Who owns VictoryShares Core Plus Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of UBND from SEC Form 13F filings across 53 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 53 institutions disclosed 86.2M shares of VictoryShares Core Plus Bond ETF worth $1.87B — about 94.9% of shares outstanding; the largest disclosed holder is VICTORY CAPITAL MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
53
13F holders
$1.87B
value, 2026 filers
94.9%
of shares outstanding (86.2M sh)
15
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of UBND's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | VICTORY CAPITAL MANAGEMENT INC | 23.0M | $499.0M | 0.3% | 25.3% | 0.0% |
| 2 | Annex Advisory Services, LLC | 18.9M | $410.8M | 7.0% | 20.8% | +6.9% |
| 3 | CAHABA WEALTH MANAGEMENT, INC. | 8.6M | $186.0M | 11.2% | 9.4% | +4.7% |
| 4 | Retirement Planning Group, LLC | 8.2M | $177.4M | 4.5% | 9% | +11.0% |
| 5 | Merit Financial Group, LLC | 6.6M | $143.7M | 0.9% | 7.3% | +3.6% |
| 6 | 1900 WEALTH MANAGEMENT LLC | 4.1M | $89.2M | 5.0% | 4.5% | -6.3% |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.7M | $58.0M | 0.0% | 2.9% | +51.6% |
| 8 | OSAIC HOLDINGS, INC. | 2.1M | $45.3M | 0.1% | 2.3% | +1.5% |
| 9 | TRUIST FINANCIAL CORP | 1.8M | $40.0M | 0.0% | 2% | +19.7% |
| 10 | Goldstein Advisors, LLC | 1.8M | $39.6M | 3.6% | 2% | +7.8% |
| 11 | Madison Wealth Partners, Inc | 1.7M | $37.1M | 4.7% | 1.9% | +6.5% |
| 12 | Corient Private Wealth LP | 1.5M | $32.3M | 0.0% | 1.6% | +22.9% |
| 13 | CORRECT CAPITAL WEALTH MANAGEMENT | 1.2M | $25.5M | 4.4% | 1.3% | +0.9% |
| 14 | Arax Advisory PartnersNEW | 540,076 | $11.7M | 0.1% | 0.6% | new |
| 15 | GOLDMAN SACHS GROUP INCNEW | 428,401 | $9.3M | 0.0% | 0.5% | new |
| 16 | WELLS FARGO & COMPANY/MN | 411,443 | $8.9M | 0.0% | 0.5% | +4245.2% |
| 17 | FIDUCIARY FINANCIAL ADVISORSNEW | 376,350 | $8.2M | 0.8% | 0.4% | new |
| 18 | Elk River Wealth Management LLC | 329,014 | $7.1M | 1.1% | 0.4% | -8.9% |
| 19 | Impact Investors, Inc | 304,138 | $6.6M | 4.8% | 0.3% | +17.9% |
| 20 | LPL Financial LLC | 273,047 | $5.9M | 0.0% | 0.3% | +80.4% |
| 21 | RAYMOND JAMES FINANCIAL INC | 259,045 | $5.6M | 0.0% | 0.3% | +279.5% |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 225,634 | $4.9M | 0.0% | 0.2% | +962.5% |
| 23 | OneDigital Investment Advisors LLC | 202,726 | $4.4M | 0.0% | 0.2% | +15.1% |
| 24 | Tandem Financial, LLC | 106,198 | $2.3M | 0.7% | 0.1% | +26.8% |
| 25 | Cornerstone Wealth Management, LLCNEW | 62,911 | $1.4M | 0.1% | 0.1% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.