USVM
VictoryShares US Small Mid Cap Value Momentum ETF · Financial Services · Asset Management
Momentum-inputs (vergelijkbare managers):
breedte van houders +15.0% ·
aandelenstroom +0.6% ·
netto nieuwe posities +13.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 28 | +1 | 11.15M | $1.21B | +3 | −2 |
| Q1 2026 | 27 | +4 | 10.22M | $966.49M | +5 | −1 |
| Q4 2025 | 23 | +3 | 11.89M | $1.11B | +3 | n/a |
| Q3 2025 | 4 | -1 | 12.62K | $1.14M | n/a | −1 |
| Q2 2025 | 3 | -1 | 43.11K | $3.62M | n/a | −1 |
| Q1 2025 | 2 | +2 | 83.17K | $6.55M | +2 | n/a |
| Q2 2024 | 1 | n/a | 4.71K | $365,626 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Nieuw | $3.28M | 0.0% | New | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 34.83K | Nieuw | $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 | Nieuw | $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 ✦ (passief) | 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 ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Two Sigma Investments | $3.28M | 0.0% |
| Citadel Advisors | $3.18M | 0.0% |
| AQR Capital Management | $490,408 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 57 houders, 11.24M aandelen, $1.06B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.