Public ownership evidence

VictoryShares WestEnd U.S. Sector ETF (MODL) Ownership Disclosures

Read MODL insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

VictoryShares WestEnd U.S. Sector ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Coastal Bridge Advisors, LLC
Report period
2026-06-30
Available
2026-08-18
Reported shares
37,164
Value (USD)
$1,894,257
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001020
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read MODL fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read MODL fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Coastal Bridge Advisors, LLC2026-06-302026-08-1837,164$1,894,257None
OSAIC HOLDINGS, INC.2026-06-302026-08-1563,547$3,241,972None
Gotham Asset Management, LLC2026-06-302026-08-1534,449$1,755,866None
ROYAL BANK OF CANADA2026-06-302026-08-15405,924$20,690,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15301,519$15,368,400None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,005,632$51,257,052None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15903,985$46,076,115None
BANK OF AMERICA CORP /DE/2026-06-302026-08-151,142,764$58,246,681None
Sanctuary Advisors, LLC2026-06-302026-08-1427,998$1,427,049None
Rockefeller Capital Management L.P.2026-06-302026-08-14595,961$30,376,161None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14156,959$8,000,225None
MORGAN STANLEY2026-06-302026-08-14453,679$23,124,053None
MORGAN STANLEY2026-06-302026-08-14117$5,963None
Integrated Wealth Concepts LLC2026-06-302026-08-131,273,981$64,934,480None
Cetera Investment Advisers2026-06-302026-08-1315,944$812,666None
Aptus Capital Advisors, LLC2026-06-302026-08-134,399$224,217None
Summit Financial, LLC2026-06-302026-08-1399,840$5,088,845None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-133,983$203,014None
STIFEL FINANCIAL CORP2026-06-302026-08-13355,181$18,103,609None
JPMORGAN CHASE & CO2026-06-302026-08-134,219$213,933None
JPMORGAN CHASE & CO2026-06-302026-08-133,182$161,350None
Tradition Wealth Management, LLC2026-06-302026-08-1278,836$4,018,274None
Arkadios Wealth Advisors2026-06-302026-08-1118,133$924,231None
Arkadios Wealth Advisors2026-06-302026-08-114,800$244,653None
LPL Financial LLC2026-06-302026-08-081,434,432$73,113,002None
VICTORY CAPITAL MANAGEMENT INC2026-06-302026-08-085,655,761$288,274,138None
WEALTH EFFECTS LLC2026-06-302026-08-0712,727$648,695None
GENTRY PRIVATE WEALTH, LLC2026-06-302026-08-0610,514$535,899None
Capital Analysts, LLC2026-06-302026-08-0616,553$844,000None
Capital Analysts, LLC2026-06-302026-08-0618,938$965,000None
Janney Montgomery Scott LLC2026-06-302026-08-061,500,609$76,486,000None
FIFTH THIRD BANCORP2026-06-302026-08-064,659$237,467None
HighTower Advisors, LLC2026-06-302026-08-067,468$380,637None
Huntleigh Advisors, Inc.2026-06-302026-08-05106,350$5,420,652None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04383,308$19,537,210None
Kuhn & Co Investment Counsel2026-06-302026-08-0154,527$2,779,242None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3179,772$4,066,000None
ASSETMARK, INC2026-06-302026-07-31224$11,417None
STEPHENS INC /AR/2026-06-302026-07-3014,600$744,162None
KESTRA PRIVATE WEALTH SERVICES, LLC2026-06-302026-07-2931,876$1,624,715None
PRIVATE TRUST CO NA2026-06-302026-07-29570$29,053None
TRUIST FINANCIAL CORP2026-06-302026-07-291,063,157$54,189,108None
Concurrent Investment Advisors, LLC2026-06-302026-07-281,647$83,957None
Concurrent Investment Advisors, LLC2026-06-302026-07-2812,141$618,812None
Private Advisor Group, LLC2026-06-302026-07-2822,219$1,132,519None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-2879,772$4,066,000None
Gladstone Institutional Advisory LLC2026-06-302026-07-2852,206$2,660,932None
Pine Valley Investments Ltd Liability Co2026-06-302026-07-2515,200$774,744None
D.A. DAVIDSON & CO.2026-06-302026-07-25111,550$5,685,704None
J.W. COLE ADVISORS, INC.2026-06-302026-07-2234,092$1,737,683None

90-day public filing window, up to 50 source positions.

Coastal Bridge Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗Gotham Asset Management, LLC ↗ROYAL BANK OF CANADA ↗RAYMOND JAMES FINANCIAL INC ↗RAYMOND JAMES FINANCIAL INC ↗BANK OF AMERICA CORP /DE/ ↗BANK OF AMERICA CORP /DE/ ↗Sanctuary Advisors, LLC ↗Rockefeller Capital Management L.P. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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