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 1.34 Million shares, which have been reported (via 13F filing form) to have a value of $77.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
266,478
shares
|
$15.4 Million
0.0% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
127,240
shares
|
$7.35 Million
0.0% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
95,423
shares
|
$5.51 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
95,221
shares
|
$5.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.08%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
76,466
shares
|
$4.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
57,270
shares
|
$3.31 Million
0.11% of portfolio
|
Q4 2025
Reduced 29.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
48,409
shares
|
$2.8 Million
0.0% of portfolio
|
Q3 2025
Added 74.69%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
47,760
shares
|
$2.76 Million
0.38% of portfolio
|
Q3 2025
Added 8.71%
|
|
|
Eagle Strategies LLC
New York, NY |
Jan 22, 2026 Q4 2025 |
46,873
shares
|
$2.71 Million
0.35% of portfolio
|
Q4 2025
Reduced 7.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
31,953
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
30,109
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
29,740
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
27,581
shares
|
$1.59 Million
0.3% of portfolio
|
Q4 2025
Reduced 3.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
25,243
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
23,345
shares
|
$1.35 Million
0.05% of portfolio
|
Q4 2025
Added 11.49%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
21,772
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
18,049
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2025
Reduced 10.75%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
16,200
shares
|
$935,712
0.0% of portfolio
|
Q3 2025
Added 189.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,517
shares
|
$896,261
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
|
$885,749
0.0% of portfolio
|
Q3 2024
Reduced 70.16%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
14,751
shares
|
$852,017
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Accel Wealth Management
|
Jan 20, 2026 Q4 2025 |
13,696
shares
|
$791,080
0.23% of portfolio
|
Q4 2025
Reduced 40.59%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
13,322
shares
|
$769,478
0.03% of portfolio
|
Q3 2025
Added 10.39%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jan 21, 2026 Q4 2025 |
12,004
shares
|
$693,351
0.21% of portfolio
|
Q4 2025
Reduced 0.1%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
11,495
shares
|
$663,951
0.35% of portfolio
|
Q3 2025
Reduced 4.57%
|
|