CSB Institutional Ownership
VictoryShares US Small Cap High Div Volatility Wtd ETF
1W: -0.6%
1M: -5.9%
3M: -5.2%
YTD: +5.4%
1Y: +6.8%
3Y: +38.6%
5Y: +25.6%
$62.17
+0.32 (+0.52%)
Weekly Expected Move ±1.2%
$61
$61
$62
$63
$64
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CSB
64
Institutional Holders
-7 vs prior quarter
0.0%
Ownership
+0.00pp
79M
Total Invested
4
New Positions
20
Increased
30
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (72 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 223,148 | $14M | -5,111 | -2.2% | 15Q | SEC ↗ |
| 2 | UBS Group AG | 115,226 | $7M | -4,574 | -3.8% | 38Q | SEC ↗ |
| 3 | Nvest Financial, LLC | 111,105 | $7M | +89 | +0.1% | 5Q | SEC ↗ |
| 4 | CWM, LLC | 89,922 | $6M | -1,160 | -1.3% | 18Q | SEC ↗ |
| 5 | GOLDMAN SACHS GROUP INC | 84,594 | $5M | +14,390 | +20.5% | 4Q | SEC ↗ |
| 6 | Rockefeller Capital Management L.P. | 83,717 | $5M | +72 | +0.1% | 4Q | SEC ↗ |
| 7 | LPL Financial LLC | 73,692 | $5M | -19,492 | -20.9% | 42Q | SEC ↗ |
| 8 | Dynamic Advisor Solutions LLC | 54,918 | $3M | -103 | -0.2% | 6Q | SEC ↗ |
| 9 | IAG Wealth Partners, LLC | 51,901 | $3M | +388 | +0.8% | 20Q | SEC ↗ |
| 10 | Eagle Strategies LLC | 45,382 | $3M | -1,663 | -3.5% | 9Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 36,473 | $2M | +1,185 | +3.4% | 14Q | SEC ↗ |
| 12 | CoreCap Advisors, LLC | 23,574 | $1M | +79 | +0.3% | 13Q | SEC ↗ |
| 13 | Allworth Financial LP | 22,985 | $1M | -6,037 | -20.8% | 19Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 22,352 | $1M | -5,295 | -19.2% | 7Q | SEC ↗ |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,680 | $1M | -16,091 | -42.6% | 2Q | SEC ↗ |
| 16 | Investors Research Corp | 20,294 | $1M | -6,040 | -22.9% | 29Q | SEC ↗ |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 14,356 | $893K | -265 | -1.8% | 28Q | SEC ↗ |
| 18 | TWO SIGMA INVESTMENTS, LP | 13,700 | $852K | -100 | -0.7% | 10Q | SEC ↗ |
| 19 | Fifth Third Securities, Inc. | 12,844 | $799K | +1,059 | +9.0% | 2Q | SEC ↗ |
| 20 | Accel Wealth Management | 11,713 | $728K | -684 | -5.5% | 22Q | SEC ↗ |
| 21 | Pacific Sun Financial Corp | 10,635 | $661K | -75 | -0.7% | 13Q | SEC ↗ |
| 22 | Kestra Advisory Services, LLC | 10,607 | $659K | +711 | +7.2% | 12Q | SEC ↗ |
| 23 | Huntleigh Advisors, Inc. | 8,996 | $559K | +115 | +1.3% | 7Q | SEC ↗ |
| 24 | Private Advisor Group, LLC | 8,676 | $539K | +2,732 | +46.0% | 5Q | SEC ↗ |
| 25 | Sovran Advisors, LLC | 8,325 | $518K | -36 | -0.4% | 7Q | SEC ↗ |
| 26 | VICUS CAPITAL | 8,160 | $507K | +210 | +2.6% | 14Q | SEC ↗ |
| 27 | Investment Planning Advisors, Inc. | 8,044 | $500K | +301 | +3.9% | 9Q | SEC ↗ |
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 7,944 | $494K | +3,165 | +66.2% | 20Q | SEC ↗ |
| 29 | one8zero8, LLC | 7,236 | $450K | +130 | +1.8% | 7Q | SEC ↗ |
| 30 | ENVESTNET ASSET MANAGEMENT INC | 7,174 | $446K | +11 | +0.2% | 31Q | SEC ↗ |
| 31 | Mariner, LLC | 7,010 | $436K | +1 | +0.0% | 9Q | SEC ↗ |
| 32 | StoneX Group Inc. NEW | 6,360 | $395K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Medallion Wealth Advisors, LLC | 5,415 | $337K | — | +0.0% | 7Q | SEC ↗ |
| 34 | HB Wealth Management, LLC | 5,257 | $327K | -1,400 | -21.0% | 4Q | SEC ↗ |
| 35 | Western Wealth Management, LLC | 5,227 | $325K | +2 | +0.0% | 19Q | SEC ↗ |
| 36 | Intentional Wealth Strategies, LLC | 5,198 | $323K | -307 | -5.6% | 2Q | SEC ↗ |
| 37 | STIFEL FINANCIAL CORP | 4,900 | $305K | — | +0.0% | 29Q | SEC ↗ |
| 38 | Diversify Advisory Services, LLC NEW | 4,402 | $274K | — | +0.0% | 1Q | SEC ↗ |
| 39 | DIVERSIFY WEALTH MANAGEMENT, LLC | 4,402 | $274K | -3 | -0.1% | 2Q | SEC ↗ |
| 40 | Cambridge Investment Research Advisors | 3,767 | $234K | -615 | -14.0% | 7Q | SEC ↗ |
| 41 | FLAGSHIP HARBOR ADVISORS, LLC | 3,374 | $210K | -76 | -2.2% | 22Q | SEC ↗ |
