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Who owns USTBWhat USTB owns — n/a

Who owns VictoryShares Short-Term Bond ETF?

Institutional ownership of USTB from SEC Form 13F filings across 97 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.

97

13F holders

$1.44B

value, 2026 filers

61.6%

of shares outstanding (29.9M sh)

13

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 USTB's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Merit Financial Group, LLC5.9M$297.6M1.8%12.1%+108.3%
2VICTORY CAPITAL MANAGEMENT INC5.5M$279.9M0.2%11.4%+2.2%
3MORGAN STANLEY3.0M$149.9M0.0%6.1%+17.1%
4SHP Wealth Management1.8M$90.4M6.2%3.7%+43.0%
5BANK OF AMERICA CORP /DE/1.7M$88.1M0.0%3.6%+13.6%
6LPL Financial LLC1.6M$80.7M0.0%3.3%-0.8%
7WELLS FARGO & COMPANY/MN900,711$45.6M0.0%1.9%+325.1%
8RAYMOND JAMES FINANCIAL INC699,421$35.4M0.0%1.4%+45.1%
9Marquette Asset Management, LLC550,446$27.9M3.6%1.1%+4.8%
10Capital Analysts, LLC516,643$26,1520.6%1.1%0.0%
11Waverly Advisors, LLC474,980$24.0M0.1%1%+5.2%
12Janney Montgomery Scott LLC464,325$23,5040.0%1%+75.9%
13KINTRA WEALTH, LLC424,283$21.4M1.1%0.9%+8.2%
14STIFEL FINANCIAL CORP343,042$17.4M0.0%0.7%+11.5%
15Focus Partners Advisor Solutions, LLC340,457$17.2M0.1%0.7%+76.4%
16Cambridge Investment Research Advisors, Inc.335,532$16,9840.0%0.7%+123.7%
17Cornerstone Planning Group LLC302,568$15.3M1.9%0.6%+3.3%
18Redhawk Wealth Advisors, Inc.276,282$14.0M1.4%0.6%+4.3%
19ROYAL BANK OF CANADA270,638$13.7M0.0%0.6%+15.5%
20Certified Advisory Corp269,658$13.7M1.1%0.6%+16.2%
21Integrated Wealth Concepts LLC242,301$12.3M0.1%0.5%+17.4%
22Apella Capital, LLC242,085$12.3M0.2%0.5%+10.0%
23TOTH FINANCIAL ADVISORY CORP221,722$11.2M1.1%0.5%+5.3%
24NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO220,708$11.2M0.0%0.5%+8382.2%
25OSAIC HOLDINGS, INC.218,055$11.0M0.0%0.5%-12.6%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.