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Disclosery

MODL VICTORY PORTFOLIOS II

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VICT WES U S ETF (fund)

44 managers (44 13F filers) reported a position in MODL shares at 2025-06-30, 11,359,115 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
44
13F filers
44
New
6
Added
25
Reduced
10
Sold out
5
Shares held by filers
11,359,115

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INC5,010,288$216M0.14%-19,57013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,092,532$47.1M0.07%+154,91213F-HRTimelineGroup
Janney Montgomery Scott LLC1,069,637$46.1M0.12%-310,43913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC882,830$38M0.01%+2,92113F-HRTimelineGroup
LPL Financial LLC692,569$29.8M0.01%+92,97713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…436,886$18.8M0.04%+3,38413F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA326,014$14.1M<0.01%+8,21413F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY312,392$13.5M<0.01%+311,70113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC300,567$13M<0.01%+31,88213F-HRTimelineGroup
MBL Wealth, LLC217,591$9.38M0.9%+81,99713F-HRTimeline
D.A. DAVIDSON & CO.98,423$4.24M0.03%new13F-HRTimeline
Huntleigh Advisors, Inc.90,638$3.91M0.75%+3,96413F-HRTimeline
Summit Financial, LLC90,581$3.9M0.09%-14113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…85,203$3.71M0.01%+60,56313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.67,114$2.89M0.01%+62813F-HR/ATimelineGroup
Tradition Wealth Management, LLC64,710$2.79M0.22%+10,19013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP64,659$2.79M<0.01%+12,23313F-HRTimelineGroup
Kuhn & Co Investment Counsel52,078$2.24M1.7%+5,49013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP47,000$2.03M<0.01%new13F-HRTimelineGroup
Gladstone Institutional Advisory LLC46,804$2.02M0.08%+4,78713F-HRTimeline
GENTRY PRIVATE WEALTH, LLC34,277$1.48M1.13%+21613F-HRTimeline
Coastal Bridge Advisors, LLC32,603$1.41M0.12%-2,39913F-HRTimeline
Sanctuary Advisors, LLC26,958$1.16M0.01%-4,88913F-HRTimeline
Private Advisor Group, LLC24,494$1.06M0.01%+23313F-HRTimeline
Arkadios Wealth Advisors20,004$862K0.03%+8,80413F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC19,064$822K0.36%+19213F-HRTimeline
Leverty Financial Group, LLC17,438$752K0.22%-11013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…15,890$685K0.01%+9,45013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…15,436$665K0.02%+2,75313F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.14,998$646K0.03%+97113F-HRTimelineGroup
WEALTH EFFECTS LLC13,030$562K0.21%-10013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,641$545K<0.01%new13F-HRTimelineGroup
DAVENPORT & Co LLC12,198$526K<0.01%+2,44213F-HRTimeline
Cambridge Investment Research Advisors,…8,283$357K<0.01%+10813F-HRTimeline
Atria Wealth Solutions, Inc.7,973$344K0.01%new13F-HRTimeline
HighTower Advisors, LLC7,794$336K<0.01%-199,85813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,050$304K<0.01%new13F-HRTimelineGroup
Broadway Wealth Solutions, Inc.5,952$257K0.16%+23113F-HRTimeline
Steward Partners Investment Advisory, L…5,494$237K<0.01%-71913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,800$207K<0.01%new13F-HRTimelineGroup
COMERICA BANK4,031$174K<0.01%-35313F-HRTimeline
GoalVest Advisory LLC156$6.72K<0.01%013F-HRTimeline
NewEdge Advisors, LLC35$1.51K<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.