USVM Institutional Ownership
VictoryShares US Small Mid Cap Value Momentum ETF
1W: +0.5%
1M: -3.0%
3M: -3.3%
YTD: +14.2%
1Y: +16.6%
3Y: +68.5%
5Y: +58.7%
$105.10
+1.15 (+1.10%)
Weekly Expected Move ±1.3%
$102
$104
$105
$107
$108
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — USVM
70
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
11
New Positions
27
Increased
24
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (71 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 7,950,998 | $836M | +977,439 | +14.0% | 8Q | SEC ↗ |
| 2 | VICTORY CAPITAL MANAGEMENT INC | 1,485,719 | $156M | — | +0.0% | 28Q | SEC ↗ |
| 3 | Cerity Partners LLC | 1,363,934 | $143M | -70,324 | -4.9% | 13Q | SEC ↗ |
| 4 | Blue Water Asset Management | 193,408 | $20M | +2,312 | +1.2% | 3Q | SEC ↗ |
| 5 | Systelligence, LLC | 172,282 | $18M | +2,925 | +1.7% | 8Q | SEC ↗ |
| 6 | Vise Technologies, Inc. | 113,671 | $12M | +31,705 | +38.7% | 5Q | SEC ↗ |
| 7 | NorthCrest Asset Manangement, LLC | 90,648 | $10M | +10,557 | +13.2% | 6Q | SEC ↗ |
| 8 | Anderson Financial Strategies, LLC | 81,804 | $9M | -1,626 | -1.9% | 6Q | SEC ↗ |
| 9 | Family Capital Trust Co | 74,635 | $8M | +61,784 | +480.8% | 6Q | SEC ↗ |
| 10 | Wealth Enhancement Trust Services, Inc | 67,123 | $7M | +13,846 | +26.0% | 3Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 60,497 | $6M | +381 | +0.6% | 6Q | SEC ↗ |
| 12 | LPL Financial LLC | 55,501 | $6M | +25,943 | +87.8% | 7Q | SEC ↗ |
| 13 | Retirement Planning Group, LLC | 53,505 | $6M | -3,176 | -5.6% | 6Q | SEC ↗ |
| 14 | TRUIST FINANCIAL CORP | 48,888 | $5M | -2,186 | -4.3% | 5Q | SEC ↗ |
| 15 | TWO SIGMA INVESTMENTS, LP | 45,400 | $5M | -6,600 | -12.7% | 3Q | SEC ↗ |
| 16 | LexAurum Advisors, LLC | 32,575 | $3M | +3,006 | +10.2% | 2Q | SEC ↗ |
| 17 | KINTRA WEALTH, LLC NEW | 32,349 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Cetera Investment Advisers | 28,375 | $3M | +14,996 | +112.1% | 9Q | SEC ↗ |
| 19 | Trilogy Capital Inc. | 26,523 | $3M | -406 | -1.5% | 27Q | SEC ↗ |
| 20 | CITADEL ADVISORS LLC NEW | 22,661 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 21 | BANK OF AMERICA CORP /DE | 21,128 | $2M | -2,707 | -11.4% | 15Q | SEC ↗ |
| 22 | CARY STREET PARTNERS FINANCIAL LLC NEW | 18,832 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 23 | US BANCORP \DE | 17,761 | $2M | +877 | +5.2% | 2Q | SEC ↗ |
| 24 | Beacon Financial Advisory LLC | 17,006 | $2M | +1,520 | +9.8% | 9Q | SEC ↗ |
| 25 | Steward Partners Investment Advisory, | 16,024 | $2M | -370 | -2.3% | 5Q | SEC ↗ |
| 26 | HARBOUR INVESTMENTS, INC. | 13,258 | $1M | -152 | -1.1% | 2Q | SEC ↗ |
| 27 | AQR CAPITAL MANAGEMENT LLC | 10,326 | $1M | +1,540 | +17.5% | 3Q | SEC ↗ |
| 28 | JPMORGAN CHASE & CO | 7,435 | $781K | +377 | +5.3% | 5Q | SEC ↗ |
| 29 | ENVESTNET ASSET MANAGEMENT INC | 6,958 | $731K | +117 | +1.7% | 6Q | SEC ↗ |
| 30 | OSAIC HOLDINGS, INC. | 6,030 | $634K | +664 | +12.4% | 19Q | SEC ↗ |
| 31 | Nova Wealth Management, Inc. | 5,792 | $609K | +186 | +3.3% | 6Q | SEC ↗ |
| 32 | MONEY CONCEPTS CAPITAL CORP | 3,814 | $401K | +312 | +8.9% | 3Q | SEC ↗ |
| 33 | Quantinno Capital Management LP NEW | 3,622 | $381K | — | +0.0% | 1Q | SEC ↗ |
| 34 | MORGAN STANLEY | 3,540 | $372K | +622 | +21.3% | 21Q | SEC ↗ |
| 35 | BlackRock, Inc. | 3,328 | $350K | +948 | +39.8% | 6Q | SEC ↗ |
| 36 | OneDigital Investment Advisors LLC | 3,315 | $348K | -467 | -12.3% | 15Q | SEC ↗ |
| 37 | Equitable Holdings, Inc. NEW | 3,093 | $325K | — | +0.0% | 1Q | SEC ↗ |
| 38 | COMMONWEALTH EQUITY SERVICES, LLC | 2,924 | $307K | +739 | +33.8% | 2Q | SEC ↗ |
| 39 | Janney Montgomery Scott LLC NEW | 2,767 | $291K | — | +0.0% | 1Q | SEC ↗ |
| 40 | FIFTH THIRD BANCORP | 2,761 | $290K | -16 | -0.6% | 2Q | SEC ↗ |
| 41 | Cerity Partners Retirement Plan Adviso NEW | 2,594 | $273K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Capital Square, LLC | 2,447 | $257K | +151 | +6.6% | 2Q | SEC ↗ |
