Victoryshares Westend US SEC (MODL)

CUSIP: 92647P126 | NYSE | 82 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Truist Financial Corp1,086,227

0.1% of portfolio$56.9M

MBL Wealth, LLC268,499

0.8% of portfolio$14.1M

Fairvoy Private Wealth, LLC129,589

1.4% of portfolio$6.8M

Davenport & Co LLC127,502

0.0% of portfolio$6.7M

D.A. Davidson & Co.113,056

0.0% of portfolio$5.9M

Huntleigh Advisors, Inc.108,779

0.8% of portfolio$5.7M

Cambridge Investment Research Advisors, Inc.79,920

0.0% of portfolio$4.2K

Wealth Enhancement Advisory Services, LLC56,904

0.0% of portfolio$3.0M

Kestra Private Wealth Services, LLC55,739

0.0% of portfolio$2.9M

Kuhn & Co Investment Counsel54,916

1.6% of portfolio$2.9M

Firethorn Wealth Partners, LLC41,181

0.7% of portfolio$2.2M

J.W. Cole Advisors, Inc.30,538

0.0% of portfolio$1.6M

Concurrent Investment Advisors, LLC13,176

0.0% of portfolio$689.6K

Leverty Financial Group, LLC13,126

0.1% of portfolio$687.0K

Wealth Effects LLC12,727

0.2% of portfolio$666.1K

Fifth Third Bancorp6,442

0.0% of portfolio$337.2K

Broadway Wealth Solutions, Inc.5,091

0.1% of portfolio$266.5K

GoalVest Advisory LLC2,179

0.0% of portfolio$114.0K

Private Trust Co NA763

0.0% of portfolio$39.9K

PNC Financial Services Group, Inc.240

0.0% of portfolio$12.6K

Assetmark, Inc172

0.0% of portfolio$9.0K

Abound Wealth Management136

0.0% of portfolio$7.1K

				Style	Turnover	Location	Filed
Truist Financial Corp	1,086,227	$56.9M	0.1%	Core	Low	Charlotte, NC	2026-10-30
MBL Wealth, LLC	268,499	$14.1M	0.8%	ETF	Low	Charlotte, NC	2026-10-22
Fairvoy Private Wealth, LLC	129,589	$6.8M	1.4%	Growth	Medium	Birmingham, AL	2026-10-19
Davenport & Co LLC	127,502	$6.7M	0.0%	Core	Medium	Richmond, VA	2026-10-14
D.A. Davidson & Co.	113,056	$5.9M	0.0%	Core	Low	Great Falls, MT	2026-10-28
Huntleigh Advisors, Inc.	108,779	$5.7M	0.8%	Growth	Medium	St. Louis, MO	2026-11-03
Cambridge Investment Research Advisors, Inc.	79,920	$4.2K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Wealth Enhancement Advisory Services, LLC	56,904	$3.0M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Kestra Private Wealth Services, LLC	55,739	$2.9M	0.0%	Growth	Low	Austin, TX	2026-10-30
Kuhn & Co Investment Counsel	54,916	$2.9M	1.6%	Core	Low	Chicago, IL	2026-10-29
Firethorn Wealth Partners, LLC	41,181	$2.2M	0.7%	ETF	Low	Augusta, GA	2026-10-14
J.W. Cole Advisors, Inc.	30,538	$1.6M	0.0%	Index	Low	Tampa, FL	2026-11-05
Concurrent Investment Advisors, LLC	13,176	$689.6K	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Leverty Financial Group, LLC	13,126	$687.0K	0.1%	ETF	Very Low	Hudson, WI	2026-10-08
Wealth Effects LLC	12,727	$666.1K	0.2%	Growth	Low	Boston, MA	2026-10-23
Fifth Third Bancorp	6,442	$337.2K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Broadway Wealth Solutions, Inc.	5,091	$266.5K	0.1%	ETF	Very Low	San Antonio, TX	2026-10-21
GoalVest Advisory LLC	2,179	$114.0K	0.0%	ETF	Medium	New York, NY	2026-10-02
Private Trust Co NA	763	$39.9K	0.0%	Core	Low	Cleveland, OH	2026-10-20
PNC Financial Services Group, Inc.	240	$12.6K	0.0%	Growth	Very Low	Pittsburgh, PA	2026-11-06
Assetmark, Inc	172	$9.0K	0.0%	ETF	Low	Concord, CA	2026-10-21
Abound Wealth Management	136	$7.1K	0.0%	ETF	Very Low	Franklin, TN	2026-10-26