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

Victory Portfolios II (CFO)

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

Smart Money Signals — CFO

Based on 73 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added CFO 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 (100% of max)

100% of all-time peak

73 hedge funds hold CFO 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 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.

🟠

More sellers than buyers — 43% buying

26 buying35 selling

Last quarter: 35 funds reduced or exited vs 26 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.

📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter

Funds opening a new CFO position: 4 → 6 → 6 → 12. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 14% medium ■ 15% new

52 out of 73 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.

📈

Growing discovery — still being found

7 → 4 → 6 → 6 → 12 new funds/Q

New funds entering each quarter: 4 → 6 → 6 → 12. A growing number of institutions are discovering CFO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 71% veterans vs 18% newcomers

■ 71% veterans ■ 11% 1-2yr ■ 18% new

Entry-cohort mix of 73 holders: 52 (71%) are 2+ year veterans, 8 entered 1–2 years ago, and 13 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds

17 of 72 holders are among the 100 largest funds by AUM, controlling 40% 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.

3.8

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	72	66	9.09%
13F Shares	3M	3M	9.23%
Total Value	$268M	$224M	19.54%
New Positions	12	6	+6
Increased Positions	14	16	-2
Closed Positions	5	7	-2
Reduced Positions	30	29	+1
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

9.09%

13F Shares

9.23%

Total Value

$268M

$224M

19.54%

New Positions

Increased Positions

-2

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

72 + 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:

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

Top 25 CFO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Silver Oak Securities, Incorporated	1.44%	295,625	$23.7M
2	Family Capital Management, Inc.	0.54%	17,295	$1.4M
3	Intrua Financial, LLC	0.41%	55,340	$4.4M
4	Advisory Advocates, LLC	0.36%	5,205	$417K
5	BridgePort Financial Solutions, LLC	0.36%	17,510	$1.4M
6	World Equity Group, INC.	0.28%	15,808	$1.3M
7	Keystone Financial Group	0.26%	54,525	$4.4M
8	Patriot Financial Group Insurance Agency, LLC	0.19%	23,171	$1.9M
9	Calton & Associates, INC.	0.13%	10,901	$873K
10	CAP Partners, LLC	0.11%	2,684	$215K
11	Key Capital Management, INC	0.10%	2,344	$188K
12	Integrated Wealth Concepts LLC	0.08%	199,649	$16.0M
13	Syntegra Private Wealth Group, LLC	0.05%	7,819	$626K
14	Clearstead Advisors, LLC	0.05%	63,476	$5.1M
15	LexAurum Advisors, LLC	0.04%	4,865	$390K
16	Vise Technologies, Inc.	0.04%	39,785	$3.2M
17	Mather Group, LLC.	0.03%	46,039	$3.7M
18	Cetera Investment Advisers	0.03%	439,136	$35.2M
19	Gen-Wealth Partners Inc	0.02%	1,078	$86K
20	Ameriflex Group, INC.	0.02%	700	$56K
21	StoneX Group Inc.	0.02%	6,634	$519K
22	Commonwealth Equity Services, LLC	0.02%	164,099	$13.1M
23	NewEdge Advisors, LLC	0.01%	58,114	$4.7M
24	First Heartland Consultants, Inc.	0.01%	2,544	$204K
25	Lbmc Investment Advisors, LLC	0.01%	2,872	$230K

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?

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

More sellers than buyers — 43% buying: Last quarter: 35 funds reduced or exited vs 26 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 CFO holders?

Elite ownership — 40% AUM from top-100 funds: 17 of 72 holders are among the 100 largest funds by AUM, controlling 40% 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?

71% of holders stayed for 2+ years: 52 out of 73 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.

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.

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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Victory Portfolios II (CFO)

Smart Money Signals — CFO

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Stable — ownership unchanged year-over-year

More sellers than buyers — 43% buying

More new buyers each quarter (+6 vs last Q)

71% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 71% veterans vs 18% newcomers

Elite ownership — 40% AUM from top-100 funds

Institutional Sentiment Summary — CFO

Hedge Fund Ownership: CFO

Market Analysis: CFO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CFO

Hedge Fund Positioning: CFO

Statistics: CFO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Victory Portfolios II (CFO)

Welcome to 13Foresight!