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Disclosery

MODL VICTORY PORTFOLIOS II

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VICT WES U S ETF (fund)

51 managers (52 13F filers) reported a position in MODL shares at 2025-12-31, 13,535,261 shares in all. 8 filers opened a position and 1 filer sold out during the quarter.

Managers
51
13F filers
52
New
8
Added
29
Reduced
11
Sold out
1
Shares held by filers
13,535,261

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC5,480,761$260M0.15%+395,47313F-HRTimeline
Janney Montgomery Scott LLC1,263,932$60.1M0.14%+156,57613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,119,138$53.2M0.07%+60,07913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,107,248$52.6M0.02%+114,99813F-HRTimelineGroup
LPL Financial LLC1,094,146$52M0.01%+274,42513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…539,939$25.7M0.05%+30,18213F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY401,586$19.1M<0.01%+80,26513F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA364,786$17.3M<0.01%+24,83213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC362,194$17.2M0.01%+48,16213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…273,112$13.1M0.02%+37,97413F-HRTimeline
MBL Wealth, LLC234,717$11.2M0.89%+10,27413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP231,817$11M0.01%+28,67213F-HRTimelineGroup
D.A. DAVIDSON & CO.102,329$4.86M0.03%+11913F-HRTimeline
Huntleigh Advisors, Inc.95,662$4.55M0.77%+2,47413F-HRTimeline
Summit Financial, LLC90,834$4.32M0.06%-3,07613F-HRTimeline
Tradition Wealth Management, LLC80,136$3.81M0.27%+8,39413F-HRTimeline
Cambridge Investment Research Advisors,…72,913$3.46M0.01%+63,68313F-HRTimeline
J.W. COLE ADVISORS, INC.73,770$3.17M0.08%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.56,900$2.71M<0.01%-6,11713F-HRTimelineGroup
Kuhn & Co Investment Counsel56,502$2.68M1.79%+5,00913F-HRTimeline
Gladstone Institutional Advisory LLC50,346$2.39M0.09%+1,69513F-HRTimeline
Steward Partners Investment Advisory, L…46,252$2.2M0.01%+53613F-HRTimeline
Coastal Bridge Advisors, LLC35,838$1.7M0.13%+2,93813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC33,157$1.58M0.59%-92513F-HRTimeline
Sanctuary Advisors, LLC27,793$1.32M0.01%+67113F-HRTimeline
DAVENPORT & Co LLC24,250$1.15M0.01%+9,79613F-HRTimeline
Private Advisor Group, LLC21,714$1.03M<0.01%-2,94113F-HRTimeline
Arkadios Wealth Advisors21,469$1.02M0.02%+66613F-HRTimeline
GENTRY PRIVATE WEALTH, LLC19,796$941K0.59%-3,92913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.17,728$842K0.04%+2,32713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding15,967$759K+11,328Timeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…15,450$734K0.02%-4413F-HRTimelineGroup
Leverty Financial Group, LLC14,782$702K0.17%-1,41713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…14,600$694K0.01%-1,29013F-HRTimelineGroup
WEALTH EFFECTS LLC13,028$619K0.19%-213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,239$392K<0.01%+2,93713F-HRTimelineGroup
GoalVest Advisory LLC8,027$381K0.07%+6,83113F-HRTimeline
HighTower Advisors, LLC7,466$355K<0.01%-23713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,810$324K<0.01%new13F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co6,376$303K0.02%new13F-HRTimeline
Broadway Wealth Solutions, Inc.5,302$252K0.13%-65013F-HRTimeline
COMERICA BANK4,483$213K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,227$201K<0.01%+24413F-HR/ATimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC2,637$126K<0.01%new13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,552$121K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,000$95K<0.01%new13F-HRTimelineGroup
Allworth Financial LP1,682$79.9K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN473$22.5K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC224$10.6K<0.01%+12613F-HRTimelineGroup
Abound Wealth Management136$6.47K<0.01%013F-HRTimeline
NewEdge Advisors, LLC35$1.66K<0.01%013F-HRTimeline