MODL Institutional Ownership & Shareholders
VICTORYSHARES WESTEND US SEC (MODL) is currently held by 50 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $903.00M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Victory Capital Management Inc is currently the largest disclosed institutional shareholder of MODL tracked by InsiderSet, reporting ownership valued at approximately $288.27M in its June 30, 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 $292.57M, representing an estimated gain of +1.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed MODL value among the investors covered in this analysis. Major shareholders include Victory Capital Management Inc, Bank Of America Corp, Janney Montgomery Scott 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
$903.00M
Largest Holder
Victory Capital Management Inc
Largest Position
$288.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
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 | $288,274,138 | $292,574,213 | +$4,300,075 | +1.49% | |
| Bank Of America Corp | 0.01% | 2,046,749 | $104,322,796 | $105,878,940 | +$1,556,144 | +1.49% | |
| Janney Montgomery Scott Llc | 0.15% | 1,500,609 | $76,486,000 | $77,626,954 | +$1,140,954 | +1.49% | |
| Lpl Financial Llc | 0.02% | 1,434,432 | $73,113,002 | $74,203,598 | +$1,090,596 | +1.49% | |
| Raymond James Financial Inc | 0.02% | 1,307,151 | $66,625,452 | $67,619,313 | +$993,861 | +1.49% | |
| Truist Financial Corp | 0.07% | 1,086,227 | $56,853,103 | $56,190,849 | -$662,254 | -1.16% | |
| Integrated Wealth Concepts Llc | 0.23% | 682,675 | $34,795,959 | $35,314,983 | +$519,024 | +1.49% | |
| Rockefeller Capital Management L.P. | 0.05% | 595,961 | $30,376,161 | $30,829,241 | +$453,080 | +1.49% | |
| Morgan Stanley | 0.00% | 453,796 | $23,130,016 | $23,475,003 | +$344,987 | +1.49% | |
| Royal Bank Of Canada | 0.00% | 405,924 | $20,690,000 | $20,998,570 | +$308,570 | +1.49% | |
| Envestnet Asset Management Inc | 0.00% | 383,308 | $19,537,210 | $19,828,638 | +$291,428 | +1.49% | |
| Stifel Financial Corp | 0.02% | 355,181 | $18,103,609 | $18,373,620 | +$270,011 | +1.49% | |
| Mbl Wealth, Llc | 0.84% | 268,499 | $14,053,238 | $13,889,534 | -$163,704 | -1.16% | |
| Steward Partners Investment Advisory, Llc | 0.04% | 156,959 | $8,000,225 | $8,119,536 | +$119,311 | +1.49% | |
| Fairvoy Private Wealth, Llc | 1.37% | 129,589 | $6,782,705 | $6,703,678 | -$79,027 | -1.17% | |
| Davenport & Co Llc | 0.03% | 127,502 | $6,673,454 | $6,595,717 | -$77,737 | -1.16% | |
| D.A. Davidson & Co. | 0.03% | 113,056 | $5,917,351 | $5,848,421 | -$68,930 | -1.16% | |
| Huntleigh Advisors, Inc. | 0.76% | 106,350 | $5,420,652 | $5,501,517 | +$80,865 | +1.49% | |
| Summit Financial, Llc | 0.06% | 99,840 | $5,088,845 | $5,164,753 | +$75,908 | +1.49% | |
| Tradition Wealth Management, Llc | 0.25% | 78,836 | $4,018,274 | $4,078,210 | +$59,936 | +1.49% | |
| Osaic Holdings, Inc. | 0.00% | 63,547 | $3,241,972 | $3,287,305 | +$45,333 | +1.40% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 56,904 | $3,014,486 | $2,943,661 | -$70,825 | -2.35% | |
| Kestra Private Wealth Services, Llc | 0.03% | 55,739 | $2,917,365 | $2,883,395 | -$33,970 | -1.16% | |
| Kuhn & Co Investment Counsel | 1.57% | 54,916 | $2,874,304 | $2,840,821 | -$33,483 | -1.16% | |
| Gladstone Institutional Advisory Llc | 0.08% | 52,206 | $2,660,932 | $2,700,632 | +$39,700 | +1.49% | |
| Firethorn Wealth Partners, Llc | 0.69% | 41,181 | $2,155,389 | $2,130,305 | -$25,084 | -1.16% | |
| Coastal Bridge Advisors, Llc | 0.12% | 37,164 | $1,894,257 | $1,922,505 | +$28,248 | +1.49% | |
