Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Victory Portfolios II (UBND)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
6Q ▲
Buyers last Q
86%

Smart Money Signals — UBND

Based on 43 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added UBND 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
43 hedge funds hold UBND 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.
🚀

Fast accumulation — +105% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+105% 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 — 86% buying

36 buying6 selling
Last quarter: 36 funds were net buyers (14 opened a brand new position + 22 added to an existing one). Only 6 were sellers (4 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new UBND position: 5 → 8 → 5 → 14. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 47% entered in last year

■ 23% conviction (2yr+) ■ 30% medium ■ 47% new
Only 10 funds (23%) 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.
📈

Growing discovery — still being found

7 → 5 → 8 → 5 → 14 new funds/Q
New funds entering each quarter: 5 → 8 → 5 → 14. A growing number of institutions are discovering UBND each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 58% of holders entered in last year

■ 21% veterans ■ 21% 1-2yr ■ 58% new
Of 43 current holders: 25 (58%) entered in the past year, only 9 (21%) 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.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
8 of 43 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — 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 — UBND

In 2026 Q1, 36 hedge funds were net buyers of UBND (14 opened a new position, 22 added to an existing one), while 6 reduced or exited (4 trimmed, 2 sold completely) — a 86% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 31% of total institutional value in UBND is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 43.

Hedge Fund Ownership: UBND

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

Market Analysis: UBND

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UBND

-- --

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

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

Signal Freshness measures how much UBND 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
UBND
-0.4%
SPY
+13.9%

UBND outperformed SPY by -14.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
UBND
+1.3%
SPY
+0.2%

Since the filing became public, UBND outperformed SPY by +1.1% .

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.

2 top-rated funds 3 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: UBND
42 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 42 31 35.48%
13F Shares 80M 69M 15.97%
Total Value $1.75B $1.53B 14.83%
New Positions 14 5 +9
Increased Positions 22 17 +5
Closed Positions 3 4 -1
Reduced Positions 4 7 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UBND

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Financial Highlights

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Institutional Holders (2026 Q1)

42 + investors

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

QUARTER:
Top 25 UBND holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cahaba Wealth Management, INC. 12.09% 8,179,176 $178.1M
2 Annex Advisory Services, LLC 7.22% 17,683,091 $385.1M
3 1900 Wealth Management LLC 6.12% 4,379,480 $95.4M
4 Madison Wealth Partners, Inc 5.57% 1,603,758 $34.9M
5 Retirement Planning Group, LLC 4.97% 7,358,557 $160.3M
6 Correct Capital Wealth Management 4.74% 1,164,835 $25.4M
7 Goldstein Advisors, LLC 4.10% 1,693,051 $36.9M
8 Impact Investors, Inc 3.90% 258,046 $5.6M
9 Huntleigh Advisors, Inc. 1.32% 353,636 $7.7M
10 Elk River Wealth Management LLC 1.31% 361,138 $7.9M
11 Merit Financial Group, LLC 1.03% 6,387,075 $139.1M
12 Tandem Financial, LLC 0.58% 83,732 $1.8M
13 Stonebridge Financial Group, LLC / MO 0.44% 24,165 $526K
14 Trademark Financial Management, LLC 0.41% 38,635 $841K
15 Victory Capital Management Inc 0.32% 22,967,672 $500.2M
16 U.S. Capital Wealth Advisors, LLC 0.26% 467,972 $10.2M
17 Integrated Investment Consultants, LLC 0.18% 39,596 $862K
18 Clarity Asset Management, Inc. 0.17% 15,297 $333K
19 Comprehensive Financial Planning, Inc./PA 0.09% 5,940 $129K
20 LexAurum Advisors, LLC 0.08% 26,623 $580K
21 Osaic Holdings, INC. 0.07% 2,053,682 $44.7M
22 Truist Financial Corp 0.05% 1,537,657 $33.6M
23 Corient Private Wealth LLC 0.04% 1,208,395 $26.3M
24 OneDigital Investment Advisors LLC 0.04% 176,129 $3.8M
25 OneAscent Financial Services LLC 0.03% 22,667 $494K
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 (UBND)

What does the Smart Money Trend signal show for UBND?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added UBND 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 UBND?

More buyers than sellers — 86% buying: Last quarter: 36 funds were net buyers (14 opened a brand new position + 22 added to an existing one). Only 6 were sellers (4 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UBND holders?

Strong quality — 31% AUM from major funds: 8 of 43 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held UBND?

Mostly new holders — 47% entered in last year: Only 10 funds (23%) 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 (UBND) following the 2026 Q1 hedge fund 13F filings?

As of today, UBND has moved +1.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.1%. Since the quarter end (March 31, 2026), UBND has gained -0.4% 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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