CSB Institutional Ownership & Shareholders
VICTORYSHARES US SMALL CAP H (CSB) is currently held by 54 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $82.54M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of CSB tracked by InsiderSet, reporting ownership valued at approximately $14.64M in its June 30, 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 $15.01M, representing an estimated gain of +2.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% 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
54
Total Reported Value
$82.54M
Largest Holder
Bank Of America Corp
Largest Position
$14.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
73
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 223,148 | $14,636,790 | $15,007,953 | +$371,163 | +2.54% | |
| Ubs Group Ag | 0.00% | 115,226 | $7,558,019 | $7,749,594 | +$191,575 | +2.53% | |
| Nvest Financial, Llc | 2.30% | 111,105 | $7,287,683 | $7,472,433 | +$184,750 | +2.54% | |
| Cwm, Llc | 0.01% | 89,922 | $5,552,891 | $6,047,758 | +$494,867 | +8.91% | |
| Goldman Sachs Group Inc | 0.00% | 84,594 | $5,548,732 | $5,689,420 | +$140,688 | +2.54% | |
| Rockefeller Capital Management L.P. | 0.01% | 83,717 | $5,491,231 | $5,630,437 | +$139,206 | +2.54% | |
| Lpl Financial Llc | 0.00% | 73,692 | $4,833,659 | $4,956,200 | +$122,541 | +2.54% | |
| Iag Wealth Partners, Llc | 0.34% | 51,901 | $3,404,317 | $3,490,633 | +$86,316 | +2.54% | |
| Dynamic Advisor Solutions Llc | 0.10% | 55,125 | $3,390,716 | $3,707,465 | +$316,749 | +9.34% | |
| Eagle Strategies Llc | 0.26% | 44,008 | $2,706,926 | $2,959,784 | +$252,858 | +9.34% | |
| Cetera Investment Advisers | 0.00% | 36,473 | $2,392,374 | $2,453,013 | +$60,639 | +2.53% | |
| Allworth Financial Lp | 0.01% | 22,985 | $1,507,615 | $1,545,870 | +$38,255 | +2.54% | |
| Raymond James Financial Inc | 0.00% | 22,352 | $1,466,142 | $1,503,297 | +$37,155 | +2.53% | |
| Corecap Advisors, Llc | 0.04% | 23,639 | $1,454,030 | $1,589,855 | +$135,825 | +9.34% | |
| Susquehanna International Group, Llp | 0.00% | 21,680 | $1,422,045 | $1,458,101 | +$36,056 | +2.54% | |
| Investors Research Corp | 0.21% | 19,236 | $1,183,203 | $1,293,729 | +$110,526 | +9.34% | |
| Fifth Third Securities, Inc. | 0.06% | 18,245 | $1,122,246 | $1,227,078 | +$104,832 | +9.34% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,356 | $941,635 | $965,521 | +$23,886 | +2.54% | |
| Two Sigma Investments, Lp | 0.00% | 13,700 | $898,617 | $921,402 | +$22,785 | +2.54% | |
| Pacific Sun Financial Corp | 0.29% | 10,635 | $697,576 | $715,263 | +$17,687 | +2.54% | |
| Kestra Advisory Services, Llc | 0.00% | 10,607 | $695,719 | $713,380 | +$17,661 | +2.54% | |
| Accel Wealth Management | 0.15% | 10,963 | $674,315 | $737,323 | +$63,008 | +9.34% | |
| Huntleigh Advisors, Inc. | 0.08% | 8,996 | $590,072 | $605,031 | +$14,959 | +2.54% | |
| Private Advisor Group, Llc | 0.00% | 8,676 | $569,110 | $583,510 | +$14,400 | +2.53% | |
| Sovran Advisors, Llc | 0.04% | 8,325 | $563,960 | $559,903 | -$4,057 | -0.72% | |
| Vicus Capital | 0.03% | 8,160 | $535,220 | $548,806 | +$13,586 | +2.54% | |
| Investment Planning Advisors, Inc. | 0.11% | 8,060 | $495,769 | $542,080 | +$46,311 | +9.34% | |
| One8Zero8, Llc | 0.09% | 7,236 | $474,627 | $486,662 | +$12,035 | +2.54% | |
| Envestnet Asset Management Inc | 0.00% | 7,174 | $470,572 | $482,492 | +$11,920 | +2.53% | |
