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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -11,884 | -1.7% | 682,675 | $34.80M | Q2 2026 | Sep 09, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +1,063 | +2.9% | 37,164 | $1.89M | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +1,078,871 | +111.5% | 2,046,749 | $104.32M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +78,860 | +6.4% | 1,307,151 | $66.63M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -66,382 | -14.1% | 405,924 | $20.69M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +5,129 | +8.8% | 63,547 | $3.24M | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +109,878 | +233.4% | 156,959 | $8.00M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -86,090 | -15.9% | 453,796 | $23.13M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -2,616 | -0.4% | 595,961 | $30.38M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +141 | +0.5% | 27,998 | $1.43M | Q2 2026 | Aug 13, 2026 |
| Stifel Financial Corp | Buy | +41,891 | +13.4% | 355,181 | $18.10M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +15,944 | — | 15,944 | $812.67K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +7,401 | — | 7,401 | $375.28K | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, Llc | Buy | +4,399 | — | 4,399 | $224.22K | Q2 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Sell | -2,087 | -2.0% | 99,840 | $5.09M | Q2 2026 | Aug 12, 2026 |
| Tradition Wealth Management, Llc | Sell | -915 | -1.1% | 78,836 | $4.02M | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | Buy | +322 | +1.4% | 22,933 | $1.17M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +276,483 | +23.9% | 1,434,432 | $73.11M | Q2 2026 | Aug 07, 2026 |
| Wealth Effects Llc | Sell | -301 | -2.3% | 12,727 | $648.70K | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott Llc | Buy | +211,752 | +16.4% | 1,500,609 | $76.49M | Q2 2026 | Aug 05, 2026 |
| Capital Analysts, Llc | Buy | +12,199 | +52.4% | 35,491 | $1.81M | Q2 2026 | Aug 05, 2026 |
| Gentry Private Wealth, Llc | Sell | -8,193 | -43.8% | 10,514 | $535.90K | Q2 2026 | Aug 05, 2026 |
| Fifth Third Bancorp | Buy | +3 | +0.1% | 4,659 | $237.47K | Q2 2026 | Aug 05, 2026 |
| Huntleigh Advisors, Inc. | Buy | +6,804 | +6.8% | 106,350 | $5.42M | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Buy | +189,095 | +97.4% | 383,308 | $19.54M | Q2 2026 | Aug 03, 2026 |
| Kuhn & Co Investment Counsel | Sell | -7,516 | -12.1% | 54,527 | $2.78M | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +2,499 | +3.2% | 79,772 | $4.07K | Q2 2026 | Jul 30, 2026 |
| Truist Financial Corp | Buy | +176,895 | +20.0% | 1,063,157 | $54.19M | Q2 2026 | Jul 28, 2026 |
| Kestra Private Wealth Services, Llc | Buy | +6,174 | +24.0% | 31,876 | $1.62M | Q2 2026 | Jul 28, 2026 |
| Private Trust Co Na | Buy | +570 | — | 570 | $29.05K | Q2 2026 | Jul 28, 2026 |
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.