Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Victory Portfolios II (CFO)

66 + Investors. Track Smart Money conviction in CFO. 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
39%

Smart Money Signals — CFO

Based on 66 hedge funds · latest filing: 2026 Q1 · 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.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
66 funds currently hold this stock — 93% of the 3.0-year high of 71 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 CFO is almost the same as a year ago (-2 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 39% buying

22 buying35 selling
Last quarter: 35 funds sold vs only 22 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~6 new funds per quarter

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

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 17% medium ■ 14% new
46 out of 66 hedge funds have held CFO 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 — ~6 new funds/quarter

9 → 6 → 4 → 6 → 6 new funds/Q
New funds entering each quarter: 6 → 4 → 6 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 14% newcomers

■ 71% veterans ■ 15% 1-2yr ■ 14% new
Entry-cohort mix of 66 holders: 47 (71%) are 2+ year veterans, 10 entered 1–2 years ago, and 9 (14%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
14 of 66 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in CFO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — CFO

In 2026 Q1, 22 hedge funds were net buyers of CFO (6 opened a new position, 16 added to an existing one), while 35 reduced or exited (29 trimmed, 6 sold completely) — a 39% buyer ratio, indicating net institutional distribution. 42% of total institutional value in CFO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 66.

Hedge Fund Ownership: CFO

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

Market Analysis: CFO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CFO

-- --

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

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

Signal Freshness measures how much CFO 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 · 86d ago
CFO
+7.3%
SPY
+13.0%

CFO outperformed SPY by -5.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 41d ago
CFO
+4.3%
SPY
-0.5%

Since the filing became public, CFO outperformed SPY by +4.8% .

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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: CFO
66 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 66 66 -
13F Shares 3M 3M -0.11%
Total Value $224M $228M -1.88%
New Positions 6 6 -
Increased Positions 16 16 -
Closed Positions 6 5 +1
Reduced Positions 29 30 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CFO

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Financial Highlights

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Institutional Holders (2026 Q1)

66 + investors

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

QUARTER:
Top 25 CFO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Family Capital Management, Inc. 0.58% 17,512 $1.3M
2 Intrua Financial, LLC 0.43% 55,875 $4.1M
3 Advisory Advocates, LLC 0.38% 5,205 $384K
4 BridgePort Financial Solutions, LLC 0.37% 17,510 $1.3M
5 Keystone Financial Group 0.35% 69,707 $5.2M
6 World Equity Group, INC. 0.30% 15,807 $1.2M
7 Patriot Financial Group Insurance Agency, LLC 0.20% 46,774 $3.5M
8 Rps Advisory Solutions LLC 0.14% 3,438 $255K
9 Calton & Associates, INC. 0.13% 12,359 $916K
10 Key Capital Management, INC 0.11% 2,344 $174K
11 Horizons Wealth Management 0.06% 1,318 $98K
12 Integrated Wealth Concepts LLC 0.06% 101,720 $7.5M
13 Syntegra Private Wealth Group, LLC 0.06% 7,819 $580K
14 LexAurum Advisors, LLC 0.05% 5,098 $378K
15 Mather Group, LLC. 0.04% 57,559 $4.3M
16 Clearstead Advisors, LLC 0.04% 61,123 $4.5M
17 Cetera Investment Advisers 0.03% 435,532 $32.3M
18 Money Concepts Capital Corp 0.03% 7,159 $531K
19 Gen-Wealth Partners Inc 0.03% 1,078 $80K
20 Commonwealth Equity Services, LLC 0.02% 165,672 $12.3M
21 DHJJ Financial Advisors, Ltd. 0.01% 529 $39K
22 Lbmc Investment Advisors, LLC 0.01% 2,872 $213K
23 Dynamic Advisor Solutions LLC 0.01% 5,250 $389K
24 Stifel Financial Corp 0.01% 173,033 $12.8M
25 Raymond James Financial Inc 0.01% 376,452 $27.9M
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 (CFO)

What does the Smart Money Trend signal show for CFO?

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 CFO?

Heavy selling pressure — only 39% buying: Last quarter: 35 funds sold vs only 22 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 CFO holders?

Elite ownership — 42% AUM from top-100 funds: 14 of 66 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in CFO. 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 CFO?

70% of holders stayed for 2+ years: 46 out of 66 hedge funds have held CFO 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 (CFO) following the 2026 Q1 hedge fund 13F filings?

As of today, CFO has moved +4.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +4.8%. Since the quarter end (March 31, 2026), CFO has gained +7.3% vs +13.0% 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.

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