Who owns USVM?
VictoryShares US Small Mid Cap Value Momentum ETF · VictoryShares
63 institutions reported holding USVM, worth $1.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of USVM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $854.8M | 7,950,998 | +977,439 shares |
| Victory Capital Management Inc. | San Antonio, TX | $163.2M | 1,485,719 | No change |
| Cerity Partners LLC | New York, NY | $149.8M | 1,363,934 | −70,324 shares |
| Blue Water Asset Management | Grand Rapids, MI | $21.2M | 193,408 | +2,312 shares |
| Systelligence, LLC | Bloomington, MN | $18.9M | 172,282 | +2,925 shares |
| Vise Technologies, Inc. | New York, NY | $12.5M | 113,671 | +31,705 shares |
| NorthCrest Asset Manangement, LLC | Plymouth, MN | $9.8M | 90,648 | +10,557 shares |
| Anderson Financial Strategies, LLC | Dayton, OH | $9.0M | 81,804 | −1,626 shares |
| Family Capital Trust Co | Peabody, MA | $8.2M | 74,635 | +61,784 shares |
| Wealth Enhancement Trust Services, Inc. | Sioux Falls, SD | $7.4M | 67,123 | +13,846 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns USVM?
63 institutional managers reported holding USVM in Form 13F filings for June 30, 2026, worth $1.3B in total. The largest reported position was held by Wealth Enhancement Advisory Services, LLC, at $854.8M.
Did institutions buy or sell USVM last quarter?
Reported 13F value rose 23.8% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is USVM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.