MODL Institutional Ownership
VictoryShares WestEnd U.S. Sector ETF
1W: -0.7%
1M: -0.2%
3M: +2.0%
YTD: +10.8%
1Y: +13.6%
3Y: +80.4%
$52.61
+0.37 (+0.71%)
Weekly Expected Move ±1.5%
$51
$52
$53
$53
$54
Overview
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Holdings
Changes
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Analysis
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Short Interest
Dividends
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Institutional Ownership — MODL
56
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
819M
Total Invested
3
New Positions
27
Increased
19
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (59 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VICTORY CAPITAL MANAGEMENT INC | 5,655,761 | $298M | — | +0.0% | 15Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 2,046,749 | $108M | +1,078,871 | +111.5% | 3Q | SEC ↗ |
| 3 | Janney Montgomery Scott LLC | 1,500,609 | $79M | +211,752 | +16.4% | 13Q | SEC ↗ |
| 4 | LPL Financial LLC | 1,434,432 | $75M | +276,483 | +23.9% | 9Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 1,307,151 | $69M | +78,860 | +6.4% | 7Q | SEC ↗ |
| 6 | TRUIST FINANCIAL CORP | 1,063,157 | $56M | +176,895 | +20.0% | 15Q | SEC ↗ |
| 7 | Integrated Wealth Concepts LLC | 682,675 | $36M | -11,884 | -1.7% | 2Q | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 595,961 | $31M | -2,616 | -0.4% | 9Q | SEC ↗ |
| 9 | MORGAN STANLEY | 453,796 | $24M | -86,090 | -15.9% | 9Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 405,924 | $21M | -66,382 | -14.1% | 11Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 383,308 | $20M | +189,095 | +97.4% | 15Q | SEC ↗ |
| 12 | STIFEL FINANCIAL CORP | 355,181 | $19M | +41,891 | +13.4% | 12Q | SEC ↗ |
| 13 | MBL Wealth, LLC | 261,184 | $14M | +3,221 | +1.2% | 8Q | SEC ↗ |
| 14 | Steward Partners Investment Advisory, | 156,959 | $8M | +109,878 | +233.4% | 12Q | SEC ↗ |
| 15 | D.A. DAVIDSON & CO. | 111,550 | $6M | +3,505 | +3.2% | 5Q | SEC ↗ |
| 16 | Huntleigh Advisors, Inc. | 106,350 | $6M | +6,804 | +6.8% | 7Q | SEC ↗ |
| 17 | Fairvoy Private Wealth, LLC | 100,689 | $5M | +27,600 | +37.8% | 2Q | SEC ↗ |
| 18 | Summit Financial, LLC | 99,840 | $5M | -2,087 | -2.0% | 6Q | SEC ↗ |
| 19 | Cambridge Investment Research Advisors | 79,772 | $4M | +2,499 | +3.2% | 11Q | SEC ↗ |
| 20 | Tradition Wealth Management, LLC | 78,836 | $4M | -915 | -1.1% | 10Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 63,547 | $3M | +5,129 | +8.8% | 12Q | SEC ↗ |
| 22 | Kuhn & Co Investment Counsel | 54,527 | $3M | -7,516 | -12.1% | 11Q | SEC ↗ |
| 23 | DAVENPORT & Co LLC | 54,197 | $3M | +20,607 | +61.3% | 9Q | SEC ↗ |
| 24 | Gladstone Institutional Advisory LLC | 52,206 | $3M | +2,403 | +4.8% | 7Q | SEC ↗ |
| 25 | FIRETHORN WEALTH PARTNERS, LLC | 40,583 | $2M | +4,792 | +13.4% | 12Q | SEC ↗ |
| 26 | Coastal Bridge Advisors, LLC | 37,164 | $2M | +1,063 | +2.9% | 6Q | SEC ↗ |
| 27 | Capital Analysts, LLC | 35,491 | $2M | +12,199 | +52.4% | 3Q | SEC ↗ |
| 28 | Gotham Asset Management, LLC | 34,449 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 29 | J.W. COLE ADVISORS, INC. | 34,092 | $2M | +26,972 | +378.8% | 3Q | SEC ↗ |
| 30 | KESTRA PRIVATE WEALTH SERVICES, LLC | 31,876 | $2M | +6,174 | +24.0% | 4Q | SEC ↗ |
| 31 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 31,345 | $2M | -964 | -3.0% | 6Q | SEC ↗ |
| 32 | Sanctuary Advisors, LLC | 27,998 | $1M | +141 | +0.5% | 9Q | SEC ↗ |
| 33 | Arkadios Wealth Advisors | 22,933 | $1M | +322 | +1.4% | 9Q | SEC ↗ |
| 34 | Private Advisor Group, LLC | 22,219 | $1M | -1,671 | -7.0% | 9Q | SEC ↗ |
| 35 | Cetera Investment Advisers NEW | 15,944 | $839K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Pine Valley Investments Ltd Liability | 15,200 | $800K | +1,751 | +13.0% | 3Q | SEC ↗ |
