wells Fargo & Co | 1 | 1 | 1 | 1 | 1 | — | — | 17 | 1 | 29.44K | 53.72K | 139.39K | 175.26K | 498.14K | 598.60K | 795.50K | 1.63M | 1.76M | 1.95M | 1.37M |
| UBS Group AG | 889 | 787 | 1.38K | 1.54K | — | — | 559 | 2.40K | 25.01K | 28.35K | 51.81K | 65.61K | 74.07K | 107.71K | 100.82K | 108.37K | 131.58K | 158.93K | 321.00K | 332.33K |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | 169.56K | 76.32K | 82.66K | 90.76K | 107.23K | 114.06K | 133.68K | 136.33K | 151.89K | 166.44K | — | 181.66K |
| BNY Mellon | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 82.72K | 94.35K | 90.19K |
| Citadel Advisors | 21.10K | 8.53K | 34.31K | 36.11K | 27.80K | — | 31.86K | — | — | — | — | — | 93.19K | — | — | 111.47K | 28.73K | 18.76K | 58.00K | 86.45K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | 19.50K | 28.87K | 28.84K | 29.08K | 31.59K | 31.68K | 31.68K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 7.10K | 7.10K | 7.10K | 9.16K | 7.87K | 7.10K |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | 43 | — | — | — | 12 | — | 19 | 8 | — | — | 20 |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 13.43K | 51.87K | — | — |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.55K | — | 852 | — | — | — |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | 101 | — | — | — | 1 | — | — | — | — | — | — | — | — |
| Prudential Financial | — | — | — | — | — | — | — | — | — | — | — | — | 138.07K | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details