Who Owns VCTRY US SMLL CP HGH IVD VLTLTY WTD (CSB)? -- Institutional Holders (2026-06-30)

63 institutions reported holding $78.8M of VCTRY US SMLL CP HGH IVD VLTLTY WTD (CSB) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($14.6M), UBS Group AG ($7.6M), Nvest Financial, LLC ($7.3M), GOLDMAN SACHS GROUP INC ($5.5M), Rockefeller Capital Management L.P. ($5.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$14.6M	223,148	Trimmed
2	UBS Group AG	$7.6M	115,226	Trimmed
3	Nvest Financial, LLC	$7.3M	111,105	Added
4	GOLDMAN SACHS GROUP INC	$5.5M	84,594	Added
5	Rockefeller Capital Management L.P.	$5.5M	83,717	Added
6	LPL Financial LLC	$4.8M	73,692	Trimmed
7	Dynamic Advisor Solutions LLC	$3.6M	54,918	Trimmed
8	IAG Wealth Partners, LLC	$3.4M	51,901	Added
9	Eagle Strategies LLC	$3.0M	45,382	Trimmed
10	Cetera Investment Advisers	$2.4M	36,473	Added
11	CoreCap Advisors, LLC	$1.5M	23,574	Added
12	Allworth Financial LP	$1.5M	22,985	Trimmed
13	RAYMOND JAMES FINANCIAL INC	$1.5M	22,352	Trimmed
14	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.4M	21,680	Trimmed
15	Investors Research Corp	$1.3M	20,294	Trimmed
16	COMMONWEALTH EQUITY SERVICES, LLC	$941,635	14,356	Trimmed
17	TWO SIGMA INVESTMENTS, LP	$898,617	13,700	Trimmed
18	Fifth Third Securities, Inc.	$842,470	12,844	Added
19	Accel Wealth Management	$768,259	11,713	Trimmed
20	PACIFIC SUN FINANCIAL CORP	$697,576	10,635	Trimmed
21	Kestra Advisory Services, LLC	$695,719	10,607	Added
22	Huntleigh Advisors, Inc.	$590,072	8,996	Added
23	Private Advisor Group, LLC	$569,110	8,676	Added
24	Sovran Advisors, LLC	$563,960	8,325	Trimmed
25	VICUS CAPITAL	$535,220	8,160	Added

Source: SEC Form 13F filings · as of 2026-06-30