Victoryshares US Small Cap HCSBETF
13F holders, Q1 2024 (March 31)54holders
2famous investors
$56.04avg. 13F price*
At the end of Q1 2024, 54 institutions reported holding Victoryshares US Small Cap H (CSB) in their 13F filings. The largest holders were Bank of America Corp. ($13.3M), UBS Group AG ($9.8M) and Cwm, LLC ($8.0M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Victoryshares US Small Cap H
- CUSIP
- 92647N873
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.4M |
| Exits | 10 | $18.8M |
Ownership 54 holders
| Bank of America Corp. | 0.00% | Add +2.4% | 237,011 | $13.3M |
| UBS Group AG | 0.00% | Add +0.4% | 175,227 | $9.8M |
| Cwm, LLC | 0.04% | Add +1.9% | 142,470 | $8.0M |
| LPL Financial LLC | 0.00% | Add +5.3% | 127,526 | $7.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.3% | 79,110 | $4.4M |
| Stifel Financial Corp. | 0.00% | Add +118.2% | 74,547 | $4.2M |
| Cetera Investment Advisers | 0.01% | Add +16.9% | 62,617 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.1% | 51,628 | $2.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -7.5% | 48,449 | $2.7M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +4.9% | 45,094 | $2.5M |
| Allworth Financial LP | 0.02% | Reduce -21.3% | 42,618 | $2.4M |
| Investors Research Corp | 0.55% | Reduce -2.8% | 42,081 | $2.4M |
| IAG Wealth Partners, LLC | 0.37% | Add +10.2% | 30,613 | $1.7M |
| Vicus Capital | 0.14% | Add +3.5% | 26,953 | $1.5M |
| GTS Securities LLC | 0.04% | New | 24,984 | $1.4M |
| Accel Wealth Management | 0.54% | Reduce -7.7% | 22,633 | $1.3M |
| CoreCap Advisors, LLC | 0.06% | Add +5.1% | 21,103 | $1.2M |
| Raymond James & Associates | 0.00% | Reduce -4.2% | 16,088 | $902K |
| Pacific Sun Financial Corp | 0.52% | Reduce -0.7% | 15,875 | $890K |
| StoneX Group Inc. | 0.05% | Reduce -6.2% | 9,056 | $508K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.7% | 7,452 | $418K |
| Osaic Holdings, Inc. | 0.00% | Reduce -23.6% | 7,236 | $406K |
| Royal Bank of Canada | 0.00% | Reduce -31.3% | 7,009 | $393K |
| Western Wealth Management, LLC | 0.03% | Reduce -63.8% | 6,492 | $364K |
| Susquehanna International Group, LLP | 0.00% | New | 6,087 | $341K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -87.2% | 6,051 | $339K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -11.8% | 5,877 | $329K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.5% | 5,705 | $320K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -4.1% | 5,517 | $309K |
| Two Sigma Investments, LP | 0.00% | New | 5,500 | $308K |
| Oxinas Partners, LLC | 0.20% | Add +22.0% | 5,407 | $303K |
| HB Wealth Management, LLC | 0.00% | No change | 5,323 | $298K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -15.5% | 5,237 | $293K |
| Whitaker-Myers Wealth Managers, LTD. | 0.12% | Reduce -5.4% | 4,924 | $276K |
| D. E. Shaw & Co. | 0.00% | New | 4,230 | $237K |
| PFG Advisors | 0.02% | Reduce -7.6% | 4,012 | $225K |
| Citadel Advisors | 0.00% | Reduce -28.0% | 3,834 | $215K |
| Integrity Financial Corp | 0.08% | Reduce -27.4% | 2,073 | $116K |
| Farther Finance Advisors, LLC | 0.00% | Add +21.4% | 1,110 | $62K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 710 | $40K |
| Aptus Capital Advisors, LLC | 0.00% | New | 630 | $35K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 563 | $32K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -7.3% | 496 | $28K |
| NewEdge Advisors, LLC | 0.00% | No change | 488 | $27K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 445 | $25K |
| Avior Wealth Management, LLC | 0.00% | New | 421 | $24K |
| Parallel Advisors, LLC | 0.00% | No change | 350 | $20K |
| FMR LLC | 0.00% | Reduce -27.5% | 306 | $17K |
| Salem Investment Counselors Inc. | 0.00% | New | 200 | $11K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -53.2% | 173 | $10K |
| Tyler-Stone Wealth Management | 0.00% | Add +0.6% | 170 | $10K |
| Morgan Stanley | 0.00% | Add +157.9% | 147 | $8K |
| Motco | 0.00% | Reduce -40.6% | 126 | $7K |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.2% | 119 | $7K |
"% of holder's portfolio" is CSB's weight in each manager's 13F, not the share of Victoryshares US Small Cap H the manager owns.