VICTORY PORTFOLIOS II

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MODL·92647P126·US·ETF·Unknown - Unknown-13D/G

MODL (VICTORY PORTFOLIOS II) is held by 26 institutional investors as of Q2 2026. Largest holders: VICTORY CAPITAL MANAGEMENT INC ($288.3M), BANK OF AMERICA CORP /DE/ ($104.3M), LPL Financial LLC ($73.1M). Net institutional sentiment: Mixed.

26

Holders

(4 Elite)

$791.2M

Total Value

62% (26)

Consensus

16 buying - 10 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)38

Insider (Form 4)72

Activist (13D/13G)80

Congressional (STOCK Act)36

Holder Quality

47

★★★★★

Elite

63

★★★★

Strong

55

★★★

Solid

13

★★

Below

48

★

Weak

Held by 26 funds

4 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists Jul 8, 2026 · Congress none

ActivistTRUIST FINANCIAL CORP5.3%Jul 8, 2026

ActivistTRUIST FINANCIAL CORP5.0%Apr 21, 2026

View all activist filings

Top Holders

Top Holders (26)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
VICTORY CAPITAL MANAGEMENT INC	Unchanged	5.7M	$288.3M	0.2%	+85.45%	0
BANK OF AMERICA CORP /DE/	Increased	2M(+111.5%)	$104.3M	0.0%	+10.48%	48
LPL Financial LLC	Increased	1.4M(+23.9%)	$73.1M	0.0%	+20.58%	36
RAYMOND JAMES FINANCIAL INC	Increased	1.3M(+6.4%)	$66.6M	0.0%	+25.86%	32
IWIntegrated Wealth Concepts LLC	Increased	1.3M(+83.4%)	$64.9M	0.3%	+11.56%	55
TRUIST FINANCIAL CORP	Increased	1.1M(+20.0%)	$54.2M	0.1%	+37.71%	35
Rockefeller Capital Management L.P.	Decreased	595,961(-0.4%)	$30.4M	0.0%	+28.96%	0
MORGAN STANLEY	Decreased	453,796(-15.9%)	$23.1M	0.0%	+20.53%	0
ROYAL BANK OF CANADA	Decreased	405,924(-14.1%)	$20.7M	0.0%	+25.30%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	383,308(+97.4%)	$19.5M	0.0%	+18.58%	45
STIFEL FINANCIAL CORP	Increased	355,181(+13.4%)	$18.1M	0.0%	+17.75%	32
Steward Partners Investment Advisory, LLC	Increased	156,959(+233.4%)	$8M	0.0%	+7.85%	44
D.A. DAVIDSON & CO.	Increased	111,550(+3.2%)	$5.7M	0.0%	+22.57%	28
OSAIC HOLDINGS, INC.	Increased	63,547(+8.8%)	$3.2M	0.0%	+31.87%	29
DAVENPORT & Co LLC	Increased	54,197(+61.4%)	$2.8M	0.0%	+14.69%	38
GAGotham Asset Management, LLC	Unchanged	34,449	$1.8M	0.0%	+18.80%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	31,345(-3.0%)	$1.6M	0.0%	+18.39%	0
Sanctuary Advisors, LLC	Increased	27,998(+0.5%)	$1.4M	0.0%	+22.02%	26
Private Advisor Group, LLC	Decreased	22,219(-7.0%)	$1.1M	0.0%	+37.59%	0
Cetera Investment Advisers	New	15,944	$812,666	0.0%	+3.96%	34

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MODLVICTORY PORTFOLIOS II

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer