Victoryshares US Small Mid CUSVMETF
13F holders, Q2 2025 (June 30)40holders −2
7new positions
9sold out
1famous investor
$85.13avg. 13F price*
At the end of Q2 2025, 40 institutions reported holding Victoryshares US Small Mid C (USVM) in their 13F filings, down 2 from Q1 2025. 7 opened new positions and 9 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($639.8M), Cerity Partners LLC ($114.5M) and Victory Capital Management Inc. ($102.5M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.9M |
| Exits | 9 | $9.0M |
All 13F filers, Q1 2025 → Q2 2025: 1,228,257 shares bought and 158,654 shares sold, net +1,069,603 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Wealth Enhancement Advisory Services, LLC | 1.06% | Add +11.2% | 7,468,966 | $639.8M |
| Cerity Partners LLC | 0.20% | Add +22.4% | 1,364,614 | $114.5M |
| Victory Capital Management Inc. | 0.07% | Add +2.3% | 1,221,416 | $102.5M |
| Systelligence, LLC | 1.95% | Add +7.5% | 125,487 | $10.5M |
| Anderson Financial Strategies, LLC | 4.61% | Reduce -1.1% | 85,865 | $7.2M |
| Vise Technologies, Inc. | 0.29% | — | 84,052 | $7.1M |
| Retirement Planning Group, LLC | 0.25% | Add +317.2% | 70,747 | $5.9M |
| Truist Financial Corp. | 0.01% | New | 51,128 | $4.3M |
| Beacon Financial Advisory LLC | 1.01% | Reduce -2.5% | 46,335 | $3.9M |
| Citadel Advisors | 0.00% | Add +439.8% | 41,387 | $3.5M |
| NorthCrest Asset Manangement, LLC | 0.08% | Add +27.4% | 36,723 | $3.1M |
| Trilogy Capital Inc. | 0.14% | Reduce -18.3% | 34,322 | $2.9M |
| EWG Elevate Inc. | 0.82% | Add +19.2% | 31,538 | $2.6M |
| Bank of America Corp. | 0.00% | Reduce -34.2% | 24,827 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Add +88.0% | 14,755 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -59.0% | 11,012 | $924K |
| Steward Partners Investment Advisory, LLC | 0.01% | New | 8,303 | $697K |
| Morgan Stanley | 0.00% | Add +166.4% | 6,751 | $567K |
| Thrivent Financial for Lutherans | 0.00% | New | 5,870 | $493K |
| Cetera Investment Advisers | 0.00% | Reduce -3.0% | 4,700 | $394K |
| Osaic Holdings, Inc. | 0.00% | Add +164.8% | 4,476 | $376K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -54.1% | 4,437 | $372K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 4,286 | $367K |
| Equitable Holdings, Inc. | 0.00% | Add +49.3% | 4,190 | $352K |
| LPL Financial LLC | 0.00% | Add +24.3% | 3,333 | $280K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -2.8% | 3,315 | $278K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -5.0% | 2,802 | $235K |
| Comerica Bank | 0.00% | Add +71.7% | 2,560 | $215K |
| Nova Wealth Management, Inc. | 0.14% | Add +319.2% | 2,268 | $190K |
| Comprehensive Financial Planning, Inc. | 0.11% | Reduce -25.0% | 1,649 | $138K |
| BlackRock, Inc. | 0.00% | Add +1941.8% | 1,613 | $135K |
| Bessemer Group Inc. | 0.00% | New | 1,125 | $94K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.8% | 718 | $60K |
| Royal Bank of Canada | 0.00% | Add +83.8% | 625 | $52K |
| Golden State Wealth Management, LLC | 0.00% | No change | 113 | $9K |
| FMR LLC | 0.00% | No change | 107 | $9K |
| JPMorgan Chase & Co. | 0.00% | New | 102 | $9K |
| Bogart Wealth, LLC | 0.00% | No change | 59 | $5K |
| Family Capital Trust Co | 0.00% | No change | 12 | $1K |
| Wells Fargo & Company | 0.00% | No change | 1 | $76 |
"% 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.