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Disclosery

MODL VICTORY PORTFOLIOS II

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VICT WES U S ETF (fund)

43 managers (43 13F filers) reported a position in MODL shares at 2025-03-31, 10,967,304 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
43
13F filers
43
New
8
Added
25
Reduced
7
Sold out
4
Shares held by filers
10,967,304

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC5,029,858$195M0.2%+95,00013F-HRTimeline
Janney Montgomery Scott LLC1,380,076$53.6M0.15%+531,35413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP937,620$36.4M0.06%+149,82513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC879,909$34.2M0.01%-14,11413F-HRTimelineGroup
LPL Financial LLC599,592$23.3M0.01%+134,69113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…433,502$16.8M0.04%+44,20313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA317,800$12.3M<0.01%+62,49713F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC268,685$10.4M<0.01%+139,99413F-HRTimelineGroup
HighTower Advisors, LLC207,652$8.06M0.01%-2,05113F-HRTimeline
MBL Wealth, LLC135,594$5.26M0.53%+53,95213F-HRTimeline
Summit Financial, LLC90,722$3.52M0.1%new13F-HRTimeline
Huntleigh Advisors, Inc.86,674$3.36M0.79%+4,76713F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.66,486$2.58M0.01%+7,88413F-HRTimelineGroup
Tradition Wealth Management, LLC54,520$2.12M0.19%+13,88213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP52,426$2.04M<0.01%+14,51813F-HRTimelineGroup
Kuhn & Co Investment Counsel46,588$1.81M1.52%+11,22713F-HRTimeline
Gladstone Institutional Advisory LLC42,017$1.63M0.08%+27,76513F-HRTimeline
Coastal Bridge Advisors, LLC35,002$1.36M0.12%new13F-HR/ATimeline
GENTRY PRIVATE WEALTH, LLC34,061$1.32M1.09%+2,11413F-HRTimeline
Sanctuary Advisors, LLC31,847$1.24M0.01%+8,60313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,640$957K<0.01%new13F-HRTimeline
Private Advisor Group, LLC24,261$942K0.01%+14,87313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC23,354$907K<0.01%+3,75813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC18,872$733K0.35%-2,43213F-HRTimeline
Leverty Financial Group, LLC17,548$681K0.28%-1,10613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,108$664K0.02%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.14,027$545K0.03%+2,78913F-HR/ATimelineGroup
WEALTH EFFECTS LLC13,130$510K0.21%-30013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…12,683$492K0.02%+4,92813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,285$477K<0.01%new13F-HR/ATimelineGroup
Arkadios Wealth Advisors11,200$435K0.02%+4,00013F-HRTimeline
DAVENPORT & Co LLC9,756$379K<0.01%+86513F-HRTimeline
Cambridge Investment Research Advisors,…8,175$317K<0.01%-28413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,440$250K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…6,213$241K<0.01%+3,12813F-HRTimeline
Broadway Wealth Solutions, Inc.5,721$222K0.16%-73313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,544$215K<0.01%new13F-HR/ATimelineGroup
COMERICA BANK4,384$170K<0.01%+70613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY691$26.8K<0.01%+11413F-HRTimelineGroup
UBS Group AGin group UBS Group AG450$17.5K<0.01%new13F-HRTimelineGroup
GoalVest Advisory LLC156$6.06K<0.01%013F-HRTimeline
NewEdge Advisors, LLC35$1.36K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.