USVM
VictoryShares US Small Mid Cap Value Momentum ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth +15.0% ·
share flow +0.6% ·
net new positions +13.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 8.78M | n/a | $829.51M | 1.1% | n/c | 1 | SEC ↗ |
| 2 | Victory Capital Management Inc | 1.42M | n/a | $129.72M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Cerity Partners LLC | 1.41M | n/a | $128.56M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 4 | Truist Financial Corp | 49.40K | n/a | $4.51M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 46.78K | n/a | $4.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Susquehanna International Group, Llp | 39.09K | n/a | $3.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Two Sigma Investments ✦ | 35.90K | New | $3.28M | 0.0% | New | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 34.83K | New | $3.18M | 0.0% | New | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 17.97K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | LPL Financial LLC | 12.26K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jane Street Group, Llc | 7.97K | n/a | $728,079 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 6.62K | n/a | $604,973 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 6.38K | -18.9% | $582,719 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Cetera Investment Advisers | 5.66K | n/a | $517,070 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 5.37K | New | $490,408 | 0.0% | New | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 4.51K | n/a | $411,499 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 2.73K | -1.1% | $249,265 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 18 | BlackRock ✦ (passive) | 2.37K | +37.0% | $216,611 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Royal Bank Of Canada | 2.02K | n/a | $184,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Wells Fargo & Company/Mn | 1.95K | n/a | $177,686 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Northwestern Mutual Wealth… | 1.07K | n/a | $97,789 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 108 | -57.3% | $9,861 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Assetmark, Inc | 20 | n/a | $1,826 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $3.28M | 0.0% |
| Citadel Advisors | $3.18M | 0.0% |
| AQR Capital Management | $490,408 | 0.0% |
Exited
| No tracked exits this quarter. |
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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.