Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Victory Portfolios II (USVM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
2Q ▲
Buyers last Q
68%

Smart Money Signals — USVM

Based on 56 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added USVM 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
56 hedge funds hold USVM 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 — +40% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+40% 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 — 68% buying

34 buying16 selling
Last quarter: 34 funds were net buyers (13 opened a brand new position + 21 added to an existing one). Only 16 were sellers (12 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 2 → 13 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 29% long-term, 38% new

■ 29% conviction (2yr+) ■ 34% medium ■ 38% new
Of the 56 current holders: 16 (29%) held >2 years, 19 held 1–2 years, and 21 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

18 → 9 → 2 → 13 → 13 new funds/Q
New funds entering each quarter: 9 → 2 → 13 → 13. A growing number of institutions are discovering USVM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 57% of holders entered in last year

■ 34% veterans ■ 9% 1-2yr ■ 57% new
Of 56 current holders: 32 (57%) entered in the past year, only 19 (34%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
14 of 55 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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.

Institutional Sentiment Summary — USVM

In 2026 Q1, 34 hedge funds were net buyers of USVM (13 opened a new position, 21 added to an existing one), while 16 reduced or exited (12 trimmed, 4 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 56.

Hedge Fund Ownership: USVM

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

Market Analysis: USVM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: USVM

-- --

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

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

Signal Freshness measures how much USVM 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 · 78d ago
USVM
+11.7%
SPY
+15.9%

USVM outperformed SPY by -4.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
USVM
+3.1%
SPY
+2.0%

Since the filing became public, USVM outperformed SPY by +1.1% .

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.

4 top-rated funds 3 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: USVM
56 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 56 47 19.15%
13F Shares 11M 13M -10.78%
Total Value $1.06B $1.18B -9.97%
New Positions 13 13 -
Increased Positions 21 21 -
Closed Positions 4 2 +2
Reduced Positions 12 9 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: USVM

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Financial Highlights

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Institutional Holders (2026 Q1)

56 + investors

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

QUARTER:
Top 25 USVM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LeClair Wealth Partners LLC 6.25% 191,096 $18.1M
2 Blue Water Asset Management 6.25% 191,096 $18.1M
3 Anderson Financial Strategies, LLC 4.75% 83,430 $8.6M
4 Systelligence, LLC 3.12% 169,357 $16.0M
5 Wealth Enhancement Advisory Services, LLC 1.34% 6,973,559 $659.5M
6 Wealth Enhancement Trust Services, Inc. 0.61% 53,277 $5.0M
7 LexAurum Advisors, LLC 0.36% 29,569 $2.8M
8 Nova Wealth Management, Inc. 0.35% 5,606 $531K
9 Beacon Financial Advisory LLC 0.33% 15,486 $1.5M
10 NorthCrest Asset Manangement, LLC 0.24% 80,091 $7.7M
11 Cerity Partners LLC 0.19% 1,434,258 $135.8M
12 Retirement Planning Group, LLC 0.17% 56,681 $5.4M
13 Vise Technologies, Inc. 0.15% 81,966 $7.5M
14 Trilogy Capital Inc. 0.11% 26,929 $2.5M
15 Capital Square, LLC 0.11% 2,296 $235K
16 Victory Capital Management Inc 0.09% 1,485,719 $140.7M
17 Strive Financial Group ,LLC 0.02% 424 $40K
18 Harbour Investments, INC. 0.02% 13,410 $1.3M
19 Money Concepts Capital Corp 0.02% 3,502 $332K
20 Steward Partners Investment Advisory, LLC 0.01% 16,394 $1.6M
21 Truist Financial Corp 0.01% 51,074 $4.8M
22 Sigma Planning Corp 0.01% 2,427 $230K
23 Family Capital Trust Co 0.01% 193 $18K
24 Two Sigma Investments, LP 0.00% 52,000 $4.9M
25 OneDigital Investment Advisors LLC 0.00% 3,782 $358K
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 (USVM)

What does the Smart Money Trend signal show for USVM?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added USVM 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 USVM?

More buyers than sellers — 68% buying: Last quarter: 34 funds were net buyers (13 opened a brand new position + 21 added to an existing one). Only 16 were sellers (12 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for USVM holders?

Smaller funds dominant — 14% AUM from top-100: 14 of 55 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held USVM?

Mixed — 29% long-term, 38% new: Of the 56 current holders: 16 (29%) held >2 years, 19 held 1–2 years, and 21 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.

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

As of today, USVM has moved +3.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +1.1%. Since the quarter end (March 31, 2026), USVM has gained +11.7% vs +15.9% 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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