USVM · VictoryShares US Small Mid Cap Value Momentum ETF ETF
$109.45
+0.49 (+0.45%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $2,488,857
Total Shares: 22,661
Institutional Ownership Trend
18 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2024Top Holder
100.0%
+45.8 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated+5,461
Quarterly Activity
vs Mar 31, 2024
New
1
Increased
0
Decreased
0
Sold Out
4
Unchanged
0
Holder count:
-3
Institutional value:
+134.0%
Shares held:
+71.2%
Top New Positions
vs Mar 31, 2024| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 22,661 | $2,488,857 |
Top Sold-Out Positions
vs Mar 31, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega BANK OF AMERICA CORP /DE/ | 7,174 | $576,603 | |
| Mega ROYAL BANK OF CANADA | 5,246 | $421,641 | |
| Mega MORGAN STANLEY | 714 | $57,387 | |
| Mid Tower Research Capital LLC (TRC) | 101 | $8,117 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC USVM | $2,488,857 | 100.00% | 22,661 | Shares | 2026-09-02 |