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 66 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 $77.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
9,813
shares
|
$566,798
0.01% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
9,044
shares
|
$522,381
0.33% of portfolio
|
Q3 2025
Added 85.44%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
9,034
shares
|
$521,803
0.0% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
8,489
shares
|
$490,324
0.04% of portfolio
|
Q4 2025
Reduced 7.57%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
7,898
shares
|
$456,188
0.08% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,855
shares
|
$453,704
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
7,606
shares
|
$439,322
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 20, 2026 Q4 2025 |
7,600
shares
|
$438,976
0.15% of portfolio
|
Q4 2025
Added 3.01%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
7,219
shares
|
$416,969
0.02% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,034
shares
|
$406,283
0.0% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
6,716
shares
|
$387,916
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
6,627
shares
|
$382,775
0.0% of portfolio
|
Q3 2025
Reduced 11.19%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
6,367
shares
|
$367,757
0.0% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,206
shares
|
$358,458
0.0% of portfolio
|
Q3 2025
Reduced 23.44%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
5,659
shares
|
$326,863
0.0% of portfolio
|
Q3 2025
Reduced 13.75%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
5,513
shares
|
$318,430
0.02% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
5,186
shares
|
$299,543
0.0% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
4,991
shares
|
$288,280
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
4,219
shares
|
$243,689
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,962
shares
|
$228,845
0.01% of portfolio
|
Q1 2021
Reduced 68.45%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
3,902
shares
|
$225,379
0.0% of portfolio
|
Q3 2025
Added 10.73%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
3,481
shares
|
$201,062
0.01% of portfolio
|
Q4 2025
Reduced 6.07%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
2,547
shares
|
$147,114
0.0% of portfolio
|
Q2 2025
Reduced 37.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,815
shares
|
$104,834
0.0% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
914
shares
|
$52,792
0.0% of portfolio
|
Q3 2025
Reduced 54.66%
|
|