ETF Holders

Who owns CSB?

Small or mid cap

VictoryShares US Small Cap High Div Volatility Wtd ETF · VictoryShares

58 institutions reported holding CSB, worth $79.0M, in Form 13F filings for June 30, 2026.

13F holders
58
Institutional value
$79.0M
Change from prior quarter
+0.8%
+$647K, with price moves
New and sold-out firms
6 / 5
21 added, 23 trimmed

Top 10 institutional holders of CSB

FirmLocationValueSharesChange
Bank of America Corp.Charlotte, NC$14.6M223,148−5,111 shares
UBS Group AGZurich, Switzerland$7.6M115,226−4,574 shares
Nvest Financial, LLCPortsmouth, NH$7.3M111,105+89 shares
Goldman Sachs Group Inc.New York, NY$5.5M84,594+14,390 shares
Rockefeller Capital Management L.P.New York, NY$5.5M83,717+72 shares
LPL Financial LLCFort Mill, SC$4.8M73,692−19,492 shares
Dynamic Advisor Solutions LLCPhoenix, AZ$3.6M54,918−103 shares
IAG Wealth Partners, LLCWaukesha, WI$3.4M51,901+388 shares
Eagle Strategies LLCNew York, NY$3.0M45,382−1,663 shares
Cetera Investment AdvisersSchaumburg, IL$2.4M36,473+1,185 shares
48 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns CSB?

58 institutional managers reported holding CSB in Form 13F filings for June 30, 2026, worth $79.0M in total. The largest reported position was held by Bank of America Corp., at $14.6M.

Did institutions buy or sell CSB last quarter?

Reported 13F value rose 0.8% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 5 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is CSB ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.