Victoryshares US Small Mid CUSVMETF
13F holders, Q1 2026 (March 31)58holders +10
13new positions
3sold out
1famous investor
$94.66avg. 13F price*
At the end of Q1 2026, 58 institutions reported holding Victoryshares US Small Mid C (USVM) in their 13F filings, up 10 from Q4 2025. 13 opened new positions and 3 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($659.5M), Victory Capital Management Inc. ($140.7M) and Cerity Partners LLC ($135.8M). One famous investor held it 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $22.0M |
| Exits | 3 | $3.4M |
All 13F filers, Q4 2025 → Q1 2026: 542,577 shares bought and 1,881,433 shares sold, net −1,338,856 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Wealth Enhancement Advisory Services, LLC | 1.45% | Reduce -20.5% | 6,973,559 | $659.5M |
| Victory Capital Management Inc. | 0.09% | Add +4.6% | 1,485,719 | $140.7M |
| Cerity Partners LLC | 0.19% | Add +1.9% | 1,434,258 | $135.8M |
| Blue Water Asset Management | 6.25% | Reduce -1.4% | 191,096 | $18.1M |
| LeClair Wealth Partners LLC | 6.25% | New | 191,096 | $18.1M |
| Systelligence, LLC | 3.12% | Add +43.6% | 169,357 | $16.0M |
| Anderson Financial Strategies, LLC | 4.75% | Reduce -3.1% | 83,430 | $8.6M |
| NorthCrest Asset Manangement, LLC | 0.24% | Add +86.4% | 80,091 | $7.7M |
| Vise Technologies, Inc. | 0.15% | No change | 81,966 | $7.5M |
| Raymond James Financial Inc. | 0.00% | Add +28.5% | 60,116 | $5.7M |
| Retirement Planning Group, LLC | 0.17% | Reduce -4.8% | 56,681 | $5.4M |
| Wealth Enhancement Trust Services, Inc. | 0.61% | Add +588.3% | 53,277 | $5.0M |
| Two Sigma Investments, LP | 0.00% | Add +44.9% | 52,000 | $4.9M |
| Truist Financial Corp. | 0.01% | Add +3.4% | 51,074 | $4.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -23.6% | 29,881 | $2.8M |
| LexAurum Advisors, LLC | 0.36% | — | 29,569 | $2.8M |
| LPL Financial LLC | 0.00% | Add +141.1% | 29,558 | $2.8M |
| Trilogy Capital Inc. | 0.11% | Reduce -9.5% | 26,929 | $2.5M |
| Bank of America Corp. | 0.00% | Add +32.6% | 23,835 | $2.3M |
| US Bancorp \de | 0.00% | New | 16,884 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4.7% | 16,394 | $1.6M |
| Beacon Financial Advisory LLC | 0.33% | Reduce -45.6% | 15,486 | $1.5M |
| Harbour Investments, Inc. | 0.02% | New | 13,410 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +136.3% | 13,379 | $1.3M |
| Family Capital Trust Co | 0.44% | Add +6558.6% | 12,851 | $1.2M |
| AQR Capital Management | 0.00% | Add +63.6% | 8,786 | $832K |
| JPMorgan Chase & Co. | 0.00% | Add +10.6% | 7,058 | $653K |
| Envestnet Asset Management Inc. | 0.00% | Add +51.8% | 6,841 | $648K |
| Nova Wealth Management, Inc. | 0.35% | Add +27.1% | 5,606 | $531K |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.0% | 5,366 | $508K |
| Jane Street Group, LLC | 0.00% | Reduce -34.1% | 5,258 | $498K |
| OneDigital Investment Advisors LLC | 0.00% | Add +14.1% | 3,782 | $358K |
| Money Concepts Capital Corp. | 0.02% | Add +1.6% | 3,502 | $332K |
| Morgan Stanley | 0.00% | Add +6.9% | 2,918 | $276K |
| Fifth Third Bancorp | 0.00% | New | 2,777 | $263K |
| Capital Square, LLC | 0.11% | New | 2,296 | $235K |
| Sigma Planning Corp | 0.01% | New | 2,427 | $230K |
| BlackRock, Inc. | 0.00% | Add +0.3% | 2,380 | $225K |
| Commonwealth Equity Services, LLC | 0.00% | New | 2,185 | $207K |
| FMR LLC | 0.00% | Add +713.9% | 879 | $83K |
| UBS Group AG | 0.00% | New | 658 | $62K |
| Strive Financial Group ,LLC | 0.02% | No change | 424 | $40K |
| Royal Bank of Canada | 0.00% | Reduce -81.8% | 367 | $35K |
| Advisory Services Network, LLC | 0.00% | New | 350 | $33K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -71.4% | 306 | $29K |
| CVA Family Office, LLC | 0.00% | New | 279 | $26K |
| MAI Capital Management | 0.00% | No change | 234 | $22K |
| AE Wealth Management LLC | 0.00% | Add +450.0% | 198 | $19K |
| Allworth Financial LP | 0.00% | No change | 140 | $13K |
| Wells Fargo & Company | 0.00% | Reduce -94.1% | 114 | $11K |
| Golden State Wealth Management, LLC | 0.00% | No change | 113 | $11K |
| Parallel Advisors, LLC | 0.00% | New | 87 | $8K |
| Bogart Wealth, LLC | 0.00% | No change | 59 | $6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 58 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 30 | $3K |
| Essential Investment Partners LLC | 0.00% | New | 21 | $2K |
| Vanguard Advisers Inc. | 0.00% | — | 21 | $2K |
| Assetmark, Inc. | 0.00% | No change | 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.