USVM Institutional Ownership & Shareholders
VICTORYSHARES US SMALL MID C (USVM) is currently held by 61 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.34B based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Wealth Enhancement Advisory Services, Llc is currently the largest disclosed institutional shareholder of USVM tracked by InsiderSet, reporting ownership valued at approximately $877.00M in its September 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 $908.97M, representing an estimated gain of +3.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% 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
61
Total Reported Value
$1.34B
Largest Holder
Wealth Enhancement Advisory Services, Llc
Largest Position
$877.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
72
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 | 1.31% | 8,545,387 | $877,001,894 | $908,972,815 | +$31,970,921 | +3.65% | |
| Victory Capital Management Inc | 0.09% | 1,485,719 | $163,176,518 | $158,035,930 | -$5,140,588 | -3.15% | |
| Cerity Partners Llc | 0.18% | 1,363,934 | $149,800,744 | $145,081,660 | -$4,719,084 | -3.15% | |
| Blue Water Asset Management | 6.86% | 193,408 | $21,241,953 | $20,572,809 | -$669,144 | -3.15% | |
| Systelligence, Llc | 3.16% | 172,282 | $18,921,732 | $18,325,636 | -$596,096 | -3.15% | |
| Vise Technologies, Inc. | 0.11% | 127,715 | $13,186,251 | $13,585,045 | +$398,794 | +3.02% | |
| Wealth Enhancement Trust Services, Inc. | 1.08% | 98,406 | $10,160,203 | $10,467,446 | +$307,243 | +3.02% | |
| Northcrest Asset Manangement, Llc | 0.23% | 95,403 | $9,901,633 | $10,148,017 | +$246,384 | +2.49% | |
| Anderson Financial Strategies, Llc | 4.70% | 81,804 | $9,033,616 | $8,701,491 | -$332,125 | -3.68% | |
| Family Capital Trust Co | 2.44% | 74,611 | $7,702,789 | $7,936,372 | +$233,583 | +3.03% | |
| Raymond James Financial Inc | 0.00% | 60,497 | $6,644,386 | $6,435,066 | -$209,320 | -3.15% | |
| Lpl Financial Llc | 0.00% | 55,501 | $6,095,656 | $5,903,641 | -$192,015 | -3.15% | |
| Retirement Planning Group, Llc | 0.14% | 52,962 | $5,468,170 | $5,633,568 | +$165,398 | +3.02% | |
| Truist Financial Corp | 0.01% | 49,253 | $5,085,213 | $5,239,042 | +$153,829 | +3.03% | |
| Two Sigma Investments, Lp | 0.00% | 45,400 | $4,986,282 | $4,829,198 | -$157,084 | -3.15% | |
| Kintra Wealth, Llc | 0.19% | 32,349 | $3,603,363 | $3,440,963 | -$162,400 | -4.51% | |
| Lexaurum Advisors, Llc | 0.39% | 33,389 | $3,447,341 | $3,551,588 | +$104,247 | +3.02% | |
| Cetera Investment Advisers | 0.00% | 28,375 | $3,116,426 | $3,018,249 | -$98,177 | -3.15% | |
| Trilogy Capital Inc. | 0.10% | 25,056 | $2,586,979 | $2,665,207 | +$78,228 | +3.02% | |
| Citadel Advisors Llc | 0.00% | 22,661 | $2,488,858 | $2,410,451 | -$78,407 | -3.15% | |
| Bank Of America Corp | 0.00% | 21,128 | $2,320,488 | $2,247,385 | -$73,103 | -3.15% | |
| Cary Street Partners Financial Llc | 0.05% | 18,832 | $2,068,337 | $2,003,160 | -$65,177 | -3.15% | |
| Us Bancorp \De\ | 0.00% | 17,761 | $1,950,857 | $1,889,238 | -$61,619 | -3.16% | |
| Beacon Financial Advisory Llc | 0.36% | 18,202 | $1,879,327 | $1,936,147 | +$56,820 | +3.02% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 16,024 | $1,759,916 | $1,704,473 | -$55,443 | -3.15% | |
| Harbour Investments, Inc. | 0.02% | 13,258 | $1,456,109 | $1,410,253 | -$45,856 | -3.15% | |
| Aqr Capital Management Llc | 0.00% | 10,326 | $1,134,103 | $1,098,377 | -$35,726 | -3.15% | |
| Jpmorgan Chase & Co | 0.00% | 7,435 | $816,467 | $790,861 | -$25,606 | -3.14% | |
