Victoryshares US Small Cap HCSBETF
13F holders, Q3 2025 (September 30)60holders −1
6new positions
7sold out
1famous investor
$59.14avg. 13F price*
At the end of Q3 2025, 60 institutions reported holding Victoryshares US Small Cap H (CSB) in their 13F filings, down 1 from Q2 2025. 6 opened new positions and 7 sold out. The largest holders were Bank of America Corp. ($15.8M), UBS Group AG ($7.5M) and Cwm, LLC ($5.6M). One famous investor held it 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.8M |
| Exits | 7 | $6.3M |
All 13F filers, Q2 2025 → Q3 2025: 134,601 shares bought and 185,476 shares sold, net −50,875 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Bank of America Corp. | 0.00% | Add +7.2% | 266,478 | $15.8M |
| UBS Group AG | 0.00% | Add +3.9% | 127,240 | $7.5M |
| Cwm, LLC | 0.02% | Reduce -7.2% | 95,423 | $5.6M |
| LPL Financial LLC | 0.00% | Reduce -18.1% | 95,221 | $5.6M |
| Dynamic Advisor Solutions LLC | 0.14% | Add +3.4% | 80,719 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.3% | 76,466 | $4.5M |
| Eagle Strategies LLC | 0.40% | Reduce -3.1% | 50,743 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +74.7% | 48,409 | $2.9M |
| IAG Wealth Partners, LLC | 0.34% | Add +8.7% | 47,760 | $2.8M |
| Cetera Investment Advisers | 0.00% | Reduce -4.0% | 31,953 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 30,109 | $1.8M |
| Allworth Financial LP | 0.01% | Reduce -4.0% | 29,740 | $1.8M |
| Investors Research Corp | 0.31% | Reduce -25.3% | 28,685 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.3% | 25,243 | $1.5M |
| Accel Wealth Management | 0.40% | Reduce -34.2% | 23,053 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.1% | 21,772 | $1.3M |
| CoreCap Advisors, LLC | 0.04% | Reduce -0.7% | 20,939 | $1.2M |
| Vicus Capital | 0.08% | Reduce -10.8% | 18,049 | $1.1M |
| Two Sigma Investments, LP | 0.00% | Add +189.3% | 16,200 | $958K |
| HRT Financial LP | 0.00% | New | 14,751 | $872K |
| PFG Advisors | 0.03% | Add +10.4% | 13,322 | $788K |
| Capital Advisory Group Advisory Services, LLC | 0.22% | Add +9.4% | 12,016 | $711K |
| Pacific Sun Financial Corp | 0.33% | Reduce -4.6% | 11,495 | $680K |
| Benjamin Edwards Inc. | 0.01% | Add +7.8% | 9,813 | $580K |
| Nvest Financial, LLC | 0.31% | Add +85.4% | 9,044 | $535K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.9% | 9,034 | $534K |
| Sovran Advisors, LLC | 0.05% | Reduce -4.8% | 9,184 | $524K |
| Huntleigh Advisors, Inc. | 0.08% | Add +3.3% | 7,898 | $467K |
| Rockefeller Capital Management L.P. | 0.00% | New | 7,855 | $465K |
| one8zero8, LLC | 0.10% | No change | 7,606 | $450K |
| Investment Planning Advisors, Inc. | 0.14% | Reduce -25.6% | 7,378 | $436K |
| StoneX Group Inc. | 0.02% | Reduce -2.0% | 7,219 | $427K |
| Mariner, LLC | 0.00% | Add +2.4% | 7,034 | $416K |
| HB Wealth Management, LLC | 0.00% | New | 6,716 | $397K |
| Stifel Financial Corp. | 0.00% | Reduce -11.2% | 6,627 | $392K |
| Morgan Stanley | 0.00% | Reduce -1.7% | 6,367 | $377K |
| D. E. Shaw & Co. | 0.00% | Reduce -23.4% | 6,206 | $367K |
| Private Advisor Group, LLC | 0.00% | Reduce -13.8% | 5,659 | $335K |
| Medallion Wealth Advisors, LLC | 0.12% | Reduce -1.5% | 5,529 | $327K |
| Western Wealth Management, LLC | 0.02% | Reduce -5.6% | 5,513 | $326K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.4% | 5,186 | $307K |
| Commerce Bank | 0.00% | New | 4,991 | $295K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.7% | 3,902 | $231K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.9% | 3,763 | $221K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -3.7% | 3,706 | $219K |
| Osaic Holdings, Inc. | 0.00% | Add +6.1% | 1,815 | $108K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -54.7% | 914 | $54K |
| JPMorgan Chase & Co. | 0.00% | Add +37.1% | 905 | $54K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.4% | 814 | $48K |
| Integrity Financial Corp | 0.02% | Reduce -50.1% | 727 | $43K |
| Wells Fargo & Company | 0.00% | Add +68900.0% | 690 | $41K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 445 | $26K |
| Parallel Advisors, LLC | 0.00% | No change | 350 | $21K |
| BlackRock, Inc. | 0.00% | New | 323 | $19K |
| Royal Bank of Canada | 0.00% | No change | 268 | $16K |
| Salem Investment Counselors Inc. | 0.00% | No change | 200 | $12K |
| Private Trust Co. NA | 0.00% | No change | 189 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 157 | $9K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.4% | 148 | $9K |
| FMR LLC | 0.00% | Reduce -11.5% | 23 | $1K |
"% 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.