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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
$62.03 +0.64 (+1.04%)
As of 03:56 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)
2
Total
Institutional Inflows
(last 12 months)
$714.96K
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$303.37K
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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
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%
4/28/2023 AdvisorNet 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%
2/3/2022Savior LLC32,259$1.98M0.1%+763.5%0.750%
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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%
10/15/2021 AdvisorNet 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%
7/22/2021 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%
(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), IAG Wealth Partners LLC ($2.14M), Vicus Capital ($1.60M), CoreCap Advisors LLC ($1.26M), Accel Wealth Management ($913K), Farther Finance Advisors LLC ($54K), 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?

The following institutional investors have purchased VictoryShares US Small Cap High Div Volatility Wtd ETF stock in the last 24 months: Vicus Capital ($28.98K), IAG Wealth Partners LLC ($20.68K), WealthPLAN Partners LLC ($2.38K), Savior LLC ($1.29K), AdvisorNet Financial Inc ($518.00), and Accel Wealth Management ($320.00).

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

Institutional investors have bought a total of 54,167 shares in the last 24 months. This purchase volume represents approximately $3.41M 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), Vicus Capital ($1.75K), WealthPLAN Partners LLC ($1.10K), CoreCap Advisors LLC ($768.00), 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 104,192 shares in the last 24 months. This volume of shares sold represents approximately $5.47M in transactions.



This page (NASDAQ:CSB) was last updated on 1/21/2025 by MarketBeat.com Staff
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