VICTORYSHARES US SMALL MID C (USVM) Institutional Shareholders
VICTORYSHARES US SMALL MID C (USVM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.26B in USVM holdings during the latest filing period.
Wealth Enhancement Advisory Services, Llc is currently the largest disclosed institutional shareholder of USVM tracked by InsiderSet, reporting ownership valued at approximately $854.80M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $879.77M, representing an estimated gain of +2.92% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed USVM value among the investors covered in this analysis. Major shareholders include Wealth Enhancement Advisory Services, Llc, Victory Capital Management Inc, Cerity Partners Llc, and several other long-term asset managers with concentrated positions in VICTORYSHARES US SMALL MID C (USVM).
This page ranks the largest institutional USVM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
57
Total Reported Value
$1.26B
Largest Holder
Wealth Enhancement Advisory Services, Llc
Largest Position
$854.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, Llc | 1.43% | 7,950,998 | $854,797,749 | $879,773,158 | +$24,975,409 | +2.92% | |
| Victory Capital Management Inc | 0.09% | 1,485,719 | $140,666,389 | $164,393,916 | +$23,727,527 | +16.87% | |
| Cerity Partners Llc | 0.19% | 1,434,258 | $135,794,169 | $158,699,787 | +$22,905,618 | +16.87% | |
| Systelligence, Llc | 3.16% | 172,282 | $18,921,732 | $19,062,900 | +$141,168 | +0.75% | |
| Blue Water Asset Management | 6.25% | 191,096 | $18,092,770 | $21,144,658 | +$3,051,888 | +16.87% | |
| Leclair Wealth Partners Llc | 6.25% | 191,096 | $18,092,770 | $21,144,658 | +$3,051,888 | +16.87% | |
| Northcrest Asset Manangement, Llc | 0.25% | 90,648 | $9,832,684 | $10,030,147 | +$197,463 | +2.01% | |
| Anderson Financial Strategies, Llc | 4.75% | 83,430 | $8,646,961 | $9,231,479 | +$584,518 | +6.76% | |
| Vise Technologies, Inc. | 0.15% | 81,966 | $7,484,001 | $9,069,489 | +$1,585,488 | +21.19% | |
| Raymond James Financial Inc | 0.00% | 60,116 | $5,691,723 | $6,651,799 | +$960,076 | +16.87% | |
| Retirement Planning Group, Llc | 0.17% | 56,681 | $5,366,545 | $6,271,719 | +$905,174 | +16.87% | |
| Two Sigma Investments, Lp | 0.00% | 52,000 | $4,923,308 | $5,753,769 | +$830,461 | +16.87% | |
| Truist Financial Corp | 0.01% | 51,074 | $4,835,593 | $5,651,307 | +$815,714 | +16.87% | |
| Lexaurum Advisors, Llc | 0.41% | 32,575 | $3,577,712 | $3,604,404 | +$26,692 | +0.75% | |
| Trilogy Capital Inc. | 0.11% | 26,523 | $2,913,067 | $2,934,754 | +$21,687 | +0.74% | |
| Susquehanna International Group, Llp | 0.00% | 29,881 | $2,829,103 | $3,306,315 | +$477,212 | +16.87% | |
| Lpl Financial Llc | 0.00% | 29,558 | $2,798,553 | $3,270,575 | +$472,022 | +16.87% | |
| Bank Of America Corp | 0.00% | 23,835 | $2,256,674 | $2,637,328 | +$380,654 | +16.87% | |
| Cary Street Partners Financial Llc | 0.05% | 18,832 | $2,068,337 | $2,083,750 | +$15,413 | +0.75% | |
