Victoryshares Core Plus Bond
$20.800%
+$138.7M
Net Activity
+7.30% total shares
Institutions Holding
54
Popularity Rank
#5973
Avg Weight
0.95%
Total Value
$1.9B
54 institutions currently hold UBND, with 48 net buyers and 11 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Increased
Based on recent trading activity
Net Selling Institutions
11
Net Buying Institutions
48
Top 5 by Value
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Across its top 20 institutional holders, UBND's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 13/100, avg. turnover score 28/100).
UBND ranks #5973 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
UBND is a top-conviction position for Cahaba Wealth Management, Inc. — at 11.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in UBND belongs to Victory Capital Management Inc, but the position matters far more to Cahaba Wealth Management, Inc., who has 11.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Retirement Planning Group, LLC has added to its UBND position for two straight quarters, increasing it by $23.4M to reach $183.6M today.
UBND is up 0% today, and institutions have been net buyers of $138.7M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$171.0M
Total Buy Value
$16.6M
Total Sell Value
48
Net Buyers
11
Net Sellers
UBND
Q2 2026
Top 5 Institutional Movers
+$25.6M
+$17.1M
+$11.7M
+$9.3M
UBND does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
92647X863
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,280
Total reported value
$2.2T
3255 13F institutions increased their position this quarter
Institutions Holding
6,027
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,190
Total reported value
$1.8T
2996 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,870
Total reported value
$1.5T
Held by 4870 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,790
Total reported value
$1.2T
Held by 4790 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,718
Total reported value
$473.6B
Held by 4718 institutions — one of the most-tracked stocks on AlphaSMO
Access UBND's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/UBNDCLI
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