Who Owns VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB)?Hedge Fund & Institutional Holders

$60.52+0.24 (+0.39%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.99400060000005e+196T

% of Float Held

—

QoQ Change in Holders

+12 / -3

Price History

$49.98$53.60$57.22$60.84$64.46Jul 24May 25Mar 26

CSB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Rockefeller Capital Management L.P.Increased+75K+$3.5B
Eagle Strategies LLCNew Position+47K+$2.7B
CoreCap Advisors, LLCNew Position+23K+$1.4B
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLCNew Position+12K+$703.0M
VICUS CAPITALNew Position+9K+$539.0M
Sovran Advisors, LLCNew Position+8K+$522.0M
Huntleigh Advisors, Inc.New Position+9K+$514.0M
Investment Planning Advisors, Inc.New Position+8K+$445.0M
one8zero8, LLCNew Position+8K+$445.0M
Nvest Financial, LLCIncreased+5K+$303.1M
GOLDMAN SACHS GROUP INCIncreased+15K+$219.0M
Sound Income Strategies, LLCNew Position+453+$27.0M
REAP Financial Group, LLCNew Position+353+$20.0M
PRIVATE TRUST CO NANew Position+189+$11.0M
CWM, LLCNew Position+91K+$5.3M

CSB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-4K-$5.6B
Dynamic Advisor Solutions LLCDecreased-23K-$4.8B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-48K-$2.9B
Allworth Financial LPDecreased-612-$1.8B
TWO SIGMA INVESTMENTS, LPDecreased-200-$958.2M
Accel Wealth ManagementDecreased-9K-$561.6M
UBS Group AGDecreased-8K-$511.4M
STIFEL FINANCIAL CORPDecreased-245-$392.0M
D. E. Shaw & Co., Inc.Closed Position-6K-$367.1M
COMMERCE BANKClosed Position-5K-$295.2M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-4K-$230.8M
HUNTINGTON NATIONAL BANKDecreased-423-$150.7M
PFG AdvisorsDecreased-2K-$137.0M
OSAIC HOLDINGS, INC.Decreased-156-$108.0M
FLAGSHIP HARBOR ADVISORS, LLCDecreased-2K-$71.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UBS Group AG119,344$7.0B1.13%Share
2BANK OF AMERICA CORP /DE/106,961$6.0B0.44%Share
3BANK OF AMERICA CORP /DE/91,497$5.0B0.36%Share
4Rockefeller Capital Management L.P.82,439$4.0B7.20%Share
5BANK OF AMERICA CORP /DE/67,536$3.0B0.22%Share
6Eagle Strategies LLC46,873$2.7B0.35%Share
7GOLDMAN SACHS GROUP INC45,348$2.0B0.25%Share
8CoreCap Advisors, LLC23,345$1.4B0.05%Share
9Nvest Financial, LLC14,298$838.0M0.35%Share
10Accel Wealth Management13,696$802.0M0.22%Share
11CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC12,004$703.0M0.21%Share
12PFG Advisors11,116$651.0M0.03%Share
13PACIFIC SUN FINANCIAL CORP10,875$637.0M0.31%Share
14VICUS CAPITAL9,209$539.0M0.04%Share
15Sovran Advisors, LLC8,489$522.0M0.04%Share
16Huntleigh Advisors, Inc.8,783$514.0M0.09%Share
17Investment Planning Advisors, Inc.7,600$445.0M0.13%Share
18one8zero8, LLC7,606$445.0M0.10%Share
19FLAGSHIP HARBOR ADVISORS, LLC3,481$204.0M0.01%Share
20Farther Finance Advisors, LLC914$53.0M0.57%Share
21Sound Income Strategies, LLC453$27.0M0.00%Share
22UBS Group AG375$21.0M0.00%Share
23REAP Financial Group, LLC353$20.0M0.00%Share
24PRIVATE TRUST CO NA189$11.0M0.00%Share
25AdvisorNet Financial, Inc150$8.0M0.00%Share
26CWM, LLC91,082$5.3M0.01%Share
27LPL Financial LLC91,683$5.0M0.00%Share
28Dynamic Advisor Solutions LLC57,270$3.4M0.11%Share
29IAG Wealth Partners, LLC49,768$2.9M0.34%Share
30CREATIVE FINANCIAL DESIGNS INC /ADV50$2.0M0.00%Share
31Allworth Financial LP29,128$1.7M0.01%Share
32Investors Research Corp27,581$1.6M0.30%Share
33Cetera Investment Advisers33,086$1.0M0.00%Share
34BENJAMIN EDWARDS INC9,439$553K0.01%Share
35HB Wealth Management, LLC6,657$390K0.00%Share
36Diversify Advisory Services, LLC4,219$258K0.01%Share
37Private Advisor Group, LLC6,307$00.00%Share
38StoneX Group Inc.7,229$00.00%Share
39Steward Partners Investment Advisory, LLC445$00.00%Share
40Parallel Advisors, LLC350$00.00%Share
41ASSETMARK, INC5$00.00%Share
42NewEdge Advisors, LLC651$00.00%Share
43Kestra Advisory Services, LLC9,843$00.00%Share
44Mariner, LLC7,038$00.00%Share
45ENVESTNET ASSET MANAGEMENT INC7,398$00.00%Share
46Cambridge Investment Research Advisors, Inc.5,365$00.00%Share
47MORGAN STANLEY3,248$00.00%Share
48MORGAN STANLEY1$00.00%Share
49MORGAN STANLEY2,634$00.00%Share
50BlackRock, Inc.323$00.00%Share

CSB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202560$37.6B+18
Q3 202542$35.8B-17
Q2 202559$68.1B-2
Q1 202561$66.8B+8
Q4 202453$271.8B+6
Q3 202447$17.8T-2
Q2 202449$12.1T+3
Q1 202446$347.3T—

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As of Q4 2025, 50 institutional investors hold CSB (VictoryShares US Small Cap High Div Volatility Wtd ETF). The largest holder is UBS Group AG with $7.0B in shares. This quarter, 12 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own CSB?

As of Q4 2025, 50 institutional investors report holding CSB (VictoryShares US Small Cap High Div Volatility Wtd ETF) in their 13F filings.

Who is the largest institutional holder of CSB?

The largest institutional holder of CSB is UBS Group AG with $7.0B in shares.

Is institutional ownership of CSB increasing or decreasing?

This quarter, 12 institutions opened new positions in CSB and 3 closed their positions.