VICTORYSHARES WESTEND US SEC (MODL) Top Institutional Shareholders
VICTORYSHARES WESTEND US SEC (MODL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $630.60M in MODL holdings during the latest filing period.
Victory Capital Management Inc is currently the largest disclosed institutional shareholder of MODL tracked by InsiderSet, reporting ownership valued at approximately $252.76M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $284.08M, representing an estimated gain of +12.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed MODL value among the investors covered in this analysis. Major shareholders include Victory Capital Management Inc, Raymond James Financial Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in VICTORYSHARES WESTEND US SEC (MODL).
This page ranks the largest institutional MODL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
50
Total Reported Value
$630.60M
Largest Holder
Victory Capital Management Inc
Largest Position
$252.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Victory Capital Management Inc | 0.16% | 5,655,761 | $252,755,959 | $284,076,998 | +$31,321,039 | +12.39% | |
| Raymond James Financial Inc | 0.02% | 1,228,291 | $54,892,348 | $61,694,478 | +$6,802,130 | +12.39% | |
| Lpl Financial Llc | 0.01% | 1,157,949 | $51,748,746 | $58,161,347 | +$6,412,601 | +12.39% | |
| Bank Of America Corp | 0.00% | 967,878 | $43,254,468 | $48,614,479 | +$5,360,011 | +12.39% | |
| Truist Financial Corp | 0.05% | 886,262 | $39,607,048 | $44,515,079 | +$4,908,031 | +12.39% | |
| Integrated Wealth Concepts Llc | 0.25% | 694,559 | $31,039,866 | $34,886,240 | +$3,846,374 | +12.39% | |
| Rockefeller Capital Management L.P. | 0.05% | 598,577 | $26,750,420 | $30,065,266 | +$3,314,846 | +12.39% | |
| Morgan Stanley | 0.00% | 539,886 | $24,127,537 | $27,117,340 | +$2,989,803 | +12.39% | |
| Royal Bank Of Canada | 0.00% | 472,306 | $21,107,000 | $23,722,939 | +$2,615,939 | +12.39% | |
| Stifel Financial Corp | 0.01% | 313,290 | $14,000,947 | $15,735,899 | +$1,734,952 | +12.39% | |
| Mbl Wealth, Llc | 0.87% | 257,963 | $11,528,367 | $12,956,940 | +$1,428,573 | +12.39% | |
| Envestnet Asset Management Inc | 0.00% | 194,213 | $8,679,366 | $9,754,911 | +$1,075,545 | +12.39% | |
| D.A. Davidson & Co. | 0.03% | 108,045 | $4,828,531 | $5,426,873 | +$598,342 | +12.39% | |
| Summit Financial, Llc | 0.06% | 101,927 | $4,555,118 | $5,119,579 | +$564,461 | +12.39% | |
| Huntleigh Advisors, Inc. | 0.76% | 99,546 | $4,448,715 | $4,999,987 | +$551,272 | +12.39% | |
| Tradition Wealth Management, Llc | 0.25% | 79,751 | $3,564,051 | $4,005,725 | +$441,674 | +12.39% | |
| Fairvoy Private Wealth, Llc | 0.78% | 73,089 | $3,266,329 | $3,671,107 | +$404,778 | +12.39% | |
| Kuhn & Co Investment Counsel | 1.79% | 62,043 | $2,772,702 | $3,116,290 | +$343,588 | +12.39% | |
| Osaic Holdings, Inc. | 0.00% | 58,418 | $2,612,959 | $2,934,213 | +$321,254 | +12.29% | |
| Gladstone Institutional Advisory Llc | 0.08% | 49,803 | $2,225,698 | $2,501,500 | +$275,802 | +12.39% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 47,081 | $2,104,064 | $2,364,780 | +$260,716 | +12.39% | |
