Victoryshares Core Plus Bond
$21.40-0.2%
+$138.7M
Net Activity
+7.30% total shares
Institutions Holding
54
Popularity Rank
#5966
Avg Weight
0.95%
Total Value
$1.9B
54 institutions currently hold UBND, with 47 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
47
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 29/100).
UBND ranks #5966 out of 37503 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.
Annex Advisory Services, LLC has added to its UBND position for two straight quarters, increasing it by $37.2M to reach $410.8M today.
Elk River Wealth Management LLC has trimmed its UBND position for two straight quarters, cutting it by $1.2M while still holding $7.1M.
UBND is down 0.2% today, but institutions show net buying of $138.7M this quarter — a divergence between today's price move and the underlying institutional flow.
+$166.6M
Total Buy Value
$16.6M
Total Sell Value
47
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 2026-06-30 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
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,839
Total reported value
$1.5T
Held by 4839 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,763
Total reported value
$1.2T
Held by 4763 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,691
Total reported value
$473.3B
Held by 4691 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
npx alphasmo stocks get UBND