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Disclosery

CSB VICTORY PORTFOLIOS II

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VCSHS US SMCP HG (fund)

61 managers (61 13F filers) reported a position in CSB shares at 2025-03-31, 1,388,014 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
61
13F filers
61
New
6
Added
25
Reduced
21
Sold out
6
Shares held by filers
1,388,014

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/256,541$14.7M<0.01%+15,39113F-HRTimelineGroup
UBS Group AGin group UBS Group AG129,319$7.42M<0.01%+1,86213F-HRTimelineGroup
LPL Financial LLC111,994$6.43M<0.01%+5,74713F-HRTimeline
CWM, LLCin group CWM, LLC110,869$6.37M0.03%-50,13913F-HRTimelineGroup
Dynamic Advisor Solutions LLC80,121$4.6M0.15%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC76,718$4.4M<0.01%-5813F-HRTimelineGroup
Eagle Strategies LLC58,385$3.35M0.58%-5,80813F-HRTimeline
IAG Wealth Partners, LLC42,693$2.45M0.38%+6,11713F-HRTimeline
Investors Research Corp38,582$2.21M0.48%-1,93613F-HRTimeline
Cetera Investment Advisers34,392$1.97M<0.01%-4,45213F-HRTimeline
Accel Wealth Management34,208$1.96M0.71%+6,18613F-HRTimeline
Allworth Financial LP33,597$1.82M0.01%-2,20713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC30,930$1.78M<0.01%-1,60413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC23,752$1.36M<0.01%+1,02213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,449$1.35M<0.01%+7,77713F-HRTimelineGroup
Oxinas Partners, LLC22,745$1.31M0.77%+4,69313F-HRTimeline
Atria Investments, Inc22,722$1.3M0.02%+1,13513F-HRTimeline
CoreCap Advisors, LLC20,979$1.2M0.05%+3113F-HRTimeline
VICUS CAPITAL18,695$1.07M0.1%-7813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP17,100$982K<0.01%+8,50013F-HRTimelineGroup
Investment Planning Advisors, Inc.14,152$812K0.33%+2,35813F-HRTimeline
Pacific Sun Financial Corp13,325$765K0.44%-22013F-HRTimeline
PFG Advisors12,327$708K0.04%+13913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,312$707K<0.01%new13F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…10,970$630K0.24%+3,05513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,301$534K0.01%+36613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,618$495K<0.01%+4813F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,106$465K<0.01%013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.8,075$464K0.03%-9613F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,780$447K<0.01%-19913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,632$438K<0.01%+84113F-HRTimelineGroup
one8zero8, LLC7,606$437K0.1%013F-HRTimeline
Mariner, LLCin group Mariner, LLC7,517$432K<0.01%-19213F-HRTimelineGroup
Sovran Advisors, LLC7,897$417K0.05%+35313F-HRTimeline
Huntleigh Advisors, Inc.7,234$415K0.1%+3113F-HR/ATimeline
Cambridge Investment Research Advisors,…7,181$412K<0.01%+2,38513F-HRTimeline
HB Wealth Management, LLC6,752$388K<0.01%+1,42913F-HRTimeline
Western Wealth Management, LLC5,839$335K0.02%+313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,770$331K<0.01%new13F-HR/ATimelineGroup
Medallion Wealth Advisors, LLC5,612$323K0.15%-313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,833$220K0.01%-22013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,753$215K<0.01%-10713F-HRTimelineGroup
Kingsview Wealth Management, LLC3,751$215K<0.01%-813F-HRTimeline
Aptus Capital Advisors, LLC3,436$197K<0.01%-6013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,264$130K<0.01%-1,16413F-HRTimelineGroup
Farther Finance Advisors, LLC2,016$116K<0.01%013F-HRTimeline
NewEdge Advisors, LLC1,769$102K<0.01%-2313F-HRTimeline
Integrity Financial Corp /WA1,479$84.9K0.05%+1313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,191$68.4K<0.01%-3213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA626$36K<0.01%+35813F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…445$25.5K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp381$21.9K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC350$20.1K<0.01%013F-HRTimeline
Hurley Capital, LLC253$14.5K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC200$11.5K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC157$9.01K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc145$8.33K<0.01%+113F-HRTimeline
FMR LLCin group FMR LLC113$6.46K<0.01%-13713F-HRTimelineGroup
Brooklyn Investment Group55$3.16K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.