Victoryshares US Small Cap HCSBETF
13F holders, Q1 2025 (March 31)59holders −1
6new positions
6sold out
2famous investors
$57.31avg. 13F price*
At the end of Q1 2025, 59 institutions reported holding Victoryshares US Small Cap H (CSB) in their 13F filings, down 1 from Q4 2024. 6 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($14.7M), UBS Group AG ($7.4M) and LPL Financial LLC ($6.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $5.7M |
| Exits | 6 | $771K |
All 13F filers, Q4 2024 → Q1 2025: 168,637 shares bought and 81,736 shares sold, net +86,901 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Bank of America Corp. | 0.00% | Add +6.4% | 256,541 | $14.7M |
| UBS Group AG | 0.00% | Add +1.5% | 129,319 | $7.4M |
| LPL Financial LLC | 0.00% | Add +5.4% | 111,994 | $6.4M |
| Cwm, LLC | 0.03% | Reduce -31.1% | 110,869 | $6.4M |
| Dynamic Advisor Solutions LLC | 0.15% | New | 80,121 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.1% | 76,718 | $4.4M |
| Eagle Strategies LLC | 0.58% | Reduce -9.1% | 58,385 | $3.4M |
| IAG Wealth Partners, LLC | 0.38% | Add +16.7% | 42,693 | $2.5M |
| Investors Research Corp | 0.48% | Reduce -4.8% | 38,582 | $2.2M |
| Cetera Investment Advisers | 0.00% | Reduce -11.5% | 34,392 | $2.0M |
| Accel Wealth Management | 0.71% | Add +22.1% | 34,208 | $2.0M |
| Allworth Financial LP | 0.01% | Reduce -6.2% | 33,597 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.9% | 30,930 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.5% | 23,752 | $1.4M |
| Citadel Advisors | 0.00% | Add +49.6% | 23,449 | $1.3M |
| Oxinas Partners, LLC | 0.77% | Add +26.0% | 22,745 | $1.3M |
| Atria Investments, Inc | 0.02% | Add +5.3% | 22,722 | $1.3M |
| CoreCap Advisors, LLC | 0.05% | Add +0.1% | 20,979 | $1.2M |
| Vicus Capital | 0.10% | Reduce -0.4% | 18,695 | $1.1M |
| Two Sigma Investments, LP | 0.00% | Add +98.8% | 17,100 | $982K |
| Investment Planning Advisors, Inc. | 0.33% | Add +20.0% | 14,152 | $812K |
| Pacific Sun Financial Corp | 0.44% | Reduce -1.6% | 13,325 | $765K |
| PFG Advisors | 0.04% | Add +1.1% | 12,327 | $708K |
| Susquehanna International Group, LLP | 0.00% | New | 12,312 | $707K |
| Capital Advisory Group Advisory Services, LLC | 0.24% | Add +38.6% | 10,970 | $630K |
| Benjamin Edwards Inc. | 0.01% | Add +4.1% | 9,301 | $534K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.6% | 8,618 | $495K |
| D. E. Shaw & Co. | 0.00% | No change | 8,106 | $465K |
| StoneX Group Inc. | 0.03% | Reduce -1.2% | 8,075 | $464K |
| Morgan Stanley | 0.00% | Reduce -2.5% | 7,780 | $447K |
| Stifel Financial Corp. | 0.00% | Add +12.4% | 7,632 | $438K |
| one8zero8, LLC | 0.10% | No change | 7,606 | $437K |
| Mariner, LLC | 0.00% | Reduce -2.5% | 7,517 | $432K |
| Sovran Advisors, LLC | 0.05% | Add +4.7% | 7,897 | $417K |
| Huntleigh Advisors, Inc. | 0.07% | Add +0.4% | 7,234 | $415K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +49.7% | 7,181 | $412K |
| HB Wealth Management, LLC | 0.00% | Add +26.9% | 6,752 | $388K |
| Western Wealth Management, LLC | 0.02% | Add +0.1% | 5,839 | $335K |
| Jane Street Group, LLC | 0.00% | New | 5,770 | $331K |
| Medallion Wealth Advisors, LLC | 0.15% | Reduce -0.1% | 5,612 | $323K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -5.4% | 3,833 | $220K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.8% | 3,753 | $215K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -0.2% | 3,751 | $215K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.7% | 3,436 | $197K |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.0% | 2,264 | $130K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,016 | $116K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.3% | 1,769 | $102K |
| Integrity Financial Corp | 0.05% | Add +0.9% | 1,479 | $85K |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.6% | 1,191 | $68K |
| Royal Bank of Canada | 0.00% | Add +133.6% | 626 | $36K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 445 | $26K |
| SouthState Bank Corp | 0.00% | New | 381 | $22K |
| Parallel Advisors, LLC | 0.00% | No change | 350 | $20K |
| Hurley Capital, LLC | 0.01% | No change | 253 | $15K |
| Salem Investment Counselors Inc. | 0.00% | No change | 200 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 157 | $9K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.7% | 145 | $8K |
| FMR LLC | 0.00% | Reduce -54.8% | 113 | $6K |
| Brooklyn Investment Group | 0.00% | New | 55 | $3K |
"% 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.