As of the latest SEC filings, VICTORYSHARES US VALUE MOMENTUM ETF (ULVM) is held by 7 institutional funds. The largest fund shareholder is Victory Target Retirement 2040 Fund (URFRX), holding an estimated $77,129,670.59 in market value, representing 4.15% of its portfolio.
Funds holding VICTORYSHARES US VALUE MOMENTUM ETF (ULVM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ULVM
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
URFRX
Victory Target Retirement 2040 Fund
|
MF | Independent / Boutique | 4.15% | $77,129,670.59 | 757,333 | Apr 30, 2026 | Jun 25, 2026 |
|
URFFX
Victory Target Retirement 2050 Fund
|
MF | Independent / Boutique | 4.88% | $58,749,308.94 | 576,857 | Apr 30, 2026 | Jun 25, 2026 |
|
URTRX
Victory Target Retirement 2030 Fund
|
MF | Independent / Boutique | 2.64% | $35,297,940.80 | 346,589 | Apr 30, 2026 | Jun 25, 2026 |
|
UCEQX
Victory Cornerstone Equity Fund
|
MF | Independent / Boutique | 4.95% | $16,378,353.00 | 164,156 | Feb 28, 2026 | Apr 24, 2026 |
|
URINX
Victory Target Retirement Income Fund
|
MF | Independent / Boutique | 1.38% | $9,553,355.82 | 93,804 | Apr 30, 2026 | Jun 25, 2026 |
|
URSIX
Victory Target Retirement 2060 Fund
|
MF | Independent / Boutique | 5.00% | $9,437,966.79 | 92,671 | Apr 30, 2026 | Jun 25, 2026 |
|
USCCX
Victory Cornerstone Conservative Fund
|
MF | Independent / Boutique | 1.43% | $3,591,332.73 | 35,995 | Feb 28, 2026 | Apr 24, 2026 |
Advertisement (320x50)