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 62 institutions that hold shares in the stock, with a total of 1.3 Million shares, which have been reported (via 13F filing form) to have a value of $79.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
189,673
shares
|
$11.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.12%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
157,172
shares
|
$9.62 Million
0.04% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
121,553
shares
|
$7.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
108,392
shares
|
$6.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.37%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
79,127
shares
|
$4.84 Million
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
68,399
shares
|
$4.18 Million
0.73% of portfolio
|
Q3 2024
Reduced 33.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
55,671
shares
|
$3.41 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.46%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
41,047
shares
|
$2.51 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
36,395
shares
|
$2.23 Million
0.4% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
35,804
shares
|
$2.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.64%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,123
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.18%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
30,758
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.5%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
28,022
shares
|
$1.71 Million
0.65% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
24,785
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.87%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
21,323
shares
|
$1.3 Million
0.06% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
18,773
shares
|
$1.15 Million
0.1% of portfolio
|
Q4 2024
Reduced 31.07%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
18,052
shares
|
$1.1 Million
0.66% of portfolio
|
Q4 2024
Added 12.91%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
17,500
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 218.18%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
16,202
shares
|
$991,238
0.0% of portfolio
|
Q3 2024
Added 20.3%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
16,188
shares
|
$990,381
0.01% of portfolio
|
Q3 2024
Added 56.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,517
shares
|
$949,330
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
|
$938,195
0.0% of portfolio
|
Q3 2024
Reduced 70.16%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
14,155
shares
|
$866,002
0.49% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
12,088
shares
|
$739,543
0.05% of portfolio
|
Q3 2024
Added 20.7%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
11,794
shares
|
$721,556
0.35% of portfolio
|
Q4 2024
Reduced 31.78%
|