Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VICTORY PORTFOLIOS II (UBND)

27 + 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
→ 0
Streak
1Q —
Buyers last Q
66%

Smart Money Signals — UBND

Based on 27 hedge funds · latest filing: 2025 Q4 · 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
27 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 — +80% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+80% 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 — 66% buying

19 buying10 selling
Last quarter: 19 funds were net buyers (4 opened a brand new position + 15 added to an existing one). Only 10 were sellers (6 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 4 → 7 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 37% entered in last year

■ 19% conviction (2yr+) ■ 44% medium ■ 37% new
Only 5 funds (19%) 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 — ~4 new funds/quarter

3 → 7 → 4 → 7 → 4 new funds/Q
New funds entering each quarter: 7 → 4 → 7 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 11% veterans, 48% new entrants

■ 11% veterans ■ 41% 1-2yr ■ 48% new
Of 27 current holders: 3 (11%) held 2+ years, 11 held 1–2 years, 13 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
2 of 27 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: UBND
2026 Q1 Stats Unlock in 17 days 27 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 27 27 -
13F Shares 62M 55M 13.98%
Total Value $1.37B $1.20B 13.69%
New Positions 4 7 -3
Increased Positions 15 13 +2
Closed Positions 4 1 +3
Reduced Positions 6 4 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UBND

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

27 + investors

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

Top 20 institutional holders of UBND — 2025 Q4 · 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 Goldstein Advisors, LLC 4.10% 1,693,051 $36.9M
6 Impact Investors, Inc 3.90% 258,046 $5.6M
7 Huntleigh Advisors, Inc. 1.32% 353,636 $7.7M
8 Elk River Wealth Management LLC 1.31% 361,138 $7.9M
9 Merit Financial Group, LLC 1.03% 6,387,075 $139.1M
10 Stonebridge Financial Group, LLC / MO 0.44% 24,165 $526K
11 Trademark Financial Management, LLC 0.41% 38,635 $841K
12 U.S. Capital Wealth Advisors, LLC 0.26% 467,972 $10.2M
13 Comprehensive Financial Planning, Inc./PA 0.09% 5,940 $129K
14 LexAurum Advisors, LLC 0.08% 26,623 $580K
15 TRUIST FINANCIAL CORP 0.05% 1,537,657 $33.6M
16 OneAscent Financial Services LLC 0.03% 22,667 $494K
17 Park Place Capital Corp 0.02% 4,232 $92K
18 Vise Technologies, Inc. 0.01% 13,004 $286K
19 Kestra Advisory Services, LLC 0.00% 9,500 $207K
20 FIFTH THIRD BANCORP 0.00% 3,555 $77K
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?

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 UBND?

More buyers than sellers — 66% buying: Last quarter: 19 funds were net buyers (4 opened a brand new position + 15 added to an existing one). Only 10 were sellers (6 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UBND holders?

Strong quality — 33% AUM from major funds: 2 of 27 holders rank in the top 100 by AUM, accounting for 33% 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 — 37% entered in last year: Only 5 funds (19%) 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.