Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Victory Portfolios II (UITB)

143 + 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
66%

Smart Money Signals — UITB

Based on 143 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added UITB 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
143 hedge funds hold UITB 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.
📶

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

fund count last 6Q
+23 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 — 66% buying

88 buying45 selling
Last quarter: 88 funds were net buyers (16 opened a brand new position + 72 added to an existing one). Only 45 were sellers (37 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 23 → 11 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 38% medium ■ 17% new
64 out of 143 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.
📊

Peak discovery — momentum slowing

17 → 15 → 23 → 11 → 16 new funds/Q
New funds entering each quarter: 15 → 23 → 11 → 16. UITB is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 45% veterans vs 27% newcomers

■ 45% veterans ■ 27% 1-2yr ■ 27% new
Entry-cohort mix of 143 holders: 65 (45%) are 2+ year veterans, 39 entered 1–2 years ago, and 39 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
18 of 143 holders are among the 100 largest funds by AUM, controlling 56% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q2, 88 hedge funds were net buyers of UITB (16 opened a new position, 72 added to an existing one), while 45 reduced or exited (37 trimmed, 8 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. 56% 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 new holders than closures). Total institutional holders: 143.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 12 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: UITB
143 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 143 135 5.93%
13F Shares 52M 54M -2.53%
Total Value $2.44B $2.52B -3.02%
New Positions 16 11 +5
Increased Positions 72 78 -6
Closed Positions 8 18 -10
Reduced Positions 37 33 +4
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 Q2)

143 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Oath Planning, LLC 11.74% 337,678 $15.8M
2 Alliance Wealth Advisors, LLC 8.96% 588,561 $27.6M
3 Northeast Planning Associates, INC. / Nh / 8.33% 261,783 $11.1M
4 Envision Financial LLC 7.45% 345,285 $16.2M
5 Cyr Financial Inc. 7.31% 299,590 $14.0M
6 Blue Water Asset Management 6.81% 450,385 $21.1M
7 Planning Directions Inc 6.59% 303,886 $14.2M
8 Fjell Capital, LLC 5.80% 181,398 $8.5M
9 Wealth Advisory Team LLC 4.70% 123,467 $5.8M
10 Allen Capital Group, LLC 4.53% 1,187,333 $55.6M
11 Atlantic Edge Private Wealth Management, LLC 4.41% 460,836 $21.6M
12 Bogart Wealth, LLC 3.49% 2,172,807 $101.8M
13 Pinnacle Wealth Management Group, Inc. 3.40% 155,645 $7.3M
14 Greenup Street Wealth Management LLC 3.25% 570,026 $26.7M
15 Smith Thornton Advisors LLC 3.11% 152,724 $7.1M
16 Newman Dignan & Sheerar, Inc. 3.03% 338,592 $15.9M
17 Stewardship Concepts Financial Services LLC 2.61% 82,891 $3.9M
18 Crusonia Wealth Advisors LLC 2.48% 322,183 $15.1M
19 MBL Wealth, LLC 2.43% 758,771 $35.5M
20 Sargent Investment Group, LLC 2.28% 405,609 $19.0M
21 Pathway Financial Advisors LLC 2.17% 398,354 $18.6M
22 Axis Wealth Partners, LLC 1.96% 86,970 $4.1M
23 Calamos Wealth Management LLC 1.91% 1,349,050 $63.2M
24 HORAN Wealth, LLC 1.60% 417,413 $19.6M
25 Fsa Wealth Partners, INC. 1.50% 127,612 $6.0M
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?

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

More buyers than sellers — 66% buying: Last quarter: 88 funds were net buyers (16 opened a brand new position + 72 added to an existing one). Only 45 were sellers (37 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UITB holders?

Elite ownership — 56% AUM from top-100 funds: 18 of 143 holders are among the 100 largest funds by AUM, controlling 56% 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?

45% of holders stayed for 2+ years: 64 out of 143 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.

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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