Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Victory Portfolios II (USVM)

61 + 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
↑ +6
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — USVM

Based on 62 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
62 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 — +55% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+55% 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.
🟡

Slight buying edge — 58% buying

36 buying26 selling
Last quarter: 36 funds bought or added vs 26 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 13 → 13 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 29% long-term, 42% new

■ 29% conviction (2yr+) ■ 29% medium ■ 42% new
Of the 62 current holders: 18 (29%) held >2 years, 18 held 1–2 years, and 26 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.
💰

Value +23% but shares only +7% — price-driven

Value
+22%
Shares
+7%
Last quarter: the total dollar value of institutional holdings rose +23%, but actual share count only changed +7%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

9 → 2 → 13 → 13 → 12 new funds/Q
New funds entering each quarter: 2 → 13 → 13 → 12. A growing number of institutions are discovering USVM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 29% veterans, 50% new entrants

■ 29% veterans ■ 21% 1-2yr ■ 50% new
Of 62 current holders: 18 (29%) held 2+ years, 13 held 1–2 years, 31 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
16 of 62 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.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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 Q2, 36 hedge funds were net buyers of USVM (12 opened a new position, 24 added to an existing one), while 26 reduced or exited (20 trimmed, 6 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 62.

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.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: USVM
61 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 61 56 8.93%
13F Shares 12M 11M 6.5%
Total Value $1.30B $1.06B 21.78%
New Positions 12 13 -1
Increased Positions 24 21 +3
Closed Positions 7 4 +3
Reduced Positions 19 12 +7
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 Q2)

61 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Blue Water Asset Management 6.86% 193,408 $21.2M
2 Anderson Financial Strategies, LLC 4.70% 81,804 $9.0M
3 Systelligence, LLC 3.16% 172,282 $18.9M
4 Wealth Enhancement Advisory Services, LLC 1.43% 7,950,998 $854.8M
5 LexAurum Advisors, LLC 0.41% 32,575 $3.6M
6 Beacon Financial Advisory LLC 0.37% 17,006 $1.9M
7 Nova Wealth Management, Inc. 0.35% 5,792 $636K
8 NorthCrest Asset Manangement, LLC 0.25% 90,648 $9.8M
9 Kintra Wealth, LLC 0.19% 32,349 $3.6M
10 Cerity Partners LLC 0.18% 1,363,934 $149.8M
11 Retirement Planning Group, LLC 0.15% 53,505 $5.9M
12 Vise Technologies, Inc. 0.14% 113,671 $12.5M
13 Cerity Partners Retirement Plan Advisors LLC 0.12% 2,594 $285K
14 Capital Square, LLC 0.12% 2,447 $266K
15 Trilogy Capital Inc. 0.11% 26,523 $2.9M
16 Victory Capital Management Inc 0.09% 1,485,719 $163.2M
17 Wealth Enhancement Trust Services, Inc. 0.09% 7,740 $707K
18 Curry Webb Wealth Management LLC 0.08% 1,855 $204K
19 Cary Street Partners Financial LLC 0.05% 18,832 $2.1M
20 Harbour Investments, INC. 0.02% 13,258 $1.5M
21 Strive Financial Group ,LLC 0.02% 411 $45K
22 Money Concepts Capital Corp 0.02% 3,814 $419K
23 Steward Partners Investment Advisory, LLC 0.01% 16,024 $1.8M
24 Sigma Planning Corp 0.01% 2,419 $266K
25 Truist Financial Corp 0.01% 48,888 $5.4M
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 (USVM)

What does the Smart Money Trend signal show for USVM?

Buying streak — 3 quarters in a row: For 3 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?

Slight buying edge — 58% buying: Last quarter: 36 funds bought or added vs 26 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for USVM holders?

Smaller funds dominant — 14% AUM from top-100: 16 of 62 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, 42% new: Of the 62 current holders: 18 (29%) held >2 years, 18 held 1–2 years, and 26 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.

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