| Us Bancorp \De\ | 0.00% | 16,884 | $1,598,602 | $1,868,204 | +$269,602 | +16.86% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 16,394 | $1,552,168 | $1,813,986 | +$261,818 | +16.87% | |
| Beacon Financial Advisory Llc | 0.33% | 15,486 | $1,466,199 | $1,713,517 | +$247,318 | +16.87% | |
| Harbour Investments, Inc. | 0.02% | 13,410 | $1,269,645 | $1,483,808 | +$214,163 | +16.87% | |
| Cetera Investment Advisers | 0.00% | 13,379 | $1,266,710 | $1,480,378 | +$213,668 | +16.87% | |
| Aqr Capital Management Llc | 0.00% | 8,786 | $831,853 | $972,166 | +$140,313 | +16.87% | |
| Wealth Enhancement Trust Services, Inc. | 0.09% | 7,740 | $706,713 | $856,426 | +$149,713 | +21.18% | |
| Envestnet Asset Management Inc | 0.00% | 6,841 | $647,676 | $756,953 | +$109,277 | +16.87% | |
| Nova Wealth Management, Inc. | 0.35% | 5,792 | $636,129 | $640,881 | +$4,752 | +0.75% | |
| Osaic Holdings, Inc. | 0.00% | 5,366 | $508,046 | $593,745 | +$85,699 | +16.87% | |
| Jane Street Group, Llc | 0.00% | 5,258 | $497,822 | $581,795 | +$83,973 | +16.87% | |
| Onedigital Investment Advisors Llc | 0.00% | 3,782 | $358,076 | $418,476 | +$60,400 | +16.87% | |
| Money Concepts Capital Corp | 0.02% | 3,502 | $331,566 | $387,494 | +$55,928 | +16.87% | |
| Morgan Stanley | 0.00% | 2,918 | $276,364 | $322,875 | +$46,511 | +16.83% | |
| Fifth Third Bancorp | 0.00% | 2,777 | $262,909 | $307,273 | +$44,364 | +16.87% | |
| Capital Square, Llc | 0.11% | 2,296 | $235,368 | $254,051 | +$18,683 | +7.94% | |
| Sigma Planning Corp | 0.01% | 2,427 | $229,776 | $268,546 | +$38,770 | +16.87% | |
| Blackrock, Inc. | 0.00% | 2,380 | $225,336 | $263,346 | +$38,010 | +16.87% | |
| Commonwealth Equity Services, Llc | 0.00% | 2,185 | $206,840 | $241,769 | +$34,929 | +16.89% | |
| Fmr Llc | 0.00% | 879 | $83,223 | $97,261 | +$14,038 | +16.87% | |
| Ubs Group Ag | 0.00% | 658 | $62,298 | $72,807 | +$10,509 | +16.87% | |
| Strive Financial Group ,Llc | 0.02% | 424 | $40,000 | $46,915 | +$6,915 | +17.29% | |
| Royal Bank Of Canada | 0.00% | 367 | $35,000 | $40,608 | +$5,608 | +16.02% | |
| Advisory Services Network, Llc | 0.00% | 350 | $33,138 | $38,727 | +$5,589 | +16.87% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 306 | $28,972 | $33,859 | +$4,887 | +16.87% | |
| Cva Family Office, Llc | 0.00% | 279 | $26,415 | $30,871 | +$4,456 | +16.87% | |
| Mai Capital Management | 0.00% | 234 | $22,196 | $25,892 | +$3,696 | +16.65% | |
| Ae Wealth Management Llc | 0.00% | 198 | $18,746 | $21,909 | +$3,163 | +16.87% | |
| Family Capital Trust Co | 0.01% | 193 | $17,620 | $21,355 | +$3,735 | +21.20% | |
| Allworth Financial Lp | 0.00% | 140 | $13,256 | $15,491 | +$2,235 | +16.86% | |
| Golden State Wealth Management, Llc | 0.00% | 113 | $12,411 | $12,503 | +$92 | +0.74% |
Frequently asked questions about USVM
Who owns the most USVM stock?
The largest holders of USVM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VICTORYSHARES US SMALL MID C (USVM).
Is USVM widely held by superinvestors?
Many widely followed stocks like USVM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly USVM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.