Explore more topics
Public ownership evidence

VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) Ownership Disclosures

Read CSB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 40 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

Western Wealth Management, LLC2026-06-302026-08-155,227$342,856None
OSAIC HOLDINGS, INC.2026-06-302026-08-1535$2,296None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,320$86,613None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1514,810$971,425None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-156,870$450,620None
Medallion Wealth Advisors, LLC2026-06-302026-08-155,415$355,178None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1513,700$898,617None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1584,594$5,548,732None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1512,669$831,010None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-159,683$635,132None
WELLS FARGO & COMPANY/MN2026-06-302026-08-150$18None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1542,619$2,795,508None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1576,780$5,036,178None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15103,749$6,805,104None
Allspring Global Investments Holdings, LLC2026-06-302026-08-1425$1,642None
Rockefeller Capital Management L.P.2026-06-302026-08-1482,098$5,385,025None
Rockefeller Capital Management L.P.2026-06-302026-08-141,619$106,206None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14445$29,189None
UBS Group AG2026-06-302026-08-14596$39,093None
UBS Group AG2026-06-302026-08-14114,630$7,518,926None
Mariner, LLC2026-06-302026-08-147,010$459,814None
MORGAN STANLEY2026-06-302026-08-141$99None
MORGAN STANLEY2026-06-302026-08-143,182$208,715None
MORGAN STANLEY2026-06-302026-08-1457$3,739None
FMR LLC2026-06-302026-08-14165$10,794None
HUNTINGTON NATIONAL BANK2026-06-302026-08-141,624$106,522None
Integrated Wealth Concepts LLC2026-06-302026-08-131,150$75,432None
Cetera Investment Advisers2026-06-302026-08-1336,473$2,392,374None
NewEdge Advisors, LLC2026-06-302026-08-13488$32,009None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-137,944$521,067None
StoneX Group Inc.2026-06-302026-08-136,360$410,149None
STIFEL FINANCIAL CORP2026-06-302026-08-134,900$321,403None
JPMORGAN CHASE & CO2026-06-302026-08-13301$19,757None
JPMORGAN CHASE & CO2026-06-302026-08-13940$61,698None
Allworth Financial LP2026-06-302026-08-1222,985$1,507,615None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12678$44,472None
Diversify Advisory Services, LLC2026-06-302026-08-114,402$294,359None
Cassaday & Co Wealth Management LLC2026-06-302026-08-11540$35,420None
one8zero8, LLC2026-06-302026-08-117,236$474,627None
Pacific Sun Financial Corp2026-06-302026-08-1110,635$697,576None

90-day public filing window, up to 50 source positions.

Western Wealth Management, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗Medallion Wealth Advisors, LLC ↗TWO SIGMA INVESTMENTS, LP ↗GOLDMAN SACHS GROUP INC ↗RAYMOND JAMES FINANCIAL INC ↗RAYMOND JAMES FINANCIAL INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.