Institutional Ownership Victory Portf Ii Shs Us Small (CSB)
This table provides information about the institutional ownership of Victory Portf Ii Shs Us Small (CSB). We have compiled data on the 67 institutions that hold shares in the stock, with a total of 1.4 Million shares, which have been reported (via 13F filing form) to have a value of $79.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
256,541
shares
|
$14.5 Million
0.0% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
129,319
shares
|
$7.32 Million
0.0% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
111,994
shares
|
$6.34 Million
0.0% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
102,866
shares
|
$5.82 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
78,103
shares
|
$4.42 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
76,681
shares
|
$4.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
52,352
shares
|
$2.96 Million
0.45% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
42,693
shares
|
$2.42 Million
0.43% of portfolio
|
Q1 2025
Added 16.72%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
38,395
shares
|
$2.17 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
35,041
shares
|
$1.98 Million
0.67% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
34,392
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.46%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
33,597
shares
|
$1.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
30,930
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
24,140
shares
|
$1.37 Million
0.73% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
23,752
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
23,449
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Added 49.62%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
22,722
shares
|
$1.29 Million
0.02% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
20,979
shares
|
$1.19 Million
0.06% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
20,223
shares
|
$1.14 Million
0.1% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
17,100
shares
|
$968,031
0.0% of portfolio
|
Q1 2025
Added 98.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,517
shares
|
$878,417
0.0% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,335
shares
|
$868,114
0.0% of portfolio
|
Q3 2024
Reduced 70.16%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
12,327
shares
|
$697,831
0.04% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
12,312
shares
|
$696,982
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
12,045
shares
|
$681,867
0.37% of portfolio
|
Q2 2025
Reduced 9.61%
|