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VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) Institutional Ownership

VictoryShares US Small Cap High Div Volatility Wtd ETF logo
$57.74 +0.20 (+0.35%)
As of 07/3/2025 01:04 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for VictoryShares US Small Cap High Div Volatility Wtd ETF (NASDAQ:CSB)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$5.21M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$552.35K
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CSB Institutional Buying and Selling by Quarter

VictoryShares US Small Cap High Div Volatility Wtd ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2025Liberty Wealth Management LLC73,026$4.19M0.1%N/A1.475%
4/22/2025Cambridge Investment Research Advisors Inc.7,181$412K0.0%+49.7%0.147%
4/16/2025IAG Wealth Partners LLC42,693$2.45M0.4%+16.7%0.871%
2/13/2025NewEdge Advisors LLC1,792$106K0.0%+267.2%0.037%
2/10/2025IAG Wealth Partners LLC36,576$2.17M0.4%+0.5%0.746%
2/10/2025Farther Finance Advisors LLC2,016$120K0.0%+120.6%0.041%
1/30/2025Vicus Capital18,773$1.12M0.1%-31.1%0.383%
10/29/2024IAG Wealth Partners LLC36,395$2.14M0.4%+8.9%0.735%
10/29/2024Farther Finance Advisors LLC914$54K0.0%-17.7%0.018%
10/21/2024Vicus Capital27,234$1.60M0.1%-2.3%0.550%
7/23/2024Vicus Capital27,885$1.49M0.1%+3.5%0.521%
7/17/2024IAG Wealth Partners LLC33,428$1.79M0.4%+9.2%0.625%
4/25/2024IAG Wealth Partners LLC30,613$1.72M0.4%+10.2%0.532%
4/17/2024Vicus Capital26,953$1.51M0.1%+3.5%0.469%
2/2/2024IAG Wealth Partners LLC27,778$1.56M0.4%-14.0%0.452%
2/1/2024Vicus Capital26,042$1.46M0.1%+9.8%0.423%
10/24/2023IAG Wealth Partners LLC32,309$1.58M0.4%-1.8%0.490%
10/23/2023Vicus Capital23,711$1.16M0.1%-4.4%0.357%
10/10/2023Savior LLC898$44K0.3%-88.3%0.013%
8/17/2023Vicus Capital24,808$1.27M0.1%+500.8%0.335%
8/10/2023IAG Wealth Partners LLC32,893$1.69M0.4%+29.5%0.445%
7/31/2023WealthPLAN Partners LLC92,219$4.74M0.7%+2.7%1.246%
7/7/2023Savior LLC7,653$393K1.6%-92.0%0.102%
5/10/2023WealthPLAN Partners LLC89,837$4.66M0.5%-1.2%1.190%
5/2/2023Vicus Capital4,129$214K0.0%N/A0.055%
4/28/2023AdvisorNet Financial Inc518$27K0.0%N/A0.007%
4/25/2023IAG Wealth Partners LLC25,391$1.32M0.4%+21.9%0.339%
4/20/2023Accel Wealth Management17,582$913K0.4%+1.9%0.234%
4/6/2023Savior LLC95,878$4.98M4.1%+1.4%1.304%
2/10/2023CoreCap Advisors LLC24,444$1.26M0.1%-3.0%0.342%
2/8/2023IAG Wealth Partners LLC20,830$1.07M0.3%-1.3%0.291%
1/18/2023Private Trust Co. NA15,973$824K0.1%N/A0.225%
1/13/2023Savior LLC94,593$4.88M4.4%+0.3%1.332%
10/26/2022IAG Wealth Partners LLC21,112$978K0.3%+58.2%0.325%
10/12/2022Accel Wealth Management17,429$859K0.5%+2.3%0.277%
10/5/2022Savior LLC94,281$4.37M4.1%+6.1%1.508%
9/16/2022Private Trust Co. NA743$39K0.0%N/A0.014%
8/11/2022CoreCap Advisors LLC27,876$1.46M0.1%+4.9%0.511%
8/3/2022Accel Wealth Management17,037$891K0.5%+6.0%0.318%
8/3/2022IAG Wealth Partners LLC13,341$699K0.2%+19.0%0.249%
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8/1/2022EverSource Wealth Advisors LLC562$29K0.0%N/A0.011%
7/21/2022Savior LLC88,836$4.65M4.3%+2.5%1.676%
5/4/2022IAG Wealth Partners LLC11,209$655K0.2%+65.8%0.231%
4/29/2022Accel Wealth Management16,076$946K0.5%+6.9%0.331%
4/12/2022Savior LLC86,696$5.10M3.8%+168.7%1.734%
2/14/2022IAG Wealth Partners LLC6,760$415K0.1%+215.6%0.154%
2/3/2022Savior LLC32,259$1.98M0.1%+763.5%0.750%
1/18/2022Accel Wealth Management15,045$925K0.5%+33.6%0.363%
1/12/2022IFP Advisors Inc5,132$318K0.0%-33.8%0.125%
11/4/2021IAG Wealth Partners LLC2,142$124K0.0%N/A0.054%
11/4/2021Accel Wealth Management11,263$647K0.4%+8.5%0.282%
10/15/2021AdvisorNet Financial Inc10,387$597K0.0%+7.4%0.253%
10/7/2021Carroll Financial Associates Inc.84,127$4.83M0.3%+6.2%2.052%
10/5/2021Savior LLC3,736$215K0.2%+122.2%0.090%
8/13/2021Steward Partners Investment Advisory LLC6,120$368K0.0%+1,940.0%0.142%
8/3/2021Accel Wealth Management10,377$624K0.4%+2,907.8%0.247%
7/22/2021Integrated Investment Consultants LLC14,136$849K0.2%+234.3%0.333%
7/9/2021Savior LLC1,681$101K0.1%N/A0.040%
(Data available from 1/1/2016 forward)

