Victoryshares US Small Mid CUSVMETF
13F holders, Q3 2024 (September 30)18holders −3
4new positions
7sold out
$85.08avg. 13F price*
At the end of Q3 2024, 18 institutions reported holding Victoryshares US Small Mid C (USVM) in their 13F filings, down 3 from Q2 2024. 4 opened new positions and 7 sold out. The largest holders were Victory Capital Management Inc. ($97.8M), Cerity Partners LLC ($93.5M) and Trilogy Capital Inc. ($18.3M).
- Company
- Victoryshares US Small Mid C
- CUSIP
- 92647N568
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $8.5M |
| Exits | 7 | $2.6M |
All 13F filers, Q2 2024 → Q3 2024: 139,066 shares bought and 37,713 shares sold, net +101,353 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Victory Capital Management Inc. | 0.10% | No change | 1,149,438 | $97.8M |
| Cerity Partners LLC | 0.21% | Add +1.7% | 1,099,484 | $93.5M |
| Trilogy Capital Inc. | 0.92% | Reduce -0.1% | 215,667 | $18.3M |
| Systelligence, LLC | 1.95% | New | 92,461 | $7.9M |
| Beacon Financial Advisory LLC | 0.78% | Add +138.1% | 26,877 | $2.3M |
| EWG Elevate Inc. | 0.87% | Add +1.9% | 25,450 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +3.8% | 18,782 | $1.6M |
| Bank of America Corp. | 0.00% | Add +26.2% | 14,309 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,362 | $541K |
| Cetera Investment Advisers | 0.00% | Reduce -2.2% | 4,153 | $353K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 3,410 | $290K |
| Royal Bank of Canada | 0.00% | Reduce -59.5% | 2,146 | $183K |
| Morgan Stanley | 0.00% | Reduce -16.6% | 1,337 | $114K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1776.0% | 938 | $80K |
| Osaic Holdings, Inc. | 0.00% | Add +165.6% | 688 | $59K |
| Anfield Capital Management, LLC | 0.02% | New | 593 | $50K |
| FMR LLC | 0.00% | New | 107 | $9K |
| Bogart Wealth, LLC | 0.00% | No change | 59 | $5K |
"% 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.