55 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $854.8M | 8.0M | ▲+14% Added · +977K sh | Q2 2026 | |
| 2 | VICTORY CAPITAL MANAGEMENT INC | $140.7M | 1.5M | ▲+4.6% Added · +65K sh | Q1 2026 | |
| 3 | Cerity Partners LLC | $135.8M | 1.4M | ▲+1.9% Added · +26K sh | Q1 2026 | |
| 4 | Blue Water Asset Management | $21.2M | 193K | ▲+1.2% Added · +2K sh | Q2 2026 | |
| 5 | Systelligence, LLC | $18.9M | 172K | ▲+1.7% Added · +3K sh | Q2 2026 | |
| 6 | NorthCrest Asset Manangement, LLC | $9.8M | 91K | ▲+13% Added · +11K sh | Q2 2026 | |
| 7 | Anderson Financial Strategies, LLC | $8.6M | 83K | ▼−3.1% Reduced · −3K sh | Q1 2026 | |
| 8 | Vise Technologies, Inc. | $7.5M | 82K | —Held | Q1 2026 | |
| 9 | Family Capital Trust Co | $8.2M | 75K | ▲+481% Added · +62K sh | Q2 2026 | |
| 10 | Wealth Enhancement Trust Services, Inc. | $7.4M | 67K | ▲+26% Added · +14K sh | Q2 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $5.7M | 60K | ▲+29% Added · +13K sh | Q1 2026 | |
| 12 | Retirement Planning Group, LLC | $5.9M | 54K | ▼−5.6% Reduced · −3K sh | Q2 2026 | |
| 13 | TWO SIGMA INVESTMENTS, LP | $4.9M | 52K | ▲+45% Added · +16K sh | Q1 2026 | |
| 14 | TRUIST FINANCIAL CORP | $4.8M | 51K | ▲+3.4% Added · +2K sh | Q1 2026 | |
| 15 | LexAurum Advisors, LLC | $3.6M | 33K | ▲+10% Added · +3K sh | Q2 2026 | |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.8M | 30K | ▼−24% Reduced · −9K sh | Q1 2026 | |
| 17 | LPL Financial LLC | $2.8M | 30K | ▲+141% Added · +17K sh | Q1 2026 | |
| 18 | Trilogy Capital Inc. | $2.9M | 27K | ▼−1.5% Reduced · −406 sh | Q2 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $2.3M | 24K | ▲+33% Added · +6K sh | Q1 2026 | |
| 20 | Beacon Financial Advisory LLC | $1.9M | 17K | ▲+9.8% Added · +2K sh | Q2 2026 | |
| 21 | US BANCORP \DE\ | $1.6M | 17K | ▲+744% Added · +15K sh | Q1 2026 | |
| 22 | Steward Partners Investment Advisory, LLC | $1.6M | 16K | ▲+4.7% Added · +742 sh | Q1 2026 | |
| 23 | HARBOUR INVESTMENTS, INC. | $1.3M | 13K | ▲New +13K sh | Q1 2026 | |
| 24 | Cetera Investment Advisers | $1.3M | 13K | ▲+136% Added · +8K sh | Q1 2026 | |
| 25 | AQR CAPITAL MANAGEMENT LLC | $832K | 9K | ▲+64% Added · +3K 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, 4 funds opened a new position in USVM and 11 added to an existing one, while 5 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| JPMORGAN CHASE & COJPM | 20 funds | $7.9B |
| VANGUARD S&P 500 ETFVOO | 20 funds | $1.4B |
| NVIDIA CORPNVDA | 19 funds | $49.0B |
| APPLE INCAAPL | 19 funds | $38.0B |
| MICROSOFT CORPMSFT | 19 funds | $32.5B |
| AMAZON.COM INCAMZN | 19 funds | $22.8B |
| JOHNSON & JOHNSONJNJ | 19 funds | $6.7B |
| APPLIED MATERIALS INCAMAT | 19 funds | $4.4B |
| COCA-COLA CO/THEKO | 19 funds | $3.1B |
| MORGAN STANLEYMS | 19 funds | $2.7B |
| CHEVRON CORPCVX | 19 funds | $2.2B |
| EATON CORP PLCETN | 19 funds | $2.0B |
Ranked by how many of USVM's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| USTBSHORT TRM BD ETF | 122 funds | $1.5B |
| UITBmc | 119 funds | $2.4B |
| CDCmc | 84 funds | $436.8M |
| CFAmc | 65 funds | $290.4M |
| CFOmc | 61 funds | $224.1M |
| USVMthis pageUSAA MSCI USA SM | 55 funds | $1.3B |
| CDLVCSHS US LRG CAP | 53 funds | $185.3M |
| CSBVCSHS US SMCP HG | 53 funds | $78.4M |
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.