Victoryshares US Small Mid CUSVMETF
13F holders, Q2 2026 (June 30)62holders +4
10new positions
7sold out
2famous investors
$108.31avg. 13F price*
At the end of Q2 2026, 62 institutions reported holding Victoryshares US Small Mid C (USVM) in their 13F filings, up 4 from Q1 2026. 10 opened new positions and 7 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($854.8M), Victory Capital Management Inc. ($163.2M) and Cerity Partners LLC ($149.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Victoryshares US Small Mid C
- CUSIP
- 92647N568
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $9.7M |
| Exits | 7 | $21.5M |
All 13F filers, Q1 2026 → Q2 2026: 1,243,003 shares bought and 316,423 shares sold, net +926,580 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| Wealth Enhancement Advisory Services, LLC | 1.44% | Add +14.0% | 7,950,998 | $854.8M |
| Victory Capital Management Inc. | 0.09% | No change | 1,485,719 | $163.2M |
| Cerity Partners LLC | 0.18% | Reduce -4.9% | 1,363,934 | $149.8M |
| Blue Water Asset Management | 6.86% | Add +1.2% | 193,408 | $21.2M |
| Systelligence, LLC | 3.16% | Add +1.7% | 172,282 | $18.9M |
| Vise Technologies, Inc. | 0.14% | Add +38.7% | 113,671 | $12.5M |
| NorthCrest Asset Manangement, LLC | 0.25% | Add +13.2% | 90,648 | $9.8M |
| Anderson Financial Strategies, LLC | 4.70% | Reduce -1.9% | 81,804 | $9.0M |
| Family Capital Trust Co | 2.67% | Add +480.8% | 74,635 | $8.2M |
| Wealth Enhancement Trust Services, Inc. | 0.82% | Add +26.0% | 67,123 | $7.4M |
| Raymond James Financial Inc. | 0.00% | Add +0.6% | 60,497 | $6.6M |
| LPL Financial LLC | 0.00% | Add +87.8% | 55,501 | $6.1M |
| Retirement Planning Group, LLC | 0.15% | Reduce -5.6% | 53,505 | $5.9M |
| Truist Financial Corp. | 0.01% | Reduce -4.3% | 48,888 | $5.4M |
| Two Sigma Investments, LP | 0.00% | Reduce -12.7% | 45,400 | $5.0M |
| Kintra Wealth, LLC | 0.19% | New | 32,349 | $3.6M |
| LexAurum Advisors, LLC | 0.41% | Add +10.2% | 32,575 | $3.6M |
| Cetera Investment Advisers | 0.00% | Add +112.1% | 28,375 | $3.1M |
| Trilogy Capital Inc. | 0.11% | Reduce -1.5% | 26,523 | $2.9M |
| Citadel Advisors | 0.00% | New | 22,661 | $2.5M |
| Bank of America Corp. | 0.00% | Reduce -11.4% | 21,128 | $2.3M |
| Cary Street Partners Financial LLC | 0.05% | New | 18,832 | $2.1M |
| US Bancorp \de | 0.00% | Add +5.2% | 17,761 | $2.0M |
| Beacon Financial Advisory LLC | 0.37% | Add +9.8% | 17,006 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.3% | 16,024 | $1.8M |
| Harbour Investments, Inc. | 0.02% | Reduce -1.1% | 13,258 | $1.5M |
| AQR Capital Management | 0.00% | Add +17.5% | 10,326 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +5.3% | 7,435 | $816K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.7% | 6,958 | $764K |
| Osaic Holdings, Inc. | 0.00% | Add +12.4% | 6,030 | $662K |
| Nova Wealth Management, Inc. | 0.35% | Add +3.3% | 5,792 | $636K |
| Money Concepts Capital Corp. | 0.02% | Add +8.9% | 3,814 | $419K |
| Quantinno Capital Management LP | 0.00% | New | 3,622 | $398K |
| Morgan Stanley | 0.00% | Add +21.3% | 3,540 | $389K |
| BlackRock, Inc. | 0.00% | Add +39.8% | 3,328 | $365K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -12.3% | 3,315 | $364K |
| Equitable Holdings, Inc. | 0.00% | New | 3,093 | $340K |
| Commonwealth Equity Services, LLC | 0.00% | Add +33.8% | 2,924 | $321K |
| Janney Montgomery Scott LLC | 0.00% | New | 2,767 | $304K |
| Fifth Third Bancorp | 0.00% | Reduce -0.6% | 2,761 | $303K |
| Cerity Partners Retirement Plan Advisors LLC | 0.12% | New | 2,594 | $285K |
| Capital Square, LLC | 0.12% | Add +6.6% | 2,447 | $266K |
| Sigma Planning Corp | 0.01% | Reduce -0.3% | 2,419 | $266K |
| Curry Webb Wealth Management LLC | 0.08% | New | 1,855 | $204K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +208.5% | 944 | $104K |
| Royal Bank of Canada | 0.00% | Add +113.6% | 784 | $86K |
| Creative Financial Designs Inc. | 0.00% | Add +2500.0% | 780 | $86K |
| Strive Financial Group ,LLC | 0.02% | Reduce -3.1% | 411 | $45K |
| Qube Research & Technologies Ltd | 0.00% | New | 391 | $43K |
| CVA Family Office, LLC | 0.00% | No change | 279 | $31K |
| FMR LLC | 0.00% | Reduce -70.0% | 264 | $29K |
| Allworth Financial LP | 0.00% | No change | 140 | $15K |
| Golden State Wealth Management, LLC | 0.00% | No change | 113 | $12K |
| Assetmark, Inc. | 0.00% | Add +310.0% | 82 | $9K |
| Bogart Wealth, LLC | 0.00% | No change | 59 | $6K |
| Parallel Advisors, LLC | 0.00% | Reduce -33.3% | 58 | $6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 58 | $6K |
| AE Wealth Management LLC | 0.00% | Reduce -78.3% | 43 | $5K |
| UBS Group AG | 0.00% | Reduce -94.2% | 38 | $4K |
| Aptus Capital Advisors, LLC | 0.00% | New | 25 | $3K |
| Essential Investment Partners LLC | 0.00% | No change | 21 | $2K |
| Wells Fargo & Company | 0.00% | Reduce -99.1% | 1 | $94 |
"% of holder's portfolio" is USVM's weight in each manager's 13F, not the share of Victoryshares US Small Mid C the manager owns.