Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Victory Portfolios II (CDC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
45%

Smart Money Signals — CDC

Based on 99 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CDC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 80% of 3.0Y peak

80% of all-time peak
99 funds currently hold this stock — 80% of the 3.0-year high of 124 funds (reached 2023 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CDC is almost the same as a year ago (-3 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 45% buying

39 buying48 selling
Last quarter: 48 funds reduced or exited vs 39 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 — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 8 → 10 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 21% medium ■ 14% new
64 out of 99 hedge funds have held CDC 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.
📈

Growing discovery — still being found

15 → 7 → 8 → 10 → 12 new funds/Q
New funds entering each quarter: 7 → 8 → 10 → 12. A growing number of institutions are discovering CDC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 72% veterans vs 15% newcomers

■ 72% veterans ■ 13% 1-2yr ■ 15% new
Entry-cohort mix of 99 holders: 71 (72%) are 2+ year veterans, 13 entered 1–2 years ago, and 15 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
16 of 99 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in CDC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — 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.

Institutional Sentiment Summary — CDC

In 2026 Q1, 39 hedge funds were net buyers of CDC (12 opened a new position, 27 added to an existing one), while 48 reduced or exited (39 trimmed, 9 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 52% of total institutional value in CDC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 99.

Hedge Fund Ownership: CDC

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

Market Analysis: CDC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CDC

-- --

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

Is It Too Late to Buy Victory Portfolios II (CDC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CDC has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
CDC
+3.7%
SPY
+14.9%

CDC outperformed SPY by -11.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
CDC
+4.0%
SPY
+1.1%

Since the filing became public, CDC outperformed SPY by +2.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: CDC
99 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 99 96 3.12%
13F Shares 7M 7M 1.5%
Total Value $471M $441M 6.87%
New Positions 12 10 +2
Increased Positions 27 23 +4
Closed Positions 9 8 +1
Reduced Positions 39 46 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CDC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

99 + investors

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

QUARTER:
Top 25 CDC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Atlantic Family Wealth, LLC 19.67% 381,245 $27.2M
2 Silver Oak Securities, Incorporated 2.44% 467,262 $33.4M
3 Garrett Wealth Advisory Group, LLC 1.39% 109,621 $7.8M
4 Salus Financial Advisors, LLC 0.72% 17,283 $1.2M
5 Axis Wealth Partners, LLC 0.41% 10,895 $778K
6 Comprehensive Financial Planning, Inc./PA 0.37% 7,493 $535K
7 Smith Thornton Advisors LLC 0.30% 8,254 $590K
8 Strategic Blueprint, LLC 0.25% 59,935 $4.3M
9 Rps Advisory Solutions LLC 0.17% 4,272 $305K
10 Keystone Financial Group 0.16% 32,864 $2.3M
11 NewEdge Advisors, LLC 0.13% 57,588 $2.7M
12 PFG Advisors 0.12% 33,652 $2.4M
13 KPP Advisory Services LLC 0.09% 8,617 $616K
14 Money Concepts Capital Corp 0.08% 19,551 $1.4M
15 Zions Bancorporation, National Association /Ut/ 0.07% 14,397 $1.0M
16 Integrated Wealth Concepts LLC 0.06% 110,100 $7.9M
17 Patriot Financial Group Insurance Agency, LLC 0.06% 14,804 $1.1M
18 Cwm, LLC 0.06% 303,538 $21.7M
19 one8zero8, LLC 0.04% 2,800 $200K
20 J.W. Cole Advisors, INC. 0.04% 16,321 $1.2M
21 Caprock Group, LLC 0.03% 20,043 $1.4M
22 Calton & Associates, INC. 0.03% 3,312 $237K
23 Western Wealth Management, LLC 0.03% 12,226 $873K
24 First Heartland Consultants, Inc. 0.03% 5,220 $374K
25 Flagship Harbor Advisors, LLC 0.03% 9,086 $649K
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 — Victory Portfolios II (CDC)

What does the Smart Money Trend signal show for CDC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CDC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CDC?

More sellers than buyers — 45% buying: Last quarter: 48 funds reduced or exited vs 39 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 CDC holders?

Elite ownership — 52% AUM from top-100 funds: 16 of 99 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in CDC. 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 CDC?

65% of holders stayed for 2+ years: 64 out of 99 hedge funds have held CDC 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.

Is it too late to buy Victory Portfolios II (CDC) following the 2026 Q1 hedge fund 13F filings?

As of today, CDC has moved +4.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +2.9%. Since the quarter end (March 31, 2026), CDC has gained +3.7% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →