VictoryShares US Small Mid Cap Value Momentum ETF (USVM)
ETF ยท Nasdaq
VictoryShares US Small Mid Cap Value Momentum ETF (USVM) is an exchange-traded fund listed on Nasdaq, where it has traded since October 24, 2017.
- Type
- Exchange-traded fund
- Listed On
- Nasdaq
- Listed Since
- October 24, 2017
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 62 institutions reported holding USVM, with 12.2 million shares worth $1.3 billion in aggregate. The largest reported holder was Wealth Enhancement Advisory Services, with 8.0 million shares worth $854.8 million. Of the 5 largest holders listed below, 3 added shares, 1 reduced its position and 1 held its position unchanged during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Wealth Enhancement Advisory Services | 7,950,998 | $855M | Added 14.02% |
| Victory Capital Management | 1,485,719 | $163M | Unchanged |
| Cerity Partners | 1,363,934 | $150M | Reduced 4.9% |
| Blue Water Asset Management | 193,408 | $21M | Added 1.21% |
| Systelligence | 172,282 | $19M | Added 1.73% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is USVM?
VictoryShares US Small Mid Cap Value Momentum ETF (USVM) is an exchange-traded fund listed on Nasdaq, where it has traded since October 24, 2017.
Who are the largest institutional holders of USVM?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of USVM were Wealth Enhancement Advisory Services, Victory Capital Management and Cerity Partners.
How many institutions own USVM?
62 institutions reported a position in USVM for the quarter ended June 30, 2026, worth $1.3 billion in total.
Did institutions buy or sell USVM last quarter?
Of the 5 largest reported holders, 3 added shares, 1 reduced its position and 1 held its position unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for USVM.
Every reported institutional holder, plus insider and congressional trades in USVM, on SentiSense.