Security Details
| Security Name: | VICTORYSHARES CORE PLUS INTE |
|---|---|
| Ticker: | UBND |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 92647X863 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.34B | - | 19 | - |
| 2024-09-30 | $0.38B | +12.2% | 17 | -10.5% |
| 2024-12-31 | $0.40B | +3.8% | 15 | -11.8% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| 1900 WEALTH MANAGEMENT LLC | $73.6M | 3,445K | 6.2% |
| RETIREMENT PLANNING GROUP, LLC | $79.4M | 3,717K | 4.0% |
| ELK RIVER WEALTH MANAGEMENT, LLC | $6.9M | 322K | 1.3% |
| MADISON WEALTH PARTNERS, INC | $3.2M | 147K | 0.9% |
| VICTORY CAPITAL MANAGEMENT INC | $224.7M | 10,516K | 0.2% |
| ONEDIGITAL INVESTMENT ADVISORS LLC | $2.3M | 109K | 0.0% |
| FLOW TRADERS U.S. LLC | $0.5M | 25K | 0.0% |
| CORIENT PRIVATE WEALTH LLC | $4.7M | 218K | 0.0% |
| TOWER RESEARCH CAPITAL LLC | $0.0M | 0K | 0.0% |
| JANE STREET GROUP, LLC | $0.3M | 13K | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | $0.2M | 11K | 0.0% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | $0.3M | 15K | 0.0% |
| COMERICA BANK | $0.0M | 1K | 0.0% |
| CWM, LLC | $0.9M | 43K | 0.0% |
Similar Securities
| Ticker | Exchange | Security | Similarity Score | Common Holders | Total Holders |
|---|---|---|---|---|---|
| SPGP | US | INVESCO S&P 500 GARP ETF | 0.008 | 2 | 258 |
| IQLT | US | ISHARES MSCI INTERNATIONAL Q | 0.005 | 2 | 378 |
| GSLC | US | GOLDMAN ACTIVEBETA US LC ETF | 0.005 | 2 | 402 |
| SPYV | US | SPDR PORT S&P 500 VALUE | 0.003 | 2 | 701 |
| IWB | US | ISHARES RUSSELL 1000 ETF | 0.002 | 2 | 967 |
| QUAL | US | ISHARES MSCI USA QUALITY FAC | 0.002 | 2 | 1025 |
| IVV | US | ISHARES CORE S&P 500 ETF | 0.001 | 2 | 2481 |
| AAPL | US | APPLE INC | 0.001 | 3 | 3956 |
| COST | US | COSTCO WHOLESALE CORP | 0.001 | 2 | 2728 |