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VictoryShares WestEnd US Sector ETF (MODL) Institutional Ownership

VictoryShares WestEnd US Sector ETF logo
$51.31 0.00 (0.00%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$51.60 +0.29 (+0.57%)
As of 07/2/2026 07:58 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for VictoryShares WestEnd US Sector ETF (NASDAQ:MODL)

Current
Institutional Ownership
Percentage
29.49%
Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$147.49M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$16.38M
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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
6/8/2026Pine Valley Investments Ltd Liability Co13,449$601K0.0%+110.9%0.071%
5/19/2026Bank of America Corp DE967,878$43.25M0.0%+48,293.9%5.097%
5/19/2026Arkadios Wealth Advisors22,611$1.01M0.0%+5.3%0.119%
5/18/2026Royal Bank of Canada472,306$21.11M0.0%+29.5%2.487%
5/5/2026D.A. Davidson & CO.108,045$4.83M0.0%+5.6%0.569%
5/5/2026Gentry Private Wealth LLC18,707$836K0.5%-5.5%0.099%
5/1/2026Fifth Third Bancorp4,656$208K0.0%N/A0.025%
4/27/2026Private Advisor Group LLC23,890$1.07M0.0%+10.0%0.126%
4/22/2026Janney Montgomery Scott LLC1,288,857$57.60M0.1%+2.0%6.819%
4/21/2026Fairvoy Private Wealth LLC73,089$3.27M0.8%N/A0.387%
4/20/2026Kestra Private Wealth Services LLC25,702$1.15M0.0%+69.5%0.136%
3/17/2026Rockefeller Capital Management L.P.539,939$25.66M0.0%+5.9%4.163%
2/18/2026Coastal Bridge Advisors LLC35,838$1.70M0.1%+8.9%0.276%
2/17/2026Osaic Holdings Inc.56,900$2.71M0.0%-9.7%0.439%
2/17/2026Royal Bank of Canada364,786$17.34M0.0%+7.3%2.813%
2/13/2026Kestra Advisory Services LLC802$38K0.0%N/A0.006%
2/13/2026Stifel Financial Corp231,817$11.02M0.0%+14.1%1.787%
2/13/2026Arkadios Wealth Advisors21,469$1.02M0.0%+3.2%0.166%
2/13/2026Victory Capital Management Inc.5,480,761$260.45M0.1%+7.8%42.257%
2/13/2026Summit Financial LLC90,834$4.32M0.1%-3.3%0.700%
2/12/2026StoneX Group Inc.17,728$842K0.0%+15.1%0.137%
2/12/2026Steward Partners Investment Advisory LLC46,252$2.20M0.0%+1.2%0.357%
2/11/2026Janney Montgomery Scott LLC1,263,932$60.06M0.1%+14.1%9.745%
2/11/2026Capital Analysts LLC2,637$126K0.0%N/A0.020%
2/11/2026LPL Financial LLC1,094,146$51.99M0.0%+33.5%8.436%
2/11/2026Tradition Wealth Management LLC80,136$3.81M0.3%+11.7%0.618%
2/11/2026J.W. Cole Advisors Inc.73,770$3.51M0.1%N/A0.569%
2/10/2026Northwestern Mutual Wealth Management Co.4,227$201K0.0%+6.1%0.033%
2/9/2026Kuhn & Co Investment Counsel56,502$2.69M1.8%+9.7%0.436%
2/6/2026HighTower Advisors LLC7,466$355K0.0%-3.1%0.058%
2/5/2026Stephens Inc. AR14,600$694K0.0%-8.1%0.113%
2/2/2026Truist Financial Corp1,119,138$53.18M0.1%+5.7%8.629%
1/29/2026Kestra Private Wealth Services LLC15,165$721K0.0%+226.9%0.117%
1/29/2026Huntleigh Advisors Inc.95,662$4.55M0.8%+2.7%0.738%
1/29/2026Sanctuary Advisors LLC27,793$1.32M0.0%+2.5%0.214%
1/29/2026Broadway Wealth Solutions Inc.5,302$252K0.1%-10.9%0.041%
1/29/2026Concurrent Investment Advisors LLC8,239$392K0.0%+55.4%0.064%
1/28/2026Gentry Private Wealth LLC19,796$941K0.6%-16.6%0.153%
1/21/2026MBL Wealth LLC234,717$11.15M0.9%+4.6%1.810%
1/12/2026DAVENPORT & Co LLC24,250$1.15M0.0%+67.8%0.187%
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1/9/2026Leverty Financial Group LLC14,782$702K0.2%-8.7%0.114%
1/8/2026Firethorn Wealth Partners LLC33,157$1.58M0.6%-2.7%0.256%
1/8/2026Wealth Enhancement Advisory Services LLC273,112$13.12M0.0%+16.1%2.106%
1/5/2026GoalVest Advisory LLC8,027$381K0.1%+571.2%0.062%
12/2/2025Allworth Financial LP1,682$78K0.0%N/A0.013%
11/17/2025Kestra Private Wealth Services LLC4,639$214K0.0%N/A0.036%
11/17/2025Northwestern Mutual Wealth Management Co.3,983$184K0.0%N/A0.031%
11/14/2025Raymond James Financial Inc.992,250$45.86M0.0%+12.4%7.650%
11/14/2025Comerica Bank4,483$207K0.0%+11.2%0.035%
11/12/2025Victory Capital Management Inc.5,085,288$235.02M0.1%+1.5%39.208%
11/12/2025Gentry Private Wealth LLC23,725$1.10M0.8%-30.8%0.183%
11/5/2025Envestnet Asset Management Inc.314,032$14.51M0.0%+4.5%2.421%
11/3/2025Coastal Bridge Advisors LLC32,900$1.52M0.1%+0.9%0.254%
11/3/2025Truist Financial Corp1,059,059$48.95M0.1%-3.1%8.165%
10/30/2025Huntleigh Advisors Inc.93,188$4.31M0.7%+2.8%0.718%
10/29/2025Arkadios Wealth Advisors20,803$961K0.0%+4.0%0.160%
10/29/2025Wealth Enhancement Advisory Services LLC235,138$10.92M0.0%+176.0%1.813%
10/28/2025Kuhn & Co Investment Counsel51,493$2.38M1.9%-1.1%0.397%
10/27/2025Concurrent Investment Advisors LLC5,302$245K0.0%+10.5%0.041%
10/27/2025New Republic Capital LLC5,296$245K0.1%N/A0.041%
10/22/2025Gladstone Institutional Advisory LLC48,651$2.25M0.1%+3.9%0.375%
10/22/2025D.A. Davidson & CO.102,210$4.72M0.0%+3.8%0.788%
10/22/2025GoalVest Advisory LLC1,196$55K0.0%+666.7%0.009%
10/16/2025MBL Wealth LLC224,443$10.37M0.9%+3.1%1.730%
10/15/2025DAVENPORT & Co LLC14,454$668K0.0%+18.5%0.111%
10/8/2025Firethorn Wealth Partners LLC34,082$1.58M0.6%+78.8%0.263%
10/8/2025Leverty Financial Group LLC16,199$749K0.2%-7.1%0.125%
9/4/2025Osaic Holdings Inc.67,114$2.90M0.0%+0.9%0.517%
8/14/2025Raymond James Financial Inc.882,830$38.05M0.0%+0.3%6.807%
8/14/2025Cary Street Partners Financial LLC15,436$665K0.0%+21.7%0.119%
8/13/2025StoneX Group Inc.14,998$646K0.0%+6.9%0.116%
8/13/2025Kuhn & Co Investment Counsel52,078$2.25M1.7%+11.8%0.402%
8/12/2025Steward Partners Investment Advisory LLC5,494$237K0.0%-11.6%0.042%
8/8/2025Rockefeller Capital Management L.P.436,886$18.83M0.0%+0.8%3.368%
8/4/2025Arkadios Wealth Advisors20,004$862K0.0%+78.6%0.154%
8/1/2025Envestnet Asset Management Inc.300,567$12.95M0.0%+11.9%2.317%
7/30/2025D.A. Davidson & CO.98,423$4.24M0.0%N/A0.759%
7/29/2025Stephens Inc. AR15,890$685K0.0%+146.7%0.123%
7/29/2025Huntleigh Advisors Inc.90,638$3.91M0.8%+4.6%0.699%
7/25/2025Atria Wealth Solutions Inc.7,973$344K0.0%N/A0.061%
7/25/2025Concurrent Investment Advisors LLC4,800$207K0.0%N/A0.037%
7/22/2025DAVENPORT & Co LLC12,198$526K0.0%+25.0%0.094%
7/22/2025MBL Wealth LLC217,591$9.38M0.9%+60.5%1.678%
7/18/2025Truist Financial Corp1,092,532$47.09M0.1%+16.5%8.424%
7/18/2025Broadway Wealth Solutions Inc.5,952$257K0.2%+4.0%0.046%
7/17/2025Janney Montgomery Scott LLC1,069,637$46.10M0.1%-22.5%8.247%
7/10/2025Wealth 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%
5/21/2025MBL Wealth LLC135,594$5.26M0.5%+66.1%1.092%
5/19/2025Jane Street Group LLC12,285$477K0.0%N/A0.099%
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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%
5/8/2025Arkadios Wealth Advisors11,200$435K0.0%+55.6%0.090%
5/7/2025LPL Financial LLC599,592$23.28M0.0%+29.0%4.828%


