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Victoryshares US Small Mid C (USVM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares8,545,387 from 7,950,998
Change+594,389 (+7%)
Value$877.0M (+$22.2M)
Filed 2026-10-13
Blue Water Asset Management
DECREASED
Shares193,012 from 193,408
Change-396 (0%)
Value$19.9M (-$1.3M)
Filed 2026-11-04
Vise Technologies, Inc.
INCREASED
Shares127,715 from 113,671
Change+14,044 (+12%)
Value$13.2M (+$701.8K)
Filed 2026-10-29
Systelligence, LLC
DECREASED
Shares125,530 from 172,282
Change-46,752 (-27%)
Value$24.3M (+$5.4M)
Filed 2026-11-05
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares98,406 from 67,123
Change+31,283 (+47%)
Value$10.2M (+$2.8M)
Filed 2026-10-07
NorthCrest Asset Manangement, LLC
INCREASED
Shares95,403 from 90,648
Change+4,755 (+5%)
Value$9.9M (+$68.9K)
Filed 2026-10-13
Family Capital Trust Co
DECREASED
Shares74,611 from 74,635
Change-24 (0%)
Value$7.7M (-$494.3K)
Filed 2026-10-22
LPL Financial LLC
INCREASED
Shares69,931 from 55,501
Change+14,430 (+26%)
Value$7.2M (+$1.1M)
Filed 2026-11-06
Retirement Planning Group, LLC
DECREASED
Shares52,962 from 53,505
Change-543 (-1%)
Value$5.5M (-$408.2K)
Filed 2026-10-19
Truist Financial Corp
INCREASED
Shares49,253 from 48,888
Change+365 (+1%)
Value$5.1M (-$284.1K)
Filed 2026-10-30
LexAurum Advisors, LLC
INCREASED
Shares33,389 from 32,575
Change+814 (+3%)
Value$3.4M (-$130.4K)
Filed 2026-10-19
Trilogy Capital Inc.
DECREASED
Shares25,056 from 26,523
Change-1,467 (-6%)
Value$2.6M (-$326.1K)
Filed 2026-10-20
Beacon Financial Advisory LLC
INCREASED
Shares18,202 from 17,006
Change+1,196 (+7%)
Value$1.9M (+$11.6K)
Filed 2026-10-16
US Bancorp \de\
DECREASED
Shares17,745 from 17,761
Change-16 (0%)
Value$1.8M (-$118.7K)
Filed 2026-11-05
Harbour Investments, Inc.
INCREASED
Shares13,703 from 13,258
Change+445 (+3%)
Value$1.4M (-$41.3K)
Filed 2026-11-09
Western Wealth Management, LLC
NEW
Shares13,254
Change+13,254
Value$1.4M
Filed 2026-11-09
Money Concepts Capital Corp
DECREASED
Shares3,759 from 3,814
Change-55 (-1%)
Value$388.1K (-$30.8K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares3,492 from 2,924
Change+568 (+19%)
Value$360.6K (+$39.4K)
Filed 2026-11-02
Glenview Trust Co
NEW
Shares2,748
Change+2,748
Value$283.7K
Filed 2026-10-28
Capital Square, LLC
INCREASED
Shares2,587 from 2,447
Change+140 (+6%)
Value$267.1K (+$1.0K)
Filed 2026-10-19
Fifth Third Bancorp
DECREASED
Shares2,383 from 2,761
Change-378 (-14%)
Value$246.1K (-$57.2K)
Filed 2026-11-05
Chicago Partners Investment Group LLC
NEW
Shares1,910
Change+1,910
Value$200.1K
Filed 2026-10-27
Curry Webb Wealth Management LLC
UNCHANGED
Shares1,855 from 1,855
Change0 (0%)
Value$203.7K ($0)
Filed 2026-10-22
Strive Financial Group,LLC
DECREASED
Shares391 from 411
Change-20 (-5%)
Value$40.4K (-$4.8K)
Filed 2026-11-09
AlphaCore Capital LLC
NEW
Shares240
Change+240
Value$24.8K
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$15.4K ($0)
Filed 2026-11-06
Golden State Wealth Management, LLC
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$11.7K (-$744)
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
NEW
Shares90
Change+90
Value$9.3K
Filed 2026-10-27
Assetmark, Inc
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$8.5K (-$540)
Filed 2026-10-21
Parallel Advisors, LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$6.0K (-$382)
Filed 2026-11-03
Vermillion Wealth Management, Inc.
