证券记录 · 已归档季度
USVM
VictoryShares US Small Mid Cap Value Momentum ETF · Financial Services · Asset Management
27被追踪持有人
+4Δ持有人
10.22M持有股份
$966.49M报告持仓市值
+5新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +17.4% ·
股份流向 -14.1% ·
净新建仓位 +14.8%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 4 | -1 | 12.62K | $1.14M | — | −1 |
| Q2 2025 | 3 | -1 | 43.11K | $3.62M | — | −1 |
| Q1 2025 | 2 | +2 | 83.17K | $6.55M | +2 | — |
| Q2 2024 | 1 | — | 4.71K | $365,626 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 6.97M | -20.5% | $659.49M | 1.4% | ▼ Trim | 2 | SEC ↗ |
| 2 | Victory Capital Management Inc | 1.49M | +4.6% | $140.67M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Cerity Partners LLC | 1.43M | +1.9% | $135.79M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 4 | Cerity Partners LLC | 1.43M | +1.9% | $135.79M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 5 | Cerity Partners LLC | 1.43M | +1.9% | $135.79M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 60.12K | +28.5% | $5.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 60.12K | +28.5% | $5.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 60.12K | +28.5% | $5.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 52.00K | +44.9% | $4.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Truist Financial Corp | 51.07K | +3.4% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 29.88K | -23.6% | $2.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 29.56K | +141.1% | $2.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 23.84K | +32.6% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 23.84K | +32.6% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Us Bancorp \De\ | 16.88K | 新增 | $1.60M | 0.0% | New | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 13.38K | +136.2% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 8.79K | +63.6% | $831,853 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 7.06K | +10.6% | $652,905 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 7.06K | +10.6% | $652,905 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 6.84K | +51.8% | $647,676 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 5.37K | -19.0% | $508,046 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Jane Street Group, Llc | 5.26K | -34.1% | $497,822 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 2.92K | +6.9% | $276,364 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.92K | +6.9% | $276,364 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 2.92K | +6.9% | $276,364 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Fifth Third Bancorp | 2.78K | 新增 | $262,909 | 0.0% | New | 1 | SEC ↗ |
| 27 | BlackRock ✦ (被动) | 2.38K | +0.3% | $225,336 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | BlackRock ✦ (被动) | 2.38K | +0.3% | $225,336 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 2.19K | 新增 | $206,840 | 0.0% | New | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 879 | +713.9% | $83,223 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | UBS Group AG | 658 | 新增 | $62,298 | 0.0% | New | 1 | SEC ↗ |
| 32 | UBS Group AG | 658 | 新增 | $62,298 | 0.0% | New | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 367 | -81.8% | $35,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Royal Bank Of Canada | 367 | -81.8% | $35,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 306 | -71.4% | $28,972 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 114 | -94.1% | $10,757 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 58 | 新增 | $5,491 | 0.0% | New | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 20 | 0.0% | $1,894 | 0.0% | Held | 2 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Us Bancorp \De\ | $1.60M | 0.0% |
| Fifth Third Bancorp | $262,909 | 0.0% |
| Commonwealth Equity Services… | $206,840 | 0.0% |
| UBS Group AG | $62,298 | 0.0% |
| UBS Group AG | $62,298 | 0.0% |
| UBS AM, a distinct business… | $5,491 | 0.0% |
已清仓
| Citadel Advisors | $3.18M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 57 持有人, 11.24M 股份, $1.06B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据