Titelia

Fund shareholders of Victory Capital Holdings Inc

ISIN US92645B1035 · United States · LEI 549300BN5LH2CIPPHS71

Fund shareholders
298
Of which ETFs
82 216 other funds
Value held
1.5B $ 263.7M SEK
Share of capital
37.4 % of 61.5M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 28,8342.3M $0.03 %0.05 %as of Apr 30, 2026 ↗
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 28,8002.3M $0.12 %0.05 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 28,1551.9M $0.01 %0.05 %as of Feb 28, 2026 ↗
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 27,6001.8M $0.25 %0.04 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 27,1181.9M $0.08 %0.04 %as of Feb 28, 2026 ↗
AMG TimesSquare Small Cap Growth Fund AMG Funds 26,7481.8M $1.87 %0.04 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 26,4241.8M $0.08 %0.04 %as of Feb 28, 2026 ↗
Franklin Mutual Small-Mid Cap Value Fund Franklin Value Investors Trust 25,6542M $0.91 %0.04 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 24,7301.9M $0.01 %0.04 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 24,0251.6M $0.01 %0.04 %as of Mar 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 23,6541.9M $0.22 %0.04 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 23,1001.5M $0.10 %0.04 %as of Mar 31, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 22,0001.5M $0.17 %0.04 %as of Feb 28, 2026 ↗
WesMark Small Company Fund WesMark Funds 21,4621.4M $0.91 %0.03 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 21,0541.4M $0.10 %0.03 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 20,8621.4M $0.08 %0.03 %as of Feb 28, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 20,5591.3M $0.52 %0.03 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 19,5421.4M $0.02 %0.03 %as of Feb 28, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 19,5051.5M $0.11 %0.03 %as of Apr 30, 2026 ↗
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 18,6191.5M $0.68 %0.03 %as of Apr 30, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 18,1221.2M $0.32 %0.03 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 17,8231.4M $0.22 %0.03 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 17,7971.2M $0.10 %0.03 %as of Feb 28, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 17,7321.4M $0.19 %0.03 %as of Apr 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 17,0371.1M $0.13 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 16,6881.3M $0.05 %0.03 %as of Apr 30, 2026 ↗
Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II 16,6761.1M $0.33 %0.03 %as of Mar 31, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 16,6251.1M $0.20 %0.03 %as of Mar 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 16,5571.1M $0.45 %0.03 %as of Mar 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 16,4181.1M $0.16 %0.03 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 16,2421.1M $0.20 %0.03 %as of Mar 31, 2026 ↗
VOYA SMALL COMPANY PORTFOLIO Voya VARIABLE PORTFOLIOS INC 16,1441.1M $0.58 %0.03 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 16,1101.1M $0.06 %0.03 %as of Mar 31, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 16,0001.3M $1.55 %0.03 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 15,7551.2M $0.07 %0.03 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 15,6001M $0.04 %0.03 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 14,6191.1M $0.01 %0.02 %as of Apr 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 14,522950.9K $0.10 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 13,9431.1M $0.19 %0.02 %as of Apr 30, 2026 ↗
Voya MI Dynamic Small Cap Fund Voya Equity Trust 13,899961.5K $0.57 %0.02 %as of Feb 28, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 13,881960.3K $0.01 %0.02 %as of Feb 28, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 13,714898K $0.09 %0.02 %as of Mar 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 13,207864.8K $0.20 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 13,013900.2K $0.10 %0.02 %as of Feb 28, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 12,704831.9K $0.09 %0.02 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 12,7007.9M SEK0.03 %0.02 %as of Mar 31, 2026 ↗
Fidelity Advisor Value Fund Fidelity Advisor Series I 12,432976K $0.26 %0.02 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 12,231960.3K $0.00 %0.02 %as of Apr 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 11,619760.8K $0.10 %0.02 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 11,439898.1K $2.66 %0.02 %as of Apr 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 11,262884.2K $0.04 %0.02 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 11,028722.1K $0.00 %0.02 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 10,825849.9K $0.10 %0.02 %as of Apr 30, 2026 ↗
Distillate Small/Mid Cash Flow ETF ETF Series Solutions 10,603694.3K $0.58 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 9,817679.1K $0.01 %0.02 %as of Feb 28, 2026 ↗
U.S. Small and Mid Cap Equity Fund AMERICAN FUNDS INSURANCE SERIES 9,721636.5K $0.66 %0.02 %as of Mar 31, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 9,639631.2K $0.45 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 9,387614.7K $0.08 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 9,180601.1K $0.01 %0.01 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 8,928584.6K $0.10 %0.01 %as of Mar 31, 2026 ↗
First Trust SMID Capital Strength ETF First Trust Exchange-Traded Fund VI 8,739572.2K $1.02 %0.01 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 8,624677.1K $0.03 %0.01 %as of Apr 30, 2026 ↗
Polen 5Perspectives Small Growth Fund FundVantage Trust 8,469664.9K $1.08 %0.01 %as of Apr 30, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 8,289542.8K $0.04 %0.01 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 8,135532.7K $0.10 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 8,080559K $0.25 %0.01 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 7,998627.9K $0.07 %0.01 %as of Apr 30, 2026 ↗
Small Cap Core Fund Northern Funds 7,862514.8K $0.15 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 7,764609.6K $0.02 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 7,626598.7K $0.03 %0.01 %as of Apr 30, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 7,399511.9K $0.10 %0.01 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 7,278571.4K $0.05 %0.01 %as of Apr 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 7,182563.9K $0.14 %0.01 %as of Apr 30, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 6,758530.6K $0.04 %0.01 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,700463.5K $0.04 %0.01 %as of Feb 28, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 6,302412.7K $0.10 %0.01 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 6,101399.5K $0.10 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 6,096478.6K $0.06 %0.01 %as of Apr 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,090478.1K $0.02 %0.01 %as of Apr 30, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 5,890385.7K $0.03 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 5,887407.3K $0.27 %0.01 %as of Feb 28, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,670445.2K $0.08 %0.01 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 5,521381.9K $0.03 %0.01 %as of Feb 28, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 5,500360.1K $0.00 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 5,496359.9K $0.10 %0.01 %as of Mar 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 5,433355.8K $0.20 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,316348.1K $0.10 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 4,956324.5K $0.10 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,929322.8K $0.03 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 4,901384.8K $0.11 %0.01 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 4,589360.3K $0.06 %0.01 %as of Apr 30, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 4,435290.4K $0.11 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 4,355285.2K $0.23 %0.01 %as of Mar 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,117269.6K $0.03 %0.01 %as of Mar 31, 2026 ↗
YORKTOWN GROWTH FUND American Pension Investors Trust 4,050318K $0.26 %0.01 %as of Apr 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 4,015277.8K $0.11 %0.01 %as of Feb 28, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 3,734244.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 3,700242.3K $0.10 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 3,688255.1K $0.03 %0.01 %as of Feb 28, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 3,598282.5K $0.20 %0.01 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Impax Small Cap Fund IMPAX FUNDS SERIES TRUST I 5.74 %as of Mar 31, 2026 ↗
Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions 4.28 %as of Mar 31, 2026 ↗
Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions 4.15 %as of Mar 31, 2026 ↗
Swedbank Robur Small Cap USA Swedbank Robur Fonder AB 4.03 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 2.66 %as of Apr 30, 2026 ↗
Bahl & Gaynor Dividend ETF ETF Series Solutions 2.32 %as of Mar 31, 2026 ↗
Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. 2.28 %as of Mar 31, 2026 ↗
AMG TimesSquare Small Cap Growth Fund AMG Funds 1.87 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 1.67 %as of Mar 31, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 1.55 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2296+822,572,728-4.6 %
2026Q1288-423,671,847-2.9 %
2025Q4292+2524,384,492+18.1 %
2025Q3267+620,646,455-0.1 %
2025Q2261+1320,669,765+6.4 %
2025Q1248+219,421,198-1.8 %
2024Q4246019,777,280+11.6 %
2024Q3246+1017,727,772+17.0 %
2024Q2236+915,150,484+26.5 %
2024Q1227-111,977,479+1.2 %
2023Q422811,833,397

