Victoryshares US Small Cap HCSBETF
13F holders, Q4 2024 (December 31)60holders +4
4new positions
6sold out
2famous investors
$59.46avg. 13F price*
At the end of Q4 2024, 60 institutions reported holding Victoryshares US Small Cap H (CSB) in their 13F filings, up 4 from Q3 2024. 4 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($14.3M), Cwm, LLC ($9.6M) and UBS Group AG ($7.6M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $793K |
| Exits | 6 | $7.9M |
All 13F filers, Q3 2024 → Q4 2024: 93,481 shares bought and 200,863 shares sold, net −107,382 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Bank of America Corp. | 0.00% | Add +27.1% | 241,150 | $14.3M |
| Cwm, LLC | 0.04% | Add +2.4% | 161,008 | $9.6M |
| UBS Group AG | 0.00% | Add +4.9% | 127,457 | $7.6M |
| LPL Financial LLC | 0.00% | Reduce -2.0% | 106,247 | $6.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.0% | 76,776 | $4.6M |
| Eagle Strategies LLC | 0.66% | Reduce -6.2% | 64,193 | $3.8M |
| Investors Research Corp | 0.53% | Reduce -1.3% | 40,518 | $2.4M |
| Cetera Investment Advisers | 0.00% | Reduce -30.2% | 38,844 | $2.3M |
| Allworth Financial LP | 0.01% | Reduce -8.6% | 35,804 | $2.2M |
| IAG Wealth Partners, LLC | 0.38% | Add +0.5% | 36,576 | $2.2M |
| Raymond James Financial Inc. | 0.00% | — | 32,534 | $1.9M |
| Accel Wealth Management | 0.63% | Add +6.1% | 28,022 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.3% | 22,730 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +33.4% | 21,587 | $1.3M |
| CoreCap Advisors, LLC | 0.06% | Reduce -1.8% | 20,948 | $1.2M |
| Vicus Capital | 0.10% | Reduce -31.1% | 18,773 | $1.1M |
| Oxinas Partners, LLC | 0.63% | Add +12.9% | 18,052 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -3.3% | 15,672 | $931K |
| Pacific Sun Financial Corp | 0.44% | Reduce -4.3% | 13,545 | $805K |
| PFG Advisors | 0.04% | Add +0.8% | 12,188 | $724K |
| Investment Planning Advisors, Inc. | 0.31% | Reduce -31.8% | 11,794 | $701K |
| Benjamin Edwards Inc. | 0.01% | Add +7.4% | 8,935 | $531K |
| Two Sigma Investments, LP | 0.00% | Reduce -50.9% | 8,600 | $511K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.8% | 8,570 | $509K |
| StoneX Group Inc. | 0.03% | Reduce -9.5% | 8,171 | $485K |
| D. E. Shaw & Co. | 0.00% | No change | 8,106 | $481K |
| Morgan Stanley | 0.00% | Reduce -11.8% | 7,979 | $474K |
| Capital Advisory Group Advisory Services, LLC | 0.17% | New | 7,915 | $470K |
| Mariner, LLC | 0.00% | Add +65.2% | 7,709 | $458K |
| Sovran Advisors, LLC | 0.06% | — | 7,544 | $452K |
| one8zero8, LLC | 0.10% | — | 7,606 | $452K |
| Huntleigh Advisors, Inc. | 0.09% | — | 7,203 | $428K |
| Stifel Financial Corp. | 0.00% | No change | 6,791 | $403K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.5% | 5,836 | $347K |
| Medallion Wealth Advisors, LLC | 0.17% | — | 5,615 | $334K |
| HB Wealth Management, LLC | 0.00% | No change | 5,323 | $316K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 4,796 | $285K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -23.6% | 4,413 | $262K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -14.1% | 4,053 | $241K |
| Barnes Wealth Management Group, Inc | 0.16% | — | 4,046 | $240K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -31.3% | 3,860 | $229K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -1.1% | 3,759 | $223K |
| Aptus Capital Advisors, LLC | 0.00% | Add +87300.0% | 3,496 | $208K |
| Osaic Holdings, Inc. | 0.00% | Reduce -46.9% | 3,428 | $204K |
| BXM Wealth LLC | 0.28% | — | 3,404 | $202K |
| Farther Finance Advisors, LLC | 0.00% | Add +120.6% | 2,016 | $120K |
| NewEdge Advisors, LLC | 0.00% | Add +267.2% | 1,792 | $106K |
| Integrity Financial Corp | 0.05% | Reduce -2.9% | 1,466 | $87K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.4% | 1,223 | $73K |
| Simplex Trading, LLC | 0.00% | Reduce -17.0% | 854 | $50K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 445 | $26K |
| Private Capital Management LLC | 0.00% | New | 381 | $23K |
| Parallel Advisors, LLC | 0.00% | No change | 350 | $21K |
| Royal Bank of Canada | 0.00% | No change | 268 | $16K |
| Hurley Capital, LLC | 0.01% | — | 253 | $15K |
| FMR LLC | 0.00% | New | 250 | $15K |
| Salem Investment Counselors Inc. | 0.00% | No change | 200 | $12K |
| Avior Wealth Management, LLC | 0.00% | No change | 152 | $9K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -71.4% | 144 | $9K |
| Iron Horse Wealth Management, LLC | 0.00% | Add +0.8% | 124 | $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.