NAM
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NorthCrest Asset Manangement’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

NorthCrest Asset Manangement’s Portfolio USVM Stock Details USVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.83M Buy
90,648
+10,557
+13% +$1.09M 0.25% 101
2026
Q1 		$7.66M Buy
80,091
+37,123
+86% +$3.58M 0.24% 107
2025
Q4 		$4.01M Buy
42,968
+3,766
+10% +$341K 0.09% 168
2025
Q3 		$3.54M Buy
39,202
+2,479
+7% +$215K 0.08% 169
2025
Q2 		$3.15M Buy
36,723
+7,908
+27% +$625K 0.08% 173
2025
Q1 		$2.27M Buy
+28,815
New +$2.4M 0.07% 200

Other funds holding USVM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FCT
Family Capital Trust Peabody, Massachusetts $307M AUM 13.97% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NorthCrest Asset Manangement's USVM Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its VictoryShares US Small Mid Cap Value Momentum ETF (USVM) stake by 13% in Q2 2026, buying an estimated $1.09M and bringing the position to 90,648 shares worth $9.83M. The position accounts for 0.25% of the portfolio, ranked #101.

NorthCrest Asset Manangement first reported a position in USVM in Q1 2025 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold USVM as of Q2 2026.

  • NorthCrest Asset Manangement held 90,648 shares of VictoryShares US Small Mid Cap Value Momentum ETF worth $9.83M as of Q2 2026.
  • NorthCrest Asset Manangement bought 10,557 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q2 2026, an estimated $1.09M.
  • VictoryShares US Small Mid Cap Value Momentum ETF made up 0.25% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #101 holding.
  • NorthCrest Asset Manangement first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q1 2025 and has held it in 6 quarters since.
  • 16 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.