Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Victory Portfolios II (SFLO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
72%

Smart Money Signals — SFLO

Based on 60 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 SFLO 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
60 hedge funds hold SFLO right now — the highest count in 2.5 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.
🚀

Fast accumulation — +50% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+50% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 72% buying

44 buying17 selling
Last quarter: 44 funds were net buyers (12 opened a brand new position + 32 added to an existing one). Only 17 were sellers (13 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 17 → 7 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 42% entered in last year

■ 2% conviction (2yr+) ■ 57% medium ■ 42% new
Only 1 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

13 → 9 → 17 → 7 → 12 new funds/Q
New funds entering each quarter: 9 → 17 → 7 → 12. SFLO is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 62% of holders entered in last year

■ 0% veterans ■ 38% 1-2yr ■ 62% new
Of 60 current holders: 37 (62%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
12 of 60 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in SFLO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — SFLO

In 2026 Q1, 44 hedge funds were net buyers of SFLO (12 opened a new position, 32 added to an existing one), while 17 reduced or exited (13 trimmed, 4 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. 63% of total institutional value in SFLO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 60.

Hedge Fund Ownership: SFLO

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

Market Analysis: SFLO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SFLO

-- --

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

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

Signal Freshness measures how much SFLO 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 · 79d ago
SFLO
+9.6%
SPY
+13.9%

SFLO outperformed SPY by -4.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
SFLO
+3.9%
SPY
+0.2%

Since the filing became public, SFLO outperformed SPY by +3.7% .

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 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: SFLO
58 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 58 52 11.54%
13F Shares 13M 13M 0.44%
Total Value $418M $395M 5.83%
New Positions 12 7 +5
Increased Positions 31 36 -5
Closed Positions 6 8 -2
Reduced Positions 12 6 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SFLO

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

58 + investors

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

QUARTER:
Top 25 SFLO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Boothe Investment Group, Inc. 5.90% 610,384 $18.3M
2 IAG Wealth Partners, LLC 1.15% 342,785 $10.3M
3 Tradition Wealth Management, LLC 0.88% 412,055 $12.4M
4 Wbi Investments, LLC 0.47% 56,200 $1.7M
5 Excelsior Advisor Network LLC 0.25% 21,934 $659K
6 Patriot Financial Group Insurance Agency, LLC 0.23% 133,858 $4.0M
7 Gwn Securities INC. 0.12% 21,375 $642K
8 LeClair Wealth Partners LLC 0.11% 10,191 $306K
9 Blue Water Asset Management 0.11% 10,191 $306K
10 KPP Advisory Services LLC 0.08% 18,368 $552K
11 Triumph Capital Management 0.08% 12,707 $382K
12 Sanctuary Advisors, LLC 0.06% 399,203 $12.0M
13 Victory Capital Management Inc 0.06% 3,004,723 $90.2M
14 Nations Financial Group Inc, /Ia/ /Adv 0.06% 35,858 $1.1M
15 Maridea Wealth Management LLC 0.04% 9,901 $297K
16 Bruce G. Allen Investments, LLC 0.04% 1,919 $58K
17 WCG Wealth Advisors LLC 0.03% 30,762 $924K
18 Mml Investors Services, LLC 0.02% 286,727 $8.6M
19 Keel Point, LLC 0.02% 11,982 $360K
20 Farther Finance Advisors, LLC 0.02% 75,724 $2.3M
21 Rockefeller Capital Management L.P. 0.02% 398,758 $12.0M
22 Pine Valley Investments Ltd Liability Co 0.02% 13,163 $395K
23 Equitable Holdings, Inc. 0.01% 73,399 $2.2M
24 &Partners 0.01% 80,759 $2.4M
25 Kestra Private Wealth Services, LLC 0.01% 29,784 $894K
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 (SFLO)

What does the Smart Money Trend signal show for SFLO?

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

More buyers than sellers — 72% buying: Last quarter: 44 funds were net buyers (12 opened a brand new position + 32 added to an existing one). Only 17 were sellers (13 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SFLO holders?

Elite ownership — 63% AUM from top-100 funds: 12 of 60 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in SFLO. 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 SFLO?

Mostly new holders — 42% entered in last year: Only 1 funds (2%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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

As of today, SFLO has moved +3.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.7%. Since the quarter end (March 31, 2026), SFLO has gained +9.6% vs +13.9% 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.

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