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Disclosery

MODL VICTORY PORTFOLIOS II

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VICT WES U S ETF (fund)

53 managers (53 13F filers) reported a position in MODL shares at 2026-03-31, 15,521,612 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
53
13F filers
53
New
5
Added
28
Reduced
14
Sold out
3
Shares held by filers
15,521,612

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC5,655,761$253M0.16%+175,00013F-HRTimeline
Janney Montgomery Scott LLC1,288,857$57.6M0.14%+24,92513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,228,291$54.9M0.02%+121,04313F-HRTimelineGroup
LPL Financial LLC1,157,949$51.7M0.01%+63,80313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/967,878$43.3M<0.01%+965,87813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP886,262$39.6M0.05%-232,87613F-HRTimelineGroup
Integrated Wealth Concepts LLC694,559$31M0.25%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…598,577$26.8M0.05%+58,63813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY539,886$24.1M<0.01%+138,30013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA472,306$21.1M<0.01%+107,52013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP313,290$14M0.01%+81,47313F-HRTimelineGroup
MBL Wealth, LLC257,963$11.5M0.87%+23,24613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC194,213$8.68M<0.01%-167,98113F-HRTimelineGroup
D.A. DAVIDSON & CO.108,045$4.83M0.03%+5,71613F-HRTimeline
Summit Financial, LLC101,927$4.56M0.06%+11,09313F-HRTimeline
Huntleigh Advisors, Inc.99,546$4.45M0.76%+3,88413F-HRTimeline
Tradition Wealth Management, LLC79,751$3.56M0.25%-38513F-HRTimeline
Cambridge Investment Research Advisors,…77,273$3.45M0.01%+4,36013F-HRTimeline
Fairvoy Private Wealth, LLC73,089$3.27M0.78%new13F-HRTimeline
Kuhn & Co Investment Counsel62,043$2.77M1.79%+5,54113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.58,418$2.61M<0.01%+1,51813F-HRTimelineGroup
Gladstone Institutional Advisory LLC49,803$2.23M0.08%-54313F-HRTimeline
Steward Partners Investment Advisory, L…47,081$2.1M0.01%+82913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP39,200$1.75M<0.01%new13F-HRTimelineGroup
Coastal Bridge Advisors, LLC36,101$1.61M0.11%+26313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC35,791$1.6M0.59%+2,63413F-HRTimeline
Gotham Asset Management, LLC34,449$1.54M<0.01%new13F-HRTimeline
DAVENPORT & Co LLC33,590$1.5M0.01%+9,34013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…32,309$1.46M<0.01%-240,80313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,470$1.27M<0.01%+21,66013F-HRTimelineGroup
Sanctuary Advisors, LLC27,857$1.24M0.01%+6413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding25,702$1.15M+9,735Timeline
Private Advisor Group, LLC23,890$1.07M0.01%+2,17613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC23,292$1.04M0.03%+20,65513F-HRTimelineGroup
Arkadios Wealth Advisors22,611$1.01M0.02%+1,14213F-HRTimeline
GENTRY PRIVATE WEALTH, LLC18,707$836K0.5%-1,08913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…15,350$686K0.02%-10013F-HRTimelineGroup
Leverty Financial Group, LLC14,703$657K0.15%-7913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…14,600$652K0.01%013F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co13,449$601K0.03%+7,07313F-HRTimeline
WEALTH EFFECTS LLC13,028$582K0.21%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,964$434K<0.01%+7,41213F-HR/ATimelineGroup
GoalVest Advisory LLC8,005$358K0.07%-2213F-HRTimeline
HighTower Advisors, LLC7,466$334K<0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,397$331K<0.01%-84213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.7,120$318K0.01%-66,65013F-HRTimeline
Broadway Wealth Solutions, Inc.5,091$228K0.12%-21113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,656$208K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,983$178K<0.01%-24413F-HRTimelineGroup
Allworth Financial LP1,668$74.5K<0.01%-1413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC224$10K<0.01%013F-HRTimelineGroup
Abound Wealth Management136$6.09K<0.01%013F-HRTimeline
NewEdge Advisors, LLC35$1.56K<0.01%013F-HR/ATimeline