CSB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CSB shares?

During the previous two years, the following institutional investors and hedge funds held shares of VictoryShares US Small Cap High Div Volatility Wtd ETF shares: WealthPLAN Partners LLC ($4.74M), Liberty Wealth Management LLC ($4.19M), IAG Wealth Partners LLC ($2.45M), Vicus Capital ($1.12M), Cambridge Investment Research Advisors Inc. ($412K), Farther Finance Advisors LLC ($120K), and NewEdge Advisors LLC ($106K).Learn more on VictoryShares US Small Cap High Div Volatility Wtd ETF's institutional investors.

Which institutional investors have been buying VictoryShares US Small Cap High Div Volatility Wtd ETF's stock?

The following institutional investors have purchased VictoryShares US Small Cap High Div Volatility Wtd ETF's stock in the last 24 months: Liberty Wealth Management LLC ($73.03K), Vicus Capital ($24.85K), IAG Wealth Partners LLC ($22.42K), Cambridge Investment Research Advisors Inc. ($2.39K), WealthPLAN Partners LLC ($2.38K), NewEdge Advisors LLC ($1.30K), and Farther Finance Advisors LLC ($1.10K).

How much institutional buying is happening at VictoryShares US Small Cap High Div Volatility Wtd ETF?

Institutional investors have bought a total of 90,829 shares in the last 24 months. This purchase volume represents approximately $5.21M in transactions.

Which of VictoryShares US Small Cap High Div Volatility Wtd ETF's major shareholders have been selling company stock?

The following institutional investors have sold VictoryShares US Small Cap High Div Volatility Wtd ETF stock in the last 24 months: Vicus Capital ($9.11K), and Farther Finance Advisors LLC ($196.00).

How much institutional selling is happening at VictoryShares US Small Cap High Div Volatility Wtd ETF?

Institutional investors have sold a total of 9,308 shares in the last 24 months. This volume of shares sold represents approximately $552.35K in transactions.



This page (NASDAQ:CSB) was last updated on 7/5/2025 by MarketBeat.com Staff
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