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VictoryShares US Multi-Factor Minimum Volatility ETF (VSMV) Institutional Ownership

VictoryShares US Multi-Factor Minimum Volatility ETF logo
$59.23 -0.40 (-0.67%)
As of 07/2/2026 01:57 PM Eastern

Institutional Ownership Changes (13F Filings) for VictoryShares US Multi-Factor Minimum Volatility ETF (NASDAQ:VSMV)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$35.69M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$3.83M
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VSMV Institutional Buying and Selling by Quarter

VictoryShares US Multi-Factor Minimum Volatility ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Bank of America Corp DE27,278$1.54M0.0%-12.2%1.049%
5/18/2026Royal Bank of Canada96,471$5.46M0.0%-0.3%3.710%
4/22/2026Trilogy Capital Inc.23,176$1.31M0.1%-1.2%0.891%
4/17/2026Sovereign Financial Group Inc.17,531$992K0.2%-1.1%0.674%
3/17/2026Rockefeller Capital Management L.P.1,154$64K0.0%N/A0.040%
2/17/2026Royal Bank of Canada96,722$5.35M0.0%-1.3%3.394%
2/12/2026Great Valley Advisor Group Inc.864,751$47.79M0.9%+46.6%30.342%
2/11/2026LPL Financial LLC69,400$3.84M0.0%-14.2%2.435%
2/10/2026Goldman Sachs Group Inc.223,455$12.35M0.0%+3,665.7%7.841%
2/6/2026Global Retirement Partners LLC2,917$161K0.0%+8.4%0.102%
2/2/2026Truist Financial Corp8,329$460K0.0%+37.3%0.287%
1/22/2026Trilogy Capital Inc.23,454$1.30M0.1%-13.8%0.809%
1/16/2026Tower Wealth Partners Inc.417,579$23.08M12.7%+0.4%14.399%
1/13/2026Dakota Wealth Management10,345$572K0.0%N/A0.357%
1/7/2026Sovereign Financial Group Inc.17,727$980K0.2%-10.9%0.611%
12/16/2025Lindenwold Advisors INC6,786$364K0.2%+29.2%0.289%
11/17/2025Susquehanna International Group LLP32,191$1.73M0.0%+353.3%1.370%
11/17/2025Citadel Advisors LLC29,398$1.58M0.0%+8.9%1.251%
11/14/2025Raymond James Financial Inc.45,682$2.45M0.0%-13.2%1.944%
11/14/2025Valley Financial Group Inc.3,838$206K0.1%N/A0.163%
11/14/2025Two Sigma Investments LP12,100$649K0.0%+7.1%0.515%
11/13/2025Private Advisor Group LLC6,364$341K0.0%-6.4%0.271%
11/7/2025Tower Wealth Partners Inc.415,876$22.32M12.3%+0.7%17.697%
11/6/2025LexAurum Advisors LLC9,585$514K0.1%-15.0%0.408%
10/24/2025One Degree Advisors Inc8,176$438K0.1%-34.5%0.348%
10/24/2025Trilogy Capital Inc.27,212$1.46M0.1%-8.8%1.158%
10/21/2025Global Retirement Partners LLC2,691$144K0.0%-10.1%0.115%
10/17/2025Sovereign Financial Group Inc.19,902$1.07M0.2%-29.2%0.847%
9/4/2025Osaic Holdings Inc.2,202$109K0.0%-77.6%0.098%
8/15/2025Great Valley Advisor Group Inc.436,548$21.52M0.5%+31.3%19.402%
8/15/2025Bank of America Corp DE47,512$2.34M0.0%-5.4%2.112%
8/14/2025Raymond James Financial Inc.52,626$2.59M0.0%+1.6%2.339%
7/28/2025Tower Wealth Partners Inc.413,027$20.36M12.0%+2.1%18.357%
7/25/2025Sovereign Financial Group Inc.28,093$1.39M0.3%-3.3%1.249%
7/25/2025One Degree Advisors Inc12,490$615K0.2%+2.9%0.555%
7/24/2025Lindenwold Advisors INC5,252$259K0.1%+14.8%0.233%
7/18/2025Trilogy Capital Inc.29,853$1.47M0.1%-31.4%1.327%
6/27/2025Goldman Sachs Group Inc.6,196$300K0.0%-49.9%0.264%
5/16/2025Goldman Sachs Group Inc.6,196$300K0.0%-49.9%0.269%
5/15/2025Royal Bank of Canada99,816$4.83M0.0%+0.5%4.340%
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5/12/2025One Degree Advisors Inc12,135$587K0.2%-25.1%0.528%
5/8/2025Lindenwold Advisors INC4,576$222K0.1%-16.0%0.199%
5/7/2025LPL Financial LLC89,703$4.34M0.0%+1.2%3.900%
5/7/2025Trilogy Capital Inc.43,529$2.11M0.1%-10.1%1.893%
5/5/2025Private Advisor Group LLC6,684$324K0.0%-23.4%0.291%
