Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Victory Portfolios II (VSMV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
28%

Smart Money Signals — VSMV

Based on 29 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their VSMV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
29 hedge funds hold VSMV 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 — +7% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 28% buying

8 buying21 selling
Last quarter: 21 funds sold vs only 8 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 4 → 5 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 10% medium ■ 28% new
18 out of 29 hedge funds have held VSMV 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 — ~3 new funds/quarter

4 → 2 → 4 → 5 → 3 new funds/Q
New funds entering each quarter: 2 → 4 → 5 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 24% newcomers

■ 66% veterans ■ 10% 1-2yr ■ 24% new
Entry-cohort mix of 29 holders: 19 (66%) are 2+ year veterans, 3 entered 1–2 years ago, and 7 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
9 of 29 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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.

Institutional Sentiment Summary — VSMV

In 2026 Q1, 8 hedge funds were net buyers of VSMV (3 opened a new position, 5 added to an existing one), while 21 reduced or exited (17 trimmed, 4 sold completely) — a 28% buyer ratio, indicating net institutional distribution. 34% of total institutional value in VSMV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 29.

Hedge Fund Ownership: VSMV

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

Market Analysis: VSMV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VSMV

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: VSMV
2026 Q2 Stats Unlock in 1 days 29 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 29 29 -
13F Shares 2M 2M -13.38%
Total Value $119M $135M -11.85%
New Positions 3 5 -2
Increased Positions 5 9 -4
Closed Positions 3 2 +1
Reduced Positions 17 9 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VSMV

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Institutional Holders (2026 Q2)

29 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 VSMV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tower Wealth Partners, Inc. 9.37% 317,448 $19.0M
2 Great Valley Advisor Group, INC. 0.88% 936,541 $56.0M
3 Sovereign Financial Group, Inc. 0.15% 16,824 $1.0M
4 Valley Financial Group, Inc. 0.11% 3,771 $225K
5 Trilogy Capital Inc. 0.05% 21,065 $1.3M
6 LexAurum Advisors, LLC 0.05% 6,520 $390K
7 Victory Capital Management Inc 0.01% 331,712 $19.8M
8 Dakota Wealth Management 0.01% 9,242 $553K
9 Global Retirement Partners, LLC 0.00% 2,483 $148K
10 Private Advisor Group, LLC 0.00% 6,364 $381K
11 Abound Wealth Management 0.00% 79 $5K
12 Raymond James Financial Inc 0.00% 57,834 $3.5M
13 LPL Financial LLC 0.00% 66,306 $4.0M
14 Royal Bank of Canada 0.00% 95,973 $5.7M
15 Two Sigma Investments, LP 0.00% 16,754 $1.0M
16 Commonwealth Equity Services, LLC 0.00% 6,433 $385K
17 Morgan Stanley 0.00% 146,419 $8.8M
18 Truist Financial Corp 0.00% 5,525 $330K
19 Steward Partners Investment Advisory, LLC 0.00% 1,000 $60K
20 Goldman Sachs Group Inc 0.00% 31,011 $1.9M
21 Integrated Wealth Concepts LLC 0.00% 514 $31K
22 Bank of America Corp /de/ 0.00% 26,630 $1.6M
23 Rockefeller Capital Management L.P. 0.00% 1,111 $66K
24 Susquehanna International Group, LLP 0.00% 13,786 $824K
25 Citadel Advisors LLC 0.00% 9,058 $542K
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 (VSMV)

What does the Smart Money Trend signal show for VSMV?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their VSMV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for VSMV?

Heavy selling pressure — only 28% buying: Last quarter: 21 funds sold vs only 8 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for VSMV holders?

Strong quality — 34% AUM from major funds: 9 of 29 holders rank in the top 100 by AUM, accounting for 34% 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 VSMV?

62% of holders stayed for 2+ years: 18 out of 29 hedge funds have held VSMV 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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