Victoryshares US Small Mid CUSVMETF
13F holders, Q3 2025 (September 30)36holders −4
2new positions
5sold out
$90.39avg. 13F price*
At the end of Q3 2025, 36 institutions reported holding Victoryshares US Small Mid C (USVM) in their 13F filings, down 4 from Q2 2025. 2 opened new positions and 5 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($736.8M), Cerity Partners LLC ($126.2M) and Victory Capital Management Inc. ($122.1M).
- Company
- Victoryshares US Small Mid C
- CUSIP
- 92647N568
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $34K |
| Exits | 5 | $6.9M |
All 13F filers, Q2 2025 → Q3 2025: 908,873 shares bought and 174,192 shares sold, net +734,681 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Wealth Enhancement Advisory Services, LLC | 1.12% | Add +9.2% | 8,157,714 | $736.8M |
| Cerity Partners LLC | 0.20% | Add +2.1% | 1,393,859 | $126.2M |
| Victory Capital Management Inc. | 0.07% | Add +10.4% | 1,348,416 | $122.1M |
| Systelligence, LLC | 1.99% | Reduce -7.6% | 115,912 | $10.5M |
| Anderson Financial Strategies, LLC | 4.55% | Reduce -1.2% | 84,798 | $7.7M |
| Retirement Planning Group, LLC | 0.20% | Reduce -10.5% | 63,312 | $5.7M |
| Truist Financial Corp. | 0.01% | Reduce -1.2% | 50,493 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | Add +319.1% | 46,154 | $4.2M |
| NorthCrest Asset Manangement, LLC | 0.08% | Add +6.8% | 39,202 | $3.5M |
| Vise Technologies, Inc. | 0.13% | Reduce -55.0% | 37,795 | $3.4M |
| Trilogy Capital Inc. | 0.13% | Reduce -8.5% | 31,417 | $2.8M |
| Beacon Financial Advisory LLC | 0.59% | Reduce -38.6% | 28,434 | $2.6M |
| Bank of America Corp. | 0.00% | Reduce -2.9% | 24,114 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Add +26.1% | 18,600 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +95.8% | 16,258 | $1.5M |
| LPL Financial LLC | 0.00% | Add +143.1% | 8,102 | $734K |
| Osaic Holdings, Inc. | 0.00% | Add +23.6% | 5,533 | $494K |
| Cetera Investment Advisers | 0.00% | Add +14.2% | 5,366 | $486K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.1% | 4,434 | $402K |
| Nova Wealth Management, Inc. | 0.27% | Add +84.7% | 4,188 | $379K |
| JPMorgan Chase & Co. | 0.00% | Add +3759.8% | 3,937 | $357K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 3,315 | $300K |
| Equitable Holdings, Inc. | 0.00% | Reduce -23.3% | 3,214 | $291K |
| Morgan Stanley | 0.00% | Reduce -59.1% | 2,758 | $250K |
| Comerica Bank | 0.00% | Reduce -0.1% | 2,557 | $232K |
| BlackRock, Inc. | 0.00% | Add +7.3% | 1,731 | $157K |
| Comprehensive Financial Planning, Inc. | 0.10% | Add +0.6% | 1,659 | $150K |
| Wells Fargo & Company | 0.00% | Add +111800.0% | 1,119 | $101K |
| Royal Bank of Canada | 0.00% | Add +62.9% | 1,018 | $93K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.0% | 711 | $64K |
| FMR LLC | 0.00% | Add +136.4% | 253 | $23K |
| MAI Capital Management | 0.00% | New | 232 | $21K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 138 | $12K |
| Golden State Wealth Management, LLC | 0.00% | No change | 113 | $10K |
| Family Capital Trust Co | 0.00% | Add +475.0% | 69 | $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.