5/2/2025Victory Capital Management Inc.331,712$16.07M0.0%-13.6%14.422%
4/14/2025LexAurum Advisors LLC11,276$546K0.1%-2.4%0.490%
4/11/2025Tower Wealth Partners Inc.404,425$19.59M10.5%+0.3%17.584%
4/11/2025Sovereign Financial Group Inc.29,062$1.41M0.3%+1.7%1.264%
4/4/2025Quent Capital LLC2,200$107K0.0%N/A0.096%
2/24/2025Great Valley Advisor Group Inc.337,300$16.20M0.4%+4.8%14.665%
2/17/2025Two Sigma Investments LP19,300$927K0.0%+89.2%0.839%
2/17/2025Cetera Investment Advisers6,667$320K0.0%+15.8%0.290%
2/17/2025Bank of America Corp DE31,782$1.53M0.0%-2.9%1.382%
2/13/2025One Degree Advisors Inc16,203$798K0.3%-3.7%0.704%
2/13/2025Raymond James Financial Inc.43,936$2.11M0.0%N/A1.910%
2/11/2025LPL Financial LLC88,650$4.26M0.0%-1.2%3.854%
2/7/2025Independent Advisor Alliance10,324$496K0.0%N/A0.449%
2/7/2025Tower Wealth Partners Inc.403,290$19.37M10.1%-0.3%17.534%
2/6/2025Raymond James Financial Inc.43,936$2.11M0.0%N/A1.910%
2/6/2025Victory Capital Management Inc.383,956$18.44M0.0%-39.7%16.694%
2/3/2025Private Advisor Group LLC8,728$419K0.0%-9.0%0.379%
2/3/2025Legacy Solutions LLC6,230$299K0.3%N/A0.271%
1/31/2025Truist Financial Corp5,589$268K0.0%-12.0%0.243%
1/27/2025Trilogy Capital Inc.48,441$2.33M0.1%-11.5%2.106%
1/21/2025LexAurum Advisors LLC11,554$555K0.1%-5.9%0.502%
1/14/2025Sovereign Financial Group Inc.28,570$1.37M0.3%-3.9%1.242%
11/15/2024Jane Street Group LLC6,671$324K0.0%N/A0.247%
11/12/2024Great Valley Advisor Group Inc.321,949$15.64M0.4%-7.0%11.924%
11/7/2024Lindenwold Advisors INC5,548$270K0.1%+5.2%0.205%
11/5/2024Victory Capital Management Inc.637,171$30.95M0.0%-38.5%23.599%
10/29/2024Tower Wealth Partners Inc.404,645$19.66M11.4%-0.2%14.987%
10/21/2024Trilogy Capital Inc.54,724$2.66M0.1%-1.5%2.105%
10/19/2024One Degree Advisors Inc16,827$811K0.3%-4.5%0.647%
10/8/2024Sovereign Financial Group Inc.29,742$1.45M0.3%-2.5%1.122%
8/10/2024Tower Wealth Partners Inc.405,459$18.42M11.4%+2.3%13.981%
7/16/2024Great Valley Advisor Group Inc.346,153$15.73M0.4%+18.2%11.349%
5/24/2024Cetera Advisors LLC5,755$260K0.0%N/A0.189%
5/10/2024Lindenwold Advisors INC5,188$235K0.1%-10.3%0.170%
5/1/2024Private Advisor Group LLC9,602$434K0.0%-2.5%0.315%
4/23/2024Raymond James Financial Services Advisors Inc.30,146$1.36M0.0%-8.0%1.005%
4/18/2024Tower Wealth Partners Inc.396,486$17.94M11.6%+1.2%13.216%
4/17/2024Trilogy Capital Inc.59,426$2.69M0.2%-20.8%1.981%
4/15/2024Sovereign Financial Group Inc.21,820$987K0.3%+71.5%0.727%
2/8/2024Lindenwold Advisors INC5,786$243K0.1%+6.2%0.187%
2/7/2024One Degree Advisors Inc17,640$762K0.4%N/A0.569%
2/6/2024Sovereign Financial Group Inc.12,721$535K0.2%N/A0.410%
2/6/2024Sykon Capital LLC263,772$11.10M4.4%N/A8.509%
2/6/2024Great Valley Advisor Group Inc.177,438$7.47M0.3%N/A5.724%
2/2/2024Atria Wealth Solutions Inc.8,692$366K0.0%+6.0%0.276%
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1/22/2024Tower Wealth Partners Inc.391,809$16.48M11.6%-0.5%12.438%
1/16/2024Raymond James Financial Services Advisors Inc.32,756$1.38M0.0%N/A1.040%
1/16/2024Raymond James & Associates15,482$651K0.0%-3.4%0.491%
1/12/2024Trilogy Capital Inc.75,046$3.16M0.2%-10.6%2.274%
11/6/2023Victory Capital Management Inc.1,193,367$46.91M0.1%-2.9%40.453%
10/25/2023Tower Wealth Partners Inc.393,870$15.48M12.7%+0.3%13.352%
10/16/2023Trilogy Capital Inc.83,903$3.30M0.2%-1.7%2.844%
10/16/2023LexAurum Advisors LLC14,417$567K0.2%-17.3%0.489%
8/10/2023Private Advisor Group LLC9,843$400K0.0%-11.3%0.328%
8/3/2023Atria Wealth Solutions Inc.7,971$324K0.0%+17.0%0.266%


