Inst. Holders
35 funds
US
USVM
VICTORY PORTFOLIOS II
$105.13 ▲ +1.13%
Prev close $103.957 New Institutional Positions4 Institutional Exits
Snapshot
The big-picture read on USVM right now — valuation, ownership and activity at a glance.
Inst. Value
$1.2B
Inst. Activity
7 buys / 4 sells
Price chart 30d -3.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 14, 2026 ftd
FTD: USVM — 11,614 shares ($1.2M) failed to deliver
Settlement: 20260914, Price: $107.56, FTD Value: $1,249,201.84, VICTORY PORTFOLIOS II VICTORYS
Jun 30, 2026 Inst.
LPL Financial LLC — ADD
55,501 shares ($6.1M)
Jun 30, 2026 Inst.
Cetera Investment Advisers — DOUBLED
28,375 shares ($3.1M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 14, 2026
ftd
FTD: USVM — 11,614 shares ($1.2M) failed to deliver
Settlement: 20260914, Price: $107.56, FTD Value: $1,249,201.84, VICTORY PORTFOLIOS II VICTORYS
Sep 10, 2026
ftd
FTD: USVM — 9,318 shares ($1.0M) failed to deliver
Settlement: 20260910, Price: $107.63, FTD Value: $1,002,896.34, VICTORY PORTFOLIOS II VICTORYS
Aug 31, 2026
ftd
FTD: USVM — 9,312 shares ($1.0M) failed to deliver
Settlement: 20260831, Price: $108.92, FTD Value: $1,014,263.04, VICTORY PORTFOLIOS II VICTORYS
Aug 28, 2026
ftd
FTD: USVM — 21,320 shares ($2.3M) failed to deliver
Settlement: 20260828, Price: $109.69, FTD Value: $2,338,590.8, VICTORY PORTFOLIOS II VICTORYS
Aug 27, 2026
ftd
FTD: USVM — 17,432 shares ($1.9M) failed to deliver
Settlement: 20260827, Price: $109.89, FTD Value: $1,915,602.48, VICTORY PORTFOLIOS II VICTORYS
Institutional ownership
Which big funds own USVM (from quarterly 13F filings) and who is adding or trimming.
35 institutional holders with $1.2B total value (11,173,071 shares) as of 2026-Q2. Top holders: WEALTH, VICTORY, Cerity. Net buying activity: 7 institutions added/increased vs 4 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7,950,998 | $854.8M | 70.7% | DOUBLED +105498.9% |
| VICTORY CAPITAL MANAGEMENT INC | 1,485,719 | $163.2M | 13.5% | — |
| Cerity Partners LLC | 1,363,934 | $149.8M | 12.4% | — |
| RAYMOND JAMES FINANCIAL INC | 60,497 | $6.6M | 0.5% | ADD +88.0% |
| LPL Financial LLC | 55,501 | $6.1M | 0.5% | ADD +87.8% |
| TRUIST FINANCIAL CORP | 48,888 | $5.4M | 0.4% | — |
| TWO SIGMA INVESTMENTS, LP | 45,400 | $5.0M | 0.4% | — |
| Cetera Investment Advisers | 28,375 | $3.1M | 0.3% | DOUBLED +112.1% |
| CITADEL ADVISORS LLC | 22,661 | $2.5M | 0.2% | — |
| BANK OF AMERICA CORP /DE/ | 21,128 | $2.3M | 0.2% | ADD +32.7% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| LPL Financial LLC | ADD | 29,558 | 55,501 | +87.8% | $6.1M |
| Cetera Investment Advisers | DOUBLED | 13,379 | 28,375 | +112.1% | $3.1M |
| BlackRock, Inc. | ADD | 2,380 | 3,328 | +39.8% | $365.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | ADD | 2,185 | 2,924 | +33.8% | $321.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | DOUBLED | 306 | 944 | +208.5% | $103.7K |
| ROYAL BANK OF CANADA | DOUBLED | 367 | 784 | +113.6% | $86.0K |
| FMR LLC | TRIM | 879 | 264 | -70.0% | $29.0K |
| ASSETMARK, INC | DOUBLED | 20 | 82 | +310.0% | $9.0K |
| AE Wealth Management LLC | NEAR_EXIT | 198 | 43 | -78.3% | $4.7K |
| UBS Group AG | NEAR_EXIT | 658 | 38 | -94.2% | $4.2K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for USVM.
Shares short
37,083
Settlement Sep 15, 2026
Change vs prior
-23.4%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume