IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Victoryshares US Small Cap H (CSB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares67,300 from 73,692
Change-6,392 (-9%)
Value$4.1M (-$694.0K)
Filed 2026-11-06
Dynamic Advisor Solutions LLC
INCREASED
Shares55,125 from 54,918
Change+207 (+0%)
Value$3.4M (-$211.5K)
Filed 2026-10-13
IAG Wealth Partners, LLC
DECREASED
Shares47,358 from 51,901
Change-4,543 (-9%)
Value$2.9M (-$491.4K)
Filed 2026-11-06
Eagle Strategies LLC
DECREASED
Shares44,008 from 45,382
Change-1,374 (-3%)
Value$2.7M (-$269.8K)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares28,339 from 22,985
Change+5,354 (+23%)
Value$1.9M (+$351.2K)
Filed 2026-11-06
CoreCap Advisors, LLC
INCREASED
Shares23,639 from 23,574
Change+65 (+0%)
Value$1.5M (-$92.2K)
Filed 2026-10-08
Investors Research Corp
DECREASED
Shares19,236 from 20,294
Change-1,058 (-5%)
Value$1.2M (-$147.9K)
Filed 2026-10-07
Fifth Third Securities, Inc.
INCREASED
Shares18,245 from 12,844
Change+5,401 (+42%)
Value$1.1M (+$279.8K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares14,418 from 14,356
Change+62 (+0%)
Value$886.8K (-$54.8K)
Filed 2026-11-02
Accel Wealth Management
DECREASED
Shares10,963 from 11,713
Change-750 (-6%)
Value$674.3K (-$93.9K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares10,650 from 10,607
Change+43 (+0%)
Value$655.1K (-$40.6K)
Filed 2026-11-02
Huntleigh Advisors, Inc.
INCREASED
Shares9,124 from 8,996
Change+128 (+1%)
Value$561.2K (-$28.9K)
Filed 2026-11-03
Sovran Advisors, LLC
DECREASED
Shares8,264 from 8,325
Change-61 (-1%)
Value$546.2K (-$17.8K)
Filed 2026-11-02
Vicus Capital
INCREASED
Shares8,181 from 8,160
Change+21 (+0%)
Value$503.2K (-$32.0K)
Filed 2026-11-05
Investment Planning Advisors, Inc.
INCREASED
Shares8,060 from 8,044
Change+16 (+0%)
Value$495.8K (-$31.9K)
Filed 2026-10-14
HB Wealth Management, LLC
INCREASED
Shares5,537 from 5,257
Change+280 (+5%)
Value$340.6K (-$4.2K)
Filed 2026-10-23
Western Wealth Management, LLC
INCREASED
Shares5,230 from 5,227
Change+3 (+0%)
Value$321.7K (-$21.1K)
Filed 2026-11-09
Intentional Wealth Strategies, LLC
DECREASED
Shares5,133 from 5,198
Change-65 (-1%)
Value$315.7K (-$25.2K)
Filed 2026-11-09
Diversify Advisory Services, LLC
DECREASED
Shares3,985 from 4,402
Change-417 (-9%)
Value$251.0K (-$43.3K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares3,985 from 4,402
Change-417 (-9%)
Value$251.0K (-$43.3K)
Filed 2026-10-20
Flagship Harbor Advisors, LLC
INCREASED
Shares3,389 from 3,374
Change+15 (+0%)
Value$208.4K (-$12.9K)
Filed 2026-10-26
Farther Finance Advisors, LLC
UNCHANGED
Shares2,464 from 2,464
Change0 (0%)
Value$151.6K (-$10.1K)
Filed 2026-10-08
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$33.2K (-$2.2K)
Filed 2026-10-27
KFG LLC
NEW
Shares497
Change+497
Value$30.6K
Filed 2026-11-02
Parallel Advisors, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$21.5K (-$1.4K)
Filed 2026-11-03
Private Trust Co NA
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$11.6K (-$772)
Filed 2026-10-20
High Point Wealth Management, LLC
NEW
Shares70
Change+70
Value$4.3K
Filed 2026-11-05
Citigroup Inc
NEW
Shares1
Change+1
Value$62
Filed 2026-11-04
Bank of Montreal
NEW
Shares0
Change0
Value$0
Filed 2026-11-09
StoneX Group Inc.
