USVM — VICTORYSHARES US SMALL MID C
As of Q2 2026, 10 SEC-registered investment managers reported holding USVM (VICTORYSHARES US SMALL MID C) in their latest 13F filings, with a combined reported value of $12.53M across 114.12K shares. That is +24.6% by share count (+22.55K shares) versus the previous quarter, while reported value moved +44.6%. Ownership is concentrated: the five largest holders account for 93.7% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 3 added to existing stakes, 5 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Two Sigma Investments history | 45.40K | $4.99M | 0.00% | Reduce |
| Citadel Advisors history | 22.66K | $2.49M | 0.00% | New |
| Bank of America Corp history | 21.13K | $2.32M | 0.00% | Reduce |
| AQR Capital Management history | 10.33K | $1.13M | 0.00% | Add |
| JPMorgan Chase & Co history | 7.43K | $816.47K | 0.00% | New |
| Morgan Stanley history | 3.54K | $388.84K | 0.00% | Add |
| BlackRock Inc history | 3.33K | $365.47K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 264 | $29.00K | 0.00% | Reduce |
| UBS Group AG history | 38 | $4.17K | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $94 | 0.00% | Reduce |
Q1 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Two Sigma Investments history | 52.00K | $4.92M | 0.00% | Add |
| Bank of America Corp history | 23.84K | $2.26M | 0.00% | Add |
| AQR Capital Management history | 8.79K | $831.85K | 0.00% | Add |
| Morgan Stanley history | 2.92K | $276.36K | 0.00% | Add |
| BlackRock Inc history | 2.38K | $225.34K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 879 | $83.22K | 0.00% | Add |
| UBS Group AG history | 658 | $62.30K | 0.00% | New |
| Wells Fargo & Co history | 114 | $10.76K | 0.00% | Reduce |
Q4 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Two Sigma Investments history | 35.90K | $3.28M | 0.01% | New |
| Citadel Advisors history | 34.83K | $3.18M | 0.00% | New |
| Bank of America Corp history | 17.97K | $1.64M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 6.38K | $582.72K | 0.00% | Add |
| AQR Capital Management history | 5.37K | $490.41K | 0.00% | New |
| Morgan Stanley history | 2.73K | $249.26K | 0.00% | Reduce |
| BlackRock Inc history | 2.37K | $216.61K | 0.00% | Add |
| Wells Fargo & Co history | 1.95K | $177.69K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 108 | $9.86K | 0.00% | Reduce |
Q3 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 24.11K | $2.18M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 3.94K | $356.52K | 0.00% | Add |
| Morgan Stanley history | 2.76K | $249.76K | 0.00% | Reduce |
| BlackRock Inc history | 1.73K | $156.73K | 0.00% | Add |
| Wells Fargo & Co history | 1.12K | $101.36K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 253 | $22.91K | 0.00% | Add |
Q2 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 41.39K | $3.47M | 0.00% | Add |
| Bank of America Corp history | 24.83K | $2.08M | 0.00% | Reduce |
| Morgan Stanley history | 6.75K | $566.52K | 0.00% | Add |
| BlackRock Inc history | 1.61K | $135.35K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 107 | $8.98K | 0.00% | Hold |
| JPMorgan Chase & Co history | 102 | $8.56K | 0.00% | New |
| Wells Fargo & Co history | 1 | $76 | 0.00% | Hold |
Q1 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Two Sigma Investments history | 75.50K | $5.94M | 0.01% | New |
| Bank of America Corp history | 37.74K | $2.97M | 0.00% | Add |
| Goldman Sachs Group history | 20.80K | $1.64M | 0.00% | New |
| Citadel Advisors history | 7.67K | $603.70K | 0.00% | New |
| Morgan Stanley history | 2.53K | $199.58K | 0.00% | Add |
| UBS Group AG history | 1.46K | $115.12K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 107 | $8.43K | 0.00% | Hold |
| BlackRock Inc history | 79 | $6.22K | 0.00% | New |
| Wells Fargo & Co history | 1 | $45 | 0.00% | Reduce |
New Positions (Q2 2026)
- Citadel Advisors 22.66K sh · $2.49M
- JPMorgan Chase & Co 7.43K sh · $816.47K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 12 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Two Sigma Investments | 45.40K | 52.00K | 35.90K | — | — | 75.50K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | 22.66K | — | 34.83K | — | 41.39K | 7.67K | — | — | 4.71K | — | — | — | — | — | — | — | 4.71K | 3.90K | 5.60K | 3.07K |
| Bank of America Corp | 21.13K | 23.84K | 17.97K | 24.11K | 24.83K | 37.74K | 14.36K | 14.31K | 11.34K | 7.17K | 4.32K | 4.20K | 4.03K | 4.85K | 4.26K | 3.44K | 1.98K | 500 | 871 | 871 |
| AQR Capital Management | 10.33K | 8.79K | 5.37K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 7.43K | — | 6.38K | 3.94K | 102 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Morgan Stanley | 3.54K | 2.92K | 2.73K | 2.76K | 6.75K | 2.53K | 1.54K | 1.34K | 1.60K | 714 | 715 | 715 | 715 | 1.72K | 721 | 728 | 728 | 728 | 738 | 753 |
| BlackRock Inc | 3.33K | 2.38K | 2.37K | 1.73K | 1.61K | 79 | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 264 | 879 | 108 | 253 | 107 | 107 | 107 | 107 | — | — | — | — | 20 | — | 1 | — | — | — | — | — |
| UBS Group AG | 38 | 658 | — | — | — | 1.46K | 107 | — | — | 134 | 153 | 1.05K | 370 | 3.48K | 4.72K | 5.78K | 213 | 13 | 571 | 434 |
| Wells Fargo & Co | 1 | 114 | 1.95K | 1.12K | 1 | 1 | 67 | — | — | — | — | — | 103 | 103 | 103 | 1 | 1 | 1 | — | — |
| Goldman Sachs Group | — | — | — | — | — | 20.80K | — | — | 8.11K | — | — | — | — | — | — | — | — | — | — | — |
| Charles Schwab Investment Management | — | — | — | — | — | — | — | — | — | — | 137.50K | 141.74K | 147.41K | 150.82K | 203.45K | 303.40K | 311.89K | 328.35K | 305.66K | 314.50K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details