Who owns VictoryShares US Small Mid Cap Value Momentum ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of USVM from SEC Form 13F filings across 62 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.
As of the 2026-06-30 reporting period, 62 institutions disclosed 12.2M shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $1.32B — about 76.3% of shares outstanding; the largest disclosed holder is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
62
13F holders
$1.32B
value, 2026 filers
76.3%
of shares outstanding (12.2M sh)
12
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 | Blue Water Asset Management | 193,408 | $21.2M | 6.9% | 1.2% | +1.2% |
| 5 | Systelligence, LLC | 172,282 | $18.9M | 3.2% | 1.1% | +1.7% |
| 6 | Vise Technologies, Inc. | 113,671 | $12.5M | 0.1% | 0.7% | +38.7% |
| 7 | NorthCrest Asset Manangement, LLC | 90,648 | $9.8M | 0.3% | 0.6% | +13.2% |
| 8 | Anderson Financial Strategies, LLC | 81,804 | $9.0M | 4.7% | 0.5% | -1.9% |
| 9 | Family Capital Trust Co | 74,635 | $8.2M | 2.7% | 0.5% | +480.8% |
| 10 | Wealth Enhancement Trust Services, Inc. | 67,123 | $7.4M | 0.8% | 0.4% | +26.0% |
| 11 | RAYMOND JAMES FINANCIAL INC | 60,497 | $6.6M | 0.0% | 0.4% | +0.6% |
| 12 | LPL Financial LLC | 55,501 | $6.1M | 0.0% | 0.3% | +87.8% |
| 13 | Retirement Planning Group, LLC | 53,505 | $5.9M | 0.1% | 0.3% | -5.6% |
| 14 | TRUIST FINANCIAL CORP | 48,888 | $5.4M | 0.0% | 0.3% | -4.3% |
| 15 | TWO SIGMA INVESTMENTS, LP | 45,400 | $5.0M | 0.0% | 0.3% | -12.7% |
| 16 | LexAurum Advisors, LLC | 32,575 | $3.6M | 0.4% | 0.2% | +10.2% |
| 17 | KINTRA WEALTH, LLCNEW | 32,349 | $3.6M | 0.2% | 0.2% | new |
| 18 | Cetera Investment Advisers | 28,375 | $3.1M | 0.0% | 0.2% | +112.1% |
| 19 | Trilogy Capital Inc. | 26,523 | $2.9M | 0.1% | 0.2% | -1.5% |
| 20 | CITADEL ADVISORS LLCNEW | 22,661 | $2.5M | 0.0% | 0.1% | new |
| 21 | BANK OF AMERICA CORP /DE/ | 21,128 | $2.3M | 0.0% | 0.1% | -11.4% |
| 22 | CARY STREET PARTNERS FINANCIAL LLCNEW | 18,832 | $2.1M | 0.0% | 0.1% | new |
| 23 | US BANCORP \DE\ | 17,761 | $2.0M | 0.0% | 0.1% | +5.2% |
| 24 | Beacon Financial Advisory LLC | 17,006 | $1.9M | 0.4% | 0.1% | +9.8% |
| 25 | Steward Partners Investment Advisory, LLC | 16,024 | $1.8M | 0.0% | 0.1% | -2.3% |
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.