VICTORYSHARES US SMALL MID C USVM
$108.82
-0.5% 52w: $80.38 – $109.86
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data80.3895.12109.86
Jun 20, 2025 Jul 2, 2026
Institutional holders
57
+9 QoQ
13F value
$1.07B
-9.5% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns USVM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 7.0M | $659.5M | 1.5% | -20.5% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 1.5M | $140.7M | 0.1% | +4.6% |
| Cerity Partners LLC | Diversified mechanical | 1.4M | $135.8M | 0.2% | +1.9% |
| Blue Water Asset Management | Wealth advisor | 191.1K | $18.1M | 6.3% | -1.4% |
| LeClair Wealth Partners LLC | Wealth advisor | 191.1K | $18.1M | 6.3% | New |
| Systelligence, LLC | Wealth advisor | 169.4K | $16.0M | 3.1% | +43.6% |
| Anderson Financial Strategies, LLC | Wealth advisor | 83.4K | $8.6M | 4.8% | -3.1% |
| NorthCrest Asset Manangement, LLC | Other | 80.1K | $7.7M | 0.2% | +86.4% |
| Vise Technologies, Inc. | Wealth advisor | 82.0K | $7.5M | 0.1% | Held |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 60.1K | $5.7M | 0.0% | +28.5% |
| Retirement Planning Group, LLC | Wealth advisor | 56.7K | $5.4M | 0.2% | -4.8% |
| Wealth Enhancement Trust Services, Inc. | Other | 53.3K | $5.0M | 0.6% | +588.3% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 52.0K | $4.9M | 0.0% | +44.8% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 51.1K | $4.8M | 0.0% | +3.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 29.9K | $2.8M | 0.0% | -23.6% |
| LexAurum Advisors, LLC | Wealth advisor | 29.6K | $2.8M | 0.4% | — |
| LPL Financial LLC | Bank broker | 29.6K | $2.8M | 0.0% | +141.1% |
| Trilogy Capital Inc. | Wealth advisor | 26.9K | $2.5M | 0.1% | -9.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 23.8K | $2.3M | 0.0% | +32.7% |
| US BANCORP \DE\ | Wealth advisor | 16.9K | $1.6M | 0.0% | New |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 16.4K | $1.6M | 0.0% | +4.7% |
| Beacon Financial Advisory LLC | Wealth advisor | 15.5K | $1.5M | 0.3% | -45.6% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 13.4K | $1.3M | 0.0% | New |
| Cetera Investment Advisers | Wealth advisor | 13.4K | $1.3M | 0.0% | +136.3% |
| Family Capital Trust Co ★2 | Fundamental diversified | 12.9K | $1.2M | 0.4% | +6558.5% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 8.8K | $832K | 0.0% | +63.6% |
| JPMORGAN CHASE & CO | Bank broker | 7.1K | $653K | 0.0% | +10.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 6.8K | $648K | 0.0% | +51.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 5.4K | $508K | 0.0% | -19.0% |
| JANE STREET GROUP, LLC | Market maker | 5.3K | $498K | 0.0% | -34.1% |
| OneDigital Investment Advisors LLC | Wealth advisor | 3.8K | $358K | 0.0% | +14.1% |
| MONEY CONCEPTS CAPITAL CORP | Wealth advisor | 3.5K | $332K | 0.0% | +1.6% |
| MORGAN STANLEY | Bank broker | 2.9K | $276K | 0.0% | +6.9% |
| FIFTH THIRD BANCORP | Diversified mechanical | 2.8K | $263K | 0.0% | New |
| Capital Square, LLC | Wealth advisor | 2.3K | $235K | 0.1% | New |
| Sigma Planning Corp | Wealth advisor | 2.4K | $230K | 0.0% | New |
| BlackRock, Inc. | Index provider | 2.4K | $225K | 0.0% | +0.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 2.2K | $207K | 0.0% | New |
| FMR LLC | Long only active | 879 | $83K | 0.0% | +713.9% |
| UBS Group AG | Bank broker | 658 | $62K | 0.0% | New |
| Strive Financial Group ,LLC | Other | 424 | $40K | 0.0% | Held |
| ROYAL BANK OF CANADA | Bank broker | 367 | $35K | 0.0% | -81.8% |
| Advisory Services Network, LLC | Diversified mechanical | 350 | $33K | 0.0% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 306 | $29K | 0.0% | -71.4% |
| CVA Family Office, LLC | Wealth advisor | 279 | $26K | 0.0% | New |
| MAI Capital Management | Wealth advisor | 234 | $22K | 0.0% | Held |
| AE Wealth Management LLC | Wealth advisor | 198 | $19K | 0.0% | +450.0% |
| Allworth Financial LP | Wealth advisor | 140 | $13K | 0.0% | Held |
| WELLS FARGO & COMPANY/MN | Bank broker | 114 | $11K | 0.0% | -94.1% |
| Golden State Wealth Management, LLC | Wealth advisor | 113 | $11K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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