USVM institutional holders

VictoryShares US Small Mid Cap Value Momentum ETF · 64 reporting institutions · $1.3B reported value

Funds that can replace USVM · USVM return decomposition

Institutional holdings

Institutions reporting USVM, largest first
InstitutionReported positionAdvisors at firmReport period
Wealth Enhancement Advisory Services, LLC$854.8M1,0262026-06-30
Victory Capital Management Inc.$163.2M1062026-06-30
Cerity Partners LLC$149.8M7772026-06-30
Blue Water Asset Management$21.2M72026-06-30
Systelligence, LLC$18.9M32026-06-30
Vise Technologies, Inc.$12.5M02026-06-30
Northcrest Asset Manangement, LLC$9.8M02026-06-30
Anderson Financial Strategies, LLC$9M42026-06-30
Family Capital Trust Co$8.2M02026-06-30
Wealth Enhancement Trust Services, Inc.$7.4M02026-06-30
Raymond James Financial Inc$6.6M02026-06-30
Lpl Financial LLC$6.1M23,4582026-06-30
Retirement Planning Group, LLC$5.9M02026-06-30
Truist Financial Corp$5.4M02026-06-30
Two Sigma Investments, LP$5M02026-06-30
Kintra Wealth, LLC$3.6M472026-06-30
Lexaurum Advisors, LLC$3.6M352026-06-30
Cetera Investment Advisers$3.1M10,3702026-06-30
Trilogy Capital, Inc.$2.9M722026-06-30
Citadel Advisors LLC$2.5M02026-06-30
Bank of America Corp /de$2.3M02026-06-30
Cary Street Partners Financial LLC$2.1M02026-06-30
US Bancorp$2M02026-06-30
Beacon Financial Advisory LLC$1.9M132026-06-30
Steward Partners Investment Advisory, LLC$1.8M4812026-06-30
Pursuit Wealth Management LLC$1.5M02025-12-31
Harbour Investments, Inc.$1.5M2472026-06-30
Aqr Capital Management LLC$1.1M12026-06-30
Jpmorgan Chase & Co$816.5K02026-06-30
Envestnet Pmc$764.2K602026-06-30
Osaic Holdings, Inc.$662.3K02026-06-30
Money Concepts Capital Corp$418.9K3892026-06-30
Quantinno Capital Management LP$397.8K02026-06-30
Morgan Stanley$388.8K23,1852026-06-30
Blackrock, Inc.$365.5K02026-06-30
Onedigital Investment Advisors LLC$364.1K3862026-06-30
Equitable Holdings, Inc.$339.7K02026-06-30
Commonwealth Equity Services, LLC$321.2K2,8632026-06-30
Fifth Third Bancorp$303.3K02026-06-30
Cerity Partners Retirement Plan Consultants$284.9K892026-06-30
Capital Square, LLC$266.1K112026-06-30
Sigma Planning Corp$265.7K4742026-06-30
Comerica Bank$235.1K02025-12-31
Curry Webb Wealth Management LLC$203.7K52026-06-30
Northwestern Mutual Wealth Management Co$103.7K02026-06-30
Royal Bank of Canada$86K02026-06-30
Creative Financial Designs Inc /adv$85.7K02026-06-30
Strive Financial Group , LLC$45.1K112026-06-30
Qube Research & Technologies Ltd$42.9K02026-06-30
Cva Family Office, LLC$30.6K82026-06-30
Fmr LLC$29K02026-06-30
Allworth Financial, LP$15.4K3172026-06-30
Golden State Wealth Management, LLC$12.4K472026-06-30
Integrated Wealth Concepts LLC$9.1K4802026-06-30
Assetmark, Inc$9K2202026-06-30
Bogart Wealth, LLC$6.4K242026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$6.4K02026-06-30
Parallel Advisors, LLC$6.4K752026-06-30
Ae Wealth Management LLC$4.7K4712026-06-30
UBS Group AG$4.2K02026-06-30
Aptus Capital Advisors, LLC$2.7K212026-06-30
Essential Investment Partners LLC$2.3K22026-06-30
Janney Montgomery Scott LLC$3041,3422026-06-30
Wells Fargo & Company/mn$9402026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30