Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VICTORY PORTFOLIOS II (USTB)

129 + 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
↑ +9
Streak
8Q ▲
Buyers last Q
69%

Smart Money Signals — USTB

Based on 129 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 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
129 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 — +29% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+29% 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 — 69% buying

91 buying40 selling
Last quarter: 91 funds were net buyers (22 opened a brand new position + 69 added to an existing one). Only 40 were sellers (27 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new USTB position: 16 → 18 → 16 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 39% long-term, 26% new

■ 39% conviction (2yr+) ■ 36% medium ■ 26% new
Of the 129 current holders: 50 (39%) held >2 years, 46 held 1–2 years, and 33 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

21 → 16 → 18 → 16 → 22 new funds/Q
New funds entering each quarter: 16 → 18 → 16 → 22. A growing number of institutions are discovering USTB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 40% of holders stayed 2+ years

■ 40% veterans ■ 20% 1-2yr ■ 40% new
Of 129 current holders: 52 (40%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
11 of 129 holders are among the 100 largest funds by AUM, controlling 43% 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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: 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

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

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 7 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: USTB
2026 Q1 Stats Unlock in 22 days 129 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 129 120 7.5%
13F Shares 25M 23M 8.07%
Total Value $1.28B $1.18B 8.31%
New Positions 22 16 +6
Increased Positions 69 72 -3
Closed Positions 13 12 +1
Reduced Positions 27 22 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: USTB

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

129 + investors

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

Top 25 institutional holders of USTB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Broadway Wealth Solutions, Inc. 14.65% 559,951 $28.3M
2 NORTHEAST PLANNING ASSOCIATES, INC. / NH / 9.02% 265,596 $13.4M
3 Winter & Associates, Inc. 8.79% 198,454 $10.0M
4 StoryOne LLC 5.14% — $9.1M
5 Pinnacle Wealth Management Group, Inc. 4.44% 178,774 $9.0M
6 Marquette Asset Management, LLC 3.97% 525,433 $26.6M
7 Stonebridge Financial Group, LLC 3.67% 881,331 $44.6M
8 Smith Thornton Advisors LLC 3.34% 131,303 $6.6M
9 ERn Financial, LLC 3.18% 334,129 $16.9M
10 Amplius Wealth Advisors, LLC 3.09% 733,336 $37.1M
11 AVAII WEALTH MANAGEMENT, LLC 2.71% 153,409 $7.8M
12 Midwest Capital Advisors, LLC 2.64% 111,574 $5.6M
13 Darrow Company, Inc. 2.59% 113,884 $5.8M
14 MOTCO 1.75% 372,958 $18.9M
15 Redhawk Wealth Advisors, Inc. 1.48% 264,785 $13.4M
16 Trademark Financial Management, LLC 1.35% 54,566 $2.8M
17 Lakeridge Wealth Management LLC 1.34% 61,591 $3.1M
18 TOTH FINANCIAL ADVISORY CORP 1.17% 210,516 $10.6M
19 Merit Financial Group, LLC 1.06% 2,822,911 $142.8M
20 Certified Advisory Corp 1.05% 231,971 $11.7M
21 Samalin Investment Counsel, LLC 1.03% 57,456 $2.9M
22 Rooted Wealth Advisors, Inc. 0.95% 71,085 $3.6M
23 OneAscent Wealth Management LLC 0.87% 51,908 $2.6M
24 Axis Wealth Partners, LLC 0.70% 26,082 $1.3M
25 CREATIVE FINANCIAL DESIGNS INC /ADV 0.57% 185,906 $9.4M
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 — 8 quarters in a row: For 8 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 — 69% buying: Last quarter: 91 funds were net buyers (22 opened a brand new position + 69 added to an existing one). Only 40 were sellers (27 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for USTB holders?

Elite ownership — 43% AUM from top-100 funds: 11 of 129 holders are among the 100 largest funds by AUM, controlling 43% 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?

Mixed — 39% long-term, 26% new: Of the 129 current holders: 50 (39%) held >2 years, 46 held 1–2 years, and 33 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.