As of the latest SEC filings, VICTORYSHARES US SMALL MID CAP (USVM) is held by 13 institutional funds. The largest fund shareholder is Victory Target Retirement 2040 Fund (URFRX), holding an estimated $53,063,848.32 in market value, representing 2.86% of its portfolio.
Funds holding VICTORYSHARES US SMALL MID CAP (USVM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- USVM
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
URFRX
Victory Target Retirement 2040 Fund
|
MF | Independent / Boutique | 2.86% | $53,063,848.32 | 514,983 | Apr 30, 2026 | Jun 25, 2026 |
|
URFFX
Victory Target Retirement 2050 Fund
|
MF | Independent / Boutique | 3.22% | $38,688,222.72 | 375,468 | Apr 30, 2026 | Jun 25, 2026 |
|
URTRX
Victory Target Retirement 2030 Fund
|
MF | Independent / Boutique | 2.19% | $29,306,842.88 | 284,422 | Apr 30, 2026 | Jun 25, 2026 |
|
UCEQX
Victory Cornerstone Equity Fund
|
MF | Independent / Boutique | 3.75% | $12,399,154.62 | 125,594 | Feb 28, 2026 | Apr 24, 2026 |
|
URINX
Victory Target Retirement Income Fund
|
MF | Independent / Boutique | 1.59% | $11,001,786.88 | 106,772 | Apr 30, 2026 | Jun 25, 2026 |
|
EVAGX
The E-Valuator Aggressive Growth (85%-99%) RMS Fund
|
MF | Independent / Boutique | 2.70% | $6,319,917.93 | 66,751 | Mar 31, 2026 | May 26, 2026 |
|
URSIX
Victory Target Retirement 2060 Fund
|
MF | Independent / Boutique | 3.27% | $6,175,187.20 | 59,930 | Apr 30, 2026 | Jun 25, 2026 |
|
EVGLX
The E-Valuator Growth (70%-85%) RMS Fund
|
MF | Independent / Boutique | 2.37% | $5,968,090.77 | 63,035 | Mar 31, 2026 | May 26, 2026 |
|
EVMLX
The E-Valuator Moderate (50%-70%) RMS Fund
|
MF | Independent / Boutique | 1.97% | $2,851,352.76 | 30,116 | Mar 31, 2026 | May 26, 2026 |
|
USCCX
Victory Cornerstone Conservative Fund
|
MF | Independent / Boutique | 0.73% | $1,831,332.06 | 18,550 | Feb 28, 2026 | Apr 24, 2026 |
|
EVTTX
The E-Valuator Conservative/Moderate (30%-50%) RMS Fund
|
MF | Independent / Boutique | 1.37% | $441,014.78 | 4,658 | Mar 31, 2026 | May 26, 2026 |
|
EVCLX
The E-Valuator Conservative (15%-30%) RMS Fund
|
MF | Independent / Boutique | 0.81% | $387,805.18 | 4,096 | Mar 31, 2026 | May 26, 2026 |
|
EVVLX
The E-Valuator Very Conservative (0%-15%) RMS Fund
|
MF | Independent / Boutique | 0.31% | $66,369.98 | 701 | Mar 31, 2026 | May 26, 2026 |
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