VICTORYSHARES US SMALL CAP H (CSB) Institutional Shareholders
VICTORYSHARES US SMALL CAP H (CSB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $85.72M in CSB holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of CSB tracked by InsiderSet, reporting ownership valued at approximately $14.10M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $15.47M, representing an estimated gain of +9.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed CSB value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Ubs Group Ag, Nvest Financial, Llc, and several other long-term asset managers with concentrated positions in VICTORYSHARES US SMALL CAP H (CSB).
This page ranks the largest institutional CSB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
59
Total Reported Value
$85.72M
Largest Holder
Bank Of America Corp
Largest Position
$14.10M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
73
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 228,259 | $14,095,481 | $15,467,104 | +$1,371,623 | +9.73% | |
| Ubs Group Ag | 0.00% | 119,800 | $7,398,009 | $8,117,792 | +$719,783 | +9.73% | |
| Nvest Financial, Llc | 2.55% | 111,016 | $6,855,527 | $7,522,577 | +$667,050 | +9.73% | |
| Lpl Financial Llc | 0.00% | 93,184 | $5,754,349 | $6,314,260 | +$559,911 | +9.73% | |
| Cwm, Llc | 0.01% | 89,922 | $5,552,891 | $6,093,223 | +$540,332 | +9.73% | |
| Rockefeller Capital Management L.P. | 0.01% | 83,645 | $5,165,367 | $5,667,886 | +$502,519 | +9.73% | |
| Goldman Sachs Group Inc | 0.00% | 70,204 | $4,335,280 | $4,757,107 | +$421,827 | +9.73% | |
| Dynamic Advisor Solutions Llc | 0.10% | 54,918 | $3,602,221 | $3,721,310 | +$119,089 | +3.31% | |
| Iag Wealth Partners, Llc | 0.36% | 51,513 | $3,181,063 | $3,490,583 | +$309,520 | +9.73% | |
| Eagle Strategies Llc | 0.30% | 45,382 | $2,976,711 | $3,075,139 | +$98,428 | +3.31% | |
| Susquehanna International Group, Llp | 0.00% | 37,771 | $2,332,457 | $2,559,408 | +$226,951 | +9.73% | |
| Cetera Investment Advisers | 0.00% | 35,288 | $2,179,141 | $2,391,157 | +$212,016 | +9.73% | |
| Medallion Wealth Advisors, Llc | 0.14% | 33,345 | $1,963,062 | $2,259,497 | +$296,435 | +15.10% | |
| Citadel Advisors Llc | 0.00% | 30,909 | $1,908,711 | $2,094,431 | +$185,720 | +9.73% | |
| Allworth Financial Lp | 0.01% | 29,022 | $1,792,195 | $1,966,566 | +$174,371 | +9.73% | |
| Raymond James Financial Inc | 0.00% | 27,647 | $1,707,317 | $1,873,394 | +$166,077 | +9.73% | |
| Corecap Advisors, Llc | 0.05% | 23,574 | $1,546,278 | $1,597,403 | +$51,125 | +3.31% | |
| Investors Research Corp | 0.24% | 20,294 | $1,331,134 | $1,375,146 | +$44,012 | +3.31% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,621 | $902,863 | $990,737 | +$87,874 | +9.73% | |
| Two Sigma Investments, Lp | 0.00% | 13,800 | $852,186 | $935,105 | +$82,919 | +9.73% | |
| Fifth Third Securities, Inc. | 0.05% | 12,844 | $842,470 | $870,325 | +$27,855 | +3.31% | |
| Accel Wealth Management | 0.17% | 11,713 | $768,259 | $793,687 | +$25,428 | +3.31% | |
| Pacific Sun Financial Corp | 0.32% | 10,710 | $661,370 | $725,722 | +$64,352 | +9.73% | |
| Kestra Advisory Services, Llc | 0.00% | 9,896 | $611,077 | $670,565 | +$59,488 | +9.73% | |
| Huntleigh Advisors, Inc. | 0.09% | 8,881 | $548,425 | $601,787 | +$53,362 | +9.73% | |
| Sovran Advisors, Llc | 0.04% | 8,361 | $543,232 | $566,551 | +$23,319 | +4.29% | |
| Investment Planning Advisors, Inc. | 0.12% | 8,044 | $527,626 | $545,071 | +$17,445 | +3.31% | |
| Vicus Capital | 0.04% | 7,950 | $490,962 | $538,702 | +$47,740 | +9.72% | |
| Envestnet Asset Management Inc | 0.00% | 7,163 | $442,306 | $485,373 | +$43,067 | +9.74% | |
| One8Zero8, Llc | 0.10% | 7,106 | $438,814 | $481,511 | +$42,697 | +9.73% | |
| Mariner, Llc | 0.00% | 7,009 | $432,793 | $474,938 | +$42,145 | +9.74% | |
| Hb Wealth Management, Llc | 0.00% | 6,657 | $411,083 | $451,086 | +$40,003 | +9.73% | |
| Private Advisor Group, Llc | 0.00% | 5,944 | $367,054 | $402,773 | +$35,719 | +9.73% | |
| Morgan Stanley | 0.00% | 5,628 | $347,561 | $381,360 | +$33,799 | +9.72% | |
| Intentional Wealth Strategies, Llc | 0.32% | 5,505 | $339,948 | $373,025 | +$33,077 | +9.73% | |
| Mercer Global Advisors Inc | 0.00% | 5,325 | $328,833 | $360,828 | +$31,995 | +9.73% | |
| Western Wealth Management, Llc | 0.01% | 5,225 | $322,639 | $354,052 | +$31,413 | +9.74% | |
| Stifel Financial Corp | 0.00% | 4,900 | $302,588 | $332,030 | +$29,442 | +9.73% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 4,779 | $295,116 | $323,831 | +$28,715 | +9.73% | |
| Diversify Wealth Management, Llc | 0.01% | 4,405 | $282,324 | $298,488 | +$16,164 | +5.73% | |
| Flagship Harbor Advisors, Llc | 0.01% | 3,374 | $221,285 | $228,626 | +$7,341 | +3.32% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 3,163 | $208,316 | $214,329 | +$6,013 | +2.89% | |
| Farther Finance Advisors, Llc | 0.00% | 2,464 | $161,610 | $166,964 | +$5,354 | +3.31% | |
| Huntington National Bank | 0.00% | 1,624 | $100,287 | $110,044 | +$9,757 | +9.73% | |
| Osaic Holdings, Inc. | 0.00% | 832 | $51,373 | $56,377 | +$5,004 | +9.74% | |
| Retiremitten Financial Llc | 0.02% | 795 | $49,082 | $53,870 | +$4,788 | +9.76% | |
| Cassaday & Co Wealth Management Llc | 0.00% | 540 | $33,347 | $36,591 | +$3,244 | +9.73% | |
| Wells Fargo & Company/Mn | 0.00% | 495 | $30,596 | $33,542 | +$2,946 | +9.63% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 445 | $27,480 | $30,154 | +$2,674 | +9.73% | |
| Parallel Advisors, Llc | 0.00% | 350 | $21,613 | $23,716 | +$2,103 | +9.73% |
Frequently asked questions about CSB
Who owns the most CSB stock?
The largest holders of CSB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VICTORYSHARES US SMALL CAP H (CSB).
Is CSB widely held by superinvestors?
Many widely followed stocks like CSB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CSB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.