Security record · archived quarter
USVM
VictoryShares US Small Mid Cap Value Momentum ETF · Financial Services · Asset Management
4Tracked holders
-1Δ holders
12.62KShares held
$1.14MReported value
+0New positions
−1Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
Ownership over time
Who holds it · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 7.87K | n/a | $713,048 | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 2 | Morgan Stanley ✦ | 2.76K | n/a | $249,764 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | BlackRock ✦ (passive) | 1.73K | +7.3% | $156,726 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Fidelity (FMR) ✦ | 253 | +136.4% | $22,911 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $3.47M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 57 holders, 11.24M shares, $1.06B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2025 ·
Methodology ·
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