Victoryshares US Small Cap HCSBETF
13F holders, Q2 2024 (June 30)61holders +7
8new positions
3sold out
2famous investors
$53.54avg. 13F price*
At the end of Q2 2024, 61 institutions reported holding Victoryshares US Small Cap H (CSB) in their 13F filings, up 7 from Q1 2024. 8 opened new positions and 3 sold out. The largest holders were Bank of America Corp. ($14.1M), UBS Group AG ($8.5M) and Cwm, LLC ($7.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $9.3M |
| Exits | 3 | $1.7M |
All 13F filers, Q1 2024 → Q2 2024: 305,917 shares bought and 84,830 shares sold, net +221,087 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Bank of America Corp. | 0.00% | Add +11.3% | 263,873 | $14.1M |
| UBS Group AG | 0.00% | Reduce -9.1% | 159,288 | $8.5M |
| Cwm, LLC | 0.04% | Add +3.8% | 147,940 | $7.9M |
| LPL Financial LLC | 0.00% | Reduce -5.2% | 120,930 | $6.5M |
| Eagle Strategies LLC | 1.05% | New | 102,795 | $5.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.4% | 78,795 | $4.2M |
| Stifel Financial Corp. | 0.00% | Reduce -7.9% | 68,679 | $3.7M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +40.0% | 63,114 | $3.4M |
| Cetera Investment Advisers | 0.01% | Reduce -0.7% | 62,173 | $3.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +6.1% | 51,384 | $2.7M |
| Jane Street Group, LLC | 0.00% | New | 49,583 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Add +627.0% | 44,253 | $2.4M |
| Allworth Financial LP | 0.01% | Reduce -4.9% | 40,511 | $2.3M |
| Investors Research Corp | 0.51% | Reduce -2.2% | 41,166 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -34.4% | 33,894 | $1.8M |
| IAG Wealth Partners, LLC | 0.36% | Add +9.2% | 33,428 | $1.8M |
| Vicus Capital | 0.13% | Add +3.5% | 27,885 | $1.5M |
| Accel Wealth Management | 0.53% | Add +8.8% | 24,637 | $1.3M |
| CoreCap Advisors, LLC | 0.12% | Add +0.3% | 21,157 | $1.1M |
| Investment Planning Advisors, Inc. | 0.47% | — | 17,287 | $924K |
| Raymond James & Associates | 0.00% | Reduce -2.0% | 15,764 | $842K |
| Pacific Sun Financial Corp | 0.47% | Reduce -5.7% | 14,975 | $800K |
| Citadel Advisors | 0.00% | Add +251.3% | 13,468 | $720K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +91.0% | 10,898 | $582K |
| Oxinas Partners, LLC | 0.37% | Add +92.5% | 10,409 | $556K |
| Atria Investments, Inc | 0.01% | New | 10,330 | $552K |
| PFG Advisors | 0.04% | Add +149.6% | 10,015 | $535K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +50.6% | 9,112 | $487K |
| StoneX Group Inc. | 0.04% | Reduce -4.3% | 8,668 | $463K |
| D. E. Shaw & Co. | 0.00% | Add +91.6% | 8,106 | $433K |
| Kestra Advisory Services, LLC | 0.00% | Add +8.2% | 8,062 | $431K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.8% | 6,964 | $373K |
| Royal Bank of Canada | 0.00% | Reduce -5.2% | 6,644 | $355K |
| Western Wealth Management, LLC | 0.02% | Reduce -4.9% | 6,174 | $330K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -4.5% | 5,613 | $300K |
| Two Sigma Investments, LP | 0.00% | No change | 5,500 | $294K |
| HB Wealth Management, LLC | 0.00% | No change | 5,323 | $284K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -6.7% | 5,146 | $275K |
| Mariner, LLC | 0.00% | New | 4,688 | $251K |
| HRT Financial LP | 0.00% | New | 4,295 | $229K |
| Whitaker-Myers Wealth Managers, LTD. | 0.08% | Reduce -13.2% | 4,273 | $228K |
| Integrity Financial Corp | 0.06% | Reduce -20.4% | 1,650 | $88K |
| JPMorgan Chase & Co. | 0.00% | Add +954.6% | 1,255 | $67K |
| IFP Advisors, Inc | 0.00% | New | 1,118 | $60K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,110 | $59K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 710 | $38K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 630 | $34K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 563 | $30K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +229.5% | 570 | $30K |
| Accent Capital Management, LLC | 0.02% | New | 500 | $27K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.6% | 499 | $27K |
| NewEdge Advisors, LLC | 0.00% | No change | 488 | $26K |
| Morgan Stanley | 0.00% | Add +211.6% | 458 | $24K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 445 | $24K |
| Avior Wealth Management, LLC | 0.00% | No change | 421 | $22K |
| Parallel Advisors, LLC | 0.00% | No change | 350 | $19K |
| Salem Investment Counselors Inc. | 0.00% | No change | 200 | $11K |
| Tyler-Stone Wealth Management | 0.00% | Add +0.6% | 171 | $9K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 122 | $6K |
| FMR LLC | 0.00% | Reduce -94.4% | 17 | $908 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $63 |
"% 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.