VICTORYSHARES US SMALL MID C (USVM) Institutional Ownership and Insiders Activity
VICTORYSHARES US SMALL MID C (USVM) is widely held by institutional investors, with 58 firms reporting positions valued at approximately $1.32B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Wealth Enhancement Advisory Services, Llc is the largest disclosed holder, reporting approximately $854.80M in USVM holdings in its latest filing.
Institutional ownership remains highly concentrated, with Wealth Enhancement Advisory Services, Llc representing the majority of disclosed value.
Institutional Holders
58
Total Reported Value
$1.32B
Largest Holder
Wealth Enhancement Advisory Services, Llc
Largest Position
$854.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
11
Funds Exiting Positions
10
Top Institutional Owners
View all- Wealth Enhancement Advisory Services, Llc$854.80M
- Victory Capital Management Inc$163.18M
- Cerity Partners Llc$149.80M
- Blue Water Asset Management$21.24M
- Systelligence, Llc$18.92M
USVM News
All news- Blue Water Asset Management Q2 2026 Portfolio Activity: Key Purchases & Sales Observed
Aug 6, 2026 · valut.ai