Who owns VSMV?
VictoryShares US Multi-Factor Minimum Volatility ETF · VictoryShares
32 institutions reported holding VSMV, worth $128.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of VSMV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | Wilmington, DE | $56.0M | 936,541 | +32,931 shares |
| Victory Capital Management Inc. | San Antonio, TX | $19.8M | 331,712 | No change |
| Tower Wealth Partners, Inc. | Lewisburg, PA | $19.0M | 317,448 | −4,838 shares |
| Morgan Stanley | New York, NY | $8.8M | 146,419 | −325 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $5.7M | 95,973 | −498 shares |
| LPL Financial LLC | Fort Mill, SC | $4.0M | 66,306 | −155 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $3.5M | 57,834 | +9,201 shares |
| Goldman Sachs Group Inc. | New York, NY | $1.9M | 31,011 | −3,000 shares |
| Bank of America Corp. | Charlotte, NC | $1.6M | 26,630 | −648 shares |
| Trilogy Capital Inc. | Irvine, CA | $1.3M | 21,065 | −2,111 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns VSMV?
32 institutional managers reported holding VSMV in Form 13F filings for June 30, 2026, worth $128.6M in total. The largest reported position was held by Great Valley Advisor Group, Inc., at $56.0M.
Did institutions buy or sell VSMV last quarter?
Reported 13F value rose 7.3% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is VSMV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.