Who Owns VictoryShares US Small Mid Cap Value Momentum ETF (USVM)?Hedge Fund & Institutional Holders

$92.82-0.42 (-0.45%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.2900000070000006e+176T

% of Float Held

—

QoQ Change in Holders

+11 / -1

Price History

$69.28$77.05$84.82$92.60$100.37Aug 24May 25Mar 26

USVM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
VICTORY CAPITAL MANAGEMENT INCIncreased+72K+$6.9B
Vise Technologies, Inc.Increased+44K+$3.6B
TWO SIGMA INVESTMENTS, LPNew Position+36K+$3.0B
CITADEL ADVISORS LLCNew Position+35K+$3.0B
Trilogy Capital Inc.New Position+30K+$2.7B
Beacon Financial Advisory LLCNew Position+28K+$2.6B
RAYMOND JAMES FINANCIAL INCIncreased+28K+$2.3B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+8.8M+$829.5M
MONEY CONCEPTS CAPITAL CORPNew Position+3K+$314.0M
Cerity Partners LLCNew Position+1.4M+$128.0M
Nova Wealth Management, Inc.Increased+222+$22.7M
CENTRAL TRUST CoNew Position+241+$22.0M
Blue Water Asset ManagementNew Position+194K+$17.7M
Family Capital Trust CoNew Position+193+$17.0M
Golden State Wealth Management, LLCNew Position+113+$10.0M

USVM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-7K-$1.2B
Steward Partners Investment Advisory, LLCDecreased-606-$472.3M
Equitable Holdings, Inc.Decreased-722-$291.1M
Comprehensive Financial Planning, Inc./PAClosed Position-2K-$150.2M
MORGAN STANLEYDecreased-29-$248K
FMR LLCDecreased-145-$22K
BANK OF AMERICA CORP /DE/Decreased-6K-$-997.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1VICTORY CAPITAL MANAGEMENT INC1,420,719$129.0B0.07%Share
2Vise Technologies, Inc.81,966$7.0B0.14%Share
3RAYMOND JAMES FINANCIAL INC46,505$4.0B0.00%Share
4TWO SIGMA INVESTMENTS, LP35,900$3.0B0.00%Share
5SUSQUEHANNA INTERNATIONAL GROUP, LLP34,317$3.0B0.00%Share
6CITADEL ADVISORS LLC34,831$3.0B0.00%Share
7Trilogy Capital Inc.29,766$2.7B0.12%Share
8Beacon Financial Advisory LLC28,460$2.6B0.60%Share
9BANK OF AMERICA CORP /DE/17,413$1.0B0.00%Share
10Steward Partners Investment Advisory, LLC15,652$1.0B0.01%Share
11WEALTH ENHANCEMENT ADVISORY SERVICES, LLC8,775,986$829.5M1.13%Share
12Nova Wealth Management, Inc.4,410$402.0M0.28%Share
13MONEY CONCEPTS CAPITAL CORP3,448$314.0M0.02%Share
14COMERICA BANK2,574$235.0M0.00%Share
15Cerity Partners LLC1,405,756$128.0M0.19%Share
16CENTRAL TRUST Co241$22.0M0.00%Share
17Blue Water Asset Management193,786$17.7M6.36%Share
18Family Capital Trust Co193$17.0M0.01%Share
19Systelligence, LLC117,923$10.8M2.05%Share
20Golden State Wealth Management, LLC113$10.0M0.00%Share
21NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO29,881$6.0M0.00%Share
22Retirement Planning Group, LLC59,539$5.4M0.18%Share
23TRUIST FINANCIAL CORP49,404$4.5M0.01%Share
24NorthCrest Asset Manangement, LLC42,968$4.0M0.09%Share
25CREATIVE FINANCIAL DESIGNS INC /ADV30$2.0M0.00%Share
26Pursuit Wealth Management LLC16,837$1.5M1.32%Share
27ASSETMARK, INC20$1.0M0.00%Share
28LPL Financial LLC12,262$1.0M0.00%Share
29Wealth Enhancement Trust Services, Inc.7,166$654K0.08%Share
30Wealth Enhancement Trust Services, Inc.574$52K0.01%Share
31Strive Financial Group ,LLC424$38K0.02%Share
32Allworth Financial LP140$12K0.00%Share
33Bogart Wealth, LLC59$5K0.00%Share
34Sound Income Strategies, LLC0$00.00%Share
35OSAIC HOLDINGS, INC.6,625$00.00%Share
36WELLS FARGO & COMPANY/MN0$00.00%Share
37WELLS FARGO & COMPANY/MN1,946$00.00%Share
38ROYAL BANK OF CANADA703$00.00%Share
39ROYAL BANK OF CANADA1,316$00.00%Share
40MORGAN STANLEY1,628$00.00%Share
41Cerity Partners LLC759$00.00%Share
42Cerity Partners LLC1,448$00.00%Share
43JANE STREET GROUP, LLC7,974$00.00%Share
44RAYMOND JAMES FINANCIAL INC272$00.00%Share
45Cetera Investment Advisers5,663$00.00%Share
46Equitable Holdings, Inc.2,492$00.00%Share
47SUSQUEHANNA INTERNATIONAL GROUP, LLP4,776$00.00%Share
48FMR LLC108$00.00%Share
49BANK OF AMERICA CORP /DE/555$00.00%Share
50JPMORGAN CHASE & CO3,683$00.00%Share

USVM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202548$158.3B+24
Q3 202524$136.6B-12
Q2 202536$684.2B-5
Q1 202541$745.9B+19
Q4 202422$217.3B+6
Q3 202416$124.4B-4
Q2 202420$116.8B+4
Q1 202416$506.7T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold USVM (VictoryShares US Small Mid Cap Value Momentum ETF). The largest holder is VICTORY CAPITAL MANAGEMENT INC with $129.0B in shares. This quarter, 11 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own USVM?

As of Q4 2025, 50 institutional investors report holding USVM (VictoryShares US Small Mid Cap Value Momentum ETF) in their 13F filings.

Who is the largest institutional holder of USVM?

The largest institutional holder of USVM is VICTORY CAPITAL MANAGEMENT INC with $129.0B in shares.

Is institutional ownership of USVM increasing or decreasing?

This quarter, 11 institutions opened new positions in USVM and 1 closed their positions.