Victoryshares US Small Mid CUSVMETF

13F holders, Q1 2024 (March 31)
16holders
$80.37avg. 13F price*

At the end of Q1 2024, 16 institutions reported holding Victoryshares US Small Mid C (USVM) in their 13F filings. The largest holders were Victory Capital Management Inc. ($92.4M), Cerity Partners LLC ($86.3M) and Trilogy Capital Inc. ($15.5M).

Company
Victoryshares US Small Mid C
CUSIP
92647N568
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 16Q1 2024Q2 2024: 21Q2 2024Q3 2024: 18Q3 2024Q4 2024: 24Q4 2024Q1 2025: 42Q1 2025Q2 2025: 40Q2 2025Q3 2025: 36Q3 2025Q4 2025: 48Q4 2025Q1 2026: 58Q1 2026Q2 2026: 62Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions4$974K
Exits2$10.1M

Ownership 16 holders

Victory Capital Management Inc. 0.09% Reduce -17.9% 1,149,438 $92.4M
Cerity Partners LLC 0.23% Reduce -4.3% 1,073,186 $86.3M
Trilogy Capital Inc. 0.89% Reduce -6.5% 192,968 $15.5M
EWG Elevate Inc. 0.70% Reduce -1.2% 22,972 $1.8M
Susquehanna International Group, LLP 0.00% Reduce -39.5% 19,714 $1.6M
Stifel Financial Corp. 0.00% New 9,441 $759K
Bank of America Corp. 0.00% Add +66.1% 7,174 $577K
Royal Bank of Canada 0.00% Add +200.6% 5,246 $421K
OneDigital Investment Advisors LLC 0.00% No change 3,410 $274K
LPL Financial LLC 0.00% New 2,574 $207K
Osaic Holdings, Inc. 0.00% Reduce -19.0% 715 $57K
Morgan Stanley 0.00% Reduce -0.1% 714 $57K
UBS Group AG 0.00% Reduce -12.4% 134 $11K
Tower Research Capital LLC (TRC) 0.00% New 101 $8K
Bogart Wealth, LLC 0.00% No change 59 $5K
Gradient Investments LLC 0.00% Add +0.0% 1 $79

"% 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.