USVM(USVM)
USVM
Institutional Ownership
Top 72 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7.95M | Jun 30, 26 | +977.44K | 49.77% |
| VICTORY CAPITAL MANAGEMENT INC | 1.49M | Jun 30, 26 | -- | 9.30% |
| Cerity Partners LLC | 1.36M | Jun 30, 26 | -70.32K | 8.54% |
| Blue Water Asset Management | 193.41K | Jun 30, 26 | +2.31K | 1.21% |
| Systelligence, LLC | 172.28K | Jun 30, 26 | +2.92K | 1.08% |
| Vise Technologies, Inc. | 113.67K | Jun 30, 26 | +31.70K | 0.71% |
| NorthCrest Asset Manangement, LLC | 90.65K | Jun 30, 26 | +10.56K | 0.57% |
| Anderson Financial Strategies, LLC | 81.80K | Jun 30, 26 | -1.63K | 0.51% |
| Family Capital Trust Co | 74.64K | Jun 30, 26 | +61.78K | 0.47% |
| RAYMOND JAMES FINANCIAL INC | 60.50K | Jun 30, 26 | +381 | 0.38% |
| LPL Financial LLC | 55.50K | Jun 30, 26 | +25.94K | 0.35% |
| Retirement Planning Group | 53.51K | Jun 30, 26 | -3.18K | 0.33% |
| TRUIST FINANCIAL CORP | 48.89K | Jun 30, 26 | -2.19K | 0.31% |
| TWO SIGMA INVESTMENTS, LP | 45.40K | Jun 30, 26 | -6.60K | 0.28% |
| LexAurum Advisors, LLC | 32.58K | Jun 30, 26 | +3.01K | 0.20% |
| Evergreen Wealth Solutions, LLC | 32.35K | Jun 30, 26 | +32.35K | 0.20% |
| Cetera Investment Advisers | 28.38K | Jun 30, 26 | +15.00K | 0.18% |
| Trilogy Capital Inc. | 26.52K | Jun 30, 26 | -406 | 0.17% |
| CITADEL ADVISORS LLC | 22.66K | Jun 30, 26 | +22.66K | 0.14% |
| BANK OF AMERICA CORP /DE/ | 21.13K | Jun 30, 26 | -2.71K | 0.13% |
| CARY STREET PARTNERS FINANCIAL LLC | 18.83K | Jun 30, 26 | +18.83K | 0.12% |
| US BANCORP \DE\ | 17.76K | Jun 30, 26 | +877 | 0.11% |
| Beacon Financial Advisory LLC | 17.01K | Jun 30, 26 | +1.52K | 0.11% |
| Steward Partners Investment Advisory, LLC | 16.02K | Jun 30, 26 | -370 | 0.10% |
| HARBOUR INVESTMENTS, INC. | 13.26K | Jun 30, 26 | -152 | 0.08% |
| AQR CAPITAL MANAGEMENT LLC | 10.33K | Jun 30, 26 | +1.54K | 0.06% |
| JPMORGAN CHASE & CO | 7.43K | Jun 30, 26 | +377 | 0.05% |
| ENVESTNET ASSET MANAGEMENT INC | 6.96K | Jun 30, 26 | +117 | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 6.03K | Jun 30, 26 | +664 | 0.04% |
| Nova Wealth Management, Inc. | 5.79K | Jun 30, 26 | +186 | 0.04% |
| MONEY CONCEPTS CAPITAL CORP | 3.81K | Jun 30, 26 | +312 | 0.02% |
| Quantinno Capital Management LP | 3.62K | Jun 30, 26 | +3.62K | 0.02% |
| MORGAN STANLEY | 3.54K | Jun 30, 26 | +622 | 0.02% |
| BlackRock, Inc. | 3.33K | Jun 30, 26 | +948 | 0.02% |
| Resources Investment Advisors, LLC. | 3.31K | Jun 30, 26 | -467 | 0.02% |
| Equitable Holdings, Inc. | 3.09K | Jun 30, 26 | +3.09K | 0.02% |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.92K | Jun 30, 26 | +739 | 0.02% |
| Janney Montgomery Scott LLC | 2.77K | Jun 30, 26 | +2.77K | 0.02% |
| FIFTH THIRD BANCORP | 2.76K | Jun 30, 26 | -16 | 0.02% |
| Cerity Partners Retirement Plan Advisors LLC | 2.59K | Jun 30, 26 | +2.59K | 0.02% |
| Capital Square, LLC | 2.45K | Jun 30, 26 | +151 | 0.02% |
| Sigma Planning Corp | 2.42K | Jun 30, 26 | -8 | 0.02% |
| Curry Webb Wealth Management LLC | 1.85K | Jun 30, 26 | +1.85K | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 944 | Jun 30, 26 | +638 | 0.01% |
| ROYAL BANK OF CANADA | 784 | Jun 30, 26 | +417 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 780 | Jun 30, 26 | +750 | 0.00% |
| Strive Financial Group ,LLC | 411 | Jun 30, 26 | -13 | 0.00% |
| Qube Research & Technologies Ltd | 391 | Jun 30, 26 | +391 | 0.00% |
| CVA Family Office, LLC | 279 | Jun 30, 26 | -- | 0.00% |
| FMR LLC | 264 | Jun 30, 26 | -615 | 0.00% |
| Allworth Financial LP | 140 | Jun 30, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 113 | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 83 | Jun 30, 26 | +83 | 0.00% |
| ASSETMARK, INC | 82 | Jun 30, 26 | +62 | 0.00% |
| Bogart Wealth, LLC | 59 | Jun 30, 26 | -- | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 58 | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 58 | Jun 30, 26 | -29 | 0.00% |
| AE Wealth Management LLC | 43 | Jun 30, 26 | -155 | 0.00% |
| UBS Group AG | 38 | Jun 30, 26 | -620 | 0.00% |
| Aptus Capital Advisors, LLC | 25 | Jun 30, 26 | +25 | 0.00% |
| Essential Investment Partners LLC | 21 | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | -113 | 0.00% |
| LeClair Wealth Partners LLC | -- | Jun 30, 26 | -191.10K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -5.26K | -- |
| VANGUARD ADVISERS INC | -- | Jun 30, 26 | -21 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -234 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -350 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -29.88K | -- |
| COMERICA BANK | 2.57K | Dec 31, 25 | +17 | 0.02% |
| EWG Elevate Inc. | -- | Sep 30, 25 | -31.54K | -- |
| Atria Wealth Solutions, Inc. | 4.29K | Jun 30, 25 | +4.29K | 0.03% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | -- | Dec 31, 19 | -100 | -- |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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