§ EQUITY
USDUITB
VICTORYSHARES CORE INTERMEDI
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
88 increased/new, 37 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 14.9M | 0.4% | ±0% |
| Charles Schwab Investment Mgmt | 5.5M | 0.0% | −2% |
| Morgan Stanley | 3.8M | 0.0% | −46% |
| Allen Capital Group, LLC | 2.2M | 4.7% | +116% |
| LPL Financial LLC | 2.1M | 0.0% | −2% |
| Bogart Wealth, LLC | 2.1M | 3.7% | +4% |
◇ AC INTELLIGENCE
Top institutional owners for UITB as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER46.4% · 117 holders
QUALITY / COMPOUNDER27.3% · 1 holder
DEALER / BANK15.8% · 11 holders
PASSIVE / INDEX10.2% · 2 holders
INCOME / DEFENSIVE0.2% · 2 holders
TACTICAL / MACRO0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for UITB in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention UITB yet.