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 63 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 $74.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
241,150
shares
|
$12.8 Million
0.0% of portfolio
|
Q4 2024
Added 27.14%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
161,008
shares
|
$8.58 Million
0.04% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
127,457
shares
|
$6.79 Million
0.0% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
106,247
shares
|
$5.66 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
80,121
shares
|
$4.27 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
76,776
shares
|
$4.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
58,385
shares
|
$3.11 Million
0.58% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
42,693
shares
|
$2.27 Million
0.43% of portfolio
|
Q1 2025
Added 16.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
38,844
shares
|
$2.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 30.23%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
38,582
shares
|
$2.06 Million
0.49% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
35,804
shares
|
$1.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.64%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
34,208
shares
|
$1.82 Million
0.73% of portfolio
|
Q1 2025
Added 22.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
32,534
shares
|
$1.73 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
22,745
shares
|
$1.21 Million
0.82% of portfolio
|
Q1 2025
Added 26.0%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
22,730
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
21,587
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2024
Added 33.35%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
20,948
shares
|
$1.12 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
18,695
shares
|
$995,882
0.1% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
15,672
shares
|
$834,847
0.0% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,517
shares
|
$826,590
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
|
$816,895
0.0% of portfolio
|
Q3 2024
Reduced 70.16%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
14,152
shares
|
$753,877
0.4% of portfolio
|
Q1 2025
Added 19.99%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
13,325
shares
|
$709,822
0.46% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
12,188
shares
|
$649,254
0.05% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
10,970
shares
|
$584,371
0.24% of portfolio
|
Q1 2025
Added 38.6%
|