Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VICTORYSHARES US SMALL CAP HIGH DIVIDEND VOLATILITY WTD ETF (CSB)

57 + Investors. Track Smart Money conviction in CSB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
40%

Smart Money Signals — CSB

Based on 57 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
57 hedge funds hold CSB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CSB is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 40% buying

24 buying36 selling
Last quarter: 36 funds reduced or exited vs 24 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 5 → 6 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 16% medium ■ 18% new
38 out of 57 hedge funds have held CSB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~8 new funds/quarter

8 → 8 → 5 → 6 → 8 new funds/Q
New funds entering each quarter: 8 → 5 → 6 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 5% 1-2yr ■ 25% new
Of 57 current holders: 40 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
11 of 57 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in CSB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CSB

How many hedge funds hold CSB — quarterly history vs. share price
Quarterly hedge fund ownership of CSB vs. share price

Market Analysis: CSB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CSB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: CSB
2026 Q1 Stats Unlock in 14 days 57 + Investors

Track Smart Money conviction in CSB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 57 57 -
13F Shares 1M 1M -7.9%
Total Value $71M $78M -8.69%
New Positions 8 6 +2
Increased Positions 16 18 -2
Closed Positions 8 7 +1
Reduced Positions 28 26 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CSB

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

57 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CSB. Verified SEC 13F-HR filings.

Top 25 institutional holders of CSB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nvest Financial, LLC 2.55% 111,016 $6.9M
2 IAG Wealth Partners, LLC 0.36% 51,513 $3.2M
3 Eagle Strategies LLC 0.35% 47,045 $2.9M
4 Intentional Wealth Strategies, LLC 0.32% 5,505 $340K
5 Investors Research Corp 0.31% 26,334 $1.6M
6 Accel Wealth Management 0.20% 12,397 $766K
7 Medallion Wealth Advisors, LLC 0.15% 5,612 $323K
8 Investment Planning Advisors, Inc. 0.13% 7,743 $478K
9 Dynamic Advisor Solutions LLC 0.11% 55,021 $3.4M
10 Huntleigh Advisors, Inc. 0.09% 8,881 $548K
11 CoreCap Advisors, LLC 0.05% 23,495 $1.5M
12 FIFTH THIRD SECURITIES, INC. 0.05% 11,785 $728K
13 Sovran Advisors, LLC 0.04% 8,361 $543K
14 VICUS CAPITAL 0.04% 7,950 $491K
15 FLAGSHIP HARBOR ADVISORS, LLC 0.01% 3,450 $213K
16 DIVERSIFY WEALTH MANAGEMENT, LLC 0.01% 4,405 $282K
17 HB Wealth Management, LLC 0.00% 6,657 $411K
18 Kestra Advisory Services, LLC 0.00% 9,896 $611K
19 Private Advisor Group, LLC 0.00% 5,944 $367K
20 LPL Financial LLC 0.00% 93,184 $5.8M
21 Farther Finance Advisors, LLC 0.00% 2,481 $154K
22 Sound Income Strategies, LLC 0.00% 453 $28K
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 14,621 $903K
24 UBS Group AG 0.00% 119,800 $7.4M
25 PRIVATE TRUST CO NA 0.00% 189 $12K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — VICTORYSHARES US SMALL CAP HIGH DIVIDEND VOLATILITY WTD ETF (CSB)

What does the Smart Money Trend signal show for CSB?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for CSB?

More sellers than buyers — 40% buying: Last quarter: 36 funds reduced or exited vs 24 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CSB holders?

Elite ownership — 44% AUM from top-100 funds: 11 of 57 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in CSB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CSB?

67% of holders stayed for 2+ years: 38 out of 57 hedge funds have held CSB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.