NEW
Shares48
Change+48
Value$5.0K
Filed 2026-10-26
Essential Investment Partners LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2.2K (-$138)
Filed 2026-10-27
Sigma Planning Corp
CLOSED
Shares0 from 2,419
Change-2,419 (-100%)
Value$0 (-$265.7K)
Filed 2026-10-23
Creative Financial Designs Inc
CLOSED
Shares0 from 780
Change-780 (-100%)
Value$0 (-$85.7K)
Filed 2026-11-04
Victory Capital Management Inc
N/A
Shares— from 1,485,719
Change-1,485,719 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,363,934
Change-1,363,934 (-100%)
Value—
Anderson Financial Strategies, LLC
N/A
Shares— from 81,804
Change-81,804 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 60,497
Change-60,497 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 45,400
Change-45,400 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 32,349
Change-32,349 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 28,375
Change-28,375 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 22,661
Change-22,661 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 21,128
Change-21,128 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 18,832
Change-18,832 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 16,024
Change-16,024 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 10,326
Change-10,326 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7,435
Change-7,435 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,958
Change-6,958 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,030
Change-6,030 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 5,792
Change-5,792 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,622
Change-3,622 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,540
Change-3,540 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,328
Change-3,328 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 3,315
Change-3,315 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 3,093
Change-3,093 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,767
Change-2,767 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 2,594
Change-2,594 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 944
Change-944 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 784
Change-784 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 391
Change-391 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 279
Change-279 (-100%)
Value—
FMR LLC
N/A
Shares— from 264
Change-264 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
UBS Group AG
N/A
Shares— from 38
Change-38 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Wealth Enhancement Advisory Services, LLC
INCREASED8,545,3877,950,998+594,389+7%$854.8M$877.0M+$22.2M2026-10-13
Blue Water Asset Management
DECREASED193,012193,408-3960%$21.2M$19.9M-$1.3M2026-11-04
Vise Technologies, Inc.
INCREASED127,715113,671+14,044+12%$12.5M$13.2M+$701.8K2026-10-29
Systelligence, LLC
DECREASED125,530172,282-46,752-27%$18.9M$24.3M+$5.4M2026-11-05
Wealth Enhancement Trust Services, Inc.
INCREASED98,40667,123+31,283+47%$7.4M$10.2M+$2.8M2026-10-07
NorthCrest Asset Manangement, LLC
INCREASED95,40390,648+4,755+5%$9.8M$9.9M+$68.9K2026-10-13
Family Capital Trust Co
DECREASED74,61174,635-240%$8.2M$7.7M-$494.3K2026-10-22
LPL Financial LLC
INCREASED69,93155,501+14,430+26%$6.1M$7.2M+$1.1M2026-11-06
Retirement Planning Group, LLC
DECREASED52,96253,505-543-1%$5.9M$5.5M-$408.2K2026-10-19
Truist Financial Corp
INCREASED49,25348,888+365+1%$5.4M$5.1M-$284.1K2026-10-30
LexAurum Advisors, LLC
INCREASED33,38932,575+814+3%$3.6M$3.4M-$130.4K2026-10-19
Trilogy Capital Inc.
DECREASED25,05626,523-1,467-6%$2.9M$2.6M-$326.1K2026-10-20
Beacon Financial Advisory LLC
INCREASED18,20217,006+1,196+7%$1.9M$1.9M+$11.6K2026-10-16
US Bancorp \de\
DECREASED17,74517,761-160%$2.0M$1.8M-$118.7K2026-11-05
Harbour Investments, Inc.