MODL Institutional Ownership - Frequently Asked Questions

During the previous two years, 58 institutional investors and hedge funds held shares of VictoryShares WestEnd US Sector ETF. The most heavily invested institutionals were Victory Capital Management Inc. ($260.45M), Janney Montgomery Scott LLC ($57.60M), Truist Financial Corp ($53.18M), LPL Financial LLC ($51.99M), Raymond James Financial Inc. ($45.86M), Bank of America Corp DE ($43.25M), and Rockefeller Capital Management L.P. ($25.66M).Learn more on VictoryShares WestEnd US Sector ETF's institutional investors.

29.49% of VictoryShares WestEnd US Sector ETF's stock is owned by institutional investors. Learn more on MODL's institutional investor holdings.

Of the 55 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. ($1.90M), Bank of America Corp DE ($965.88K), Janney Montgomery Scott LLC ($827.70K), Victory Capital Management Inc. ($565.47K), Truist Financial Corp ($551.48K), LPL Financial LLC ($482.59K), and Wealth Enhancement Advisory Services LLC ($273.11K).

Institutional investors have bought a total of 3,232,165 shares in the last 24 months. This purchase volume represents approximately $147.49M in transactions.

Of the 12 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: Janney Montgomery Scott LLC ($310.44K), Truist Financial Corp ($33.47K), Gentry Private Wealth LLC ($15.57K), Osaic Holdings Inc. ($6.12K), Summit Financial LLC ($3.08K), Leverty Financial Group LLC ($2.66K), and Stephens Inc. AR ($1.29K).

Institutional investors have sold a total of 375,737 shares in the last 24 months. This volume of shares sold represents approximately $16.38M in transactions.


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This page (NASDAQ:MODL) was last updated on 7/5/2026 by MarketBeat.com Staff.
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