CLOSED
Shares0 from 6,360
Change-6,360 (-100%)
Value$0 (-$410.1K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 3,767
Change-3,767 (-100%)
Value$0 (-$247.0K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 3,163
Change-3,163 (-100%)
Value$0 (-$208.3K)
Filed 2026-10-13
AdvisorNet Financial, Inc
CLOSED
Shares0 from 151
Change-151 (-100%)
Value$0 (-$9.9K)
Filed 2026-10-15
Robinswood Financial LLC
CLOSED
Shares0 from 117
Change-117 (-100%)
Value$0 (-$7.7K)
Filed 2026-10-20
Creative Financial Designs Inc
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$3.3K)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$1.6K)
Filed 2026-11-04
Bank of America Corp
N/A
Shares— from 223,148
Change-223,148 (-100%)
Value—
UBS Group AG
N/A
Shares— from 115,226
Change-115,226 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 111,105
Change-111,105 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 84,594
Change-84,594 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 83,717
Change-83,717 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 36,473
Change-36,473 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 22,352
Change-22,352 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 21,680
Change-21,680 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 13,700
Change-13,700 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 10,635
Change-10,635 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 8,676
Change-8,676 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 7,944
Change-7,944 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 7,236
Change-7,236 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,174
Change-7,174 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,010
Change-7,010 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 5,415
Change-5,415 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,240
Change-3,240 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,624
Change-1,624 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 488
Change-488 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 323
Change-323 (-100%)
Value—
FMR LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
DECREASED67,30073,692-6,392-9%$4.8M$4.1M-$694.0K2026-11-06
Dynamic Advisor Solutions LLC
INCREASED55,12554,918+207+0%$3.6M$3.4M-$211.5K2026-10-13
IAG Wealth Partners, LLC
DECREASED47,35851,901-4,543-9%$3.4M$2.9M-$491.4K2026-11-06
Eagle Strategies LLC
DECREASED44,00845,382-1,374-3%$3.0M$2.7M-$269.8K2026-10-16
Allworth Financial LP
INCREASED28,33922,985+5,354+23%$1.5M$1.9M+$351.2K2026-11-06
CoreCap Advisors, LLC
INCREASED23,63923,574+65+0%$1.5M$1.5M-$92.2K2026-10-08
Investors Research Corp
DECREASED19,23620,294-1,058-5%$1.3M$1.2M-$147.9K2026-10-07
Fifth Third Securities, Inc.
INCREASED18,24512,844+5,401+42%$842.5K$1.1M+$279.8K2026-10-21
Commonwealth Equity Services, LLC
INCREASED14,41814,356+62+0%$941.6K$886.8K-$54.8K2026-11-02
Accel Wealth Management
DECREASED10,96311,713-750-6%$768.3K$674.3K-$93.9K2026-10-13
Kestra Advisory Services, LLC
INCREASED10,65010,607+43+0%$695.7K$655.1K-$40.6K2026-11-02
Huntleigh Advisors, Inc.
INCREASED9,1248,996+128+1%$590.1K$561.2K-$28.9K2026-11-03
Sovran Advisors, LLC
DECREASED8,2648,325-61-1%$564.0K$546.2K-$17.8K2026-11-02
Vicus Capital
INCREASED8,1818,160+21+0%$535.2K$503.2K-$32.0K2026-11-05
Investment Planning Advisors, Inc.
