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

Q: Is it too late to buy Victory Portfolios II (UBND) following the 2026 Q2 hedge fund 13F filings?

As of today, UBND has moved -0.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to +3.0% for the SPY sector ETF — an outperformance of -3.1%. Since the quarter end (June 30, 2026), UBND gained -1.7% vs +21.1% 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.

Victory Portfolios II (UBND)

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

Smart Money Signals — UBND

Based on 54 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q

For 7 consecutive quarters, more hedge funds added UBND 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

54 hedge funds hold UBND 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 — +135% more funds vs a year ago

fund count last 6Q

+31 new funds entered over the past year (+135% 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 — 79% buying

45 buying12 selling

Last quarter: 45 funds were net buyers (16 opened a brand new position + 29 added to an existing one). Only 12 were sellers (7 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 8 → 6 → 14 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 56% entered in last year

■ 20% conviction (2yr+) ■ 24% medium ■ 56% new

Only 11 funds (20%) 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.

🚀

Acceleration phase — new buyers rushing in

5 → 8 → 6 → 14 → 16 new funds/Q

New funds entering each quarter: 8 → 6 → 14 → 16. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 65% of holders entered in last year

■ 20% veterans ■ 15% 1-2yr ■ 65% new

Of 54 current holders: 35 (65%) entered in the past year, only 11 (20%) 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.

✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds

9 of 54 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

5.8

out of 10

Moderate Exit Risk

Exit risk score 5.8/10 — 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	54	43	25.58%
13F Shares	86M	80M	7.16%
Total Value	$1.87B	$1.75B	6.83%
New Positions	16	14	+2
Increased Positions	29	22	+7
Closed Positions	5	3	+2
Reduced Positions	7	4	+3
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

25.58%

13F Shares

86M

80M

7.16%

Total Value

$1.87B

$1.75B

6.83%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

54 + investors

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

QUARTER:

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

Top 25 UBND holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Cahaba Wealth Management, INC.	11.22%	8,561,595	$186.0M
2	Annex Advisory Services, LLC	7.01%	18,906,834	$410.8M
3	1900 Wealth Management LLC	4.96%	4,103,679	$89.2M
4	Impact Investors, Inc	4.83%	304,138	$6.6M
5	Madison Wealth Partners, Inc	4.72%	1,707,703	$37.1M
6	Retirement Planning Group, LLC	4.51%	8,164,569	$177.4M
7	Correct Capital Wealth Management	4.40%	1,175,240	$25.5M
8	Goldstein Advisors, LLC	3.62%	1,824,886	$39.6M
9	Elk River Wealth Management LLC	1.14%	329,014	$7.1M
10	Merit Financial Group, LLC	0.88%	6,613,845	$143.7M
11	Fiduciary Financial Advisors	0.83%	376,350	$8.2M
12	Tandem Financial, LLC	0.69%	106,198	$2.3M
13	Stonebridge Financial Group, LLC / MO	0.39%	26,912	$585K
14	Trademark Financial Management, LLC	0.36%	40,429	$878K
15	Victory Capital Management Inc	0.28%	22,967,672	$499.0M
16	Landmark Wealth Management, INC.	0.23%	32,152	$699K
17	Clarity Asset Management, Inc.	0.20%	18,674	$406K
18	Juncture Wealth Strategies, LLC	0.20%	34,906	$758K
19	Integrated Investment Consultants, LLC	0.17%	39,925	$867K
20	Huntleigh Advisors, Inc.	0.12%	40,302	$876K
21	Axis Wealth Partners, LLC	0.10%	9,968	$217K
22	REDW Wealth LLC	0.08%	10,651	$231K
23	LexAurum Advisors, LLC	0.08%	31,540	$685K
24	Arax Advisory Partners	0.08%	540,076	$11.7M
25	Cornerstone Wealth Management, LLC	0.06%	62,911	$1.4M

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 (UBND)

What does the Smart Money Trend signal show for UBND?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added UBND 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 UBND?

More buyers than sellers — 79% buying: Last quarter: 45 funds were net buyers (16 opened a brand new position + 29 added to an existing one). Only 12 were sellers (7 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UBND holders?

Strong quality — 31% AUM from major funds: 9 of 54 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held UBND?

Mostly new holders — 56% entered in last year: Only 11 funds (20%) 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.

Is it too late to buy Victory Portfolios II (UBND) following the 2026 Q2 hedge fund 13F filings?

As of today, UBND has moved -0.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to +3.0% for the SPY sector ETF — an outperformance of -3.1%. Since the quarter end (June 30, 2026), UBND has gained -1.7% vs +21.1% 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.

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Victory Portfolios II (UBND)

Smart Money Signals — UBND

Buying streak — 7 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +135% more funds vs a year ago

More buyers than sellers — 79% buying

Steady new buyers — ~16 new funds per quarter

Mostly new holders — 56% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 65% of holders entered in last year

Strong quality — 31% AUM from major funds

Institutional Sentiment Summary — UBND

Hedge Fund Ownership: UBND

Market Analysis: UBND

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: UBND

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

Hedge Fund Positioning: UBND

Statistics: UBND

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Victory Portfolios II (UBND)

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