VICTORYSHARES WESTEND US SEC MODL
$51.31
+0.4% 52w: $41.03 – $51.31
Latest 13F among current holders filed 27 days ago (Jun 8, 2026)
Price — last 12 months
research preview data41.0346.1751.31
Jun 20, 2025 Jul 2, 2026
Institutional holders
53
+1 QoQ
13F value
$693.7M
+7.9% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns MODL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 5.7M | $252.8M | 0.2% | +3.2% |
| Janney Montgomery Scott LLC | Diversified mechanical | 1.3M | $57.6M | 0.1% | +2.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.2M | $54.9M | 0.0% | +10.9% |
| LPL Financial LLC | Bank broker | 1.2M | $51.7M | 0.0% | +5.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 967.9K | $43.3M | 0.0% | +48293.9% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 886.3K | $39.6M | 0.1% | -20.8% |
| Integrated Wealth Concepts LLC | Wealth advisor | 694.6K | $31.0M | 0.2% | New |
| Rockefeller Capital Management L.P. | Diversified mechanical | 598.6K | $26.8M | 0.0% | +10.9% |
| MORGAN STANLEY | Bank broker | 539.9K | $24.1M | 0.0% | +34.4% |
| ROYAL BANK OF CANADA | Bank broker | 472.3K | $21.1M | 0.0% | +29.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 313.3K | $14.0M | 0.0% | +35.1% |
| MBL Wealth, LLC | Wealth advisor | 258.0K | $11.5M | 0.9% | +9.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 194.2K | $8.7M | 0.0% | -46.4% |
| D.A. DAVIDSON & CO. | Wealth advisor | 108.0K | $4.8M | 0.0% | +5.6% |
| Summit Financial, LLC | Wealth advisor | 101.9K | $4.6M | 0.1% | +12.2% |
| Huntleigh Advisors, Inc. | Other | 99.5K | $4.4M | 0.8% | +4.1% |
| Tradition Wealth Management, LLC | Wealth advisor | 79.8K | $3.6M | 0.3% | -0.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 77.3K | $3.5M | 0.0% | +6.0% |
| Fairvoy Private Wealth, LLC | Wealth advisor | 73.1K | $3.3M | 0.8% | New |
| Kuhn & Co Investment Counsel | Other | 62.0K | $2.8M | 1.8% | +9.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 58.4K | $2.6M | 0.0% | +2.7% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 49.8K | $2.2M | 0.1% | -1.1% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 47.1K | $2.1M | 0.0% | +1.8% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 39.2K | $1.8M | 0.0% | New |
| Coastal Bridge Advisors, LLC | Other | 36.1K | $1.6M | 0.1% | +0.7% |
| FIRETHORN WEALTH PARTNERS, LLC | Wealth advisor | 35.8K | $1.6M | 0.6% | +7.9% |
| Gotham Asset Management, LLC | Diversified mechanical | 34.4K | $1.5M | 0.0% | New |
| DAVENPORT & Co LLC | Diversified mechanical | 33.6K | $1.5M | 0.0% | +38.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 32.3K | $1.5M | 0.0% | -88.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 28.5K | $1.3M | 0.0% | +318.1% |
| Sanctuary Advisors, LLC | Wealth advisor | 27.9K | $1.2M | 0.0% | +0.2% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 25.7K | $1.1M | 0.0% | +69.5% |
| Private Advisor Group, LLC | Wealth advisor | 23.9K | $1.1M | 0.0% | +10.0% |
| Capital Analysts, LLC | Wealth advisor | 23.3K | $1.0M | 0.0% | +783.3% |
| Arkadios Wealth Advisors | Wealth advisor | 22.6K | $1.0M | 0.0% | +5.3% |
| GENTRY PRIVATE WEALTH, LLC | Wealth advisor | 18.7K | $836K | 0.5% | -5.5% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 15.3K | $686K | 0.0% | -0.6% |
| Leverty Financial Group, LLC | Wealth advisor | 14.7K | $657K | 0.1% | -0.5% |
| STEPHENS INC /AR/ | Diversified mechanical | 14.6K | $652K | 0.0% | Held |
| Pine Valley Investments Ltd Liability Co | Other | 13.4K | $601K | 0.0% | +110.9% |
| WEALTH EFFECTS LLC | Other | 13.0K | $582K | 0.2% | Held |
| JPMORGAN CHASE & CO | Bank broker | 10.0K | $434K | 0.0% | +290.4% |
| GoalVest Advisory LLC | Wealth advisor | 8.0K | $358K | 0.1% | -0.3% |
| HighTower Advisors, LLC | Diversified mechanical | 7.5K | $334K | 0.0% | Held |
| Concurrent Investment Advisors, LLC | Wealth advisor | 7.4K | $331K | 0.0% | -10.2% |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 7.1K | $318K | 0.0% | -90.3% |
| Broadway Wealth Solutions, Inc. | Wealth advisor | 5.1K | $228K | 0.1% | -4.0% |
| FIFTH THIRD BANCORP | Diversified mechanical | 4.7K | $208K | 0.0% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 4.0K | $178K | 0.0% | -5.8% |
| Allworth Financial LP | Wealth advisor | 1.7K | $75K | 0.0% | -0.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.