Among active 13F managers last quarter, 7 opened and 14 added, while 5 reduced; the largest holder to move was Victory Capital Management Inc (+4.6%). No recent Form 4 insider filings for USVM.
Funds lean in and no leg opposes.
61 tracked 13F filers disclose a position in USVM as of the latest SEC 13F filings, a combined $1.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory Services, LLC | 8.0M | $854.8M | ▲+14% Added · +977K sh | Q2 2026 | |
| 2 | Victory Capital Management Inc | 1.5M | $140.7M | ▲+4.6% Added · +65K sh | Q1 2026 | |
| 3 | Cerity Partners LLC | 1.4M | $135.8M | ▲+1.9% Added · +26K sh | Q1 2026 | |
| 4 | Blue Water Asset Management | 193K | $21.2M | ▲+1.2% Added · +2K sh | Q2 2026 | |
| 5 | Systelligence, LLC | 172K | $18.9M | ▲+1.7% Added · +3K sh | Q2 2026 | |
| 6 | Vise Technologies, Inc. | 114K | $12.5M | ▲+39% Added · +32K sh | Q2 2026 | |
| 7 | NorthCrest Asset Manangement, LLC | 91K | $9.8M | ▲+13% Added · +11K sh | Q2 2026 | |
| 8 | Anderson Financial Strategies, LLC | 82K | $9.0M | ▼−1.9% Reduced · −2K sh | Q2 2026 | |
| 9 | Family Capital Trust Co | 75K | $8.2M | ▲+481% Added · +62K sh | Q2 2026 | |
| 10 | Wealth Enhancement Trust Services, Inc. | 67K | $7.4M | ▲+26% Added · +14K sh | Q2 2026 | |
| 11 | Raymond James Financial Inc | 60K | $5.7M | ▲+29% Added · +13K sh | Q1 2026 | |
| 12 | Retirement Planning Group, LLC | 54K | $5.9M | ▼−5.6% Reduced · −3K sh | Q2 2026 | |
| 13 | Two Sigma Investments, LP | 52K | $4.9M | ▲+45% Added · +16K sh | Q1 2026 | |
| 14 | Truist Financial Corp | 51K | $4.8M | ▲+3.4% Added · +2K sh | Q1 2026 | |
| 15 | LexAurum Advisors, LLC | 33K | $3.6M | ▲+10% Added · +3K sh | Q2 2026 | |
| 16 | Kintra Wealth, LLC | 32K | $3.6M | ▲New +32K sh | Q2 2026 | |
| 17 | Susquehanna International Group, LLP | 30K | $2.8M | ▼−24% Reduced · −9K sh | Q1 2026 | |
| 18 | LPL Financial LLC | 30K | $2.8M | ▲+141% Added · +17K sh | Q1 2026 | |
| 19 | Trilogy Capital Inc. | 27K | $2.9M | ▼−1.5% Reduced · −406 sh | Q2 2026 | |
| 20 | Bank Of America Corp | 24K | $2.3M | ▲+33% Added · +6K sh | Q1 2026 | |
| 21 | Citadel Advisors LLC | 23K | $2.5M | ▲New +23K sh | Q2 2026 | |
| 22 | Beacon Financial Advisory LLC | 17K | $1.9M | ▲+9.8% Added · +2K sh | Q2 2026 | |
| 23 | US Bancorp | 17K | $1.6M | ▲+744% Added · +15K sh | Q1 2026 | |
| 24 | Steward Partners Investment Advisory, LLC | 16K | $1.8M | ▼−2.3% Reduced · −370 sh | Q2 2026 | |
| 25 | Harbour Investments, Inc. | 13K | $1.3M | ▲New +13K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in USVM and 14 added to an existing one, while 5 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 27 funds | $2.3B |
| Vanguard S&P 500 ETFVOO | 27 funds | $1.9B |
| Nvidia CorpNVDA | 26 funds | $52.0B |
| JPMorgan Chase & CoJPM | 26 funds | $8.9B |
| Johnson & JohnsonJNJ | 26 funds | $7.2B |
| Microsoft CorpMSFT | 25 funds | $34.3B |
| Ishares Core S&P 500 ETFIVV | 25 funds | $16.0B |
| Coca-Cola CoKO | 25 funds | $3.8B |
| Morgan StanleyMS | 25 funds | $2.9B |
| Chevron CorpCVX | 25 funds | $2.9B |
| Eaton Corp PLCETN | 25 funds | $2.1B |
| Vanguard Total Stock MKT ETFVTI | 25 funds | $1.7B |
Ranked by how many of USVM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in USVM.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 31 | 13 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| USTBSHORT TRM BD ETF | 142 funds | $1.7B |
| UITBmc | 132 funds | $2.5B |
| CDCmc | 94 funds | $480.8M |
| CFAmc | 80 funds | $310.8M |
| CFOmc | 67 funds | $254.1M |
| USVMthis pageUSAA MSCI USA SM | 61 funds | $1.3B |
| CDLVCSHS US LRG CAP | 58 funds | $199.4M |
| CSBVCSHS US SMCP HG | 58 funds | $82.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for USVM
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/USVM/capital-change-brief"
Use Arkolith's capital_change_brief for USVM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for USVM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.