VICTORYSHARES WESTEND US SEC (MODL) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $890.89M 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 $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 $295.80M, representing an estimated gain of +2.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% 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
$890.89M
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 | $295,795,169 | +$7,521,031 | +2.61% | |
| Bank Of America Corp | 0.01% | 2,046,749 | $104,322,796 | $107,044,563 | +$2,721,767 | +2.61% | |
| Janney Montgomery Scott Llc | 0.15% | 1,500,609 | $76,486,000 | $78,481,551 | +$1,995,551 | +2.61% | |
| Lpl Financial Llc | 0.02% | 1,434,432 | $73,113,002 | $75,020,507 | +$1,907,505 | +2.61% | |
| Raymond James Financial Inc | 0.02% | 1,307,151 | $66,625,452 | $68,363,736 | +$1,738,284 | +2.61% | |
| Truist Financial Corp | 0.06% | 1,063,157 | $54,189,108 | $55,602,898 | +$1,413,790 | +2.61% | |
| Integrated Wealth Concepts Llc | 0.23% | 682,675 | $34,795,959 | $35,703,766 | +$907,807 | +2.61% | |
| Rockefeller Capital Management L.P. | 0.05% | 595,961 | $30,376,161 | $31,168,641 | +$792,480 | +2.61% | |
| Morgan Stanley | 0.00% | 453,796 | $23,130,016 | $23,733,440 | +$603,424 | +2.61% | |
| Royal Bank Of Canada | 0.00% | 405,924 | $20,690,000 | $21,229,744 | +$539,744 | +2.61% | |
| Envestnet Asset Management Inc | 0.00% | 383,308 | $19,537,210 | $20,046,932 | +$509,722 | +2.61% | |
| Stifel Financial Corp | 0.02% | 355,181 | $18,103,609 | $18,575,895 | +$472,286 | +2.61% | |
| Mbl Wealth, Llc | 0.91% | 261,184 | $13,312,549 | $13,659,871 | +$347,322 | +2.61% | |
| Steward Partners Investment Advisory, Llc | 0.04% | 156,959 | $8,000,225 | $8,208,924 | +$208,699 | +2.61% | |
| D.A. Davidson & Co. | 0.03% | 111,550 | $5,685,704 | $5,834,043 | +$148,339 | +2.61% | |
| Huntleigh Advisors, Inc. | 0.76% | 106,350 | $5,420,652 | $5,562,084 | +$141,432 | +2.61% | |
| Fairvoy Private Wealth, Llc | 1.04% | 100,689 | $5,132,120 | $5,266,015 | +$133,895 | +2.61% | |
| Summit Financial, Llc | 0.06% | 99,840 | $5,088,845 | $5,221,612 | +$132,767 | +2.61% | |
| Tradition Wealth Management, Llc | 0.25% | 78,836 | $4,018,274 | $4,123,107 | +$104,833 | +2.61% | |
| Osaic Holdings, Inc. | 0.00% | 63,547 | $3,241,972 | $3,323,495 | +$81,523 | +2.51% | |
| Kuhn & Co Investment Counsel | 1.61% | 54,527 | $2,779,242 | $2,851,751 | +$72,509 | +2.61% | |
| Davenport & Co Llc | 0.01% | 54,197 | $2,762,433 | $2,834,492 | +$72,059 | +2.61% | |
| Gladstone Institutional Advisory Llc | 0.08% | 52,206 | $2,660,932 | $2,730,363 | +$69,431 | +2.61% | |
| Firethorn Wealth Partners, Llc | 0.67% | 40,583 | $2,068,497 | $2,122,483 | +$53,986 | +2.61% | |
| Coastal Bridge Advisors, Llc | 0.12% | 37,164 | $1,894,257 | $1,943,670 | +$49,413 | +2.61% | |
| Capital Analysts, Llc | 0.04% | 35,491 | $1,809,000 | $1,856,172 | +$47,172 | +2.61% | |
| Gotham Asset Management, Llc | 0.00% | 34,449 | $1,755,866 | $1,801,676 | +$45,810 | +2.61% | |
| J.W. Cole Advisors, Inc. | 0.03% | 34,092 | $1,737,683 | $1,783,005 | +$45,322 | +2.61% | |
| Kestra Private Wealth Services, Llc | 0.02% | 31,876 | $1,624,715 | $1,667,108 | +$42,393 | +2.61% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 31,345 | $1,619,912 | $1,639,337 | +$19,425 | +1.20% | |
| Sanctuary Advisors, Llc | 0.01% | 27,998 | $1,427,049 | $1,464,290 | +$37,241 | +2.61% | |
| Arkadios Wealth Advisors | 0.02% | 22,933 | $1,168,884 | $1,199,391 | +$30,507 | +2.61% | |
| Private Advisor Group, Llc | 0.01% | 22,219 | $1,132,519 | $1,162,049 | +$29,530 | +2.61% | |
| Cetera Investment Advisers | 0.00% | 15,944 | $812,666 | $833,868 | +$21,202 | +2.61% | |
| Pine Valley Investments Ltd Liability Co | 0.03% | 15,200 | $774,744 | $794,957 | +$20,213 | +2.61% | |
| Cary Street Partners Financial Llc | 0.02% | 14,950 | $762,002 | $781,882 | +$19,880 | +2.61% | |
| Stephens Inc | 0.01% | 14,600 | $744,162 | $763,577 | +$19,415 | +2.61% | |
| Concurrent Investment Advisors, Llc | 0.01% | 13,788 | $702,769 | $721,110 | +$18,341 | +2.61% | |
| Leverty Financial Group, Llc | 0.13% | 13,126 | $669,032 | $686,487 | +$17,455 | +2.61% | |
| Wealth Effects Llc | 0.18% | 12,727 | $648,695 | $665,620 | +$16,925 | +2.61% | |
| Gentry Private Wealth, Llc | 0.28% | 10,514 | $535,899 | $549,880 | +$13,981 | +2.61% | |
| Jpmorgan Chase & Co | 0.00% | 7,401 | $375,283 | $387,071 | +$11,788 | +3.14% | |
| Broadway Wealth Solutions, Inc. | 0.12% | 5,091 | $259,488 | $266,258 | +$6,770 | +2.61% | |
| Fifth Third Bancorp | 0.00% | 4,659 | $237,467 | $243,665 | +$6,198 | +2.61% | |
| Aptus Capital Advisors, Llc | 0.00% | 4,399 | $224,217 | $230,067 | +$5,850 | +2.61% | |
| Goalvest Advisory Llc | 0.02% | 2,179 | $111,064 | $113,961 | +$2,897 | +2.61% | |
| Private Trust Co Na | 0.00% | 570 | $29,053 | $29,811 | +$758 | +2.61% | |
| Assetmark, Inc | 0.00% | 224 | $11,417 | $11,715 | +$298 | +2.61% | |
| Abound Wealth Management | 0.00% | 136 | $6,945 | $7,113 | +$168 | +2.42% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 79,772 | $4,066 | $4,172,060 | +$4,167,994 | +102508.45% |
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.