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Victoryshares US Small Mid C (USVM)

CUSIP: 92647N568 | NYSE | 125 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Wealth Enhancement Advisory Services, LLC8,545,387
1.3% of portfolio›$877.0M
Blue Water Asset Management193,012
6.4% of portfolio›$19.9M
Vise Technologies, Inc.127,715
0.1% of portfolio›$13.2M
Systelligence, LLC125,530
4.0% of portfolio›$24.3M
Wealth Enhancement Trust Services, Inc.98,406
1.1% of portfolio›$10.2M
NorthCrest Asset Manangement, LLC95,403
0.2% of portfolio›$9.9M
Family Capital Trust Co74,611
2.4% of portfolio›$7.7M
Retirement Planning Group, LLC52,962
0.1% of portfolio›$5.5M
Truist Financial Corp49,253
0.0% of portfolio›$5.1M
LexAurum Advisors, LLC33,389
0.4% of portfolio›$3.4M
Trilogy Capital Inc.25,056
0.1% of portfolio›$2.6M
Beacon Financial Advisory LLC18,202
0.4% of portfolio›$1.9M
US Bancorp \de\17,745
0.0% of portfolio›$1.8M
Commonwealth Equity Services, LLC3,492
0.0% of portfolio›$360.6K
Glenview Trust Co2,748
0.0% of portfolio›$283.7K
Capital Square, LLC2,587
0.1% of portfolio›$267.1K
Fifth Third Bancorp2,383
0.0% of portfolio›$246.1K
Chicago Partners Investment Group LLC1,910
0.0% of portfolio›$200.1K
Curry Webb Wealth Management LLC1,855
0.1% of portfolio›$203.7K
AlphaCore Capital LLC240
0.0% of portfolio›$24.8K
Golden State Wealth Management, LLC113
0.0% of portfolio›$11.7K
Cassaday & Co Wealth Management LLC90
0.0% of portfolio›$9.3K
Assetmark, Inc82
0.0% of portfolio›$8.5K
Parallel Advisors, LLC58
0.0% of portfolio›$6.0K
Vermillion Wealth Management, Inc.48
0.0% of portfolio›$5.0K
Essential Investment Partners LLC21
0.0% of portfolio›$2.2K
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
8,545,387$877.0M1.3%CoreLowPlymouth, MN2026-10-13
Blue Water Asset Management
193,012$19.9M6.4%ETFLowGrand Rapids, MI2026-11-04
Vise Technologies, Inc.
127,715$13.2M0.1%IndexLowNew York, NY2026-10-29
Systelligence, LLC
125,530$24.3M4.0%ETFHighBloomington, MN2026-11-05
Wealth Enhancement Trust Services, Inc.
98,406$10.2M1.1%GrowthMediumSioux Falls, SD2026-10-07
NorthCrest Asset Manangement, LLC
95,403$9.9M0.2%GrowthLowPlymouth, MN2026-10-13
Family Capital Trust Co
74,611$7.7M2.4%CoreLowPeabody, MA2026-10-22
Retirement Planning Group, LLC
52,962$5.5M0.1%ETFVery LowLeawood, KS2026-10-19
Truist Financial Corp
49,253$5.1M0.0%CoreLowCharlotte, NC2026-10-30
LexAurum Advisors, LLC
33,389$3.4M0.4%ETFLowOverland Park, KS2026-10-19
Trilogy Capital Inc.
25,056$2.6M0.1%ETFMediumIrvine, CA2026-10-20
Beacon Financial Advisory LLC
18,202$1.9M0.4%ETFLowCleveland, OH2026-10-16
US Bancorp \de\
17,745$1.8M0.0%IndexLowMinneapolis, MN2026-11-05
Commonwealth Equity Services, LLC
3,492$360.6K0.0%ETFLowWaltham, MA2026-11-02
Glenview Trust Co
2,748$283.7K0.0%GrowthVery LowLouisville, KY2026-10-28
Capital Square, LLC
2,587$267.1K0.1%YieldMediumAthens, TN2026-10-19
Fifth Third Bancorp
2,383$246.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Chicago Partners Investment Group LLC
1,910$200.1K0.0%GARPLowChicago, IL2026-10-27
Curry Webb Wealth Management LLC
1,855$203.7K0.1%ETFLowIndianapolis, IN2026-10-22
AlphaCore Capital LLC
240$24.8K0.0%ETFLowLa Jolla, CA2026-11-04
Golden State Wealth Management, LLC
113$11.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Cassaday & Co Wealth Management LLC
90$9.3K0.0%ETFVery LowMclean, VA2026-10-27
Assetmark, Inc
82$8.5K0.0%ETFLowConcord, CA2026-10-21
Parallel Advisors, LLC
58$6.0K0.0%IndexLowSan Francisco, CA2026-11-03
Vermillion Wealth Management, Inc.
48$5.0K0.0%ValueLowRosemount, MN2026-10-26
Essential Investment Partners LLC
21$2.2K0.0%GrowthLowEnglewood, CO2026-10-27