Filing Research | VICTORYSHARES CORE INTERMEDIATE BOND ETF Institutional Holdings

Snapshot holdings

40 / 40 loaded

#		Instrument	quantity
1	Bogart Wealth, LLC	Shares	2.2MSH	$101.8M
2	MBL Wealth, LLC	Shares	758.8KSH	$35.5M
3	Pine Valley Investments Ltd Liability Co	Shares	664.6KSH	$31.1M
4	Alliance Wealth Advisors, LLC	Shares	588.6KSH	$27.6M
5	Atlantic Edge Private Wealth Management, LLC	Shares	460.8KSH	$21.6M
6	Pathway Financial Advisors LLC	Shares	398.4KSH	$18.6M
7	Envision Financial LLC	Shares	345.3KSH	$16.2M
8	Newman Dignan & Sheerar, Inc.	Shares	338.6KSH	$15.9M
9	Oath Planning, LLC	Shares	337.7KSH	$15.8M
10	Cyr Financial Inc.	Shares	299.6KSH	$14.0M
11	TOTH FINANCIAL ADVISORY CORP	Shares	207.3KSH	$9.7M
12	Fjell Capital, LLC	Shares	181.4KSH	$8.5M
13	Pinnacle Wealth Management Group, Inc.	Shares	155.6KSH	$7.3M
14	Smith Thornton Advisors LLC	Shares	152.7KSH	$7.1M
15	Wealth Advisory Team LLC	Shares	123.5KSH	$5.8M
16	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	Shares	82.9KSH	$3.9M
17	Chris Bulman Inc	Shares	52.7KSH	$2.5M
18	Owl Creek Wealth Partners LLC	Shares	41.3KSH	$1.9M
19	Brookstone Capital Management	Shares	40.7KSH	$1.9M
20	Optivise Advisory Services LLC	Shares	37.9KSH	$1.8M
21	Focus Financial Network, Inc.	Shares	32.3KSH	$1.5M
22	AdvisorNet Financial, Inc	Shares	31.1KSH	$1.5M
23	Patriot Financial Group Insurance Agency, LLC	Shares	29.8KSH	$1.4M
24	ASPIRIANT, LLC	Shares	28.0KSH	$1.3M
25	TITLEIST ASSET MANAGEMENT, LLC	Shares	21.2KSH	$992.2K
26	Cornerstone Wealth Management, LLC	Shares	20.6KSH	$963.3K
27	NOVEM GROUP	Shares	16.3KSH	$761.1K
28	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	14.1KSH	$655.9K
29	Sovereign Financial Group, Inc.	Shares	12.0KSH	$560.1K
30	Princeton Global Asset Management LLC	Shares	11.9KSH	$559.1K
31	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	11.7KSH	$546.2K
32	J.W. COLE ADVISORS, INC.	Shares	11.6KSH	$542.1K
33	Goldstein Advisors, LLC	Shares	7.7KSH	$358.8K
34	CARY STREET PARTNERS FINANCIAL LLC	Shares	7.0KSH	$327.0K
35	Certified Advisory Corp	Shares	5.1KSH	$238.9K
36	Fortune Financial Advisors, LLC	Shares	4.8KSH	$224.8K
37	HARBOR INVESTMENT ADVISORY, LLC	Shares	3.6KSH	$167.4K
38	Farther Finance Advisors, LLC	Shares	2.0KSH	$94.2K
39	IFP Advisors, Inc	Shares	699SH	$32.7K
40	Investment Research & Advisory Group, Inc.	Shares	1SH	$48

Manager changes2026-06-30 vs 2026-03-31

39 / 39 loaded

#		Instrument
1	Atlantic Edge Private Wealth Management, LLC added	Shares	+191.4K	+$8.9M	$21.6M
2	Bogart Wealth, LLC added	Shares	+112.1K	+$4.9M	$101.8M
3	Pine Valley Investments Ltd Liability Co added	Shares	+87.5K	+$4.0M	$31.1M
4	Envision Financial LLC added	Shares	+70.9K	+$3.3M	$16.2M
5	Oath Planning, LLC added	Shares	+64.9K	+$3.0M	$15.8M
6	MBL Wealth, LLC added	Shares	+37.9K	+$1.6M	$35.5M
7	ASPIRIANT, LLC new	Shares	+28.0K	+$1.3M	$1.3M
8	Cyr Financial Inc. added	Shares	+20.7K	+$921.2K	$14.0M
9	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+15.0K	+$703.6K	$992.2K
10	Optivise Advisory Services LLC added	Shares	+13.8K	+$641.8K	$1.8M
11	J.W. COLE ADVISORS, INC. new	Shares	+11.6K	+$542.1K	$542.1K
12	TOTH FINANCIAL ADVISORY CORP added	Shares	+11.3K	+$496.2K	$9.7M
13	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC added	Shares	+9.2K	+$420.5K	$3.9M
14	Fjell Capital, LLC added	Shares	+8.1K	+$350.6K	$8.5M
15	Alliance Wealth Advisors, LLC added	Shares	+8.8K	+$310.2K	$27.6M
16	Smith Thornton Advisors LLC added	Shares	+8.8K	+$297.2K	$7.1M
17	Chris Bulman Inc added	Shares	+5.2K	+$236.1K	$2.5M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.0K	+$227.7K	$655.9K
19	Brookstone Capital Management added	Shares	+2.8K	+$126.2K	$1.9M
20	Princeton Global Asset Management LLC added	Shares	+2.1K	+$95.3K	$559.1K
21	NOVEM GROUP added	Shares	+666	+$28.4K	$761.1K
22	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+387	+$16.1K	$546.2K
23	Pinnacle Wealth Management Group, Inc. added	Shares	+910	+$14.9K	$7.3M
24	Certified Advisory Corp added	Shares	+52	+$1.5K	$238.9K
25	Investment Research & Advisory Group, Inc. unchanged	Shares	0	+$1	$48
26	IFP Advisors, Inc unchanged	Shares	0	-$125	$32.7K
27	Farther Finance Advisors, LLC unchanged	Shares	0	-$316	$94.2K
28	HARBOR INVESTMENT ADVISORY, LLC trimmed	Shares	-1	-$687	$167.4K
29	Fortune Financial Advisors, LLC unchanged	Shares	0	-$859	$224.8K
30	CARY STREET PARTNERS FINANCIAL LLC unchanged	Shares	0	-$1.3K	$327.0K
31	Sovereign Financial Group, Inc. trimmed	Shares	-92	-$6.5K	$560.1K
32	Goldstein Advisors, LLC trimmed	Shares	-250	-$13.1K	$358.8K
33	Focus Financial Network, Inc. trimmed	Shares	-246	-$17.4K	$1.5M
34	AdvisorNet Financial, Inc trimmed	Shares	-269	-$18.2K	$1.5M
35	Cornerstone Wealth Management, LLC trimmed	Shares	-399	-$22.4K	$963.3K
36	Owl Creek Wealth Partners LLC trimmed	Shares	-5.5K	-$265.0K	$1.9M
37	Pathway Financial Advisors LLC trimmed	Shares	-3.7K	-$289.9K	$18.6M
38	Patriot Financial Group Insurance Agency, LLC trimmed	Shares	-22.8K	-$1.1M	$1.4M
39	Newman Dignan & Sheerar, Inc. trimmed	Shares	-135.1K	-$6.4M	$15.9M