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VictoryShares WestEnd US Sector ETF (MODL) Institutional Ownership

VictoryShares WestEnd US Sector ETF logo
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Institutional Ownership Changes (13F Filings) for VictoryShares WestEnd US Sector ETF (NASDAQ:MODL)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$180.85M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$54.56M
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MODL Institutional Buying and Selling by Quarter

VictoryShares WestEnd US Sector ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/4/2025 Arkadios Wealth Advisors20,004$862K0.0%+78.6%0.154%
8/1/2025 Envestnet Asset Management Inc.300,567$12.95M0.0%+11.9%2.317%
7/30/2025 D.A. Davidson & CO.98,423$4.24M0.0%N/A0.759%
7/29/2025 Stephens Inc. AR15,890$685K0.0%+146.7%0.123%
7/29/2025 Huntleigh Advisors Inc.90,638$3.91M0.8%+4.6%0.699%
7/25/2025 Atria Wealth Solutions Inc.7,973$344K0.0%N/A0.061%
7/25/2025 Concurrent Investment Advisors LLC4,800$207K0.0%N/A0.037%
7/22/2025 DAVENPORT & Co LLC12,198$526K0.0%+25.0%0.094%
7/22/2025 MBL Wealth LLC217,591$9.38M0.9%+60.5%1.678%
7/18/2025 Truist Financial Corp1,092,532$47.09M0.1%+16.5%8.424%
7/18/2025 Broadway Wealth Solutions Inc.5,952$257K0.2%+4.0%0.046%
7/17/2025 Janney Montgomery Scott LLC1,069,637$46.10M0.1%-22.5%8.247%
7/10/2025 Wealth Enhancement Advisory Services LLC85,203$3.71M0.0%+245.8%0.657%
6/27/2025Goldman Sachs Group Inc.5,544$215K0.0%N/A0.043%
5/21/2025 MBL Wealth LLC135,594$5.26M0.5%+66.1%1.092%
5/19/2025Jane Street Group LLC12,285$477K0.0%N/A0.099%
5/16/2025Goldman Sachs Group Inc.5,544$215K0.0%N/A0.045%
5/15/2025Royal Bank of Canada317,800$12.34M0.0%+24.5%2.559%
5/14/2025Comerica Bank4,384$170K0.0%+19.2%0.035%
5/14/2025Summit Financial LLC90,722$3.52M0.1%N/A0.730%
5/14/2025Tradition Wealth Management LLC54,520$2.12M0.2%+34.2%0.439%
5/13/2025Raymond James Financial Inc.879,909$34.16M0.0%-1.6%7.085%
5/13/2025HighTower Advisors LLC207,652$8.06M0.0%-1.0%1.672%
5/9/2025Cary Street Partners Financial LLC12,683$492K0.0%+63.5%0.102%
5/8/2025 Arkadios Wealth Advisors11,200$435K0.0%+55.6%0.090%
5/7/2025LPL Financial LLC599,592$23.28M0.0%+29.0%4.828%
5/5/2025Private Advisor Group LLC24,261$942K0.0%+158.4%0.195%
5/2/2025Victory Capital Management Inc.5,029,858$195.26M0.2%+1.9%40.498%
5/1/2025 Stephens Inc. AR6,440$250K0.0%N/A0.051%
4/29/2025 Envestnet Asset Management Inc.268,685$10.43M0.0%+108.8%2.148%
4/29/2025 Truist Financial Corp937,620$36.40M0.1%+19.0%7.495%
4/29/2025 Huntleigh Advisors Inc.86,674$3.37M0.7%+5.8%0.693%
4/28/2025 DAVENPORT & Co LLC9,756$379K0.0%+9.7%0.078%
4/23/2025 Wealth Effects LLC13,130$510K0.2%-2.2%0.105%
4/22/2025 Cambridge Investment Research Advisors Inc.8,175$317K0.0%-3.4%0.065%
4/17/2025 Janney Montgomery Scott LLC1,380,076$53.58M0.2%+62.6%11.032%
4/16/2025 Wealth Enhancement Advisory Services LLC24,640$957K0.0%N/A0.197%
4/14/2025 Broadway Wealth Solutions Inc.5,721$222K0.2%-11.4%0.046%
4/10/2025 Leverty Financial Group LLC17,548$681K0.3%-5.9%0.140%
4/10/2025 Firethorn Wealth Partners LLC18,872$733K0.3%-11.4%0.151%
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2/17/2025TrinityPoint Wealth LLC28,098$1.13M0.2%+41.5%0.296%
2/17/2025Cary Street Partners Financial LLC7,755$312K0.0%N/A0.082%
2/14/2025Stifel Financial Corp37,908$1.53M0.0%+136.6%0.399%
2/14/2025Tradition Wealth Management LLC40,638$1.64M0.1%+59.5%0.428%
2/13/2025Rockefeller Capital Management L.P.389,299$15.66M0.0%-0.2%4.098%
2/13/2025Raymond James Financial Inc.894,023$35.97M0.0%N/A9.411%
