Victoryshares US Small Mid CUSVMETF
13F holders, Q2 2024 (June 30)21holders +5
8new positions
4sold out
1famous investor
$77.71avg. 13F price*
At the end of Q2 2024, 21 institutions reported holding Victoryshares US Small Mid C (USVM) in their 13F filings, up 5 from Q1 2024. 8 opened new positions and 4 sold out. The largest holders were Victory Capital Management Inc. ($89.3M), Cerity Partners LLC ($84.0M) and Trilogy Capital Inc. ($16.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.6M |
| Exits | 4 | $770K |
All 13F filers, Q1 2024 → Q2 2024: 84,714 shares bought and 11,653 shares sold, net +73,061 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Victory Capital Management Inc. | 0.09% | No change | 1,149,438 | $89.3M |
| Cerity Partners LLC | 0.23% | Add +0.7% | 1,080,993 | $84.0M |
| Trilogy Capital Inc. | 0.91% | Add +11.8% | 215,777 | $16.8M |
| EWG Elevate Inc. | 0.71% | Add +8.7% | 24,965 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -8.2% | 18,093 | $1.4M |
| Visionary Wealth Advisors | 0.08% | New | 15,083 | $1.2M |
| Bank of America Corp. | 0.00% | Add +58.0% | 11,337 | $881K |
| Beacon Financial Advisory LLC | 0.33% | New | 11,288 | $877K |
| Goldman Sachs Group Inc. | 0.00% | New | 8,111 | $630K |
| Royal Bank of Canada | 0.00% | Add +1.1% | 5,303 | $412K |
| Citadel Advisors | 0.00% | New | 4,705 | $366K |
| Cetera Investment Advisers | 0.00% | New | 4,247 | $330K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 3,410 | $265K |
| LPL Financial LLC | 0.00% | Add +14.8% | 2,954 | $230K |
| Wellington Wealth Strategies, LLC. | 0.93% | New | 2,840 | $221K |
| Morgan Stanley | 0.00% | Add +124.7% | 1,604 | $125K |
| Gleason Group, Inc. | 0.00% | New | 291 | $23K |
| Osaic Holdings, Inc. | 0.00% | Reduce -63.8% | 259 | $20K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 101 | $8K |
| Bogart Wealth, LLC | 0.00% | No change | 59 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 50 | $4K |
"% 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.