Skip to content
Disclosery

CSB VICTORY PORTFOLIOS II

Follow

VCSHS US SMCP HG (fund)

62 managers (62 13F filers) reported a position in CSB shares at 2025-06-30, 1,390,859 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
62
13F filers
62
New
4
Added
19
Reduced
29
Sold out
3
Shares held by filers
1,390,859

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/248,566$13.8M<0.01%-7,97513F-HRTimelineGroup
UBS Group AGin group UBS Group AG122,496$6.79M<0.01%-6,82313F-HRTimelineGroup
LPL Financial LLC116,236$6.44M<0.01%+4,24213F-HRTimeline
CWM, LLCin group CWM, LLC102,866$5.7M0.02%-8,00313F-HRTimelineGroup
Dynamic Advisor Solutions LLC78,103$4.33M0.13%-2,01813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC76,681$4.25M<0.01%-3713F-HRTimelineGroup
Eagle Strategies LLC52,352$2.9M0.44%-6,03313F-HRTimeline
IAG Wealth Partners, LLC43,935$2.43M0.32%+1,24213F-HRTimeline
Investors Research Corp38,395$2.13M0.42%-18713F-HRTimeline
Accel Wealth Management35,041$1.94M0.65%+83313F-HRTimeline
Cetera Investment Advisers33,283$1.84M<0.01%-1,10913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,268$1.73M<0.01%+25,49813F-HRTimelineGroup
Allworth Financial LP30,985$1.72M0.01%-2,61213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,870$1.66M<0.01%+6,42113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC28,446$1.58M<0.01%-2,48413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,711$1.54M<0.01%+15,39913F-HRTimelineGroup
Atria Investments, Inc24,173$1.34M0.02%+1,45113F-HRTimeline
Oxinas Partners, LLC24,140$1.34M0.69%+1,39513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC23,948$1.33M<0.01%+19613F-HRTimeline
CoreCap Advisors, LLC21,094$1.17M0.05%+11513F-HRTimeline
VICUS CAPITAL20,223$1.12M0.09%+1,52813F-HRTimeline
PFG Advisors12,068$669K0.03%-25913F-HRTimeline
Pacific Sun Financial Corp12,045$667K0.35%-1,28013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…10,980$608K0.22%+1013F-HRTimeline
Sovran Advisors, LLC9,642$555K0.06%+1,74513F-HRTimeline
Investment Planning Advisors, Inc.9,922$550K0.19%-4,23013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,099$504K0.01%-20213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,611$477K<0.01%-713F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,106$449K<0.01%013F-HRTimelineGroup
Huntleigh Advisors, Inc.7,649$424K0.08%+41513F-HRTimeline
one8zero8, LLC7,606$421K0.1%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,462$413K<0.01%-17013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.7,364$408K0.02%-71113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC6,867$380K<0.01%-65013F-HRTimelineGroup
Private Advisor Group, LLC6,561$364K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,479$359K<0.01%-1,30113F-HRTimelineGroup
Western Wealth Management, LLC5,842$324K0.02%+313F-HRTimeline
Medallion Wealth Advisors, LLC5,612$319K0.12%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP5,600$310K<0.01%-11,50013F-HRTimelineGroup
Cambridge Investment Research Advisors,…5,208$289K<0.01%-1,97313F-HRTimeline
Nvest Financial, LLC4,877$270K0.14%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,730$215K<0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,847$213K0.01%+1413F-HRTimeline
Kingsview Wealth Management, LLC3,765$209K<0.01%+1413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,524$195K<0.01%-22913F-HRTimelineGroup
Farther Finance Advisors, LLC2,016$112K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,711$94.8K<0.01%-55313F-HR/ATimelineGroup
Integrity Financial Corp /WA1,457$80.7K0.04%-2213F-HRTimeline
NewEdge Advisors, LLC899$49.8K<0.01%-87013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO660$36.6K<0.01%-53113F-HRTimelineGroup
Steward Partners Investment Advisory, L…445$24.7K<0.01%013F-HRTimeline
Parallel Advisors, LLC350$19.4K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA268$15K<0.01%-35813F-HR/ATimelineGroup
SALEM INVESTMENT COUNSELORS INC200$11.1K<0.01%013F-HR/ATimeline
PRIVATE TRUST CO NA189$10.5K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC157$8.7K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc146$8.1K<0.01%+113F-HRTimeline
Brooklyn Investment Group55$3.05K<0.01%013F-HR/ATimeline
FMR LLCin group FMR LLC26$1.43K<0.01%-8713F-HRTimelineGroup
Aptus Capital Advisors, LLC1$67<0.01%-3,43513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$54<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.