| Mariner, Llc | 0.00% | 7,010 | $459,814 | $471,462 | +$11,648 | +2.53% | |
| Stonex Group Inc. | 0.02% | 6,360 | $410,149 | $427,746 | +$17,597 | +4.29% | |
| Medallion Wealth Advisors, Llc | 0.11% | 5,415 | $355,178 | $364,189 | +$9,011 | +2.54% | |
| Western Wealth Management, Llc | 0.01% | 5,227 | $342,856 | $351,545 | +$8,689 | +2.53% | |
| Intentional Wealth Strategies, Llc | 0.32% | 5,198 | $340,950 | $349,595 | +$8,645 | +2.54% | |
| Hb Wealth Management, Llc | 0.00% | 5,537 | $340,576 | $372,394 | +$31,818 | +9.34% | |
| Stifel Financial Corp | 0.00% | 4,900 | $321,403 | $329,552 | +$8,149 | +2.54% | |
| Diversify Advisory Services, Llc | 0.00% | 3,985 | $251,047 | $268,014 | +$16,967 | +6.76% | |
| Diversify Wealth Management, Llc | 0.00% | 3,985 | $251,047 | $268,014 | +$16,967 | +6.76% | |
| Morgan Stanley | 0.00% | 3,240 | $212,553 | $217,908 | +$5,355 | +2.52% | |
| Flagship Harbor Advisors, Llc | 0.01% | 3,389 | $208,432 | $227,929 | +$19,497 | +9.35% | |
| Farther Finance Advisors, Llc | 0.00% | 2,464 | $151,551 | $165,718 | +$14,167 | +9.35% | |
| Huntington National Bank | 0.00% | 1,624 | $106,522 | $109,223 | +$2,701 | +2.54% | |
| Osaic Holdings, Inc. | 0.00% | 1,355 | $88,909 | $91,131 | +$2,222 | +2.50% | |
| Jpmorgan Chase & Co | 0.00% | 1,241 | $81,455 | $83,464 | +$2,009 | +2.47% | |
| Cassaday & Co Wealth Management Llc | 0.00% | 540 | $33,216 | $36,318 | +$3,102 | +9.34% | |
| Newedge Advisors, Llc | 0.00% | 488 | $32,009 | $32,821 | +$812 | +2.54% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 445 | $29,189 | $29,929 | +$740 | +2.53% | |
| Parallel Advisors, Llc | 0.00% | 350 | $22,957 | $23,539 | +$582 | +2.54% | |
| Blackrock, Inc. | 0.00% | 323 | $21,209 | $21,724 | +$515 | +2.43% | |
| Private Trust Co Na | 0.00% | 189 | $11,625 | $12,711 | +$1,086 | +9.34% |
Frequently asked questions about CSB
Who are the largest institutional holders of CSB?
The largest institutional holders of CSB reported in the latest SEC Form 13F filings include Bank Of America Corp, Ubs Group Ag, Nvest Financial, Llc, Cwm, Llc, and Goldman Sachs Group Inc. InsiderSet ranks institutional holders by their latest reported CSB position.
What is CSB institutional ownership?
This page tracks CSB positions reported by institutional investment managers through SEC Form 13F. VICTORYSHARES US SMALL CAP H (CSB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CSB?
InsiderSet currently tracks 54 institutional managers reporting CSB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CSB shareholders.
How much CSB stock do institutions own?
Institutional investment managers disclosed approximately $82.54M in CSB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CSB institutional ownership last updated?
The latest CSB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CSB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CSB position after the reporting date.
Are institutions buying or selling CSB?
Institutional buying and selling can be analyzed by comparing CSB positions across consecutive 13F reporting periods. InsiderSet's CSB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CSB ownership changes.
How has CSB institutional ownership changed over time?
InsiderSet tracks CSB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.