| 43 | Sigma Planning Corp | 2,419 | $254K | -8 | -0.3% | 2Q | SEC ↗ |
| 44 | Curry Webb Wealth Management LLC NEW | 1,855 | $195K | — | +0.0% | 1Q | SEC ↗ |
| 45 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 944 | $99K | +638 | +208.5% | 9Q | SEC ↗ |
| 46 | ROYAL BANK OF CANADA | 784 | $82K | +417 | +113.6% | 17Q | SEC ↗ |
| 47 | CREATIVE FINANCIAL DESIGNS INC /ADV | 780 | $82K | +750 | +2500.0% | 3Q | SEC ↗ |
| 48 | Strive Financial Group ,LLC | 411 | $43K | -13 | -3.1% | 3Q | SEC ↗ |
| 49 | Qube Research & Technologies Ltd NEW | 391 | $41K | — | +0.0% | 1Q | SEC ↗ |
| 50 | CVA Family Office, LLC | 279 | $29K | — | +0.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| KINTRA WEALTH, LLC | 32,349 | $3M |
| CITADEL ADVISORS LLC | 22,661 | $2M |
| CARY STREET PARTNERS FINANCIAL LLC | 18,832 | $2M |
| Quantinno Capital Management LP | 3,622 | $381K |
| Equitable Holdings, Inc. | 3,093 | $325K |
| Janney Montgomery Scott LLC | 2,767 | $291K |
| Cerity Partners Retirement Plan Adv | 2,594 | $273K |
| Curry Webb Wealth Management LLC | 1,855 | $195K |
| Qube Research & Technologies Ltd | 391 | $41K |
| Integrated Wealth Concepts LLC | 83 | $9K |
| Aptus Capital Advisors, LLC | 25 | $3K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LeClair Wealth Partners LLC | 191,096 | $20M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 29,881 | $3M |
| JANE STREET GROUP, LLC | 5,258 | $553K |
| Advisory Services Network, LLC | 350 | $37K |
| CENTRAL TRUST Co | 241 | $25K |
| MAI Capital Management | 234 | $25K |
| VANGUARD ADVISERS INC | 21 | $2K |
| Sound Income Strategies, LLC | 0 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | +977,439 | +14.0% | 7,950,998 |
| Family Capital Trust Co | +61,784 | +480.8% | 74,635 |
| Vise Technologies, Inc. | +31,705 | +38.7% | 113,671 |
| LPL Financial LLC | +25,943 | +87.8% | 55,501 |
| Cetera Investment Advisers | +14,996 | +112.1% | 28,375 |
| Wealth Enhancement Trust Services, | +13,846 | +26.0% | 67,123 |
| NorthCrest Asset Manangement, LLC | +10,557 | +13.2% | 90,648 |
| LexAurum Advisors, LLC | +3,006 | +10.2% | 32,575 |
| Systelligence, LLC | +2,925 | +1.7% | 172,282 |
| Blue Water Asset Management | +2,312 | +1.2% | 193,408 |
| AQR CAPITAL MANAGEMENT LLC | +1,540 | +17.5% | 10,326 |
| Beacon Financial Advisory LLC | +1,520 | +9.8% | 17,006 |
| BlackRock, Inc. | +948 | +39.8% | 3,328 |
| US BANCORP \DE | +877 | +5.2% | 17,761 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +750 | +2500.0% | 780 |
| COMMONWEALTH EQUITY SERVICES, LLC | +739 | +33.8% | 2,924 |
| OSAIC HOLDINGS, INC. | +664 | +12.4% | 6,030 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +638 | +208.5% | 944 |
| MORGAN STANLEY | +622 | +21.3% | 3,540 |
| ROYAL BANK OF CANADA | +417 | +113.6% | 784 |
Biggest Decreases (18)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cerity Partners LLC | -70,324 | -4.9% | 1,363,934 |
| TWO SIGMA INVESTMENTS, LP | -6,600 | -12.7% | 45,400 |
| Retirement Planning Group, LLC | -3,176 | -5.6% | 53,505 |
| BANK OF AMERICA CORP /DE | -2,707 | -11.4% | 21,128 |
| TRUIST FINANCIAL CORP | -2,186 | -4.3% | 48,888 |
| Anderson Financial Strategies, LLC | -1,626 | -1.9% | 81,804 |
| UBS Group AG | -620 | -94.2% | 38 |
| FMR LLC | -615 | -70.0% | 264 |
| OneDigital Investment Advisors LLC | -467 | -12.3% | 3,315 |
| Trilogy Capital Inc. | -406 | -1.5% | 26,523 |
| Steward Partners Investment Advisor | -370 | -2.3% | 16,024 |
| AE Wealth Management LLC | -155 | -78.3% | 43 |
| HARBOUR INVESTMENTS, INC. | -152 | -1.1% | 13,258 |
| WELLS FARGO & COMPANY/MN | -113 | -99.1% | 1 |
| Parallel Advisors, LLC | -29 | -33.3% | 58 |
| FIFTH THIRD BANCORP | -16 | -0.6% | 2,761 |
| Strive Financial Group ,LLC | -13 | -3.1% | 411 |
| Sigma Planning Corp | -8 | -0.3% | 2,419 |