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 $81.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
10,980
shares
|
$643,208
0.22% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
9,922
shares
|
$581,230
0.27% of portfolio
|
Q2 2025
Reduced 29.89%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
9,642
shares
|
$564,828
0.06% of portfolio
|
Q2 2025
Added 22.1%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
9,099
shares
|
$533,019
0.01% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
8,611
shares
|
$504,432
0.0% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
8,106
shares
|
$474,849
0.0% of portfolio
|
Q2 2024
Added 91.63%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
7,649
shares
|
$448,078
0.08% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
One8zero8, LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
7,606
shares
|
$445,559
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
7,462
shares
|
$437,123
0.0% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
7,364
shares
|
$431,383
0.02% of portfolio
|
Q2 2025
Reduced 8.8%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
6,867
shares
|
$402,268
0.0% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
6,561
shares
|
$384,343
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
6,479
shares
|
$379,539
0.0% of portfolio
|
Q2 2025
Reduced 16.72%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,842
shares
|
$342,224
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,600
shares
|
$328,048
0.0% of portfolio
|
Q2 2025
Reduced 67.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
5,208
shares
|
$305,084
0.0% of portfolio
|
Q2 2025
Reduced 27.48%
|
|
|
Nvest Financial, LLC
|
Jul 28, 2025 Q2 2025 |
4,877
shares
|
$285,694
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,962
shares
|
$232,093
0.01% of portfolio
|
Q1 2021
Reduced 68.45%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,847
shares
|
$225,357
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
3,765
shares
|
$220,553
0.0% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,730
shares
|
$218,503
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,524
shares
|
$206,435
0.0% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2,547
shares
|
$149,203
0.0% of portfolio
|
Q2 2025
Reduced 37.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,711
shares
|
$100,230
0.0% of portfolio
|
Q2 2025
Reduced 34.72%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
1,457
shares
|
$85,351
0.04% of portfolio
|
Q2 2025
Reduced 1.49%
|