Who owns VictoryShares US Small Mid Cap Value Momentum ETF?
Institutional ownership of USVM from SEC Form 13F filings across 52 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
52
13F holders
$1.25B
value, 2026 filers
72.3%
of shares outstanding (11.5M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of USVM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8.0M | $854.8M | 1.4% | 49.8% | +14.0% |
| 2 | VICTORY CAPITAL MANAGEMENT INC | 1.5M | $163.2M | 0.1% | 9.3% | 0.0% |
| 3 | Cerity Partners LLC | 1.4M | $149.8M | 0.2% | 8.5% | -4.9% |
| 4 | Vise Technologies, Inc. | 113,671 | $12.5M | 0.1% | 0.7% | +38.7% |
| 5 | NorthCrest Asset Manangement, LLC | 90,648 | $9.8M | 0.3% | 0.6% | +13.2% |
| 6 | RAYMOND JAMES FINANCIAL INC | 60,497 | $6.6M | 0.0% | 0.4% | +0.6% |
| 7 | LPL Financial LLC | 55,501 | $6.1M | 0.0% | 0.3% | +87.8% |
| 8 | Retirement Planning Group, LLC | 53,505 | $5.9M | 0.1% | 0.3% | -5.6% |
| 9 | TRUIST FINANCIAL CORP | 48,888 | $5.4M | 0.0% | 0.3% | -4.3% |
| 10 | TWO SIGMA INVESTMENTS, LP | 45,400 | $5.0M | 0.0% | 0.3% | -12.7% |
| 11 | LexAurum Advisors, LLC | 32,575 | $3.6M | 0.4% | 0.2% | +10.2% |
| 12 | KINTRA WEALTH, LLCNEW | 32,349 | $3.6M | 0.2% | 0.2% | new |
| 13 | Cetera Investment Advisers | 28,375 | $3.1M | 0.0% | 0.2% | +112.1% |
| 14 | CITADEL ADVISORS LLCNEW | 22,661 | $2.5M | 0.0% | 0.1% | new |
| 15 | BANK OF AMERICA CORP /DE/ | 21,128 | $2.3M | 0.0% | 0.1% | -11.4% |
| 16 | CARY STREET PARTNERS FINANCIAL LLCNEW | 18,832 | $2.1M | 0.0% | 0.1% | new |
| 17 | US BANCORP \DE\ | 17,761 | $2.0M | 0.0% | 0.1% | +5.2% |
| 18 | Beacon Financial Advisory LLC | 17,006 | $1.9M | 0.4% | 0.1% | +9.8% |
| 19 | Steward Partners Investment Advisory, LLC | 16,024 | $1.8M | 0.0% | 0.1% | -2.3% |
| 20 | HARBOUR INVESTMENTS, INC. | 13,258 | $1.5M | 0.0% | 0.1% | -1.1% |
| 21 | JPMORGAN CHASE & CO | 7,435 | $816,467 | 0.0% | 0% | +5.3% |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 6,958 | $764,233 | 0.0% | 0% | +1.7% |
| 23 | OSAIC HOLDINGS, INC. | 6,030 | $662,313 | 0.0% | 0% | +12.4% |
| 24 | Nova Wealth Management, Inc. | 5,792 | $636,129 | 0.4% | 0% | +3.3% |
| 25 | MONEY CONCEPTS CAPITAL CORP | 3,814 | $418,892 | 0.0% | 0% | +8.9% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.