INCREASED8,0608,044+16+0%$527.6K$495.8K-$31.9K2026-10-14
HB Wealth Management, LLC
INCREASED5,5375,257+280+5%$344.8K$340.6K-$4.2K2026-10-23
Western Wealth Management, LLC
INCREASED5,2305,227+3+0%$342.9K$321.7K-$21.1K2026-11-09
Intentional Wealth Strategies, LLC
DECREASED5,1335,198-65-1%$341.0K$315.7K-$25.2K2026-11-09
Diversify Advisory Services, LLC
DECREASED3,9854,402-417-9%$294.4K$251.0K-$43.3K2026-10-20
Diversify Wealth Management, LLC
DECREASED3,9854,402-417-9%$294.4K$251.0K-$43.3K2026-10-20
Flagship Harbor Advisors, LLC
INCREASED3,3893,374+15+0%$221.3K$208.4K-$12.9K2026-10-26
Farther Finance Advisors, LLC
UNCHANGED2,4642,46400%$161.6K$151.6K-$10.1K2026-10-08
Cassaday & Co Wealth Management LLC
UNCHANGED54054000%$35.4K$33.2K-$2.2K2026-10-27
KFG LLC
NEW497—+497——$30.6K—2026-11-02
Parallel Advisors, LLC
UNCHANGED35035000%$23.0K$21.5K-$1.4K2026-11-03
Private Trust Co NA
UNCHANGED18918900%$12.4K$11.6K-$7722026-10-20
High Point Wealth Management, LLC
NEW70—+70——$4.3K—2026-11-05
Citigroup Inc
NEW1—+1——$62—2026-11-04
Bank of Montreal
NEW0—0——$0—2026-11-09
StoneX Group Inc.
CLOSED06,360-6,360-100%$410.1K$0-$410.1K2026-11-03
Cambridge Investment Research Advisors, Inc.
CLOSED03,767-3,767-100%$247.0K$0-$247.0K2026-11-02
Wealth Enhancement Advisory Services, LLC
CLOSED03,163-3,163-100%$208.3K$0-$208.3K2026-10-13
AdvisorNet Financial, Inc
CLOSED0151-151-100%$9.9K$0-$9.9K2026-10-15
Robinswood Financial LLC
CLOSED0117-117-100%$7.7K$0-$7.7K2026-10-20
Creative Financial Designs Inc
CLOSED050-50-100%$3.3K$0-$3.3K2026-11-04
Allspring Global Investments Holdings, LLC
CLOSED025-25-100%$1.6K$0-$1.6K2026-11-04
Bank of America Corp
N/A—223,148-223,148-100%$14.6M———
UBS Group AG
N/A—115,226-115,226-100%$7.6M———
Nvest Financial, LLC
N/A—111,105-111,105-100%$7.3M———
Goldman Sachs Group Inc
N/A—84,594-84,594-100%$5.5M———
Rockefeller Capital Management L.P.
N/A—83,717-83,717-100%$5.5M———
Cetera Investment Advisers
N/A—36,473-36,473-100%$2.4M———
Raymond James Financial Inc
N/A—22,352-22,352-100%$1.5M———
Susquehanna International Group, LLP
N/A—21,680-21,680-100%$1.4M———
Two Sigma Investments, LP
N/A—13,700-13,700-100%$898.6K———
Pacific SUN Financial Corp
N/A—10,635-10,635-100%$697.6K———
Private Advisor Group, LLC
N/A—8,676-8,676-100%$569.1K———
Northwestern Mutual Wealth Management Co
N/A—7,944-7,944-100%$521.1K———
one8zero8, LLC
N/A—7,236-7,236-100%$474.6K———
Envestnet Asset Management Inc
N/A—7,174-7,174-100%$470.6K———
Mariner, LLC
N/A—7,010-7,010-100%$459.8K———
Medallion Wealth Advisors, LLC
N/A—5,415-5,415-100%$355.2K———
Stifel Financial Corp
N/A—4,900-4,900-100%$321.4K———
Morgan Stanley
N/A—3,240-3,240-100%$212.6K———
Huntington National Bank
N/A—1,624-1,624-100%$106.5K———
Osaic Holdings, Inc.
N/A—1,355-1,355-100%$88.9K———
JPMorgan Chase & Co
N/A—1,241-1,241-100%$81.5K———
NewEdge Advisors, LLC
N/A—488-488-100%$32.0K———
Steward Partners Investment Advisory, LLC
N/A—445-445-100%$29.2K———
BlackRock, Inc.
N/A—323-323-100%$21.2K———
FMR LLC
N/A—165-165-100%$10.8K———
Wells Fargo & Company
N/A—00—$18———
Showing 62 of 62 institutions