| 37 | CARY STREET PARTNERS FINANCIAL LLC | 14,950 | $787K | -400 | -2.6% | 7Q | SEC ↗ |
| 38 | STEPHENS INC /AR | 14,600 | $768K | — | +0.0% | 6Q | SEC ↗ |
| 39 | Concurrent Investment Advisors, LLC | 13,788 | $725K | +6,391 | +86.4% | 5Q | SEC ↗ |
| 40 | Leverty Financial Group, LLC | 13,126 | $691K | -1,577 | -10.7% | 12Q | SEC ↗ |
| 41 | WEALTH EFFECTS LLC | 12,727 | $670K | -301 | -2.3% | 11Q | SEC ↗ |
| 42 | GENTRY PRIVATE WEALTH, LLC | 10,514 | $553K | -8,193 | -43.8% | 9Q | SEC ↗ |
| 43 | HighTower Advisors, LLC | 7,468 | $393K | +2 | +0.0% | 9Q | SEC ↗ |
| 44 | JPMORGAN CHASE & CO | 7,401 | $389K | -2,563 | -25.7% | 3Q | SEC ↗ |
| 45 | Broadway Wealth Solutions, Inc. | 5,091 | $268K | — | +0.0% | 7Q | SEC ↗ |
| 46 | FIFTH THIRD BANCORP | 4,659 | $245K | +3 | +0.1% | 2Q | SEC ↗ |
| 47 | Aptus Capital Advisors, LLC NEW | 4,399 | $231K | — | +0.0% | 1Q | SEC ↗ |
| 48 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 3,983 | $210K | — | +0.0% | 4Q | SEC ↗ |
| 49 | GoalVest Advisory LLC | 2,179 | $115K | -5,826 | -72.8% | 8Q | SEC ↗ |
| 50 | PRIVATE TRUST CO NA NEW | 570 | $30K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Cetera Investment Advisers | 15,944 | $839K |
| Aptus Capital Advisors, LLC | 4,399 | $231K |
| PRIVATE TRUST CO NA | 570 | $30K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 39,200 | $2M |
| CITADEL ADVISORS LLC | 28,470 | $1M |
| StoneX Group Inc. | 17,728 | $933K |
| Allworth Financial LP | 1,668 | $88K |
| Kestra Advisory Services, LLC | 802 | $42K |
| WELLS FARGO & COMPANY/MN | 473 | $25K |
| NewEdge Advisors, LLC | 35 | $2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +1,078,871 | +111.5% | 2,046,749 |
| LPL Financial LLC | +276,483 | +23.9% | 1,434,432 |
| Janney Montgomery Scott LLC | +211,752 | +16.4% | 1,500,609 |
| ENVESTNET ASSET MANAGEMENT INC | +189,095 | +97.4% | 383,308 |
| TRUIST FINANCIAL CORP | +176,895 | +20.0% | 1,063,157 |
| Steward Partners Investment Advisor | +109,878 | +233.4% | 156,959 |
| RAYMOND JAMES FINANCIAL INC | +78,860 | +6.4% | 1,307,151 |
| STIFEL FINANCIAL CORP | +41,891 | +13.4% | 355,181 |
| Fairvoy Private Wealth, LLC | +27,600 | +37.8% | 100,689 |
| J.W. COLE ADVISORS, INC. | +26,972 | +378.8% | 34,092 |
| DAVENPORT & Co LLC | +20,607 | +61.3% | 54,197 |
| Capital Analysts, LLC | +12,199 | +52.4% | 35,491 |
| Huntleigh Advisors, Inc. | +6,804 | +6.8% | 106,350 |
| Concurrent Investment Advisors, LLC | +6,391 | +86.4% | 13,788 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +6,174 | +24.0% | 31,876 |
| OSAIC HOLDINGS, INC. | +5,129 | +8.8% | 63,547 |
| FIRETHORN WEALTH PARTNERS, LLC | +4,792 | +13.4% | 40,583 |
| D.A. DAVIDSON & CO. | +3,505 | +3.2% | 111,550 |
| MBL Wealth, LLC | +3,221 | +1.2% | 261,184 |
| Cambridge Investment Research Advis | +2,499 | +3.2% | 79,772 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -86,090 | -15.9% | 453,796 |
| ROYAL BANK OF CANADA | -66,382 | -14.1% | 405,924 |
| Integrated Wealth Concepts LLC | -11,884 | -1.7% | 682,675 |
| GENTRY PRIVATE WEALTH, LLC | -8,193 | -43.8% | 10,514 |
| Kuhn & Co Investment Counsel | -7,516 | -12.1% | 54,527 |
| GoalVest Advisory LLC | -5,826 | -72.8% | 2,179 |
| Rockefeller Capital Management L.P. | -2,616 | -0.4% | 595,961 |
| JPMORGAN CHASE & CO | -2,563 | -25.7% | 7,401 |
| Summit Financial, LLC | -2,087 | -2.0% | 99,840 |
| Private Advisor Group, LLC | -1,671 | -7.0% | 22,219 |
| Leverty Financial Group, LLC | -1,577 | -10.7% | 13,126 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -964 | -3.0% | 31,345 |
| Tradition Wealth Management, LLC | -915 | -1.1% | 78,836 |
| CARY STREET PARTNERS FINANCIAL LLC | -400 | -2.6% | 14,950 |
| WEALTH EFFECTS LLC | -301 | -2.3% | 12,727 |