2/13/2025 Envestnet Asset Management Inc.128,691$5.18M0.0%+13.2%1.355%
2/13/2025Wells Fargo & Company MN1,102$44K0.0%N/A0.012%
2/12/2025StoneX Group Inc.11,238$452K0.0%N/A0.118%
2/12/2025 Broadway Wealth Solutions Inc.6,454$260K0.2%N/A0.068%
2/11/2025LPL Financial LLC464,901$18.70M0.0%+18.8%4.894%
2/11/2025TAP Consulting LLC88,158$3.55M0.7%+5.5%0.928%
2/10/2025Commonwealth Equity Services LLC19,596$788K0.0%N/A0.206%
2/7/2025HighTower Advisors LLC209,703$8.44M0.0%+5.5%2.207%
2/6/2025Raymond James Financial Inc.894,023$35.97M0.0%N/A9.411%
2/6/2025Victory Capital Management Inc.4,934,858$198.53M0.2%-2.9%51.946%
2/6/2025Steward Partners Investment Advisory LLC3,085$124K0.0%+56.0%0.032%
2/6/2025 Gentry Private Wealth LLC31,947$1.29M5.3%+19.5%0.336%
2/3/2025Private Advisor Group LLC9,388$378K0.0%-4.5%0.099%
1/31/2025 Truist Financial Corp787,795$31.69M0.0%+13.9%8.293%
1/31/2025Sanctuary Advisors LLC23,244$977K0.0%+1.1%0.245%
1/30/2025Kuhn & Co Investment Counsel35,361$1.42M1.2%+28.8%0.372%
1/29/2025Gladstone Institutional Advisory LLC14,252$573K0.0%N/A0.150%
1/24/2025 Leverty Financial Group LLC18,654$750K0.4%-15.1%0.196%
1/24/2025 DAVENPORT & Co LLC8,891$358K0.0%+8.4%0.094%
1/21/2025 Firethorn Wealth Partners LLC21,304$857K0.4%-10.8%0.224%
1/17/2025 Janney Montgomery Scott LLC848,722$34.14M0.1%+12.5%8.934%
11/25/2024Sanctuary Advisors LLC22,985$936K0.0%+57.5%0.242%
11/15/2024Jane Street Group LLC16,574$653K0.0%-35.7%0.174%
11/15/2024Stifel Financial Corp16,023$631K0.0%+41.1%0.169%
11/15/2024HighTower Advisors LLC198,785$7.82M0.0%+116.5%2.092%
11/15/2024Hilltop Holdings Inc.28,435$1.12M0.1%+34.3%0.299%
11/14/2024Tradition Wealth Management LLC25,476$1.00M0.1%+39.4%0.268%
11/14/2024Rockefeller Capital Management L.P.389,966$15.36M0.0%+89.1%4.105%
11/13/2024 Gentry Private Wealth LLC26,730$1.05M0.9%+142.6%0.281%
11/7/2024TrinityPoint Wealth LLC19,864$782K0.1%+16.8%0.209%
11/5/2024Victory Capital Management Inc.5,084,678$200.24M0.2%-5.4%53.523%
10/29/2024 Janney Montgomery Scott LLC754,266$29.70M0.1%+2.8%7.940%
10/24/2024 Arkadios Wealth Advisors7,200$284K0.0%+10.8%0.076%
10/22/2024Private Advisor Group LLC9,829$387K0.0%-26.2%0.103%
10/18/2024Raymond James & Associates540,396$21.28M0.0%+4.3%5.688%
10/17/2024 Leverty Financial Group LLC21,966$865K0.5%-96.1%0.231%
10/16/2024 Firethorn Wealth Partners LLC23,882$940K0.5%-24.3%0.251%
10/9/2024TAP Consulting LLC83,564$3.29M0.6%+4.3%0.880%
9/5/2024Sanctuary Advisors LLC14,598$507K0.0%N/A0.154%
8/21/2024 Truist Financial Corp674,515$25.20M0.0%+15.5%7.100%
8/8/2024 Envestnet Asset Management Inc.107,852$4.03M0.0%-12.5%1.135%
8/8/2024Kuhn & Co Investment Counsel26,879$1.00M0.9%+4.1%0.283%
8/6/2024TAP Consulting LLC80,086$2.99M0.6%+10.4%0.843%
8/6/2024 Gentry Private Wealth LLC11,020$412K0.4%N/A0.116%
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8/5/2024Private Advisor Group LLC13,325$498K0.0%N/A0.140%
7/29/2024 Arkadios Wealth Advisors6,500$243K0.0%N/A0.068%
7/20/2024Raymond James Financial Services Advisors Inc.326,613$12.20M0.0%+11.4%3.438%
7/19/2024Raymond James & Associates518,255$19.36M0.0%+9.5%5.455%
7/15/2024 Leverty Financial Group LLC559,909$20.92M12.4%-4.1%5.894%
5/1/2024 Janney Montgomery Scott LLC645,014$23.09M0.1%+41.3%6.928%
4/23/2024 Leverty Financial Group LLC584,081$20.91M12.5%+3.9%6.274%
4/23/2024 Wealth Effects LLC13,460$482K0.2%+111.3%0.000%
4/23/2024Raymond James Financial Services Advisors Inc.293,088$10.49M0.0%+157.7%0.000%
4/22/2024Raymond James & Associates473,356$16.95M0.0%+37.2%0.000%
(Data available from 1/1/2016 forward)

