Who Owns USVM?
VictoryShares US Small Mid Cap Value Momentum ETF — Institutional Ownership & 13F Holdings
$102.86
+0.35 (+0.34%)
Market Cap
$1.4B
Shares Outstanding
13,856,789
Institutional Holders
41
Total Inst. Value
$727.3M
% of Float Held
—
QoQ Holder Change
+25
Institutional data as of Q1 2025
New Positions
21
Closed Positions
2
Increased
12
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $529.0M | 6,718,205 |
| 2 | VICTORY CAPITAL MANAGEMENT INC | $94.0M | 1,194,416 |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $63.4M | 805 |
| 4 | Systelligence, LLC | $9.2M | 116,691 |
| 5 | Anderson Financial Strategies, LLCNew | $6.8M | 86,785 |
| 6 | Beacon Financial Advisory LLCNew | $3.7M | 47,513 |
| 7 | Trilogy Capital Inc. | $3.3M | 42,026 |
| 8 | BANK OF AMERICA CORP /DE/ | $3.0M | 37,744 |
| 9 | NorthCrest Asset Manangement, LLCNew | $2.3M | 28,815 |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 26,840 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +6.7M | $529.0M |
| VICTORY CAPITAL MANAGEMENT INC | +17K | $94.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +45 | $63.4M |
| Systelligence, LLC | +21K | $9.2M |
| Anderson Financial Strategies, LLCNew | +87K | $6.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Trilogy Capital Inc. | -171K | $3.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -5K | $2.1M |
| LPL Financial LLC | -851 | $211K |
| OneDigital Investment Advisors LLC | -214 | $269K |
| WELLS FARGO & COMPANY/MN | -66 | $45 |
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Frequently Asked Questions
How many institutional investors hold USVM?
As of Q1 2025, 41 institutional investors report holding USVM (VictoryShares US Small Mid Cap Value Momentum ETF) in their 13F filings.
Which hedge fund owns the most USVM?
The largest institutional holder of USVM is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $529.0M in shares.
Are institutions buying or selling USVM?
This quarter, 21 institutions opened new positions in USVM and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.