VSMV Institutional Ownership - Frequently Asked Questions

During the previous two years, 28 institutional investors and hedge funds held shares of VictoryShares US Multi-Factor Minimum Volatility ETF. The most heavily invested institutionals were Great Valley Advisor Group Inc. ($47.79M), Tower Wealth Partners Inc. ($23.08M), Victory Capital Management Inc. ($16.07M), Goldman Sachs Group Inc. ($12.35M), Royal Bank of Canada ($5.46M), LPL Financial LLC ($3.84M), and Raymond James Financial Inc. ($2.45M).Learn more on VictoryShares US Multi-Factor Minimum Volatility ETF's institutional investors.

Of the 22 institutional investors that purchased VictoryShares US Multi-Factor Minimum Volatility ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Great Valley Advisor Group Inc. ($447.68K), Goldman Sachs Group Inc. ($217.52K), Raymond James Financial Inc. ($88.69K), Susquehanna International Group LLP ($25.09K), Tower Wealth Partners Inc. ($23.26K), Dakota Wealth Management ($10.35K), and Independent Advisor Alliance ($10.32K).

Institutional investors have bought a total of 659,145 shares in the last 24 months. This purchase volume represents approximately $35.69M in transactions.

Of the 11 institutional investors that sold VictoryShares US Multi-Factor Minimum Volatility ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Trilogy Capital Inc. ($20.35K), Sovereign Financial Group Inc. ($11.53K), LPL Financial LLC ($11.46K), Osaic Holdings Inc. ($7.63K), Raymond James Financial Inc. ($6.94K), Bank of America Corp DE ($6.54K), and One Degree Advisors Inc ($4.31K).

Institutional investors have sold a total of 72,706 shares in the last 24 months. This volume of shares sold represents approximately $3.83M in transactions.



This page (NASDAQ:VSMV) was last updated on 7/5/2026 by MarketBeat.com Staff.
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