Victoryshares US Small Mid CUSVMETF
13F holders, Q1 2025 (March 31)42holders +18
19new positions
1sold out
1famous investor
$78.74avg. 13F price*
At the end of Q1 2025, 42 institutions reported holding Victoryshares US Small Mid C (USVM) in their 13F filings, up 18 from Q4 2024. 19 opened new positions and 1 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($529.0M), Victory Capital Management Inc. ($94.0M) and Cerity Partners LLC ($87.8M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $21.8M |
| Exits | 1 | $765K |
All 13F filers, Q4 2024 → Q1 2025: 7,069,194 shares bought and 186,358 shares sold, net +6,882,836 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Wealth Enhancement Advisory Services, LLC | 1.01% | Add +20640.3% | 6,718,205 | $529.0M |
| Victory Capital Management Inc. | 0.10% | Add +1.4% | 1,194,416 | $94.0M |
| Cerity Partners LLC | 0.18% | Add +2.9% | 1,114,792 | $87.8M |
| Systelligence, LLC | 2.21% | Add +21.9% | 116,691 | $9.2M |
| Anderson Financial Strategies, LLC | 4.18% | New | 86,785 | $6.8M |
| Two Sigma Investments, LP | 0.01% | New | 75,500 | $5.9M |
| Beacon Financial Advisory LLC | 1.13% | Add +25.4% | 47,513 | $3.7M |
| Trilogy Capital Inc. | 0.17% | Reduce -80.3% | 42,026 | $3.3M |
| Bank of America Corp. | 0.00% | Add +162.8% | 37,744 | $3.0M |
| NorthCrest Asset Manangement, LLC | 0.07% | New | 28,815 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -15.7% | 26,840 | $2.1M |
| EWG Elevate Inc. | 0.79% | Add +1.8% | 26,451 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 20,795 | $1.6M |
| Retirement Planning Group, LLC | 0.06% | New | 16,956 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | New | 9,676 | $762K |
| MML Investors Services, LLC | 0.00% | New | 9,606 | $756K |
| Raymond James Financial Inc. | 0.00% | New | 7,850 | $618K |
| Citadel Advisors | 0.00% | New | 7,667 | $604K |
| Cetera Investment Advisers | 0.00% | Add +3.1% | 4,845 | $381K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -5.9% | 3,410 | $269K |
| Redhawk Wealth Advisors, Inc. | 0.03% | New | 2,950 | $232K |
| Two Sigma Securities, LLC | 0.04% | New | 2,920 | $230K |
| Blue Trust, Inc. | 0.00% | New | 2,821 | $222K |
| Equitable Holdings, Inc. | 0.00% | New | 2,806 | $221K |
| LPL Financial LLC | 0.00% | Reduce -24.1% | 2,682 | $211K |
| Morgan Stanley | 0.00% | Add +64.5% | 2,534 | $200K |
| Comprehensive Financial Planning, Inc. | 0.18% | Add +40.1% | 2,199 | $183K |
| Osaic Holdings, Inc. | 0.00% | Add +145.6% | 1,690 | $133K |
| Comerica Bank | 0.00% | Add +0.3% | 1,491 | $117K |
| UBS Group AG | 0.00% | Add +1266.4% | 1,462 | $115K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.9% | 805 | $63K |
| Cwm, LLC | 0.00% | New | 670 | $53K |
| Nova Wealth Management, Inc. | 0.04% | New | 541 | $43K |
| Royal Bank of Canada | 0.00% | No change | 340 | $27K |
| Golden State Wealth Management, LLC | 0.00% | No change | 113 | $9K |
| FMR LLC | 0.00% | No change | 107 | $8K |
| BlackRock, Inc. | 0.00% | New | 79 | $6K |
| ROSS\JOHNSON & Associates LLC | 0.09% | New | 65 | $5K |
| Bogart Wealth, LLC | 0.00% | No change | 59 | $5K |
| Family Capital Trust Co | 0.00% | New | 12 | $944 |
| Aspect Partners, LLC | 0.00% | New | 4 | $315 |
| Wells Fargo & Company | 0.00% | Reduce -98.5% | 1 | $45 |
"% 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.