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Disclosery

MODL VICTORY PORTFOLIOS II

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VICT WES U S ETF (fund)

41 managers (41 13F filers) reported a position in MODL shares at 2024-12-31, 9,604,195 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
41
13F filers
41
New
4
Added
18
Reduced
10
Sold out
4
Shares held by filers
9,604,195

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VICTORY CAPITAL MANAGEMENT INC4,934,858$199M0.2%-149,82013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC894,023$36M0.01%13F-HR/ATimelineGroup
Janney Montgomery Scott LLC848,722$34.1M0.09%+94,45613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP787,795$31.7M0.05%+96,15513F-HRTimelineGroup
LPL Financial LLC464,901$18.7M0.01%+73,47713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…389,299$15.7M0.04%-66713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA255,303$10.3M<0.01%+24,98213F-HRTimelineGroup
HighTower Advisors, LLC209,703$8.44M0.01%+10,91813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC128,691$5.18M<0.01%+15,02613F-HRTimelineGroup
TAP Consulting, LLC88,158$3.55M0.73%+4,59413F-HRTimeline
Huntleigh Advisors, Inc.81,907$3.3M0.71%13F-HRTimeline
MBL Wealth, LLC81,642$3.28M0.33%+15,01213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.58,602$2.36M0.01%+26,03713F-HR/ATimelineGroup
Tradition Wealth Management, LLC40,638$1.63M0.14%+15,16213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP37,908$1.53M<0.01%+21,88513F-HRTimelineGroup
Kuhn & Co Investment Counsel35,361$1.42M1.21%+7,90713F-HRTimeline
GENTRY PRIVATE WEALTH, LLC31,947$1.29M5.34%+5,21713F-HRTimeline
TrinityPoint Wealth, LLC28,098$1.13M0.16%+8,23413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.27,999$1.13M0.07%-43613F-HRTimelineGroup
Sanctuary Advisors, LLC23,244$977K0.01%+25913F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC21,304$857K0.43%-2,57813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,596$788K<0.01%new13F-HRTimeline
Leverty Financial Group, LLC18,654$750K0.38%-3,31213F-HRTimeline
Gladstone Institutional Advisory LLC14,252$573K0.03%new13F-HRTimeline
WEALTH EFFECTS LLC13,430$540K0.19%-3013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,238$452K0.02%+3,31913F-HR/ATimelineGroup
Private Advisor Group, LLC9,388$378K<0.01%-44113F-HRTimeline
DAVENPORT & Co LLC8,891$358K<0.01%+68613F-HRTimeline
Cambridge Investment Research Advisors,…8,459$340K<0.01%-20013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,755$312K-2,649Timeline
Arkadios Wealth Advisors7,200$290K0.02%013F-HRTimeline
Broadway Wealth Solutions, Inc.6,454$260K0.2%13F-HRTimeline
COMERICA BANK3,678$148K<0.01%013F-HR/ATimeline
Steward Partners Investment Advisory, L…3,085$124K<0.01%+1,10813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,102$44.3K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY577$23.2K<0.01%013F-HR/ATimelineGroup
GoalVest Advisory LLC156$6.28K<0.01%-26013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…127$5.11K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC35$1.41K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…15$603<0.01%-18013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.