Victoryshares US Small Mid CUSVMETF
13F holders, Q4 2024 (December 31)24holders +6
5new positions
1sold out
$84.21avg. 13F price*
At the end of Q4 2024, 24 institutions reported holding Victoryshares US Small Mid C (USVM) in their 13F filings, up 6 from Q3 2024. 5 opened new positions and 1 sold out. The largest holders were Victory Capital Management Inc. ($99.2M), Cerity Partners LLC ($91.2M) and Trilogy Capital Inc. ($18.0M).
- Company
- Victoryshares US Small Mid C
- CUSIP
- 92647N568
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.2M |
| Exits | 1 | $50K |
All 13F filers, Q3 2024 → Q4 2024: 97,185 shares bought and 21,031 shares sold, net +76,154 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Victory Capital Management Inc. | 0.10% | Add +2.4% | 1,177,474 | $99.2M |
| Cerity Partners LLC | 0.20% | Reduce -1.4% | 1,083,511 | $91.2M |
| Trilogy Capital Inc. | 0.92% | Reduce -1.1% | 213,186 | $18.0M |
| Systelligence, LLC | 1.99% | Add +3.5% | 95,689 | $8.1M |
| Beacon Financial Advisory LLC | 1.04% | Add +41.0% | 37,895 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +409.1% | 32,392 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Add +69.5% | 31,827 | $2.7M |
| EWG Elevate Inc. | 0.67% | Add +2.1% | 25,986 | $2.2M |
| Bank of America Corp. | 0.00% | Add +0.4% | 14,363 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | New | 9,080 | $765K |
| Cetera Investment Advisers | 0.00% | Add +13.2% | 4,700 | $396K |
| OneDigital Investment Advisors LLC | 0.00% | Add +6.3% | 3,624 | $305K |
| LPL Financial LLC | 0.00% | New | 3,533 | $297K |
| Comprehensive Financial Planning, Inc. | 0.11% | — | 1,570 | $132K |
| Morgan Stanley | 0.00% | Add +15.2% | 1,540 | $130K |
| Comerica Bank | 0.00% | New | 1,487 | $125K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -19.0% | 760 | $64K |
| Osaic Holdings, Inc. | 0.00% | No change | 688 | $58K |
| Royal Bank of Canada | 0.00% | Reduce -84.2% | 340 | $29K |
| Golden State Wealth Management, LLC | 0.00% | — | 113 | $10K |
| FMR LLC | 0.00% | No change | 107 | $9K |
| UBS Group AG | 0.00% | New | 107 | $9K |
| Wells Fargo & Company | 0.00% | New | 67 | $6K |
| 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.