Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Victory Portfolios II (USTB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
11Q ▲
Buyers last Q
67%

Smart Money Signals — USTB

Based on 149 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added USTB 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
149 hedge funds hold USTB 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 — +22% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+22% 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 — 67% buying

102 buying50 selling
Last quarter: 102 funds were net buyers (20 opened a brand new position + 82 added to an existing one). Only 50 were sellers (37 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 23 → 15 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 31% medium ■ 25% new
66 out of 149 hedge funds have held USTB 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 — ~20 new funds/quarter

19 → 17 → 23 → 15 → 20 new funds/Q
New funds entering each quarter: 17 → 23 → 15 → 20. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 45% veterans vs 32% newcomers

■ 45% veterans ■ 23% 1-2yr ■ 32% new
Entry-cohort mix of 149 holders: 67 (45%) are 2+ year veterans, 34 entered 1–2 years ago, and 48 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
16 of 149 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in USTB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — USTB

In 2026 Q2, 102 hedge funds were net buyers of USTB (20 opened a new position, 82 added to an existing one), while 50 reduced or exited (37 trimmed, 13 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 40% of total institutional value in USTB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 149.

Hedge Fund Ownership: USTB

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

Market Analysis: USTB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: USTB

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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.

4 top-rated funds 14 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: USTB
148 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 148 142 4.23%
13F Shares 36M 30M 18.92%
Total Value $1.77B $1.49B 18.38%
New Positions 19 15 +4
Increased Positions 82 82 -
Closed Positions 13 9 +4
Reduced Positions 37 34 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: USTB

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Institutional Holders (2026 Q2)

148 + investors

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

QUARTER:
Top 25 USTB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Go Invest LLC 27.85% 2,341,147 $118.5M
2 Broadway Wealth Solutions, Inc. 13.69% 578,799 $29.3M
3 Winter & Associates, Inc. 13.53% 355,616 $18.0M
4 Northeast Planning Associates, INC. / Nh / 9.16% 264,245 $12.2M
5 StoryOne LLC 6.64% 277,676 $14.1M
6 SHP Wealth Management 6.22% 1,785,374 $90.4M
7 Pinnacle Wealth Management Group, Inc. 4.26% 180,560 $9.1M
8 Kirkwood Financial Services 3.75% 258,893 $13.1M
9 Marquette Asset Management, LLC 3.58% 550,446 $27.9M
10 Stonebridge Financial Group, LLC 3.56% 927,201 $46.9M
11 Smith Thornton Advisors LLC 3.14% 141,546 $7.1M
12 Adapt Wealth Advisors, LLC 3.02% 182,656 $9.2M
13 Amplius Wealth Advisors, LLC 2.93% 790,733 $40.0M
14 ERn Financial, LLC 2.93% 349,663 $17.7M
15 Clarity Asset Management, Inc. 2.91% 117,432 $5.9M
16 REDW Wealth LLC 2.86% 157,490 $8.0M
17 Trademark Financial Management, LLC 2.73% 131,815 $6.7M
18 Midwest Capital Advisors, LLC 2.46% 119,864 $6.1M
19 Avaii Wealth Management, LLC 2.37% 159,757 $8.1M
20 Darrow Company, Inc. 2.32% 118,115 $6.0M
21 Cornerstone Planning Group LLC 1.92% 302,568 $15.3M
22 Motco 1.65% 379,986 $19.2M
23 Redhawk Wealth Advisors, Inc. 1.38% 276,282 $14.0M
24 Rooted Wealth Advisors, Inc. 1.22% 98,438 $5.0M
25 Miller Financial Services LLC 1.19% 29,301 $1.5M
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 (USTB)

What does the Smart Money Trend signal show for USTB?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added USTB 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 USTB?

More buyers than sellers — 67% buying: Last quarter: 102 funds were net buyers (20 opened a brand new position + 82 added to an existing one). Only 50 were sellers (37 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for USTB holders?

Elite ownership — 40% AUM from top-100 funds: 16 of 149 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in USTB. 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 USTB?

44% of holders stayed for 2+ years: 66 out of 149 hedge funds have held USTB 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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