| Two Sigma Investments, Lp | 0.00% | 39,200 | $1,751,848 | $1,968,934 | +$217,086 | +12.39% | |
| Coastal Bridge Advisors, Llc | 0.11% | 36,101 | $1,613,345 | $1,813,277 | +$199,932 | +12.39% | |
| Firethorn Wealth Partners, Llc | 0.59% | 35,791 | $1,599,487 | $1,797,707 | +$198,220 | +12.39% | |
| Gotham Asset Management, Llc | 0.00% | 34,449 | $1,539,526 | $1,730,301 | +$190,775 | +12.39% | |
| Davenport & Co Llc | 0.01% | 33,590 | $1,501,157 | $1,687,155 | +$185,998 | +12.39% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 32,309 | $1,456,119 | $1,622,813 | +$166,694 | +11.45% | |
| Citadel Advisors Llc | 0.00% | 28,470 | $1,272,324 | $1,429,988 | +$157,664 | +12.39% | |
| Sanctuary Advisors, Llc | 0.01% | 27,857 | $1,244,923 | $1,399,199 | +$154,276 | +12.39% | |
| Kestra Private Wealth Services, Llc | 0.01% | 25,702 | $1,148,618 | $1,290,957 | +$142,339 | +12.39% | |
| Private Advisor Group, Llc | 0.01% | 23,890 | $1,067,641 | $1,199,945 | +$132,304 | +12.39% | |
| Arkadios Wealth Advisors | 0.02% | 22,611 | $1,010,475 | $1,135,703 | +$125,228 | +12.39% | |
| Gentry Private Wealth, Llc | 0.50% | 18,707 | $836,015 | $939,613 | +$103,598 | +12.39% | |
| Cary Street Partners Financial Llc | 0.02% | 15,350 | $685,992 | $770,998 | +$85,006 | +12.39% | |
| Leverty Financial Group, Llc | 0.15% | 14,703 | $657,077 | $738,501 | +$81,424 | +12.39% | |
| Stephens Inc | 0.01% | 14,600 | $652,474 | $733,327 | +$80,853 | +12.39% | |
| Wealth Effects Llc | 0.21% | 13,028 | $582,220 | $654,369 | +$72,149 | +12.39% | |
| Goalvest Advisory Llc | 0.07% | 8,005 | $357,743 | $402,074 | +$44,331 | +12.39% | |
| Hightower Advisors, Llc | 0.00% | 7,466 | $333,656 | $375,002 | +$41,346 | +12.39% | |
| Concurrent Investment Advisors, Llc | 0.00% | 7,397 | $330,571 | $371,536 | +$40,965 | +12.39% | |
| J.W. Cole Advisors, Inc. | 0.01% | 7,120 | $318,191 | $357,623 | +$39,432 | +12.39% | |
| Broadway Wealth Solutions, Inc. | 0.12% | 5,091 | $227,517 | $255,710 | +$28,193 | +12.39% | |
| Fifth Third Bancorp | 0.00% | 4,656 | $208,058 | $233,861 | +$25,803 | +12.40% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 3,983 | $178,000 | $200,058 | +$22,058 | +12.39% | |
| Allworth Financial Lp | 0.00% | 1,668 | $74,543 | $83,780 | +$9,237 | +12.39% | |
| Janney Montgomery Scott Llc | 0.14% | 1,288,857 | $57,599 | $64,736,581 | +$64,678,982 | +112291.85% | |
| Assetmark, Inc | 0.00% | 224 | $10,011 | $11,251 | +$1,240 | +12.39% | |
| Abound Wealth Management | 0.00% | 136 | $6,089 | $6,831 | +$742 | +12.19% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 77,273 | $3,453 | $3,881,261 | +$3,877,808 | +112302.56% | |
| Capital Analysts, Llc | 0.03% | 23,292 | $1,041 | $1,169,908 | +$1,168,867 | +112283.12% |
Frequently asked questions about MODL
Who owns the most MODL stock?
The largest holders of MODL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VICTORYSHARES WESTEND US SEC (MODL).
Is MODL widely held by superinvestors?
Many widely followed stocks like MODL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MODL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.