Victoryshares US Small Mid CUSVMETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 48 institutions reported holding Victoryshares US Small Mid C (USVM) in their 13F filings, up 12 from Q3 2025. 10 opened new positions and 2 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($829.5M), Victory Capital Management Inc. ($129.7M) and Cerity Partners LLC ($128.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Victoryshares US Small Mid C
- CUSIP
- 92647N568
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $8.0M |
| Exits | 2 | $163K |
All 13F filers, Q3 2025 → Q4 2025: 883,361 shares bought and 23,019 shares sold, net +860,342 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Wealth Enhancement Advisory Services, LLC | 1.13% | Add +7.6% | 8,775,986 | $829.5M |
| Victory Capital Management Inc. | 0.07% | Add +5.4% | 1,420,719 | $129.7M |
| Cerity Partners LLC | 0.19% | Add +1.0% | 1,407,963 | $128.6M |
| Blue Water Asset Management | 6.36% | — | 193,786 | $17.7M |
| Systelligence, LLC | 2.05% | Add +1.7% | 117,923 | $10.8M |
| Anderson Financial Strategies, LLC | 4.56% | Add +1.5% | 86,077 | $7.9M |
| Vise Technologies, Inc. | 0.15% | Add +116.9% | 81,966 | $7.5M |
| Retirement Planning Group, LLC | 0.18% | Reduce -6.0% | 59,539 | $5.4M |
| Truist Financial Corp. | 0.01% | Reduce -2.2% | 49,404 | $4.5M |
| Raymond James Financial Inc. | 0.00% | Add +151.5% | 46,777 | $4.3M |
| NorthCrest Asset Manangement, LLC | 0.09% | Add +9.6% | 42,968 | $4.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -15.3% | 39,093 | $3.6M |
| Two Sigma Investments, LP | 0.01% | New | 35,900 | $3.3M |
| Citadel Advisors | 0.00% | New | 34,831 | $3.2M |
| Trilogy Capital Inc. | 0.12% | Reduce -5.3% | 29,766 | $2.7M |
| Beacon Financial Advisory LLC | 0.60% | Add +0.1% | 28,460 | $2.6M |
| Bank of America Corp. | 0.00% | Reduce -25.5% | 17,968 | $1.6M |
| Pursuit Wealth Management LLC | 1.32% | — | 16,837 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.7% | 15,652 | $1.4M |
| LPL Financial LLC | 0.00% | Add +51.4% | 12,262 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 7,974 | $728K |
| Wealth Enhancement Trust Services, Inc. | 0.09% | — | 7,740 | $707K |
| Osaic Holdings, Inc. | 0.00% | Add +19.7% | 6,625 | $605K |
| JPMorgan Chase & Co. | 0.00% | Add +62.1% | 6,382 | $583K |
| Cetera Investment Advisers | 0.00% | Add +5.5% | 5,663 | $517K |
| AQR Capital Management | 0.00% | New | 5,371 | $490K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.6% | 4,507 | $411K |
| Nova Wealth Management, Inc. | 0.28% | Add +5.3% | 4,410 | $403K |
| Money Concepts Capital Corp. | 0.02% | New | 3,448 | $315K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 3,315 | $303K |
| Morgan Stanley | 0.00% | Reduce -1.1% | 2,729 | $249K |
| Comerica Bank | 0.00% | Add +0.7% | 2,574 | $235K |
| Equitable Holdings, Inc. | 0.00% | Reduce -22.5% | 2,492 | $228K |
| BlackRock, Inc. | 0.00% | Add +37.0% | 2,372 | $217K |
| Royal Bank of Canada | 0.00% | Add +98.3% | 2,019 | $184K |
| Wells Fargo & Company | 0.00% | Add +73.9% | 1,946 | $178K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +50.6% | 1,071 | $98K |
| Strive Financial Group ,LLC | 0.02% | — | 424 | $39K |
| CENTRAL TRUST Co | 0.00% | New | 241 | $22K |
| MAI Capital Management | 0.00% | Add +0.9% | 234 | $21K |
| Family Capital Trust Co | 0.01% | Add +179.7% | 193 | $18K |
| Allworth Financial LP | 0.00% | New | 140 | $13K |
| Golden State Wealth Management, LLC | 0.00% | No change | 113 | $10K |
| FMR LLC | 0.00% | Reduce -57.3% | 108 | $10K |
| Bogart Wealth, LLC | 0.00% | No change | 59 | $5K |
| AE Wealth Management LLC | 0.00% | New | 36 | $3K |
| Creative Financial Designs Inc. | 0.00% | New | 30 | $3K |
| Assetmark, Inc. | 0.00% | New | 20 | $2K |
"% 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.