Free Trial

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

VictoryShares US Small Cap High Div Volatility Wtd ETF logo
$62.32 -0.84 (-1.33%)
As of 05/15/2026 03:58 PM Eastern

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)
$828.38K
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$909.35K
Get CSB Insider Trade Alerts

Want to know when executives and insiders are buying or selling VictoryShares US Small Cap High Div Volatility Wtd ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
4/30/2026 IAG Wealth Partners LLC51,513$3.18M0.4%+3.5%1.272%
4/23/2026 Vicus Capital7,950$491K0.0%-13.7%0.194%
2/18/2026NewEdge Advisors LLC651$38K0.0%-20.0%0.016%
2/11/2026 Nemes Rush Group LLC457$27K0.0%N/A0.011%
2/10/2026 IAG Wealth Partners LLC49,768$2.92M0.3%+4.2%1.185%
1/22/2026 Vicus Capital9,209$540K0.0%-49.0%0.219%
1/21/2026 Flagship Harbor Advisors LLC3,481$204K0.0%-6.1%0.083%
1/21/2026 Sound Income Strategies LLC453$28K0.0%N/A0.011%
1/13/2026 CoreCap Advisors LLC23,345$1.37M0.0%+11.5%0.563%
1/1/2026 JPMorgan Chase & Co.905$54K0.0%+37.1%0.020%
11/12/2025 IAG Wealth Partners LLC47,760$2.83M0.3%+8.7%1.073%
11/7/2025 JPMorgan Chase & Co.905$54K0.0%+37.1%0.020%
11/6/2025Western Wealth Management LLC5,513$326K0.0%-5.6%0.124%
10/24/2025 Vicus Capital18,049$1.07M0.1%-10.8%0.406%
10/14/2025 Farther Finance Advisors LLC914$54K0.0%-54.7%0.021%
8/14/2025NewEdge Advisors LLC899$50K0.0%-49.2%0.019%
8/13/2025 IAG Wealth Partners LLC43,935$2.43M0.3%+2.9%0.925%
8/12/2025 JPMorgan Chase & Co.660$37K0.0%-44.6%0.014%
7/18/2025 Vicus Capital20,223$1.12M0.1%+8.2%0.421%
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%
$30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)

A little-known stock pick with money-doubling potential over the next year is revealed for free in the first three minutes of a new video. This company is a critical piece of Elon Musk's fast-growing Starlink technology. It could climb 100 percent or more over the next year as Elon brings Starlink public in what may be the biggest IPO in history. No credit card is required to get the ticker.tc pixel

Watch the free video to get the ticker today.
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%
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%


CSB Institutional Ownership - Frequently Asked Questions

During the previous two years, 12 institutional investors and hedge funds held shares of VictoryShares US Small Cap High Div Volatility Wtd ETF. The most heavily invested institutionals were Liberty Wealth Management LLC ($4.19M), IAG Wealth Partners LLC ($3.18M), CoreCap Advisors LLC ($1.37M), Vicus Capital ($491K), Cambridge Investment Research Advisors Inc. ($412K), Western Wealth Management LLC ($326K), and Flagship Harbor Advisors LLC ($204K).Learn more on VictoryShares US Small Cap High Div Volatility Wtd ETF's institutional investors.

Of the 10 institutional investors that purchased VictoryShares US Small Cap High Div Volatility Wtd ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Liberty Wealth Management LLC ($73.03K), IAG Wealth Partners LLC ($20.90K), Vicus Capital ($2.46K), CoreCap Advisors LLC ($2.41K), Cambridge Investment Research Advisors Inc. ($2.39K), NewEdge Advisors LLC ($1.30K), and Farther Finance Advisors LLC ($1.10K).

Institutional investors have bought a total of 14,154 shares in the last 24 months. This purchase volume represents approximately $828.38K in transactions.

The following institutional investors have sold VictoryShares US Small Cap High Div Volatility Wtd ETF stock in the last 24 months: Vicus Capital ($12.27K), Farther Finance Advisors LLC ($1.10K), NewEdge Advisors LLC ($1.03K), JPMorgan Chase & Co. ($531.00), Western Wealth Management LLC ($329.00), and Flagship Harbor Advisors LLC ($225.00).

Institutional investors have sold a total of 15,493 shares in the last 24 months. This volume of shares sold represents approximately $909.35K in transactions.



This page (NASDAQ:CSB) was last updated on 5/17/2026 by MarketBeat.com Staff.
From Our Partners