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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
12,312
shares
|
$662,139
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
10,970
shares
|
$589,966
0.24% of portfolio
|
Q1 2025
Added 38.6%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
9,301
shares
|
$500,207
0.01% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
8,618
shares
|
$463,476
0.0% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
8,106
shares
|
$435,940
0.0% of portfolio
|
Q2 2024
Added 91.63%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
7,897
shares
|
$424,700
0.05% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
7,780
shares
|
$418,408
0.0% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
7,632
shares
|
$410,448
0.0% of portfolio
|
Q1 2025
Added 12.38%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
7,606
shares
|
$409,050
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
7,517
shares
|
$404,264
0.0% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
7,181
shares
|
$386,194
0.0% of portfolio
|
Q1 2025
Added 49.73%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
6,752
shares
|
$363,122
0.0% of portfolio
|
Q1 2025
Added 26.85%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
5,839
shares
|
$314,021
0.02% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,770
shares
|
$310,310
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
4,047
shares
|
$217,647
0.0% of portfolio
|
Q1 2025
Added 102.15%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,962
shares
|
$213,076
0.01% of portfolio
|
Q1 2021
Reduced 68.45%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,833
shares
|
$206,138
0.01% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,753
shares
|
$201,836
0.0% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
3,751
shares
|
$201,728
0.0% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,436
shares
|
$184,788
0.0% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,264
shares
|
$121,757
0.0% of portfolio
|
Q1 2025
Reduced 66.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
2,016
shares
|
$108,420
0.0% of portfolio
|
Q4 2024
Added 120.57%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,769
shares
|
$95,136
0.0% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
1,479
shares
|
$79,540
0.05% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,191
shares
|
$64,051
0.0% of portfolio
|
Q1 2025
Reduced 2.62%
|