| 42 | MORGAN STANLEY | 3,240 | $201K | -2,388 | -42.4% | 24Q | SEC ↗ |
| 43 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 3,163 | $197K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Farther Finance Advisors, LLC | 2,464 | $153K | -17 | -0.7% | 14Q | SEC ↗ |
| 45 | OSAIC HOLDINGS, INC. | 1,355 | $84K | +523 | +62.9% | 26Q | SEC ↗ |
| 46 | JPMORGAN CHASE & CO | 1,241 | $77K | -152 | -10.9% | 16Q | SEC ↗ |
| 47 | Integrated Wealth Concepts LLC NEW | 1,150 | $71K | — | +0.0% | 1Q | SEC ↗ |
| 48 | MERCER GLOBAL ADVISORS INC /ADV | 678 | $42K | -4,647 | -87.3% | 2Q | SEC ↗ |
| 49 | Cassaday & Co Wealth Management LLC | 540 | $34K | — | +0.0% | 2Q | SEC ↗ |
| 50 | NewEdge Advisors, LLC | 488 | $30K | -127 | -20.7% | 15Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| StoneX Group Inc. | 6,360 | $395K |
| Diversify Advisory Services, LLC | 4,402 | $274K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 3,163 | $197K |
| Integrated Wealth Concepts LLC | 1,150 | $71K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 30,909 | $2M |
| Capital Advisory Group Advisory Ser | 12,004 | $746K |
| PFG Advisors | 11,116 | $691K |
| BENJAMIN EDWARDS INC | 9,439 | $587K |
| FLOW TRADERS U.S. LLC | 4,415 | $274K |
| RETIREMITTEN FINANCIAL LLC | 795 | $49K |
| Nemes Rush Group LLC | 457 | $28K |
| Sound Income Strategies, LLC | 453 | $28K |
| REAP Financial Group, LLC | 353 | $22K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 316 | $20K |
| ROYAL BANK OF CANADA | 135 | $8K |
| ASSETMARK, INC | 5 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | +14,390 | +20.5% | 84,594 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +3,165 | +66.2% | 7,944 |
| Private Advisor Group, LLC | +2,732 | +46.0% | 8,676 |
| Cetera Investment Advisers | +1,185 | +3.4% | 36,473 |
| Fifth Third Securities, Inc. | +1,059 | +9.0% | 12,844 |
| Kestra Advisory Services, LLC | +711 | +7.2% | 10,607 |
| OSAIC HOLDINGS, INC. | +523 | +62.9% | 1,355 |
| IAG Wealth Partners, LLC | +388 | +0.8% | 51,901 |
| Investment Planning Advisors, Inc. | +301 | +3.9% | 8,044 |
| VICUS CAPITAL | +210 | +2.6% | 8,160 |
| one8zero8, LLC | +130 | +1.8% | 7,236 |
| Huntleigh Advisors, Inc. | +115 | +1.3% | 8,996 |
| Nvest Financial, LLC | +89 | +0.1% | 111,105 |
| CoreCap Advisors, LLC | +79 | +0.3% | 23,574 |
| Rockefeller Capital Management L.P. | +72 | +0.1% | 83,717 |
| FMR LLC | +66 | +66.7% | 165 |
| ENVESTNET ASSET MANAGEMENT INC | +11 | +0.2% | 7,174 |
| Western Wealth Management, LLC | +2 | +0.0% | 5,227 |
| AdvisorNet Financial, Inc | +1 | +0.7% | 151 |
| Mariner, LLC | +1 | +0.0% | 7,010 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -19,492 | -20.9% | 73,692 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -16,091 | -42.6% | 21,680 |
| Investors Research Corp | -6,040 | -22.9% | 20,294 |
| Allworth Financial LP | -6,037 | -20.8% | 22,985 |
| RAYMOND JAMES FINANCIAL INC | -5,295 | -19.2% | 22,352 |
| BANK OF AMERICA CORP /DE | -5,111 | -2.2% | 223,148 |
| MERCER GLOBAL ADVISORS INC /ADV | -4,647 | -87.3% | 678 |
| UBS Group AG | -4,574 | -3.8% | 115,226 |
| MORGAN STANLEY | -2,388 | -42.4% | 3,240 |
| Eagle Strategies LLC | -1,663 | -3.5% | 45,382 |
| HB Wealth Management, LLC | -1,400 | -21.0% | 5,257 |
| CWM, LLC | -1,160 | -1.3% | 89,922 |
| Accel Wealth Management | -684 | -5.5% | 11,713 |
| Cambridge Investment Research Advis | -615 | -14.0% | 3,767 |
| WELLS FARGO & COMPANY/MN | -495 | -100.0% | 0 |
| Intentional Wealth Strategies, LLC | -307 | -5.6% | 5,198 |
| COMMONWEALTH EQUITY SERVICES, LLC | -265 | -1.8% | 14,356 |
| JPMORGAN CHASE & CO | -152 | -10.9% | 1,241 |
| NewEdge Advisors, LLC | -127 | -20.7% | 488 |
| Dynamic Advisor Solutions LLC | -103 | -0.2% | 54,918 |