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 64 institutions that hold shares in the stock, with a total of 1.41 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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
256,541
shares
|
$13.8 Million
0.0% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
129,319
shares
|
$6.95 Million
0.0% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
111,994
shares
|
$6.02 Million
0.0% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
110,869
shares
|
$5.96 Million
0.03% of portfolio
|
Q1 2025
Reduced 31.14%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
80,121
shares
|
$4.31 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
76,718
shares
|
$4.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
58,385
shares
|
$3.14 Million
0.58% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
42,693
shares
|
$2.3 Million
0.43% of portfolio
|
Q1 2025
Added 16.72%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
38,582
shares
|
$2.07 Million
0.49% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
34,392
shares
|
$1.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.46%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
34,208
shares
|
$1.84 Million
0.73% of portfolio
|
Q1 2025
Added 22.08%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
33,597
shares
|
$1.81 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
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
23,752
shares
|
$1.28 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
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Added 49.62%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
22,745
shares
|
$1.22 Million
0.82% of portfolio
|
Q1 2025
Added 26.0%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
22,722
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
20,979
shares
|
$1.13 Million
0.06% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
18,695
shares
|
$1.01 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
17,100
shares
|
$919,638
0.0% of portfolio
|
Q1 2025
Added 98.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,517
shares
|
$834,504
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
|
$824,716
0.0% of portfolio
|
Q3 2024
Reduced 70.16%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
14,152
shares
|
$761,094
0.4% of portfolio
|
Q1 2025
Added 19.99%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
13,325
shares
|
$716,618
0.46% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
12,327
shares
|
$662,946
0.04% of portfolio
|
Q1 2025
Added 1.14%
|