INCREASED13,70313,258+445+3%$1.5M$1.4M-$41.3K2026-11-09
Western Wealth Management, LLC
NEW13,254—+13,254——$1.4M—2026-11-09
Money Concepts Capital Corp
DECREASED3,7593,814-55-1%$418.9K$388.1K-$30.8K2026-11-06
Commonwealth Equity Services, LLC
INCREASED3,4922,924+568+19%$321.2K$360.6K+$39.4K2026-11-02
Glenview Trust Co
NEW2,748—+2,748——$283.7K—2026-10-28
Capital Square, LLC
INCREASED2,5872,447+140+6%$266.1K$267.1K+$1.0K2026-10-19
Fifth Third Bancorp
DECREASED2,3832,761-378-14%$303.3K$246.1K-$57.2K2026-11-05
Chicago Partners Investment Group LLC
NEW1,910—+1,910——$200.1K—2026-10-27
Curry Webb Wealth Management LLC
UNCHANGED1,8551,85500%$203.7K$203.7K$02026-10-22
Strive Financial Group,LLC
DECREASED391411-20-5%$45.1K$40.4K-$4.8K2026-11-09
AlphaCore Capital LLC
NEW240—+240——$24.8K—2026-11-04
Allworth Financial LP
UNCHANGED14014000%$15.4K$15.4K$02026-11-06
Golden State Wealth Management, LLC
UNCHANGED11311300%$12.4K$11.7K-$7442026-11-02
Cassaday & Co Wealth Management LLC
NEW90—+90——$9.3K—2026-10-27
Assetmark, Inc
UNCHANGED828200%$9.0K$8.5K-$5402026-10-21
Parallel Advisors, LLC
UNCHANGED585800%$6.4K$6.0K-$3822026-11-03
Vermillion Wealth Management, Inc.
NEW48—+48——$5.0K—2026-10-26
Essential Investment Partners LLC
UNCHANGED212100%$2.3K$2.2K-$1382026-10-27
Sigma Planning Corp
CLOSED02,419-2,419-100%$265.7K$0-$265.7K2026-10-23
Creative Financial Designs Inc
CLOSED0780-780-100%$85.7K$0-$85.7K2026-11-04
Victory Capital Management Inc
N/A—1,485,719-1,485,719-100%$163.2M———
Cerity Partners LLC
N/A—1,363,934-1,363,934-100%$149.8M———
Anderson Financial Strategies, LLC
N/A—81,804-81,804-100%$9.0M———
Raymond James Financial Inc
N/A—60,497-60,497-100%$6.6M———
Two Sigma Investments, LP
N/A—45,400-45,400-100%$5.0M———
Kintra Wealth, LLC
N/A—32,349-32,349-100%$3.6M———
Cetera Investment Advisers
N/A—28,375-28,375-100%$3.1M———
Citadel Advisors LLC
N/A—22,661-22,661-100%$2.5M———
Bank of America Corp
N/A—21,128-21,128-100%$2.3M———
Cary Street Partners Financial LLC
N/A—18,832-18,832-100%$2.1M———
Steward Partners Investment Advisory, LLC
N/A—16,024-16,024-100%$1.8M———
AQR Capital Management LLC
N/A—10,326-10,326-100%$1.1M———
JPMorgan Chase & Co
N/A—7,435-7,435-100%$816.5K———
Envestnet Asset Management Inc
N/A—6,958-6,958-100%$764.2K———
Osaic Holdings, Inc.
N/A—6,030-6,030-100%$662.3K———
Nova Wealth Management, Inc.
N/A—5,792-5,792-100%$636.1K———
Quantinno Capital Management LP
N/A—3,622-3,622-100%$397.8K———
Morgan Stanley
N/A—3,540-3,540-100%$388.8K———
BlackRock, Inc.
N/A—3,328-3,328-100%$365.5K———
OneDigital Investment Advisors LLC
N/A—3,315-3,315-100%$364.1K———
Equitable Holdings, Inc.
N/A—3,093-3,093-100%$339.7K———
Janney Montgomery Scott LLC
N/A—2,767-2,767-100%$304.0K———
Cerity Partners Retirement Plan Advisors LLC
N/A—2,594-2,594-100%$284.9K———
Northwestern Mutual Wealth Management Co
N/A—944-944-100%$103.7K———
Royal Bank of Canada
N/A—784-784-100%$86.0K———
Qube Research & Technologies Ltd
N/A—391-391-100%$42.9K———
CVA Family Office, LLC
N/A—279-279-100%$30.6K———
FMR LLC
N/A—264-264-100%$29.0K———
Bogart Wealth, LLC
N/A—59-59-100%$6.4K———
UBS Asset Management Americas LLC
N/A—58-58-100%$6.4K———
AE Wealth Management LLC
N/A—43-43-100%$4.7K———
UBS Group AG
N/A—38-38-100%$4.2K———
Aptus Capital Advisors, LLC
N/A—25-25-100%$2.7K———
Wells Fargo & Company
N/A—1-1-100%$94———
Showing 68 of 68 institutions