Victoryshares US Small Cap HCSBETF

13F holders, Q2 2025 (June 30)
61holders +2
4new positions
3sold out
2famous investors
$55.44avg. 13F price*

At the end of Q2 2025, 61 institutions reported holding Victoryshares US Small Cap H (CSB) in their 13F filings, up 2 from Q1 2025. 4 opened new positions and 3 sold out. The largest holders were Bank of America Corp. ($13.8M), UBS Group AG ($6.8M) 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

020406080 Q1 2024: 54Q1 2024Q2 2024: 61Q2 2024Q3 2024: 56Q3 2024Q4 2024: 60Q4 2024Q1 2025: 59Q1 2025Q2 2025: 61Q2 2025Q3 2025: 60Q3 2025Q4 2025: 60Q4 2025Q1 2026: 60Q1 2026Q2 2026: 56Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions4$860K
Exits3$424K

All 13F filers, Q1 2025 → Q2 2025: 75,880 shares bought and 73,035 shares sold, net +2,845 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 61 holders

Bank of America Corp. 0.00% Reduce -3.1% 248,566 $13.8M
UBS Group AG 0.00% Reduce -5.3% 122,496 $6.8M
LPL Financial LLC 0.00% Add +3.8% 116,236 $6.4M
Cwm, LLC 0.02% Reduce -7.2% 102,866 $5.7M
Dynamic Advisor Solutions LLC 0.13% Reduce -2.5% 78,103 $4.3M
Envestnet Asset Management Inc. 0.00% Reduce -0.1% 76,681 $4.2M
Eagle Strategies LLC 0.44% Reduce -10.3% 52,352 $2.9M
IAG Wealth Partners, LLC 0.32% Add +2.9% 43,935 $2.4M
Investors Research Corp 0.42% Reduce -0.5% 38,395 $2.1M
Accel Wealth Management 0.65% Add +2.4% 35,041 $1.9M
Cetera Investment Advisers 0.00% Reduce -3.2% 33,283 $1.8M
Jane Street Group, LLC 0.00% Add +441.9% 31,268 $1.7M
Allworth Financial LP 0.01% Reduce -7.8% 30,985 $1.7M
Citadel Advisors 0.00% Add +27.4% 29,870 $1.7M
Raymond James Financial Inc. 0.00% Reduce -8.0% 28,446 $1.6M
Susquehanna International Group, LLP 0.00% Add +125.1% 27,711 $1.5M
Atria Investments, Inc 0.02% Add +6.4% 24,173 $1.3M
Oxinas Partners, LLC 0.69% Add +6.1% 24,140 $1.3M
Commonwealth Equity Services, LLC 0.00% Add +0.8% 23,948 $1.3M
CoreCap Advisors, LLC 0.05% Add +0.6% 21,094 $1.2M
Vicus Capital 0.09% Add +8.2% 20,223 $1.1M
PFG Advisors 0.03% Reduce -2.1% 12,068 $669K
Pacific Sun Financial Corp 0.35% Reduce -9.6% 12,045 $667K
Capital Advisory Group Advisory Services, LLC 0.22% Add +0.1% 10,980 $608K
Sovran Advisors, LLC 0.06% Add +22.1% 9,642 $555K
Investment Planning Advisors, Inc. 0.19% Reduce -29.9% 9,922 $550K
Benjamin Edwards Inc. 0.01% Reduce -2.2% 9,099 $504K
Kestra Advisory Services, LLC 0.00% Reduce -0.1% 8,611 $477K
D. E. Shaw & Co. 0.00% No change 8,106 $449K
Huntleigh Advisors, Inc. 0.08% Add +5.7% 7,649 $424K
one8zero8, LLC 0.10% No change 7,606 $421K
Stifel Financial Corp. 0.00% Reduce -2.2% 7,462 $413K
StoneX Group Inc. 0.02% Reduce -8.8% 7,364 $408K
Mariner, LLC 0.00% Reduce -8.7% 6,867 $380K
Private Advisor Group, LLC 0.00% New 6,561 $364K
Morgan Stanley 0.00% Reduce -16.7% 6,479 $359K
Western Wealth Management, LLC 0.02% Add +0.1% 5,842 $324K
Medallion Wealth Advisors, LLC 0.12% No change 5,612 $319K
Two Sigma Investments, LP 0.00% Reduce -67.3% 5,600 $310K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -27.5% 5,208 $289K
Nvest Financial, LLC 0.14% New 4,877 $270K
Wealth Enhancement Advisory Services, LLC 0.00% New 3,730 $215K
Flagship Harbor Advisors, LLC 0.01% Add +0.4% 3,847 $213K
Kingsview Wealth Management, LLC 0.00% Add +0.4% 3,765 $209K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -6.1% 3,524 $195K
Farther Finance Advisors, LLC 0.00% No change 2,016 $112K
Osaic Holdings, Inc. 0.00% Reduce -24.4% 1,711 $95K
Integrity Financial Corp 0.04% Reduce -1.5% 1,457 $81K
NewEdge Advisors, LLC 0.00% Reduce -49.2% 899 $50K
JPMorgan Chase & Co. 0.00% Reduce -44.6% 660 $37K
Steward Partners Investment Advisory, LLC 0.00% No change 445 $25K
Parallel Advisors, LLC 0.00% No change 350 $19K
Royal Bank of Canada 0.00% Reduce -57.2% 268 $15K
Salem Investment Counselors Inc. 0.00% No change 200 $11K
Private Trust Co. NA 0.00% New 189 $10K
GPS Wealth Strategies Group, LLC 0.00% No change 157 $9K
AdvisorNet Financial, Inc 0.00% Add +0.7% 146 $8K
Brooklyn Investment Group 0.00% No change 55 $3K
FMR LLC 0.00% Reduce -77.0% 26 $1K
Aptus Capital Advisors, LLC 0.00% Reduce -100.0% 1 $67
Wells Fargo & Company 0.00% Add +0.0% 1 $54

"% 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.