Victoryshares US Small Cap HCSBETF
13F holders, Q3 2024 (September 30)56holders −5
2new positions
5sold out
2famous investors
$58.69avg. 13F price*
At the end of Q3 2024, 56 institutions reported holding Victoryshares US Small Cap H (CSB) in their 13F filings, down 5 from Q2 2024. 2 opened new positions and 5 sold out. The largest holders were Bank of America Corp. ($11.1M), Cwm, LLC ($9.2M) and UBS Group AG ($7.1M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $549K |
| Exits | 5 | $505K |
All 13F filers, Q2 2024 → Q3 2024: 67,069 shares bought and 333,453 shares sold, net −266,384 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| Bank of America Corp. | 0.00% | Reduce -28.1% | 189,673 | $11.1M |
| Cwm, LLC | 0.04% | Add +6.2% | 157,172 | $9.2M |
| UBS Group AG | 0.00% | Reduce -23.7% | 121,553 | $7.1M |
| LPL Financial LLC | 0.00% | Reduce -10.4% | 108,392 | $6.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.4% | 79,127 | $4.6M |
| Eagle Strategies LLC | 0.73% | Reduce -33.5% | 68,399 | $4.0M |
| Dynamic Advisor Solutions LLC | 0.12% | Add +7.3% | 67,737 | $4.0M |
| Cetera Investment Advisers | 0.01% | Reduce -10.5% | 55,671 | $3.3M |
| Investors Research Corp | 0.53% | Reduce -0.3% | 41,047 | $2.4M |
| Allworth Financial LP | 0.01% | Reduce -3.3% | 39,190 | $2.3M |
| IAG Wealth Partners, LLC | 0.40% | Add +8.9% | 36,395 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -31.2% | 34,123 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -30.5% | 30,758 | $1.8M |
| Vicus Capital | 0.14% | Reduce -2.3% | 27,234 | $1.6M |
| Accel Wealth Management | 0.58% | Add +7.2% | 26,400 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -26.9% | 24,785 | $1.5M |
| CoreCap Advisors, LLC | 0.06% | Add +0.8% | 21,323 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Add +218.2% | 17,500 | $1.0M |
| Citadel Advisors | 0.00% | Add +20.3% | 16,202 | $952K |
| Atria Investments, Inc | 0.01% | Add +56.7% | 16,188 | $951K |
| Oxinas Partners, LLC | 0.58% | Add +53.6% | 15,988 | $939K |
| Investment Planning Advisors, Inc. | 0.47% | No change | 17,287 | $924K |
| Raymond James & Associates | 0.00% | Reduce -1.6% | 15,517 | $912K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -70.2% | 15,335 | $901K |
| Pacific Sun Financial Corp | 0.46% | Reduce -5.5% | 14,155 | $832K |
| PFG Advisors | 0.04% | Add +20.7% | 12,088 | $710K |
| Kestra Advisory Services, LLC | 0.00% | Add +17.9% | 9,504 | $558K |
| Morgan Stanley | 0.00% | Add +1875.1% | 9,046 | $532K |
| StoneX Group Inc. | 0.04% | Add +4.1% | 9,026 | $530K |
| Benjamin Edwards Inc. | 0.01% | New | 8,319 | $489K |
| D. E. Shaw & Co. | 0.00% | No change | 8,106 | $476K |
| Stifel Financial Corp. | 0.00% | Reduce -90.1% | 6,791 | $399K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.3% | 6,458 | $380K |
| Western Wealth Management, LLC | 0.02% | Reduce -5.0% | 5,867 | $345K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -36.6% | 5,774 | $339K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -48.5% | 5,615 | $330K |
| HB Wealth Management, LLC | 0.00% | No change | 5,323 | $313K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -8.3% | 4,719 | $277K |
| Mariner, LLC | 0.00% | Reduce -0.4% | 4,668 | $274K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -32.3% | 3,801 | $223K |
| Integrity Financial Corp | 0.05% | Reduce -8.5% | 1,510 | $89K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.2% | 1,240 | $73K |
| Simplex Trading, LLC | 0.00% | New | 1,029 | $60K |
| IFP Advisors, Inc | 0.00% | Reduce -12.6% | 977 | $57K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -17.7% | 914 | $54K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 563 | $33K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.0% | 504 | $30K |
| Accent Capital Management, LLC | 0.02% | No change | 500 | $29K |
| NewEdge Advisors, LLC | 0.00% | No change | 488 | $29K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 445 | $26K |
| Parallel Advisors, LLC | 0.00% | No change | 350 | $21K |
| Royal Bank of Canada | 0.00% | Reduce -96.0% | 268 | $16K |
| Salem Investment Counselors Inc. | 0.00% | No change | 200 | $12K |
| Avior Wealth Management, LLC | 0.00% | Reduce -63.9% | 152 | $9K |
| Iron Horse Wealth Management, LLC | 0.00% | Add +0.8% | 123 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -99.4% | 4 | $235 |
"% 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.