VICTORYSHARES WESTEND US SEC (MODL) Institutional Ownership Changes & 13F Activity

VICTORYSHARES WESTEND US SEC (MODL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Lpl Financial Llc, Janney Montgomery Scott Llc, Envestnet Asset Management Inc, and Truist Financial Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-11,884-1.7%682,675$34.80MQ2 2026Sep 09, 2026
Coastal Bridge Advisors, LlcBuy+1,063+2.9%37,164$1.89MQ2 2026Aug 17, 2026
Bank Of America CorpBuy+1,078,871+111.5%2,046,749$104.32MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+78,860+6.4%1,307,151$66.63MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-66,382-14.1%405,924$20.69MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+5,129+8.8%63,547$3.24MQ2 2026Aug 14, 2026
Steward Partners Investment Advisory, LlcBuy+109,878+233.4%156,959$8.00MQ2 2026Aug 13, 2026
Morgan StanleySell-86,090-15.9%453,796$23.13MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-2,616-0.4%595,961$30.38MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+141+0.5%27,998$1.43MQ2 2026Aug 13, 2026
Stifel Financial CorpBuy+41,891+13.4%355,181$18.10MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+15,94415,944$812.67KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+7,4017,401$375.28KQ2 2026Aug 12, 2026
Aptus Capital Advisors, LlcBuy+4,3994,399$224.22KQ2 2026Aug 12, 2026
Summit Financial, LlcSell-2,087-2.0%99,840$5.09MQ2 2026Aug 12, 2026
Tradition Wealth Management, LlcSell-915-1.1%78,836$4.02MQ2 2026Aug 11, 2026
Arkadios Wealth AdvisorsBuy+322+1.4%22,933$1.17MQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+276,483+23.9%1,434,432$73.11MQ2 2026Aug 07, 2026
Wealth Effects LlcSell-301-2.3%12,727$648.70KQ2 2026Aug 06, 2026
Janney Montgomery Scott LlcBuy+211,752+16.4%1,500,609$76.49MQ2 2026Aug 05, 2026
Capital Analysts, LlcBuy+12,199+52.4%35,491$1.81MQ2 2026Aug 05, 2026
Gentry Private Wealth, LlcSell-8,193-43.8%10,514$535.90KQ2 2026Aug 05, 2026
Fifth Third BancorpBuy+3+0.1%4,659$237.47KQ2 2026Aug 05, 2026
Huntleigh Advisors, Inc.Buy+6,804+6.8%106,350$5.42MQ2 2026Aug 04, 2026
Envestnet Asset Management IncBuy+189,095+97.4%383,308$19.54MQ2 2026Aug 03, 2026
Kuhn & Co Investment CounselSell-7,516-12.1%54,527$2.78MQ2 2026Jul 31, 2026
Cambridge Investment Research Advisors, Inc.Buy+2,499+3.2%79,772$4.07KQ2 2026Jul 30, 2026
Truist Financial CorpBuy+176,895+20.0%1,063,157$54.19MQ2 2026Jul 28, 2026
Kestra Private Wealth Services, LlcBuy+6,174+24.0%31,876$1.62MQ2 2026Jul 28, 2026
Private Trust Co NaBuy+570570$29.05KQ2 2026Jul 28, 2026
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Frequently asked questions about MODL activity

  • Which institutional owners are buying MODL?

    Institutional owners buying MODL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MODL activity?

    "Buy" means an investor increased their reported position in MODL compared to the prior reporting period. This reflects growing exposure to VICTORYSHARES WESTEND US SEC (MODL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MODL increasing?

    Institutional interest in MODL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.