Victory Portfolios II (MODL) Hedge Fund Ownership (Q1 2026)

Victory Portfolios II (MODL)

50 + Investors. Track Smart Money conviction in MODL. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — MODL

Based on 51 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added MODL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

51 hedge funds hold MODL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +34% more funds vs a year ago

fund count last 6Q

+13 new funds entered over the past year (+34% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 65% buying

33 buying18 selling

Last quarter: 33 funds were net buyers (6 opened a brand new position + 27 added to an existing one). Only 18 were sellers (13 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 8 → 6 → 8 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 27% long-term, 27% new

■ 27% conviction (2yr+) ■ 45% medium ■ 27% new

Of the 51 current holders: 14 (27%) held >2 years, 23 held 1–2 years, and 14 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

💎

Buying through price weakness — shares +15%, value -2%

Value

-1%

+14%

Last quarter: funds added +15% more shares while total portfolio value only changed -2%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~6 new funds/quarter

7 → 8 → 6 → 8 → 6 new funds/Q

New funds entering each quarter: 8 → 6 → 8 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 25% veterans, 39% new entrants

■ 25% veterans ■ 35% 1-2yr ■ 39% new

Of 51 current holders: 13 (25%) held 2+ years, 18 held 1–2 years, 20 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds

9 of 51 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in MODL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	50	50	-
13F Shares	15M	14M	14.63%
Total Value	$631M	$642M	-1.82%
New Positions	5	8	-3
Increased Positions	27	27	-
Closed Positions	5	1	+4
Reduced Positions	13	12	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

13F Shares

15M

14M

14.63%

Total Value

$631M

$642M

-1.82%

New Positions

-3

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

50 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MODL. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 MODL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Kuhn & Co Investment Counsel	1.61%	54,527	$2.8M
2	Fairvoy Private Wealth, LLC	1.04%	100,689	$5.1M
3	MBL Wealth, LLC	0.91%	261,184	$13.3M
4	Huntleigh Advisors, Inc.	0.76%	106,350	$5.4M
5	Firethorn Wealth Partners, LLC	0.67%	40,583	$2.1M
6	Integrated Wealth Concepts LLC	0.32%	1,273,981	$64.9M
7	Gentry Private Wealth, LLC	0.28%	10,514	$536K
8	Tradition Wealth Management, LLC	0.25%	78,836	$4.0M
9	Wealth Effects LLC	0.18%	12,727	$649K
10	Victory Capital Management Inc	0.16%	5,655,761	$288.3M
11	Leverty Financial Group, LLC	0.13%	13,126	$669K
12	Broadway Wealth Solutions, Inc.	0.12%	5,091	$259K
13	Gladstone Institutional Advisory LLC	0.08%	52,206	$2.7M
14	Truist Financial Corp	0.06%	1,063,157	$54.2M
15	Summit Financial, LLC	0.06%	99,840	$5.1M
16	Rockefeller Capital Management L.P.	0.05%	595,961	$30.4M
17	Steward Partners Investment Advisory, LLC	0.04%	156,959	$8.0M
18	D.A. Davidson & CO.	0.03%	111,550	$5.7M
19	Pine Valley Investments Ltd Liability Co	0.03%	15,200	$775K
20	J.W. Cole Advisors, INC.	0.03%	34,092	$1.7M
21	GoalVest Advisory LLC	0.02%	2,179	$111K
22	Raymond James Financial Inc	0.02%	1,307,151	$66.6M
23	Kestra Private Wealth Services, LLC	0.02%	31,876	$1.6M
24	Arkadios Wealth Advisors	0.02%	22,933	$1.2M
25	Cary Street Partners Financial LLC	0.02%	14,950	$762K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Victory Portfolios II (MODL)

What does the Smart Money Trend signal show for MODL?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added MODL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MODL?

More buyers than sellers — 65% buying: Last quarter: 33 funds were net buyers (6 opened a brand new position + 27 added to an existing one). Only 18 were sellers (13 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MODL holders?

Elite ownership — 66% AUM from top-100 funds: 9 of 51 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in MODL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MODL?

Mixed — 27% long-term, 27% new: Of the 51 current holders: 14 (27%) held >2 years, 23 held 1–2 years, and 14 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Victory Portfolios II (MODL)

Smart Money Signals — MODL

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +34% more funds vs a year ago

More buyers than sellers — 65% buying

Steady new buyers — ~6 new funds per quarter

Mixed — 27% long-term, 27% new

Buying through price weakness — shares +15%, value -2%

Steady discovery — ~6 new funds/quarter

Mixed cohorts — 25% veterans, 39% new entrants

Elite ownership — 66% AUM from top-100 funds

Institutional Sentiment Summary — MODL

Hedge Fund Ownership: MODL

Market Analysis: MODL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MODL

Hedge Fund Positioning: MODL

Statistics: MODL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Victory Portfolios II (MODL)

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