Who Owns VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB)?Hedge Fund & Institutional Holders

$60.52+0.24 (+0.39%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.994600053385001e+118T

% of Float Held

QoQ Change in Holders

+15 / -3

Price History

$49.98$53.60$57.22$60.84$64.46Jul 24May 25Mar 26

CSB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CWM, LLCNew Position+91K+$5.3M
Eagle Strategies LLCNew Position+47K+$2.7M
CoreCap Advisors, LLCNew Position+23K+$1.4M
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLCNew Position+12K+$703K
BENJAMIN EDWARDS INCNew Position+9K+$553K
VICUS CAPITALNew Position+9K+$539K
Sovran Advisors, LLCNew Position+8K+$522K
Huntleigh Advisors, Inc.New Position+9K+$514K
Investment Planning Advisors, Inc.New Position+8K+$445K
one8zero8, LLCNew Position+8K+$445K
HB Wealth Management, LLCNew Position+7K+$390K
Diversify Advisory Services, LLCNew Position+4K+$258K
Sound Income Strategies, LLCNew Position+453+$27K
REAP Financial Group, LLCNew Position+353+$20K
PRIVATE TRUST CO NANew Position+189+$11K

CSB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BANK OF AMERICA CORP /DE/Decreased-484-$15.7B
UBS Group AGDecreased-8K-$7.5B
LPL Financial LLCDecreased-4K-$5.6B
Dynamic Advisor Solutions LLCDecreased-23K-$4.8B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-48K-$2.9B
Allworth Financial LPDecreased-612-$1.8B
Investors Research CorpDecreased-1K-$1.7B
Accel Wealth ManagementDecreased-9K-$1.4B
TWO SIGMA INVESTMENTS, LPDecreased-200-$958.2M
PFG AdvisorsDecreased-2K-$787.4M
PACIFIC SUN FINANCIAL CORPDecreased-620-$679.3M
STIFEL FINANCIAL CORPDecreased-245-$392.0M
MORGAN STANLEYDecreased-484-$376.6M
D. E. Shaw & Co., Inc.Closed Position-6K-$367.1M
COMMERCE BANKClosed Position-5K-$295.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UBS Group AG119,344$7.0M0.00%Share
2BANK OF AMERICA CORP /DE/106,961$6.0M0.00%Share
3CWM, LLC91,082$5.3M0.01%Share
4LPL Financial LLC91,683$5.0M0.00%Share
5BANK OF AMERICA CORP /DE/91,497$5.0M0.00%Share
6Rockefeller Capital Management L.P.82,439$4.0M0.01%Share
7Dynamic Advisor Solutions LLC57,270$3.4M0.11%Share
8BANK OF AMERICA CORP /DE/67,536$3.0M0.00%Share
9IAG Wealth Partners, LLC49,768$2.9M0.34%Share
10Eagle Strategies LLC46,873$2.7M0.35%Share
11GOLDMAN SACHS GROUP INC45,348$2.0M0.00%Share
12Allworth Financial LP29,128$1.7M0.01%Share
13Investors Research Corp27,581$1.6M0.30%Share
14CoreCap Advisors, LLC23,345$1.4M0.05%Share
15Cetera Investment Advisers33,086$1.0M0.00%Share
16Nvest Financial, LLC14,298$838K0.35%Share
17Accel Wealth Management13,696$802K0.22%Share
18CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC12,004$703K0.21%Share
19PFG Advisors11,116$651K0.03%Share
20PACIFIC SUN FINANCIAL CORP10,875$637K0.31%Share
21BENJAMIN EDWARDS INC9,439$553K0.01%Share
22VICUS CAPITAL9,209$539K0.04%Share
23Sovran Advisors, LLC8,489$522K0.04%Share
24Huntleigh Advisors, Inc.8,783$514K0.09%Share
25one8zero8, LLC7,606$445K0.10%Share
26Investment Planning Advisors, Inc.7,600$445K0.13%Share
27HB Wealth Management, LLC6,657$390K0.00%Share
28Diversify Advisory Services, LLC4,219$258K0.01%Share
29FLAGSHIP HARBOR ADVISORS, LLC3,481$204K0.01%Share
30Farther Finance Advisors, LLC914$53K0.00%Share
31Sound Income Strategies, LLC453$27K0.00%Share
32UBS Group AG375$21K0.00%Share
33REAP Financial Group, LLC353$20K0.00%Share
34PRIVATE TRUST CO NA189$11K0.00%Share
35AdvisorNet Financial, Inc150$8K0.00%Share
36CREATIVE FINANCIAL DESIGNS INC /ADV50$2K0.00%Share
37WELLS FARGO & COMPANY/MN1$00.00%Share
38Mariner, LLC7,038$00.00%Share
39ROYAL BANK OF CANADA135$00.00%Share
40TWO SIGMA INVESTMENTS, LP16,000$00.00%Share
41CITADEL ADVISORS LLC11,470$00.00%Share
42NewEdge Advisors, LLC651$00.00%Share
43Private Advisor Group, LLC6,307$00.00%Share
44FMR LLC99$00.00%Share
45Kestra Advisory Services, LLC9,843$00.00%Share
46Parallel Advisors, LLC350$00.00%Share
47ENVESTNET ASSET MANAGEMENT INC7,398$00.00%Share
48RAYMOND JAMES FINANCIAL INC11,971$00.00%Share
49Western Wealth Management, LLC5,498$00.00%Share
50MORGAN STANLEY3,248$00.00%Share

CSB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202560$59.7M+18
Q3 202542$57.0B-17
Q2 202559$69.4B-2
Q1 202561$71.1B+8
Q4 202453$1.7T+6
Q3 202447$44.7T-2
Q2 202449$49.0T+3
Q1 202446$40.0T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold CSB (VictoryShares US Small Cap High Div Volatility Wtd ETF). The largest holder is UBS Group AG with $7.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own CSB?

As of Q4 2025, 50 institutional investors report holding CSB (VictoryShares US Small Cap High Div Volatility Wtd ETF) in their 13F filings.

Who is the largest institutional holder of CSB?

The largest institutional holder of CSB is UBS Group AG with $7.0M in shares.

Is institutional ownership of CSB increasing or decreasing?

This quarter, 15 institutions opened new positions in CSB and 3 closed their positions.