Institutional managers

318 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.6,966,974456.2M $as of Mar 31, 2026
Crestview Partners II GP, L.P.4,095,423268.2M $as of Mar 31, 2026
Amundi3,054,924200M $as of Mar 31, 2026
BAHL & GAYNOR INC2,704,231177.1M $as of Mar 31, 2026
Capital World Investors2,417,664158.3M $as of Mar 31, 2026
STATE STREET CORP1,844,403120.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,743,465114.2M $as of Mar 31, 2026
Van Berkom & Associates Inc.1,554,858101.8K $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,166,98976.4M $as of Mar 31, 2026
Granahan Investment Management, LLC1,087,31571.2M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,007,40566M $as of Mar 31, 2026
FRANKLIN RESOURCES INC993,17765M $as of Mar 31, 2026
FMR LLC815,40453.4M $as of Mar 31, 2026
LSV ASSET MANAGEMENT749,60049.1K $as of Mar 31, 2026
Impax Asset Management Group plc650,00042.6M $as of Mar 31, 2026
Annex Advisory Services, LLC591,84238.8M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC588,45138.5M $as of Mar 31, 2026
ROYCE & ASSOCIATES LP583,38938.2M $as of Mar 31, 2026
FIL Ltd572,39537.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC548,17535.9M $as of Mar 31, 2026
TimesSquare Capital Management, LLC526,61134.5M $as of Mar 31, 2026
Bank of New York Mellon Corp495,02532.4M $as of Mar 31, 2026
NORTHERN TRUST CORP465,31430.5M $as of Mar 31, 2026
Swedbank AB410,00026.8M $as of Mar 31, 2026
Nuveen, LLC409,07026.8M $as of Mar 31, 2026

Declared shareholders of Victory Capital Holdings Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Capital World Investors 3.80 %2,417,664as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Victory Capital Holdings Inc". https://titelia.com/en/stocks/victory-capital-holdings-inc-US92645B1035