Institutional Ownership Usaa ETF Tr Msci Usa Value Mom (ULVM)
This table provides information about the institutional ownership of Usaa ETF Tr Msci Usa Value Mom (ULVM). We have compiled data on the 14 institutions that hold shares in the stock, with a total of 1.6 Million shares, which have been reported (via 13F filing form) to have a value of $137 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
1,527,121
shares
|
$131 Million
0.13% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
22,058
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2025
Added 5.96%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
20,936
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
13,566
shares
|
$1.16 Million
0.27% of portfolio
|
Q2 2025
Added 93.61%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
5,758
shares
|
$493,633
0.0% of portfolio
|
Q1 2025
Added 7.25%
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,191
shares
|
$359,294
0.02% of portfolio
|
Q4 2024
New holding
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,869
shares
|
$331,689
0.0% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
873
shares
|
$74,842
0.0% of portfolio
|
Q1 2025
Added 9.4%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
279
shares
|
$23,918
0.01% of portfolio
|
Q1 2023
New holding
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
250
shares
|
$21,432
0.0% of portfolio
|
Q1 2025
New holding
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
208
shares
|
$17,831
0.0% of portfolio
|
Q1 2025
New holding
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
200
shares
|
$17,146
0.01% of portfolio
|
Q1 2025
Reduced 55.56%
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
135
shares
|
$11,573
0.0% of portfolio
|
Q2 2022
Added 0.75%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|