Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Victory Portfolios II (CFA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — CFA

Based on 80 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CFA 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
80 hedge funds hold CFA 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.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

34 buying31 selling
Last quarter: 34 funds bought or added vs 31 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.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new CFA position: 7 → 8 → 4 → 14. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 16% medium ■ 21% new
50 out of 80 hedge funds have held CFA 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.
📈

Growing discovery — still being found

9 → 7 → 8 → 4 → 14 new funds/Q
New funds entering each quarter: 7 → 8 → 4 → 14. A growing number of institutions are discovering CFA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 25% newcomers

■ 60% veterans ■ 15% 1-2yr ■ 25% new
Entry-cohort mix of 80 holders: 48 (60%) are 2+ year veterans, 12 entered 1–2 years ago, and 20 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
18 of 80 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in CFA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — CFA

In 2026 Q2, 34 hedge funds were net buyers of CFA (14 opened a new position, 20 added to an existing one), while 31 reduced or exited (27 trimmed, 4 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 58% of total institutional value in CFA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 80.

Hedge Fund Ownership: CFA

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

Market Analysis: CFA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CFA

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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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: CFA
80 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 80 70 14.29%
13F Shares 3M 3M -1.94%
Total Value $328M $305M 7.62%
New Positions 14 4 +10
Increased Positions 20 28 -8
Closed Positions 4 5 -1
Reduced Positions 27 20 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CFA

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Institutional Holders (2026 Q2)

80 + investors

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

QUARTER:
Top 25 CFA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Silver Oak Securities, Incorporated 0.67% 112,475 $11.1M
2 Smith Thornton Advisors LLC 0.43% 9,893 $983K
3 Nations Financial Group Inc, /Ia/ /Adv 0.23% 47,741 $4.7M
4 TBH Global Asset Management, LLC 0.19% 10,333 $1.0M
5 OneAscent Family Office, LLC 0.16% 3,303 $326K
6 Mpwm Advisory Solutions, LLC 0.15% 3,410 $337K
7 Larson Financial Group LLC 0.12% 46,205 $4.6M
8 Golden State Wealth Management, LLC 0.10% 10,986 $1.1M
9 Keystone Financial Group 0.10% 16,806 $1.7M
10 Rossmore Private Capital 0.10% 12,295 $1.2M
11 Summit Financial, LLC 0.09% 83,820 $8.3M
12 Level Four Advisory Services, LLC 0.09% 32,395 $3.2M
13 NWF Advisory Services Inc. 0.07% 7,659 $757K
14 Claro Advisors Inc. 0.07% 6,706 $663K
15 Vise Technologies, Inc. 0.06% 50,010 $4.9M
16 TOP Private Wealth LLC. 0.06% 585 $58K
17 Seven Springs Wealth Group, LLC 0.05% 2,277 $225K
18 Patriot Financial Group Insurance Agency, LLC 0.05% 4,815 $476K
19 First Bancorp, Inc /ME/ 0.05% 1,250 $123K
20 Marble Wealth, LLC 0.05% 3,077 $304K
21 Money Concepts Capital Corp 0.04% 9,292 $918K
22 Abel Hall, LLC 0.04% 2,400 $237K
23 Fifth Third Bancorp 0.04% 227,887 $22.5M
24 Calton & Associates, INC. 0.03% 2,272 $224K
25 Westside Investment Management, Inc. 0.02% 1,500 $148K
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 (CFA)

What does the Smart Money Trend signal show for CFA?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CFA 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 CFA?

Slight buying edge — 52% buying: Last quarter: 34 funds bought or added vs 31 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 CFA holders?

Elite ownership — 58% AUM from top-100 funds: 18 of 80 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in CFA. 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 CFA?

62% of holders stayed for 2+ years: 50 out of 80 hedge funds have held CFA 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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