| Envestnet Asset Management Inc | 0.00% | 6,958 | $764,233 | $740,122 | -$24,111 | -3.15% | |
| Osaic Holdings, Inc. | 0.00% | 6,030 | $662,313 | $641,411 | -$20,902 | -3.16% | |
| Nova Wealth Management, Inc. | 0.35% | 5,792 | $636,129 | $616,095 | -$20,034 | -3.15% | |
| Quantinno Capital Management Lp | 0.00% | 3,622 | $397,804 | $385,272 | -$12,532 | -3.15% | |
| Morgan Stanley | 0.00% | 3,540 | $388,837 | $376,550 | -$12,287 | -3.16% | |
| Blackrock, Inc. | 0.00% | 3,328 | $365,472 | $353,999 | -$11,473 | -3.14% | |
| Onedigital Investment Advisors Llc | 0.00% | 3,315 | $364,086 | $352,617 | -$11,469 | -3.15% | |
| Commonwealth Equity Services, Llc | 0.00% | 3,492 | $360,550 | $371,444 | +$10,894 | +3.02% | |
| Equitable Holdings, Inc. | 0.00% | 3,093 | $339,704 | $329,002 | -$10,702 | -3.15% | |
| Janney Montgomery Scott Llc | 0.00% | 2,767 | $304,000 | $294,326 | -$9,674 | -3.18% | |
| Fifth Third Bancorp | 0.00% | 2,761 | $303,282 | $293,688 | -$9,594 | -3.16% | |
| Cerity Partners Retirement Plan Advisors Llc | 0.12% | 2,594 | $284,874 | $275,924 | -$8,950 | -3.14% | |
| Glenview Trust Co | 0.00% | 2,748 | $283,725 | $292,305 | +$8,580 | +3.02% | |
| Capital Square, Llc | 0.12% | 2,587 | $267,102 | $275,179 | +$8,077 | +3.02% | |
| Curry Webb Wealth Management Llc | 0.08% | 1,855 | $203,712 | $197,316 | -$6,396 | -3.14% | |
| Chicago Partners Investment Group Llc | 0.00% | 1,910 | $200,109 | $203,167 | +$3,058 | +1.53% | |
| Royal Bank Of Canada | 0.00% | 784 | $86,000 | $83,394 | -$2,606 | -3.03% | |
| Creative Financial Designs Inc | 0.00% | 780 | $85,667 | $82,969 | -$2,698 | -3.15% | |
| Strive Financial Group ,Llc | 0.02% | 411 | $45,140 | $43,718 | -$1,422 | -3.15% | |
| Qube Research & Technologies Ltd | 0.00% | 391 | $42,944 | $41,591 | -$1,353 | -3.15% | |
| Cva Family Office, Llc | 0.00% | 279 | $30,643 | $29,677 | -$966 | -3.15% | |
| Fmr Llc | 0.00% | 264 | $28,995 | $28,082 | -$913 | -3.15% |
Frequently asked questions about USVM
Who are the largest institutional holders of USVM?
The largest institutional holders of USVM reported in the latest SEC Form 13F filings include Wealth Enhancement Advisory Services, Llc, Victory Capital Management Inc, Cerity Partners Llc, Blue Water Asset Management, and Systelligence, Llc. InsiderSet ranks institutional holders by their latest reported USVM position.
What is USVM institutional ownership?
This page tracks USVM positions reported by institutional investment managers through SEC Form 13F. VICTORYSHARES US SMALL MID C (USVM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own USVM?
InsiderSet currently tracks 61 institutional managers reporting USVM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of USVM shareholders.
How much USVM stock do institutions own?
Institutional investment managers disclosed approximately $1.34B in USVM holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was USVM institutional ownership last updated?
The latest USVM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional USVM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its USVM position after the reporting date.
Are institutions buying or selling USVM?
Institutional buying and selling can be analyzed by comparing USVM positions across consecutive 13F reporting periods. InsiderSet's USVM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View USVM ownership changes.
How has USVM institutional ownership changed over time?
InsiderSet tracks USVM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.