Victory Portfolios II (VFLO) Hedge Fund Ownership (Q2 2026)

Victory Portfolios II (VFLO)

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

Smart Money Signals — VFLO

Based on 309 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 VFLO 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

309 hedge funds hold VFLO 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 — +50% more funds vs a year ago

fund count last 6Q

+103 new funds entered over the past year (+50% 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

202 buying98 selling

Last quarter: 202 funds were net buyers (50 opened a brand new position + 152 added to an existing one). Only 98 were sellers (77 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~50 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 33 → 42 → 48 → 50. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 35% entered in last year

■ 15% conviction (2yr+) ■ 50% medium ■ 35% new

Only 47 funds (15%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💰

Value +25% but shares only +8% — price-driven

Value

+24%

+7%

Last quarter: the total dollar value of institutional holdings rose +25%, but actual share count only changed +8%. 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

40 → 33 → 42 → 48 → 50 new funds/Q

New funds entering each quarter: 33 → 42 → 48 → 50. A growing number of institutions are discovering VFLO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 8% veterans, 48% new entrants

■ 8% veterans ■ 45% 1-2yr ■ 48% new

Of 309 current holders: 24 (8%) held 2+ years, 138 held 1–2 years, 147 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds

23 of 309 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in VFLO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.5

out of 10

Moderate Exit Risk

Exit risk score 4.5/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	308	280	10.0%
13F Shares	141M	131M	7.38%
Total Value	$6.42B	$5.16B	24.33%
New Positions	49	48	+1
Increased Positions	152	149	+3
Closed Positions	21	14	+7
Reduced Positions	77	58	+19
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

308

280

10.0%

13F Shares

141M

131M

7.38%

Total Value

$6.42B

$5.16B

24.33%

New Positions

Increased Positions

152

149

Closed Positions

Reduced Positions

+19

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

308 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 VFLO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Wilkerson Advisory Group LLC	8.28%	589,559	$27.0M
2	Curry Webb Wealth Management LLC	7.79%	411,381	$18.8M
3	Traphagen Investment Advisors LLC	7.09%	2,167,764	$99.2M
4	Sowa Financial Group, Inc.	6.99%	327,766	$15.0M
5	Adapt Wealth Advisors, LLC	6.20%	414,220	$19.0M
6	Financial Designs Corp	5.31%	216,677	$9.9M
7	Goldstein Advisors, LLC	5.10%	1,219,257	$55.8M
8	Kirkwood Financial Services	5.07%	387,737	$17.8M
9	Landmark Wealth Management, LLC	4.73%	431,865	$19.8M
10	Gerber, LLC	4.40%	204,726	$9.4M
11	Atlantic Family Wealth, LLC	4.29%	146,408	$6.7M
12	Clarity Asset Management, Inc.	4.09%	182,519	$8.4M
13	Trademark Financial Management, LLC	3.43%	183,185	$8.4M
14	Marble Wealth, LLC	3.39%	484,517	$22.2M
15	RVW Wealth, LLC	3.07%	1,018,265	$46.6M
16	Atlas Wealth LLC	3.02%	463,243	$21.2M
17	Keystone Financial Group	3.02%	1,112,874	$50.9M
18	Northeast Planning Associates, INC. / Nh /	2.88%	89,218	$3.9M
19	Boyce & Associates Wealth Consulting, Inc.	2.73%	85,992	$3.9M
20	Financial Enhancement Group LLC	2.58%	473,000	$21.6M
21	Krilogy Financial LLC	2.32%	1,714,245	$78.4M
22	Financial Guidance Group, Inc.	2.27%	132,598	$6.1M
23	Protective Life Corp	2.19%	6,697	$306K
24	CFO4Life Group, LLC	2.18%	353,353	$16.2M
25	OneAscent Wealth Management LLC	2.15%	158,010	$7.2M

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 (VFLO)

What does the Smart Money Trend signal show for VFLO?

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

More buyers than sellers — 67% buying: Last quarter: 202 funds were net buyers (50 opened a brand new position + 152 added to an existing one). Only 98 were sellers (77 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VFLO holders?

Elite ownership — 58% AUM from top-100 funds: 23 of 309 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in VFLO. 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 VFLO?

Mostly new holders — 35% entered in last year: Only 47 funds (15%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.

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Victory Portfolios II (VFLO)

Smart Money Signals — VFLO

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +50% more funds vs a year ago

More buyers than sellers — 67% buying

Steady new buyers — ~50 new funds per quarter

Mostly new holders — 35% entered in last year

Value +25% but shares only +8% — price-driven

Growing discovery — still being found

Mixed cohorts — 8% veterans, 48% new entrants

Elite ownership — 58% AUM from top-100 funds

Institutional Sentiment Summary — VFLO

Hedge Fund Ownership: VFLO

Market Analysis: VFLO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: VFLO

Hedge Fund Positioning: VFLO

Statistics: VFLO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Victory Portfolios II (VFLO)

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