Victoryshares US Small Cap HCSBETF

13F holders, Q1 2026 (March 31)
60holders
8new positions
9sold out
1famous investor
$61.78avg. 13F price*

At the end of Q1 2026, 60 institutions reported holding Victoryshares US Small Cap H (CSB) in their 13F filings, unchanged from Q4 2025. 8 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($14.1M), UBS Group AG ($7.4M) and Nvest Financial, LLC ($6.9M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions8$3.7M
Exits9$2.2M

All 13F filers, Q4 2025 → Q1 2026: 213,327 shares bought and 91,172 shares sold, net +122,155 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 60 holders

Bank of America Corp. 0.00% Reduce -14.2% 228,259 $14.1M
UBS Group AG 0.00% Add +0.1% 119,800 $7.4M
Nvest Financial, LLC 2.55% Add +676.4% 111,016 $6.9M
LPL Financial LLC 0.00% Add +1.6% 93,184 $5.8M
Cwm, LLC 0.01% Reduce -1.3% 89,922 $5.6M
Rockefeller Capital Management L.P. 0.01% Add +1.5% 83,645 $5.2M
Goldman Sachs Group Inc. 0.00% Add +54.8% 70,204 $4.3M
Dynamic Advisor Solutions LLC 0.11% Reduce -3.9% 55,021 $3.4M
IAG Wealth Partners, LLC 0.36% Add +3.5% 51,513 $3.2M
Eagle Strategies LLC 0.35% Add +0.4% 47,045 $2.9M
Susquehanna International Group, LLP 0.00% New 37,771 $2.3M
Cetera Investment Advisers 0.00% Add +6.7% 35,288 $2.2M
Citadel Advisors 0.00% Add +169.5% 30,909 $1.9M
Allworth Financial LP 0.01% Reduce -0.4% 29,022 $1.8M
Raymond James Financial Inc. 0.00% Add +8.3% 27,647 $1.7M
Investors Research Corp 0.31% Reduce -4.5% 26,334 $1.6M
CoreCap Advisors, LLC 0.05% Add +0.6% 23,495 $1.5M
Commonwealth Equity Services, LLC 0.00% Reduce -7.0% 14,621 $903K
Two Sigma Investments, LP 0.00% Reduce -13.8% 13,800 $852K
Accel Wealth Management 0.20% Reduce -9.5% 12,397 $766K
Fifth Third Securities, Inc. 0.05% New 11,785 $728K
Pacific Sun Financial Corp 0.32% Reduce -1.5% 10,710 $661K
Kestra Advisory Services, LLC 0.00% Add +0.5% 9,896 $611K
Huntleigh Advisors, Inc. 0.09% Add +1.1% 8,881 $548K
Sovran Advisors, LLC 0.04% Reduce -1.5% 8,361 $543K
Vicus Capital 0.04% Reduce -13.7% 7,950 $491K
Investment Planning Advisors, Inc. 0.13% Add +1.9% 7,743 $478K
Envestnet Asset Management Inc. 0.00% Reduce -3.2% 7,163 $442K
one8zero8, LLC 0.10% Reduce -6.6% 7,106 $439K
Mariner, LLC 0.00% Reduce -0.4% 7,009 $433K
HB Wealth Management, LLC 0.00% No change 6,657 $411K
Private Advisor Group, LLC 0.00% Reduce -5.8% 5,944 $367K
Morgan Stanley 0.00% Reduce -4.3% 5,628 $348K
Intentional Wealth Strategies, LLC 0.32% — 5,505 $340K
Medallion Wealth Advisors, LLC 0.11% Reduce -2.6% 5,415 $334K
Mercer Global Advisors Inc. 0.00% New 5,325 $329K
Western Wealth Management, LLC 0.01% Reduce -5.0% 5,225 $323K
Stifel Financial Corp. 0.00% Reduce -23.2% 4,900 $303K
Northwestern Mutual Wealth Management Co. 0.00% Add +3.0% 4,779 $295K
Diversify Wealth Management, LLC 0.01% New 4,405 $282K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -18.3% 4,382 $271K
Flagship Harbor Advisors, LLC 0.01% Reduce -0.9% 3,450 $213K
Farther Finance Advisors, LLC 0.00% Add +171.4% 2,481 $154K
JPMorgan Chase & Co. 0.00% Add +32.8% 1,393 $85K
Osaic Holdings, Inc. 0.00% Reduce -49.9% 832 $51K
Retiremitten Financial LLC 0.02% — 795 $49K
NewEdge Advisors, LLC 0.00% Reduce -5.5% 615 $38K
Cassaday & Co Wealth Management LLC 0.00% New 540 $33K
Wells Fargo & Company 0.00% Add +49400.0% 495 $31K
Sound Income Strategies, LLC 0.00% No change 453 $28K
Steward Partners Investment Advisory, LLC 0.00% No change 445 $27K
Parallel Advisors, LLC 0.00% No change 350 $22K
BlackRock, Inc. 0.00% No change 323 $20K
O'shaughnessy Asset Management, LLC 0.00% New 316 $20K
Private Trust Co. NA 0.00% No change 189 $12K
AdvisorNet Financial, Inc 0.00% No change 150 $9K
Robinswood Financial LLC 0.00% New 117 $7K
FMR LLC 0.00% No change 99 $6K
Allspring Global Investments Holdings, LLC 0.00% New 50 $3K
Creative Financial Designs Inc. 0.00% No change 50 $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.