Who owns USVM
Which tracked institutional funds hold USVM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See USVM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on USVM is one-sided between 2026-Q1 and 2026-Q2: 21 added or opened and 3 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
USVM’s largest tracked holder by dollar value, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, sizes it at 1.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in USVM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 62 tracked filers holding USVM, 35 increased or opened the position and 27 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in USVM between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- KINTRA WEALTH, LLC$4M
- CITADEL ADVISORS LLC$2M
- CARY STREET PARTNERS FINANCIAL LLC$2M
Full exits 2
- LeClair Wealth Partners LLC$18M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
Largest adds
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$195M
- VICTORY CAPITAL MANAGEMENT INC$23M
- Cerity Partners LLC$14M
- Vise Technologies, Inc.$5M
- LPL Financial LLC$3M
- Blue Water Asset Management$3M
Largest trims
- Wealth Enhancement Trust Services, Inc.$4M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 7,950,998 | $855M | 64.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC | 1,485,719 | $163M | 12.3% | 2026-Q2 |
| Cerity Partners LLC trimmed | 1,363,934 | $150M | 11.2% | 2026-Q2 |
| Blue Water Asset Management added | 193,408 | $21M | 1.6% | 2026-Q2 |
| Systelligence, LLC added | 172,282 | $19M | 1.4% | 2026-Q2 |
| Vise Technologies, Inc. added | 113,671 | $12M | 0.9% | 2026-Q2 |
| NorthCrest Asset Manangement, LLC added | 90,648 | $10M | 0.7% | 2026-Q2 |
| Anderson Financial Strategies, LLC trimmed | 81,804 | $9M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 60,497 | $7M | 0.5% | 2026-Q2 |
| LPL Financial LLC added | 55,501 | $6M | 0.5% | 2026-Q2 |
| Retirement Planning Group, LLC trimmed | 53,505 | $6M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 48,888 | $5M | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 45,400 | $5M | 0.4% | 2026-Q2 |
| KINTRA WEALTH, LLC new | 32,349 | $4M | 0.3% | 2026-Q2 |
| LexAurum Advisors, LLC added | 32,575 | $4M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 28,375 | $3M | 0.2% | 2026-Q2 |
| Trilogy Capital Inc. trimmed | 26,523 | $3M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 22,661 | $2M | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 21,128 | $2M | 0.2% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC new | 18,832 | $2M | 0.2% | 2026-Q2 |
| US BANCORP \DE\ added | 17,761 | $2M | 0.1% | 2026-Q2 |
| Beacon Financial Advisory LLC added | 17,006 | $2M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 16,024 | $2M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 13,258 | $1M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 10,326 | $1M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 7,435 | $816K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 6,958 | $764K | 0.1% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. trimmed | 7,740 | $707K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 6,030 | $662K | 0.0% | 2026-Q2 |
| Nova Wealth Management, Inc. added | 5,792 | $636K | 0.0% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP added | 3,814 | $419K | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP new | 3,622 | $398K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 3,540 | $389K | 0.0% | 2026-Q2 |
| BlackRock, Inc. added | 3,328 | $365K | 0.0% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 3,315 | $364K | 0.0% | 2026-Q2 |
| Equitable Holdings, Inc. added | 3,093 | $340K | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 2,924 | $321K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 2,761 | $303K | 0.0% | 2026-Q2 |
| Cerity Partners Retirement Plan Advisors LLC new | 2,594 | $285K | 0.0% | 2026-Q2 |
| Capital Square, LLC added | 2,447 | $266K | 0.0% | 2026-Q2 |
| Sigma Planning Corp trimmed | 2,419 | $266K | 0.0% | 2026-Q2 |
| Curry Webb Wealth Management LLC new | 1,855 | $204K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 944 | $104K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 784 | $86K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 780 | $86K | 0.0% | 2026-Q2 |
| Strive Financial Group ,LLC trimmed | 411 | $45K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 391 | $43K | 0.0% | 2026-Q2 |
| CVA Family Office, LLC | 279 | $31K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 264 | $29K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 140 | $15K | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC | 113 | $12K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 83 | $9K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 82 | $9K | 0.0% | 2026-Q2 |
| Bogart Wealth, LLC | 59 | $6K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 58 | $6K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 58 | $6K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 43 | $5K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 38 | $4K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC new | 25 | $3K | 0.0% | 2026-Q2 |
| Essential Investment Partners LLC | 21 | $2K | 0.0% | 2026-Q2 |
| Family Capital Trust Co trimmed | 12 | $1K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1 | $94 | 0.0% | 2026-Q2 |
| LeClair Wealth Partners LLC new | 191,096 | $18M | 1.4% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 29,881 | $3M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 5,258 | $498K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC new | 350 | $33K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management | 234 | $22K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD ADVISERS INC new | 21 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC | 0 | $14 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Pursuit Wealth Management LLC new | 16,837 | $2M | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK added | 2,574 | $235K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CENTRAL TRUST Co new | 241 | $22K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Comprehensive Financial Planning, Inc./PA added | 1,659 | $150K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| FARMERS & MERCHANTS INVESTMENTS INC new | 138 | $12K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| EWG Elevate Inc. added | 31,538 | $3M | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Thrivent Financial for Lutherans trimmed | 5,870 | $493K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. new | 4,286 | $367K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Redhawk Wealth Advisors, Inc. trimmed | 2,802 | $235K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| BESSEMER GROUP INC new | 1,125 | $94K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.