VSMV Institutional Ownership & Shareholders
VICTORYSHARES US MIN VOL ETF (VSMV) is currently held by 29 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $127.32M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Great Valley Advisor Group, Inc. is currently the largest disclosed institutional shareholder of VSMV tracked by InsiderSet, reporting ownership valued at approximately $56.00M 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 $58.47M, representing an estimated gain of +4.40% 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
$127.32M
Largest Holder
Great Valley Advisor Group, Inc.
Largest Position
$56.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
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. | 0.88% | 936,541 | $56,003,767 | $58,465,632 | +$2,461,865 | +4.40% | |
| Victory Capital Management Inc | 0.01% | 331,712 | $19,835,847 | $20,707,851 | +$872,004 | +4.40% | |
| Tower Wealth Partners, Inc. | 9.37% | 317,448 | $18,982,882 | $19,817,390 | +$834,508 | +4.40% | |
| Morgan Stanley | 0.00% | 146,419 | $8,755,653 | $9,140,528 | +$384,875 | +4.40% | |
| Royal Bank Of Canada | 0.00% | 95,973 | $5,739,000 | $5,991,326 | +$252,326 | +4.40% | |
| Lpl Financial Llc | 0.00% | 66,306 | $3,965,016 | $4,139,298 | +$174,282 | +4.40% | |
| Raymond James Financial Inc | 0.00% | 57,834 | $3,458,385 | $3,610,415 | +$152,030 | +4.40% | |
| Goldman Sachs Group Inc | 0.00% | 31,011 | $1,854,408 | $1,935,930 | +$81,522 | +4.40% | |
| Bank Of America Corp | 0.00% | 26,630 | $1,592,421 | $1,662,436 | +$70,015 | +4.40% | |
| Trilogy Capital Inc. | 0.05% | 21,027 | $1,253,409 | $1,312,657 | +$59,248 | +4.73% | |
| Sovereign Financial Group, Inc. | 0.15% | 16,824 | $1,006,048 | $1,050,275 | +$44,227 | +4.40% | |
| Two Sigma Investments, Lp | 0.00% | 16,754 | $1,001,862 | $1,045,905 | +$44,043 | +4.40% | |
| Susquehanna International Group, Llp | 0.00% | 13,786 | $824,381 | $860,621 | +$36,240 | +4.40% | |
| Citadel Advisors Llc | 0.00% | 9,058 | $541,654 | $565,466 | +$23,812 | +4.40% | |
| One Degree Advisors Inc | 0.11% | 8,169 | $483,000 | $509,968 | +$26,968 | +5.58% | |
| Commonwealth Equity Services, Llc | 0.00% | 6,466 | $385,450 | $403,654 | +$18,204 | +4.72% | |
| Private Advisor Group, Llc | 0.00% | 6,364 | $380,557 | $397,287 | +$16,730 | +4.40% | |
| Lexaurum Advisors, Llc | 0.04% | 5,953 | $354,860 | $371,629 | +$16,769 | +4.73% | |
| Truist Financial Corp | 0.00% | 5,525 | $329,324 | $344,910 | +$15,586 | +4.73% | |
| Valley Financial Group, Inc. | 0.11% | 3,771 | $225,470 | $235,413 | +$9,943 | +4.41% | |
| Ubs Group Ag | 0.00% | 1,174 | $70,203 | $73,290 | +$3,087 | +4.40% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,111 | $66,436 | $69,357 | +$2,921 | +4.40% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,000 | $59,798 | $62,427 | +$2,629 | +4.40% | |
| Wells Fargo & Company/Mn | 0.00% | 915 | $54,716 | $57,121 | +$2,405 | +4.40% | |
| Osaic Holdings, Inc. | 0.00% | 739 | $44,192 | $46,134 | +$1,942 | +4.39% | |
| Farther Finance Advisors, Llc | 0.00% | 634 | $37,793 | $39,579 | +$1,786 | +4.73% | |
| Fmr Llc | 0.00% | 203 | $12,162 | $12,673 | +$511 | +4.20% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 4,474 | $267 | $279,299 | +$279,032 | +104506.48% | |
| Summit Securities Group Llc | 0.00% | 1 | $60 | $62 | +$2 | +4.05% |
Frequently asked questions about VSMV
Who are the largest institutional holders of VSMV?
The largest institutional holders of VSMV reported in the latest SEC Form 13F filings include Great Valley Advisor Group, Inc., Victory Capital Management Inc, Tower Wealth Partners, Inc., Morgan Stanley, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported VSMV position.
What is VSMV institutional ownership?
This page tracks VSMV positions reported by institutional investment managers through SEC Form 13F. VICTORYSHARES US MIN VOL ETF (VSMV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VSMV?
InsiderSet currently tracks 29 institutional managers reporting VSMV 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 VSMV shareholders.
How much VSMV stock do institutions own?
Institutional investment managers disclosed approximately $127.32M in VSMV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VSMV institutional ownership last updated?
The latest VSMV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 VSMV 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 VSMV position after the reporting date.
Are institutions buying or selling VSMV?
Institutional buying and selling can be analyzed by comparing VSMV positions across consecutive 13F reporting periods. InsiderSet's VSMV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VSMV ownership changes.
How has VSMV institutional ownership changed over time?
InsiderSet tracks VSMV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.