Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Victory Portfolios II (UITB)

132 + Investors. Track Smart Money conviction in UITB. 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
63%

Smart Money Signals — UITB

Based on 133 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their UITB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
133 funds currently hold this stock — 94% of the 3.0-year high of 141 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 63% buying

87 buying51 selling
Last quarter: 87 funds were net buyers (10 opened a brand new position + 77 added to an existing one). Only 51 were sellers (33 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 16 → 15 → 23 → 10. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 39% medium ■ 21% new
53 out of 133 hedge funds have held UITB 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.
➡️

Steady discovery — ~10 new funds/quarter

14 → 16 → 15 → 23 → 10 new funds/Q
New funds entering each quarter: 16 → 15 → 23 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 36% veterans, 32% new entrants

■ 36% veterans ■ 32% 1-2yr ■ 32% new
Of 133 current holders: 48 (36%) held 2+ years, 42 held 1–2 years, 43 (32%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
14 of 133 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in UITB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Institutional Sentiment Summary — UITB

In 2026 Q1, 87 hedge funds were net buyers of UITB (10 opened a new position, 77 added to an existing one), while 51 reduced or exited (33 trimmed, 18 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. 58% of total institutional value in UITB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 133.

Hedge Fund Ownership: UITB

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

Market Analysis: UITB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UITB

-- --

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

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

Signal Freshness measures how much UITB 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 · 73d ago
UITB
-0.7%
SPY
+11.7%

UITB outperformed SPY by -12.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 28d ago
UITB
+1.1%
SPY
-1.7%

Since the filing became public, UITB outperformed SPY by +2.8% .

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.

9 top-rated funds 11 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: UITB
132 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 132 141 -6.38%
13F Shares 52M 52M -0.31%
Total Value $2.44B $2.47B -1.55%
New Positions 10 23 -13
Increased Positions 76 81 -5
Closed Positions 19 9 +10
Reduced Positions 33 25 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UITB

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Institutional Holders (2026 Q1)

132 + investors

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

QUARTER:
Top 25 UITB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Northeast Planning Associates, INC. / Nh / 13.63% 431,535 $20.3M
2 Alliance Wealth Advisors, LLC 11.94% 579,723 $27.3M
3 Oath Planning, LLC 11.39% 272,765 $12.8M
4 Cyr Financial Inc. 7.72% 278,857 $13.1M
5 LeClair Wealth Partners LLC 7.13% 438,763 $20.6M
6 Blue Water Asset Management 7.13% 438,763 $20.6M
7 Planning Directions Inc 7.11% 298,691 $14.0M
8 Envision Financial LLC 6.94% 274,404 $12.9M
9 Fjell Capital, LLC 6.26% 173,250 $8.1M
10 Newman Dignan & Sheerar, Inc. 4.69% 473,674 $22.3M
11 Allen Capital Group, LLC 4.68% 1,113,941 $52.4M
12 Bogart Wealth, LLC 3.73% 2,060,745 $96.9M
13 Pinnacle Wealth Management Group, Inc. 3.57% 154,735 $7.3M
14 Smith Thornton Advisors LLC 3.41% 143,944 $6.8M
15 Atlantic Edge Private Wealth Management, LLC 3.11% 269,451 $12.7M
16 Crusonia Wealth Advisors LLC 3.10% 320,164 $15.1M
17 Greenup Street Wealth Management LLC 2.95% 445,796 $21.0M
18 Fsa Wealth Partners, INC. 2.80% 125,232 $5.9M
19 Stewardship Concepts Financial Services LLC 2.71% 73,677 $3.5M
20 MBL Wealth, LLC 2.56% 720,875 $33.9M
21 Sargent Investment Group, LLC 2.51% 405,265 $19.1M
22 Pathway Financial Advisors LLC 2.34% 402,069 $18.9M
23 Calamos Wealth Management LLC 2.06% 1,273,569 $59.9M
24 Axis Wealth Partners, LLC 1.93% 77,381 $3.6M
25 HORAN Wealth, LLC 1.84% 411,102 $19.3M
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 (UITB)

What does the Smart Money Trend signal show for UITB?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their UITB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for UITB?

More buyers than sellers — 63% buying: Last quarter: 87 funds were net buyers (10 opened a brand new position + 77 added to an existing one). Only 51 were sellers (33 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UITB holders?

Elite ownership — 58% AUM from top-100 funds: 14 of 133 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in UITB. 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 UITB?

40% of holders stayed for 2+ years: 53 out of 133 hedge funds have held UITB 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.

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

As of today, UITB has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.7% for the SPY sector ETF — an outperformance of +2.8%. Since the quarter end (March 31, 2026), UITB has gained -0.7% vs +11.7% 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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