Catatan efek
USVM
VictoryShares US Small Mid Cap Value Momentum ETF · Financial Services · Asset Management
28Pemegang yang dilacak
+1Δ pemegang
11.15MSaham yang dipegang
$1.21BNilai yang dilaporkan
+3Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +3.7% ·
aliran saham +9.1% ·
posisi baru bersih +3.6%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 7.95M | +14.0% | $854.80M | 1.4% | ▲ Add | 3 | SEC ↗ |
| 2 | Victory Capital Management Inc | 1.49M | 0.0% | $163.18M | 0.1% | Held | 3 | SEC ↗ |
| 3 | Cerity Partners LLC | 1.36M | -4.9% | $149.80M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 4 | Cerity Partners LLC | 1.36M | -4.9% | $149.80M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 5 | Cerity Partners LLC | 1.36M | -4.9% | $149.80M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 60.50K | +0.6% | $6.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 60.50K | +0.6% | $6.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 60.50K | +0.6% | $6.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 55.50K | +87.8% | $6.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Truist Financial Corp | 48.89K | -4.3% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 45.40K | -12.7% | $4.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 28.38K | +112.1% | $3.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 22.66K | Baru | $2.49M | 0.0% | New | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 21.13K | -11.4% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 21.13K | -11.4% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Us Bancorp \De\ | 17.76K | +5.2% | $1.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 10.33K | +17.5% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 7.43K | +5.3% | $816,467 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 7.43K | +5.3% | $816,467 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 6.96K | +1.7% | $764,233 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 6.03K | +12.4% | $662,313 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 6.03K | +12.4% | $662,313 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Quantinno Capital Management LP | 3.62K | Baru | $397,804 | 0.0% | New | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 3.54K | +21.3% | $388,837 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 3.54K | +21.3% | $388,837 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 3.54K | +21.3% | $388,837 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 3.54K | +21.3% | $388,837 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 3.54K | +21.3% | $388,837 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | BlackRock ✦ (pasif) | 3.33K | +39.8% | $365,472 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 2.92K | +33.8% | $321,190 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Fifth Third Bancorp | 2.76K | -0.6% | $303,282 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 944 | +208.5% | $103,680 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Royal Bank Of Canada | 784 | +113.6% | $86,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Royal Bank Of Canada | 784 | +113.6% | $86,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 391 | Baru | $42,944 | 0.0% | New | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 264 | -70.0% | $28,995 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 37 | Assetmark, Inc | 82 | +310.0% | $9,006 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 58 | 0.0% | $6,370 | 0.0% | Held | 2 | SEC ↗ |
| 39 | UBS Group AG | 38 | -94.2% | $4,174 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | UBS Group AG | 38 | -94.2% | $4,174 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 1 | -99.1% | $94 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Citadel Advisors | $2.49M | 0.0% |
| Quantinno Capital Management… | $397,804 | 0.0% |
| Qube Research & Technologies… | $42,944 | 0.0% |
Telah keluar
| Susquehanna International… | $2.83M | adalah 0.0% |
| Jane Street Group, Llc | $497,822 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 57 pemegang, 11.24M saham, $1.06B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API