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

$54.05
-0.06 (-0.11%)
(As of 04/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$2.39M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$5.31M
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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
4/25/2024 IAG Wealth Partners LLC30,613$1.72M0.4%+10.2%0.532%
4/17/2024 Vicus Capital26,953$1.51M0.1%+3.5%0.469%
2/2/2024 IAG Wealth Partners LLC27,778$1.56M0.4%-14.0%0.452%
2/1/2024 Vicus Capital26,042$1.46M0.1%+9.8%0.423%
10/24/2023 IAG Wealth Partners LLC32,309$1.58M0.4%-1.8%0.490%
10/23/2023 Vicus Capital23,711$1.16M0.1%-4.4%0.357%
10/10/2023Savior LLC898$44K0.3%-88.3%0.013%
8/17/2023 Vicus Capital24,808$1.27M0.1%+500.8%0.335%
8/10/2023 IAG 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%
5/2/2023 Vicus Capital4,129$214K0.0%N/A0.055%
4/28/2023 AdvisorNet Financial Inc518$27K0.0%N/A0.007%
4/25/2023 IAG Wealth Partners LLC25,391$1.32M0.4%+21.9%0.339%
4/20/2023 Accel 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%
2/8/2023 IAG Wealth Partners LLC20,830$1.07M0.3%-1.3%0.291%
1/18/2023 Private Trust Co. NA15,973$824K0.1%N/A0.225%
1/13/2023Savior LLC94,593$4.88M4.4%+0.3%1.332%
10/26/2022 IAG Wealth Partners LLC21,112$978K0.3%+58.2%0.325%
10/12/2022 Accel Wealth Management17,429$859K0.5%+2.3%0.277%
10/5/2022Savior LLC94,281$4.37M4.1%+6.1%1.508%
9/16/2022 Private Trust Co. NA743$39K0.0%N/A0.014%
8/11/2022CoreCap Advisors LLC27,876$1.46M0.1%+4.9%0.511%
8/3/2022 Accel Wealth Management17,037$891K0.5%+6.0%0.318%
8/3/2022 IAG Wealth Partners LLC13,341$699K0.2%+19.0%0.249%
8/1/2022EverSource Wealth Advisors LLC562$29K0.0%N/A0.011%
7/21/2022Savior LLC88,836$4.65M4.3%+2.5%1.676%
5/4/2022 IAG Wealth Partners LLC11,209$655K0.2%+65.8%0.231%
4/29/2022 Accel Wealth Management16,076$946K0.5%+6.9%0.331%
4/12/2022Savior LLC86,696$5.10M3.8%+168.7%1.734%
2/14/2022 IAG Wealth Partners LLC6,760$415K0.1%+215.6%0.154%
2/3/2022Savior LLC32,259$1.98M0.1%+763.5%0.750%
1/18/2022 Accel Wealth Management15,045$925K0.5%+33.6%0.363%
1/12/2022IFP Advisors Inc5,132$318K0.0%-33.8%0.125%
11/4/2021 IAG Wealth Partners LLC2,142$124K0.0%N/A0.054%
11/4/2021 Accel Wealth Management11,263$647K0.4%+8.5%0.282%
10/15/2021 AdvisorNet Financial Inc10,387$597K0.0%+7.4%0.253%
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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%
8/3/2021 Accel Wealth Management10,377$624K0.4%+2,907.8%0.247%
7/22/2021 Integrated Investment Consultants LLC14,136$849K0.2%+234.3%0.333%
7/9/2021Savior LLC1,681$101K0.1%N/A0.040%
5/13/2021Baird Financial Group Inc.13,270$783K0.0%+3.1%0.359%
4/30/2021 Wealthcare Advisory Partners LLC2,103$124K0.0%N/A0.058%
4/20/2021 Integrated Investment Consultants LLC4,229$250K0.1%N/A0.123%
4/16/2021Vigilant Capital Management LLC1,342$79K0.0%N/A0.039%
4/14/2021 AdvisorNet Financial Inc9,731$574K0.0%+5.2%0.282%
4/6/2021Carroll Financial Associates Inc.77,524$4.57M0.3%+52.0%2.314%
2/11/2021Baird Financial Group Inc.12,865$643K0.0%N/A0.485%
2/9/2021Bank of New York Mellon Corp4,153$207K0.0%N/A0.157%
2/5/2021US Bancorp DE1,331$66K0.0%-42.1%0.050%
2/4/2021 AdvisorNet Financial Inc9,252$462K0.0%+4.4%0.349%
1/25/2021IFP Advisors Inc7,847$391K0.0%-18.3%0.308%
1/8/2021Carroll Financial Associates Inc.51,018$2.55M0.2%+155.7%2.373%
10/29/2020IFP Advisors Inc9,609$361K0.0%-26.9%0.582%
10/6/2020Carroll Financial Associates Inc.19,953$752K0.1%+1,121.1%1.247%
8/26/2020 AdvisorNet Financial Inc8,668$318K0.0%+22.3%0.542%
8/5/2020IFP Advisors Inc13,153$476K0.0%-16.0%0.822%
7/9/2020Carroll Financial Associates Inc.1,634$59K0.0%-20.8%0.091%
4/29/2020 Wealthcare Advisory Partners LLC13,157$412K0.1%+26.3%0.658%
(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, 9 institutional investors and hedge funds held shares of VictoryShares US Small Cap High Div Volatility Wtd ETF. The most heavily invested institutionals were WealthPLAN Partners LLC ($4.74M), IAG Wealth Partners LLC ($1.72M), Vicus Capital ($1.51M), CoreCap Advisors LLC ($1.26M), Accel Wealth Management ($913K), Private Trust Co. NA ($824K), and Savior LLC ($44K).Learn more on CSB's institutional investors.

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

Of the 9 institutional investors that purchased VictoryShares US Small Cap High Div Volatility Wtd ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: IAG Wealth Partners LLC ($29.25K), Vicus Capital ($28.05K), Private Trust Co. NA ($16.72K), Savior LLC ($9.18K), Accel Wealth Management ($2.70K), WealthPLAN Partners LLC ($2.38K), and CoreCap Advisors LLC ($1.31K).

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

Institutional investors have bought a total of 90,675 shares in the last 24 months. This purchase volume represents approximately $7.44M in transactions.

Which VictoryShares US Small Cap High Div Volatility Wtd ETF 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: Savior LLC ($94.98K), IAG Wealth Partners LLC ($5.40K), WealthPLAN Partners LLC ($1.10K), Vicus Capital ($1.10K), and CoreCap Advisors LLC ($768.00).

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

Institutional investors have sold a total of 103,345 shares in the last 24 months. This volume of shares sold represents approximately $5.42M in transactions.


This page (NASDAQ:CSB) was last updated on 4/26/2024 by MarketBeat.com Staff

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