Holdings Channel
Quotes delayed 20 minutes

Email EnvelopeFree USVM Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding USVM

On this page, we present all of the funds holding USVM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding USVM, with a link to that fund's top holdings. The next columns indicate the amount of USVM stock held by each of the funds holding USVM, followed by the USVM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 15 funds holding USVM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Victory Capital Management Inc.. For more details on the positions held by Victory Capital Management Inc. (or by any of the other funds holding USVM), click the fund name in the "Holder" column of the funds-holding-USVM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Victory Capital Management Inc.1,149,438$92,384 03/31/2024
     USVM1,149,438$92,384 03/31/2024
Cerity Partners LLC1,121,142$82,486 12/31/2023
     USVM1,121,142$82,486 12/31/2023
Trilogy Capital Inc.192,968$15,510 03/31/2024
     USVM192,968$15,510 03/31/2024
Charles Schwab Investment Management Inc.137,496$10,116 12/31/2023
     USVM137,496$10,116 12/31/2023
Susquehanna International Group LLP32,584$2,397 12/31/2023
     USVM32,584$2,397 12/31/2023
EWG Elevate Inc.22,972$1,846 03/31/2024
     USVM22,972$1,846 03/31/2024
Bank of America Corp DE4,318$318 12/31/2023
     USVM4,318$318 12/31/2023
Resources Investment Advisors LLC.3,410$251 12/31/2023
     USVM3,410$251 12/31/2023
Royal Bank of Canada1,745$128 12/31/2023
     USVM1,745$128 12/31/2023
Advisor Group Holdings Inc.883$65 12/31/2023
     USVM883$65 12/31/2023
Morgan Stanley715$53 12/31/2023
     USVM715$53 12/31/2023
UBS Group AG153$11 12/31/2023
     USVM153$11 12/31/2023
Bogart Wealth LLC59$5 03/31/2024
     USVM59$5 03/31/2024
Proequities Inc.0$0 03/31/2024
     USVM0$0 03/31/2024
Gradient Investments LLC1$0 03/31/2024
     USVM1$0 03/31/2024
Householder Group Estate & Retirement Specialist LLC0$0 03/31/2024
     USVM0$0 03/31/2024

See Summary: Institutional Holders of USVM
See Details: Top 10 Hedge Funds Holding USVM
Also See: USVM Holdings Changes

Funds Holding USVM | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.