Who Owns VICTORY SHARES US SMALL MID CAP ETF (USVM)? -- Institutional Holders (2026-06-30)
22 institutions reported holding $936.6M of VICTORY SHARES US SMALL MID CAP ETF (USVM) in SEC 13F filings for 2026-06-30. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($854.8M), Blue Water Asset Management ($21.2M), Systelligence, LLC ($18.9M), NorthCrest Asset Manangement, LLC ($9.8M), Family Capital Trust Co ($8.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $854.8M | 8.0M | Added |
| 2 | Blue Water Asset Management | $21.2M | 193,408 | Added |
| 3 | Systelligence, LLC | $18.9M | 172,282 | Added |
| 4 | NorthCrest Asset Manangement, LLC | $9.8M | 90,648 | Added |
| 5 | Family Capital Trust Co | $8.2M | 74,635 | Added |
| 6 | Wealth Enhancement Trust Services, Inc. | $7.4M | 67,123 | Added |
| 7 | TRUIST FINANCIAL CORP | $5.4M | 48,888 | Trimmed |
| 8 | LexAurum Advisors, LLC | $3.6M | 32,575 | Added |
| 9 | Trilogy Capital Inc. | $2.9M | 26,523 | Trimmed |
| 10 | CARY STREET PARTNERS FINANCIAL LLC | $2.1M | 18,832 | New |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $764,233 | 6,958 | Added |
| 12 | Nova Wealth Management, Inc. | $636,129 | 5,792 | Added |
| 13 | MONEY CONCEPTS CAPITAL CORP | $418,892 | 3,814 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $321,190 | 2,924 | Added |
| 15 | CREATIVE FINANCIAL DESIGNS INC /ADV | $85,667 | 780 | Added |
| 16 | Strive Financial Group ,LLC | $45,140 | 411 | Trimmed |
| 17 | Golden State Wealth Management, LLC | $12,411 | 113 | Hold |
| 18 | ASSETMARK, INC | $9,006 | 82 | Added |
| 19 | Bogart Wealth, LLC | $6,430 | 59 | Hold |
| 20 | AE Wealth Management LLC | $4,723 | 43 | Trimmed |
| 21 | Essential Investment Partners LLC | $2,306 | 21 | Hold |
| 22 | LeClair Wealth Partners LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30