Victoryshares US Small Cap HCSBETF

13F holders, Q4 2025 (December 31)
60holders
8new positions
8sold out
1famous investor
$58.64avg. 13F price*

At the end of Q4 2025, 60 institutions reported holding Victoryshares US Small Cap H (CSB) in their 13F filings, unchanged from Q3 2025. 8 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($15.6M), UBS Group AG ($7.0M) and LPL Financial LLC ($5.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions8$1.3M
Exits8$4.7M

All 13F filers, Q3 2025 → Q4 2025: 126,090 shares bought and 223,720 shares sold, net −97,630 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 60 holders

Bank of America Corp. 0.00% Reduce -0.2% 265,994 $15.6M
UBS Group AG 0.00% Reduce -5.9% 119,719 $7.0M
LPL Financial LLC 0.00% Reduce -3.7% 91,683 $5.4M
Cwm, LLC 0.01% Reduce -4.5% 91,082 $5.3M
Rockefeller Capital Management L.P. 0.01% Add +949.5% 82,439 $4.8M
Dynamic Advisor Solutions LLC 0.11% Reduce -29.1% 57,270 $3.4M
IAG Wealth Partners, LLC 0.34% Add +4.2% 49,768 $2.9M
Eagle Strategies LLC 0.35% Reduce -7.6% 46,873 $2.7M
Goldman Sachs Group Inc. 0.00% Add +50.6% 45,348 $2.7M
Cetera Investment Advisers 0.00% Add +3.5% 33,086 $1.9M
Allworth Financial LP 0.01% Reduce -2.1% 29,128 $1.7M
Investors Research Corp 0.30% Reduce -3.9% 27,581 $1.6M
Raymond James Financial Inc. 0.00% Add +1.2% 25,538 $1.5M
CoreCap Advisors, LLC 0.05% Add +11.5% 23,345 $1.4M
Two Sigma Investments, LP 0.00% Reduce -1.2% 16,000 $938K
Commonwealth Equity Services, LLC 0.00% Reduce -27.8% 15,716 $921K
Nvest Financial, LLC 0.35% Add +58.1% 14,298 $838K
Accel Wealth Management 0.22% Reduce -40.6% 13,696 $803K
Capital Advisory Group Advisory Services, LLC 0.21% Reduce -0.1% 12,004 $704K
Citadel Advisors 0.00% New 11,470 $672K
PFG Advisors 0.03% Reduce -16.6% 11,116 $652K
Pacific Sun Financial Corp 0.31% Reduce -5.4% 10,875 $637K
Kestra Advisory Services, LLC 0.00% Add +9.0% 9,843 $577K
Benjamin Edwards Inc. 0.01% Reduce -3.8% 9,439 $553K
Vicus Capital 0.04% Reduce -49.0% 9,209 $540K
Sovran Advisors, LLC 0.04% Reduce -7.6% 8,489 $522K
Huntleigh Advisors, Inc. 0.09% Add +11.2% 8,783 $515K
one8zero8, LLC 0.10% No change 7,606 $446K
Investment Planning Advisors, Inc. 0.13% Add +3.0% 7,600 $445K
Envestnet Asset Management Inc. 0.00% Reduce -90.3% 7,398 $434K
StoneX Group Inc. 0.02% Add +0.1% 7,229 $424K
Mariner, LLC 0.00% Add +0.1% 7,038 $412K
HB Wealth Management, LLC 0.00% Reduce -0.9% 6,657 $390K
Stifel Financial Corp. 0.00% Reduce -3.7% 6,382 $374K
Private Advisor Group, LLC 0.00% Add +11.4% 6,307 $370K
Morgan Stanley 0.00% Reduce -7.6% 5,883 $345K
Medallion Wealth Advisors, LLC 0.11% Add +0.6% 5,562 $326K
Western Wealth Management, LLC 0.01% Reduce -0.3% 5,498 $322K
Cambridge Investment Research Advisors, Inc. 0.00% Add +3.5% 5,365 $314K
Northwestern Mutual Wealth Management Co. 0.00% Add +18.9% 4,639 $272K
Flow Traders U.S. LLC 0.01% New 4,415 $259K
Diversify Advisory Services, LLC 0.01% New 4,219 $259K
Flagship Harbor Advisors, LLC 0.01% Reduce -6.1% 3,481 $204K
Osaic Holdings, Inc. 0.00% Reduce -8.6% 1,659 $97K
JPMorgan Chase & Co. 0.00% Add +15.9% 1,049 $61K
Farther Finance Advisors, LLC 0.00% No change 914 $54K
NewEdge Advisors, LLC 0.00% Reduce -20.0% 651 $38K
Sound Income Strategies, LLC 0.00% New 453 $28K
Nemes Rush Group LLC 0.00% New 457 $27K
Steward Partners Investment Advisory, LLC 0.00% No change 445 $26K
REAP Financial Group, LLC 0.00% New 353 $21K
Parallel Advisors, LLC 0.00% No change 350 $21K
BlackRock, Inc. 0.00% No change 323 $19K
Private Trust Co. NA 0.00% No change 189 $11K
AdvisorNet Financial, Inc 0.00% Add +1.4% 150 $9K
Royal Bank of Canada 0.00% Reduce -49.6% 135 $8K
FMR LLC 0.00% Add +330.4% 99 $6K
Creative Financial Designs Inc. 0.00% New 50 $3K
Assetmark, Inc. 0.00% New 5 $293
Wells Fargo & Company 0.00% Reduce -99.9% 1 $36

"% 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.