VICTORYSHARES US MIN VOL ETF (VSMV) Top Institutional Shareholders
VICTORYSHARES US MIN VOL ETF (VSMV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $119.22M in VSMV holdings during the latest filing period.
Great Valley Advisor Group, Inc. is currently the largest disclosed institutional shareholder of VSMV tracked by InsiderSet, reporting ownership valued at approximately $51.11M in its March 31, 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 $53.51M, representing an estimated gain of +4.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed VSMV value among the investors covered in this analysis. Major shareholders include Great Valley Advisor Group, Inc., Victory Capital Management Inc, Tower Wealth Partners, Inc., and several other long-term asset managers with concentrated positions in VICTORYSHARES US MIN VOL ETF (VSMV).
This page ranks the largest institutional VSMV 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
29
Total Reported Value
$119.22M
Largest Holder
Great Valley Advisor Group, Inc.
Largest Position
$51.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
31
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 0.93% | 903,610 | $51,114,777 | $53,506,724 | +$2,391,947 | +4.68% | |
| Victory Capital Management Inc | 0.01% | 331,712 | $18,764,052 | $19,642,127 | +$878,075 | +4.68% | |
| Tower Wealth Partners, Inc. | 10.08% | 322,286 | $18,230,849 | $19,083,972 | +$853,123 | +4.68% | |
| Morgan Stanley | 0.00% | 146,744 | $8,300,954 | $8,689,358 | +$388,404 | +4.68% | |
| Royal Bank Of Canada | 0.00% | 96,471 | $5,457,000 | $5,712,472 | +$255,472 | +4.68% | |
| Lpl Financial Llc | 0.00% | 66,461 | $3,759,516 | $3,935,448 | +$175,932 | +4.68% | |
| Raymond James Financial Inc | 0.00% | 48,633 | $2,751,041 | $2,879,774 | +$128,733 | +4.68% | |
| Goldman Sachs Group Inc | 0.00% | 34,011 | $1,923,910 | $2,013,941 | +$90,031 | +4.68% | |
| Bank Of America Corp | 0.00% | 27,278 | $1,543,035 | $1,615,250 | +$72,215 | +4.68% | |
| Two Sigma Investments, Lp | 0.00% | 24,519 | $1,386,974 | $1,451,878 | +$64,904 | +4.68% | |
| Trilogy Capital Inc. | 0.06% | 23,176 | $1,310,986 | $1,372,353 | +$61,367 | +4.68% | |
| Sovereign Financial Group, Inc. | 0.17% | 17,531 | $991,681 | $1,038,088 | +$46,407 | +4.68% | |
| Dakota Wealth Management | 0.01% | 10,678 | $604,026 | $632,291 | +$28,265 | +4.68% | |
| Independent Advisor Alliance | 0.01% | 9,222 | $521,664 | $546,075 | +$24,411 | +4.68% | |
| Lexaurum Advisors, Llc | 0.06% | 8,834 | $499,716 | $523,100 | +$23,384 | +4.68% | |
| Susquehanna International Group, Llp | 0.00% | 8,771 | $496,152 | $519,370 | +$23,218 | +4.68% | |
| Commonwealth Equity Services, Llc | 0.00% | 7,558 | $427,550 | $447,542 | +$19,992 | +4.68% | |
| Private Advisor Group, Llc | 0.00% | 6,489 | $367,087 | $384,242 | +$17,155 | +4.67% | |
| Truist Financial Corp | 0.00% | 5,525 | $312,513 | $327,160 | +$14,647 | +4.69% | |
| Valley Financial Group, Inc. | 0.12% | 3,771 | $213,287 | $223,298 | +$10,011 | +4.69% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,111 | $62,846 | $65,787 | +$2,941 | +4.68% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,000 | $56,567 | $59,214 | +$2,647 | +4.68% | |
| Wells Fargo & Company/Mn | 0.00% | 915 | $51,759 | $54,181 | +$2,422 | +4.68% | |
| Osaic Holdings, Inc. | 0.00% | 739 | $41,805 | $43,759 | +$1,954 | +4.68% | |
| Abound Wealth Management | 0.01% | 424 | $23,985 | $25,107 | +$1,122 | +4.68% | |
| Fmr Llc | 0.00% | 175 | $9,899 | $10,363 | +$464 | +4.68% | |
| One Degree Advisors Inc | 0.12% | 8,165 | $461 | $483,486 | +$483,025 | +104777.57% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 3,785 | $214 | $224,127 | +$223,913 | +104632.01% | |
| Summit Securities Group Llc | 0.00% | 1 | $57 | $59 | +$2 | +3.88% |
Frequently asked questions about VSMV
Who owns the most VSMV stock?
The largest holders of VSMV 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 MIN VOL ETF (VSMV).
Is VSMV widely held by superinvestors?
Many widely followed stocks like VSMV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VSMV 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.