MODL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MODL shares?

During the previous two years, 45 institutional investors and hedge funds held shares of VictoryShares WestEnd US Sector ETF. The most heavily invested institutionals were Victory Capital Management Inc. ($195.26M), Truist Financial Corp ($47.09M), Janney Montgomery Scott LLC ($46.10M), Raymond James Financial Inc. ($34.16M), LPL Financial LLC ($23.28M), Raymond James & Associates ($21.28M), and Rockefeller Capital Management L.P. ($15.66M).Learn more on VictoryShares WestEnd US Sector ETF's institutional investors.

Which institutional investors have been buying VictoryShares WestEnd US Sector ETF's stock?

Of the 44 institutional investors that purchased VictoryShares WestEnd US Sector ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.79M), Janney Montgomery Scott LLC ($1.28M), Leverty Financial Group LLC ($584.08K), Truist Financial Corp ($577.78K), Raymond James & Associates ($525.35K), Raymond James Financial Services Advisors Inc. ($298.91K), and LPL Financial LLC ($208.17K).

How much institutional buying is happening at VictoryShares WestEnd US Sector ETF?

Institutional investors have bought a total of 4,515,165 shares in the last 24 months. This purchase volume represents approximately $180.85M in transactions.

Which of VictoryShares WestEnd US Sector ETF's major shareholders have been selling company stock?

Of the 13 institutional investors that sold VictoryShares WestEnd US Sector ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Leverty Financial Group LLC ($542.36K), Victory Capital Management Inc. ($441.82K), Janney Montgomery Scott LLC ($310.44K), Envestnet Asset Management Inc. ($15.41K), Raymond James Financial Inc. ($14.11K), Firethorn Wealth Partners LLC ($12.67K), and Jane Street Group LLC ($9.19K).

How much institutional selling is happening at VictoryShares WestEnd US Sector ETF?

Institutional investors have sold a total of 1,353,968 shares in the last 24 months. This volume of shares sold represents approximately $54.56M in transactions.


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This page (NASDAQ:MODL) was last updated on 8/7/2025 by MarketBeat.com Staff
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