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 63 institutions that hold shares in the stock, with a total of 1.32 Million shares, which have been reported (via 13F filing form) to have a value of $75.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
8,600
shares
|
$492,092
0.0% of portfolio
|
Q4 2024
Reduced 50.86%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
8,570
shares
|
$490,375
0.0% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
8,106
shares
|
$463,825
0.0% of portfolio
|
Q2 2024
Added 91.63%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
7,979
shares
|
$456,558
0.0% of portfolio
|
Q4 2024
Reduced 11.8%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,709
shares
|
$441,108
0.0% of portfolio
|
Q4 2024
Added 65.15%
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
7,606
shares
|
$435,215
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
7,544
shares
|
$431,667
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
6,791
shares
|
$388,581
0.0% of portfolio
|
Q3 2024
Reduced 90.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
6,767
shares
|
$387,207
0.0% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Western Wealth Management, LLC
|
Apr 15, 2025 Q4 2024 |
5,836
shares
|
$333,935
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,323
shares
|
$304,582
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
4,796
shares
|
$274,427
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
4,413
shares
|
$252,511
0.0% of portfolio
|
Q4 2024
Reduced 23.57%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,053
shares
|
$231,912
0.01% of portfolio
|
Q4 2024
Reduced 14.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,962
shares
|
$226,705
0.01% of portfolio
|
Q1 2021
Reduced 68.45%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
3,860
shares
|
$220,869
0.0% of portfolio
|
Q4 2024
Reduced 31.26%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
3,759
shares
|
$215,089
0.0% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,496
shares
|
$200,041
0.0% of portfolio
|
Q4 2024
Added 87300.0%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
3,404
shares
|
$194,776
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
2,016
shares
|
$115,355
0.0% of portfolio
|
Q4 2024
Added 120.57%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
2,002
shares
|
$114,554
0.0% of portfolio
|
Q4 2024
Reduced 65.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,792
shares
|
$102,538
0.0% of portfolio
|
Q4 2024
Added 267.21%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
1,466
shares
|
$83,884
0.05% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,223
shares
|
$69,980
0.0% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
854
shares
|
$48,865
0.0% of portfolio
|
Q4 2024
Reduced 17.01%
|