Capital Analysts LLC
MODL icon

Capital Analysts LLC’s VictoryShares WestEnd US Sector ETF MODL Stock Holding History

Capital Analysts LLC’s Portfolio MODL Stock Details MODL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.81M Buy
35,491
+12,199
+52% +$601K 0.04% 277
2026
Q1 		$1.04M Buy
23,292
+20,655
+783% +$968K 0.03% 332
2025
Q4 		$126K Buy
+2,637
New +$124K ﹤0.01% 717

Other funds holding MODL

Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Analysts LLC's MODL Position: Q2 2026 in Review

Capital Analysts LLC increased its VictoryShares WestEnd US Sector ETF (MODL) stake by 52% in Q2 2026, buying an estimated $601K and bringing the position to 35,491 shares worth $1.81M. The position accounts for 0.04% of the portfolio, ranked #277.

Capital Analysts LLC first reported a position in MODL in Q4 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold MODL as of Q2 2026.

  • Capital Analysts LLC held 35,491 shares of VictoryShares WestEnd US Sector ETF worth $1.81M as of Q2 2026.
  • Capital Analysts LLC bought 12,199 VictoryShares WestEnd US Sector ETF shares in Q2 2026, an estimated $601K.
  • VictoryShares WestEnd US Sector ETF made up 0.04% of Capital Analysts LLC's portfolio in Q2 2026, its #277 holding.
  • Capital Analysts LLC first reported a position in VictoryShares WestEnd US Sector ETF in Q4 2025 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.