Victory Portfolios II (CDL) Hedge Fund Ownership (Q2 2026)

Victory Portfolios II (CDL)

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

Smart Money Signals — CDL

Based on 59 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added CDL 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.

🏔️

At the ownership peak (98% of max)

98% of all-time peak

59 hedge funds hold CDL 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 CDL is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.

🔴

Heavy selling pressure — only 36% buying

16 buying28 selling

Last quarter: 28 funds sold vs only 16 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 6 → 6 → 2 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 27% medium ■ 12% new

36 out of 59 hedge funds have held CDL 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.

💰

Price up while funds trimmed (+13% value, -10% shares)

Value

+12%

-9%

Last quarter: total value of institutional CDL holdings rose +13% even though funds reduced share count by 10%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

⚠️

Saturation — most institutions already know this story

7 → 6 → 6 → 2 → 4 new funds/Q

New funds entering each quarter: 6 → 6 → 2 → 4. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

🏛️

Veteran-anchored — 61% veterans vs 19% newcomers

■ 61% veterans ■ 20% 1-2yr ■ 19% new

Entry-cohort mix of 59 holders: 36 (61%) are 2+ year veterans, 12 entered 1–2 years ago, and 11 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds

15 of 58 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in CDL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	64	59	8.47%
13F Shares	3M	3M	5.25%
Total Value	$213M	$191M	11.66%
New Positions	9	4	+5
Increased Positions	20	12	+8
Closed Positions	3	3	-
Reduced Positions	22	25	-3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

8.47%

13F Shares

5.25%

Total Value

$213M

$191M

11.66%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-3

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

64 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CDL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Atlantic Family Wealth, LLC	18.91%	381,018	$29.6M
2	Mpwm Advisory Solutions, LLC	1.72%	48,395	$3.8M
3	Smith Thornton Advisors LLC	0.50%	14,344	$1.1M
4	Northeast Planning Associates, INC. / Nh /	0.26%	5,685	$350K
5	Eagle Bay Advisors LLC	0.19%	3,342	$259K
6	Investors Research Corp	0.19%	13,386	$1.0M
7	Sloy Dahl & Holst, LLC	0.17%	17,674	$1.4M
8	Yarger Wealth Strategies, LLC	0.17%	5,874	$464K
9	Summit Financial, LLC	0.09%	106,380	$8.3M
10	Fifth Third Wealth Advisors LLC	0.04%	19,521	$1.5M
11	Vicus Capital	0.04%	8,416	$653K
12	Vise Technologies, Inc.	0.04%	44,354	$3.4M
13	Integrated Wealth Concepts LLC	0.04%	97,936	$7.6M
14	Rossmore Private Capital	0.03%	4,224	$328K
15	SageView Advisory Group, LLC	0.02%	5,786	$431K
16	North Star Investment Management Corp.	0.02%	3,735	$290K
17	Keystone Financial Group	0.01%	3,002	$233K
18	Golden State Wealth Management, LLC	0.01%	1,946	$151K
19	Western Wealth Management, LLC	0.01%	5,133	$398K
20	Regatta Research & Money Management	0.01%	158	$12K
21	NewEdge Advisors, LLC	0.01%	44,103	$3.4M
22	Private Advisor Group, LLC	0.01%	24,993	$1.9M
23	Northwestern Mutual Wealth Management Co	0.01%	213,493	$16.6M
24	Private Trust Co NA	0.01%	1,306	$101K
25	HighTower Advisors, LLC	0.01%	106,787	$8.3M

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 (CDL)

What does the Smart Money Trend signal show for CDL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CDL 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 CDL?

Heavy selling pressure — only 36% buying: Last quarter: 28 funds sold vs only 16 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for CDL holders?

Elite ownership — 62% AUM from top-100 funds: 15 of 58 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in CDL. 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 CDL?

61% of holders stayed for 2+ years: 36 out of 59 hedge funds have held CDL 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.

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Victory Portfolios II (CDL)

Smart Money Signals — CDL

Buying streak — 1 quarter in a row

At the ownership peak (98% of max)

Stable — ownership unchanged year-over-year

Heavy selling pressure — only 36% buying

Steady new buyers — ~4 new funds per quarter

61% of holders stayed for 2+ years

Price up while funds trimmed (+13% value, -10% shares)

Saturation — most institutions already know this story

Veteran-anchored — 61% veterans vs 19% newcomers

Elite ownership — 62% AUM from top-100 funds

Institutional Sentiment Summary — CDL

Hedge Fund Ownership: CDL

Market Analysis: CDL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CDL

Hedge Fund Positioning: CDL

Statistics: CDL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Victory Portfolios II (CDL)

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