Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Victory Portfolios II (SFLO)

65 + 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
↑ +5
Streak
2Q ▲
Buyers last Q
75%

Smart Money Signals — SFLO

Based on 65 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
65 hedge funds hold SFLO right now — the highest count in 2.8 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 — +67% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+67% 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 — 75% buying

50 buying17 selling
Last quarter: 50 funds were net buyers (11 opened a brand new position + 39 added to an existing one). Only 17 were sellers (11 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 7 → 12 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 31% entered in last year

■ 9% conviction (2yr+) ■ 60% medium ■ 31% new
Only 6 funds (9%) 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.
➡️

Steady discovery — ~11 new funds/quarter

9 → 17 → 7 → 12 → 11 new funds/Q
New funds entering each quarter: 17 → 7 → 12 → 11. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 2% veterans, 52% new entrants

■ 2% veterans ■ 46% 1-2yr ■ 52% new
Of 65 current holders: 1 (2%) held 2+ years, 30 held 1–2 years, 34 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 72% AUM from top-100 funds

72% from top-100 AUM funds
14 of 65 holders are among the 100 largest funds by AUM, controlling 72% 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.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 Q2, 50 hedge funds were net buyers of SFLO (11 opened a new position, 39 added to an existing one), while 17 reduced or exited (11 trimmed, 6 sold completely) — a 75% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 72% of total institutional value in SFLO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 65.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: SFLO
2026 Q3 Stats Unlock in 4 days 65 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 65 60 8.33%
13F Shares 15M 13M 11.5%
Total Value $513M $419M 22.66%
New Positions 11 12 -1
Increased Positions 39 32 +7
Closed Positions 6 4 +2
Reduced Positions 11 13 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SFLO

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Financial Highlights

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Institutional Holders (2026 Q3)

65 + 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:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 SFLO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Boothe Investment Group, Inc. 6.58% 619,861 $23.1M
2 Teamwork Financial Advisors, LLC 2.19% 534,484 $19.9M
3 IAG Wealth Partners, LLC 1.05% 301,384 $11.2M
4 Triumph Capital Management 0.94% 145,436 $5.4M
5 Tradition Wealth Management, LLC 0.59% 266,506 $9.9M
6 Wbi Investments, LLC 0.46% 47,333 $1.8M
7 Atlas Wealth LLC 0.30% 58,818 $2.2M
8 Index Technologies Group LLC 0.26% 9,308 $346K
9 Patriot Financial Group Insurance Agency, LLC 0.26% 73,747 $2.7M
10 Verity Asset Management, Inc. 0.25% 17,445 $649K
11 Quantum Portfolio Management LLC 0.20% 15,360 $572K
12 Gwn Securities INC. 0.13% 22,618 $842K
13 Blue Water Asset Management 0.12% 10,238 $381K
14 GK Wealth Management LLC 0.12% 5,503 $205K
15 KPP Advisory Services LLC 0.11% 18,295 $681K
16 LOM Asset Management Ltd 0.11% 12,000 $447K
17 Oxinas Partners, LLC 0.10% 7,551 $281K
18 Revisor Wealth Management LLC 0.09% 9,099 $346K
19 Nations Financial Group Inc, /Ia/ /Adv 0.07% 37,342 $1.4M
20 Sanctuary Advisors, LLC 0.06% 403,465 $15.0M
21 Victory Capital Management Inc 0.06% 3,034,723 $112.9M
22 Xcelsior Advisor Partners LLC 0.06% 24,045 $895K
23 NewEdge Advisors, LLC 0.05% 467,476 $17.4M
24 ZEGA Investments, LLC 0.05% 12,066 $449K
25 Maridea Wealth Management LLC 0.03% 9,153 $341K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 75% buying: Last quarter: 50 funds were net buyers (11 opened a brand new position + 39 added to an existing one). Only 17 were sellers (11 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SFLO holders?

Elite ownership — 72% AUM from top-100 funds: 14 of 65 holders are among the 100 largest funds by AUM, controlling 72% 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 — 31% entered in last year: Only 6 funds (9%) 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.

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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