| Capital Analysts, Llc | 0.04% | 35,491 | $1,809,000 | $1,835,960 | +$26,960 | +1.49% | |
| Gotham Asset Management, Llc | 0.00% | 34,449 | $1,755,866 | $1,782,057 | +$26,191 | +1.49% | |
| J.W. Cole Advisors, Inc. | 0.03% | 34,092 | $1,737,683 | $1,763,589 | +$25,906 | +1.49% | |
| Sanctuary Advisors, Llc | 0.01% | 27,998 | $1,427,049 | $1,448,345 | +$21,296 | +1.49% | |
| Arkadios Wealth Advisors | 0.02% | 22,933 | $1,168,884 | $1,186,331 | +$17,447 | +1.49% | |
| Private Advisor Group, Llc | 0.01% | 22,219 | $1,132,519 | $1,149,396 | +$16,877 | +1.49% | |
| Cetera Investment Advisers | 0.00% | 15,944 | $812,666 | $824,788 | +$12,122 | +1.49% | |
| Pine Valley Investments Ltd Liability Co | 0.03% | 15,200 | $774,744 | $786,301 | +$11,557 | +1.49% | |
| Cary Street Partners Financial Llc | 0.02% | 14,950 | $762,002 | $773,368 | +$11,366 | +1.49% | |
| Stephens Inc | 0.01% | 14,600 | $744,162 | $755,262 | +$11,100 | +1.49% | |
| Concurrent Investment Advisors, Llc | 0.00% | 13,176 | $689,628 | $681,598 | -$8,030 | -1.16% | |
| Leverty Financial Group, Llc | 0.13% | 13,126 | $687,015 | $679,012 | -$8,003 | -1.16% | |
| Wealth Effects Llc | 0.18% | 12,727 | $666,131 | $658,372 | -$7,759 | -1.16% | |
| Gentry Private Wealth, Llc | 0.28% | 10,514 | $535,899 | $543,892 | +$7,993 | +1.49% | |
| Jpmorgan Chase & Co | 0.00% | 7,401 | $375,283 | $382,856 | +$7,573 | +2.02% | |
| Broadway Wealth Solutions, Inc. | 0.12% | 5,091 | $266,463 | $263,359 | -$3,104 | -1.16% | |
| Fifth Third Bancorp | 0.00% | 4,659 | $237,467 | $241,011 | +$3,544 | +1.49% | |
| Aptus Capital Advisors, Llc | 0.00% | 4,399 | $224,217 | $227,562 | +$3,345 | +1.49% | |
| Goalvest Advisory Llc | 0.02% | 2,179 | $114,049 | $112,720 | -$1,329 | -1.17% | |
| Private Trust Co Na | 0.00% | 763 | $39,935 | $39,470 | -$465 | -1.16% | |
| Assetmark, Inc | 0.00% | 172 | $9,002 | $8,898 | -$104 | -1.16% | |
| Abound Wealth Management | 0.00% | 136 | $7,132 | $7,035 | -$97 | -1.36% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 79,920 | $4,183 | $4,134,286 | +$4,130,103 | +98735.42% |
Frequently asked questions about MODL
Who are the largest institutional holders of MODL?
The largest institutional holders of MODL reported in the latest SEC Form 13F filings include Victory Capital Management Inc, Bank Of America Corp, Janney Montgomery Scott Llc, Lpl Financial Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported MODL position.
What is MODL institutional ownership?
This page tracks MODL positions reported by institutional investment managers through SEC Form 13F. VICTORYSHARES WESTEND US SEC (MODL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MODL?
InsiderSet currently tracks 50 institutional managers reporting MODL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MODL shareholders.
How much MODL stock do institutions own?
Institutional investment managers disclosed approximately $903.00M in MODL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MODL institutional ownership last updated?
The latest MODL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MODL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MODL position after the reporting date.
Are institutions buying or selling MODL?
Institutional buying and selling can be analyzed by comparing MODL positions across consecutive 13F reporting periods. InsiderSet's MODL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MODL ownership changes.
How has MODL institutional ownership changed over time?
InsiderSet tracks MODL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.