Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VICTORY PORTFOLIOS II (UITB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
3Q ▲
Buyers last Q
75%

Smart Money Signals — UITB

Based on 132 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added UITB 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
132 hedge funds hold UITB 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 — +20% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 75% buying

98 buying33 selling
Last quarter: 98 funds were net buyers (22 opened a brand new position + 76 added to an existing one). Only 33 were sellers (25 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new UITB position: 13 → 13 → 15 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 32% long-term, 27% new

■ 32% conviction (2yr+) ■ 42% medium ■ 27% new
Of the 132 current holders: 42 (32%) held >2 years, 55 held 1–2 years, and 35 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

20 → 13 → 13 → 15 → 22 new funds/Q
New funds entering each quarter: 13 → 13 → 15 → 22. A growing number of institutions are discovering UITB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 30% veterans, 38% new entrants

■ 30% veterans ■ 32% 1-2yr ■ 38% new
Of 132 current holders: 40 (30%) held 2+ years, 42 held 1–2 years, 50 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
14 of 132 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in UITB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Hedge Fund Ownership: UITB

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

Market Analysis: UITB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UITB

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 11 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: UITB
2026 Q1 Stats Unlock in 11 days 132 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 132 118 11.86%
13F Shares 51M 47M 8.24%
Total Value $2.41B $2.24B 7.86%
New Positions 22 15 +7
Increased Positions 76 62 +14
Closed Positions 8 7 +1
Reduced Positions 25 24 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UITB

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Valuation Measures Data as of: --

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Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

132 + investors

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

Top 25 institutional holders of UITB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NORTHEAST PLANNING ASSOCIATES, INC. / NH / 13.63% 431,535 $20.3M
2 Oath Planning, LLC 11.39% 272,765 $12.8M
3 Cyr Financial Inc. 7.72% 278,857 $13.1M
4 LeClair Wealth Partners LLC 7.13% 438,763 $20.6M
5 Blue Water Asset Management 7.13% 438,763 $20.6M
6 PLANNING DIRECTIONS INC 7.11% 298,691 $14.0M
7 Envision Financial LLC 6.94% 274,404 $12.9M
8 Fjell Capital, LLC 6.26% 173,250 $8.1M
9 Newman Dignan & Sheerar, Inc. 4.69% 473,674 $22.3M
10 Bogart Wealth, LLC 3.73% 2,060,745 $96.9M
11 Pinnacle Wealth Management Group, Inc. 3.57% 154,735 $7.3M
12 Smith Thornton Advisors LLC 3.41% 143,944 $6.8M
13 Atlantic Edge Private Wealth Management, LLC 3.11% 269,451 $12.7M
14 GREENUP STREET WEALTH MANAGEMENT LLC 2.95% 445,796 $21.0M
15 FSA WEALTH PARTNERS, INC. 2.80% 125,232 $5.9M
16 STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 2.71% 73,677 $3.5M
17 MBL Wealth, LLC 2.56% 720,875 $33.9M
18 Pathway Financial Advisors LLC 2.34% 402,069 $18.9M
19 Calamos Wealth Management LLC 2.06% 1,273,569 $59.9M
20 Axis Wealth Partners, LLC 1.93% 77,381 $3.6M
21 HORAN Wealth, LLC 1.84% 411,102 $19.3M
22 Meeder Advisory Services, Inc. 1.52% 771,328 $36.3M
23 CREATIVE FINANCIAL DESIGNS INC /ADV 1.03% 361,104 $17.0M
24 TOTH FINANCIAL ADVISORY CORP 1.01% 195,919 $9.2M
25 IMA Advisory Services, Inc. 1.01% 220,105 $10.3M
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 (UITB)

What does the Smart Money Trend signal show for UITB?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added UITB 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 UITB?

More buyers than sellers — 75% buying: Last quarter: 98 funds were net buyers (22 opened a brand new position + 76 added to an existing one). Only 33 were sellers (25 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UITB holders?

Elite ownership — 59% AUM from top-100 funds: 14 of 132 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in UITB. 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 UITB?

Mixed — 32% long-term, 27% new: Of the 132 current holders: 42 (32%) held >2 years, 55 held 1–2 years, and 35 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.