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 1.43 Million shares, which have been reported (via 13F filing form) to have a value of $80.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
248,566
shares
|
$14 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
122,496
shares
|
$6.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
116,236
shares
|
$6.54 Million
0.0% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
102,866
shares
|
$5.79 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
78,103
shares
|
$4.39 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
76,681
shares
|
$4.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
52,352
shares
|
$2.95 Million
0.45% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
43,935
shares
|
$2.47 Million
0.36% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
38,395
shares
|
$2.16 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
35,041
shares
|
$1.97 Million
0.67% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
33,283
shares
|
$1.87 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
31,268
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Added 441.91%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
30,985
shares
|
$1.74 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
29,870
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Added 27.38%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
28,446
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
27,711
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Added 125.07%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
24,173
shares
|
$1.36 Million
0.02% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
24,140
shares
|
$1.36 Million
0.73% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
23,948
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
21,094
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
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%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,517
shares
|
$873,141
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
|
$862,900
0.0% of portfolio
|
Q3 2024
Reduced 70.16%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
12,068
shares
|
$679,066
0.02% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
12,045
shares
|
$677,772
0.37% of portfolio
|
Q2 2025
Reduced 9.61%
|