Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Victory Portfolios II (VSDA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — VSDA

Based on 49 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 VSDA 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
49 hedge funds hold VSDA 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 — +9% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

26 buying21 selling
Last quarter: 26 funds bought or added vs 21 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 — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 7 → 7 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 18% medium ■ 18% new
31 out of 49 hedge funds have held VSDA 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.
➡️

Steady discovery — ~7 new funds/quarter

5 → 5 → 7 → 7 → 7 new funds/Q
New funds entering each quarter: 5 → 7 → 7 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 63% veterans vs 20% newcomers

■ 63% veterans ■ 16% 1-2yr ■ 20% new
Entry-cohort mix of 49 holders: 31 (63%) are 2+ year veterans, 8 entered 1–2 years ago, and 10 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
10 of 49 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — VSDA

In 2026 Q2, 26 hedge funds were net buyers of VSDA (7 opened a new position, 19 added to an existing one), while 21 reduced or exited (15 trimmed, 6 sold completely) — a 55% 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: +1 funds (more new holders than closures). Total institutional holders: 49.

Hedge Fund Ownership: VSDA

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

Market Analysis: VSDA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VSDA

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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.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: VSDA
49 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 49 48 2.08%
13F Shares 3M 3M 9.79%
Total Value $175M $149M 17.22%
New Positions 7 7 -
Increased Positions 19 13 +6
Closed Positions 6 4 +2
Reduced Positions 15 15 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VSDA

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Financial Highlights

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Institutional Holders (2026 Q2)

49 + investors

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

QUARTER:
Top 25 VSDA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Investors Research Corp 3.10% 297,940 $17.3M
2 Great Valley Advisor Group, INC. 0.78% 847,849 $49.3M
3 Fiduciary Financial Advisors 0.59% 100,074 $5.8M
4 Athena Wealth Management, LLC 0.29% 6,730 $392K
5 Pinnacle Financial Partners, Inc. 0.23% 573,111 $33.3M
6 Gladstone Institutional Advisory LLC 0.18% 98,179 $5.7M
7 Invariant Investment Management 0.18% 5,160 $305K
8 Landmark Wealth Management, LLC 0.15% 10,793 $628K
9 QTR Family Wealth, LLC 0.13% 6,635 $386K
10 DDD Partners, LLC 0.12% 32,884 $1.9M
11 Kingsview Wealth Management, LLC 0.11% 152,574 $8.9M
12 Money Concepts Capital Corp 0.09% 33,847 $2.0M
13 Keystone Financial Group 0.08% 24,137 $1.4M
14 Hilltop Holdings Inc. 0.02% 5,376 $313K
15 Strategic Blueprint, LLC 0.02% 6,739 $392K
16 Farther Finance Advisors, LLC 0.01% 32,550 $1.9M
17 Apella Capital, LLC 0.01% 15,225 $900K
18 Global Retirement Partners, LLC 0.01% 11,530 $671K
19 Focus Financial Network, Inc. 0.01% 4,054 $236K
20 Integrated Wealth Concepts LLC 0.01% 23,507 $1.4M
21 Cetera Investment Advisers 0.00% 59,755 $3.5M
22 Private Trust Co NA 0.00% 541 $31K
23 WPG Advisers, LLC 0.00% 65 $4K
24 Allworth Financial LP 0.00% 8,217 $478K
25 LPL Financial LLC 0.00% 120,296 $7.0M
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 (VSDA)

What does the Smart Money Trend signal show for VSDA?

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

Slight buying edge — 55% buying: Last quarter: 26 funds bought or added vs 21 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 VSDA holders?

Smaller funds dominant — 19% AUM from top-100: 10 of 49 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held VSDA?

63% of holders stayed for 2+ years: 31 out of 49 hedge funds have held VSDA 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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