MODL

Victoryshares Westend US Sec Cross-source read$52.00 0.52%
UnclassifiedCUSIP 92647P126· EOD Sep 15, 2026

Among active 13F managers last quarter, 2 opened and 8 added, while 4 reduced; the largest holder to move was Victory Capital Management Inc (+3.2%). No open-market insider trades in the last 180 days.

Tracked 13F holders
50
31 in Q2 2026 filings
13F value (tracked)
$652.0M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
10 adding · 4 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$52.00 0.52%4Y +108.7%
$22.65$30.88$39.11$47.34$55.57202220232024202520262336921141131259884
Hover for who · click for detailEnd-of-day closing prices52w $43.52 – $53.30

Who owns MODL?

50 tracked 13F filers · ranked by shares held

50 tracked 13F filers disclose a position in MODL as of the latest SEC 13F filings, a combined $652.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Victory Capital Management Inc5.7M
$252.8M
+3.2%
Added · +175K sh
Q1 2026
2Raymond James Financial Inc1.2M
$54.9M
+11%
Added · +121K sh
Q1 2026
3LPL Financial LLC1.2M
$51.7M
+5.8%
Added · +64K sh
Q1 2026
4Bank Of America Corp968K
$43.3M
484×
Added · +966K sh
Q1 2026
5Truist Financial Corp886K
$39.6M
−21%
Reduced · −233K sh
Q1 2026
6Integrated Wealth Concepts LLC683K
$34.8M
−1.7%
Reduced · −12K sh
Q2 2026
7Rockefeller Capital Management L.P.599K
$26.8M
+11%
Added · +59K sh
Q1 2026
8Morgan Stanley540K
$24.1M
+34%
Added · +138K sh
Q1 2026
9Royal Bank Of Canada472K
$21.1M
+29%
Added · +108K sh
Q1 2026
10Stifel Financial Corp313K
$14.0M
+35%
Added · +81K sh
Q1 2026
11MBL Wealth, LLC261K
$13.3M
+1.2%
Added · +3K sh
Q2 2026
12Envestnet Asset Management Inc194K
$8.7M
−46%
Reduced · −168K sh
Q1 2026
13Steward Partners Investment Advisory, LLC157K
$8.0M
+233%
Added · +110K sh
Q2 2026
14D.A. Davidson & Co.112K
$5.7M
+3.2%
Added · +4K sh
Q2 2026
15Huntleigh Advisors, Inc.106K
$5.4M
+6.8%
Added · +7K sh
Q2 2026
16Fairvoy Private Wealth, LLC101K
$5.1M
+38%
Added · +28K sh
Q2 2026
17Summit Financial, LLC100K
$5.1M
−2.0%
Reduced · −2K sh
Q2 2026
18Tradition Wealth Management, LLC79K
$4.0M
−1.1%
Reduced · −915 sh
Q2 2026
19Osaic Holdings, Inc.58K
$2.6M
+2.7%
Added · +2K sh
Q1 2026
20Kuhn & Co Investment Counsel55K
$2.8M
−12%
Reduced · −8K sh
Q2 2026
21Davenport & Co LLC54K
$2.8M
+61%
Added · +21K sh
Q2 2026
22Gladstone Institutional Advisory LLC52K
$2.7M
+4.8%
Added · +2K sh
Q2 2026
23Firethorn Wealth Partners, LLC41K
$2.1M
+13%
Added · +5K sh
Q2 2026
24Two Sigma Investments, LP39K
$1.8M
New
+39K sh
Q1 2026
25Coastal Bridge Advisors, LLC37K
$1.9M
+2.9%
Added · +1K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is MODL being bought or sold by institutions?

Last quarter, 2 funds opened a new position in MODL and 8 added to an existing one, while 4 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
2
funds took a first position
Added
8
added to an existing position
Reduced
4
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own MODL also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA16 funds$10.1B
SS SPDR S&P 500 ETF Trust-USSPY16 funds$9.8B
Apple IncAAPL16 funds$9.3B
Amazon.com IncAMZN16 funds$6.1B
Microsoft CorpMSFT16 funds$5.9B
Broadcom IncAVGO16 funds$3.2B
Meta Platforms Inc-Class AMETA16 funds$2.4B
JPMorgan Chase & CoJPM16 funds$2.4B
Tesla IncTSLA16 funds$2.2B
Eli Lilly & CoLLY16 funds$2.2B
Visa Inc-Class A SharesV16 funds$2.0B
Vanguard Growth ETFVUG16 funds$2.0B

Ranked by how many of MODL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MODL.

Insider activity (Form 4)

Full insider page →
Net · 180d
$0
0 open-market transactions
DateInsiderRoleActionSharesValue
Aug 17, 2012S.A.C. Private Equity Investors, L.P.Director, 10% OwnerSell (S)
4 lots, same day
17.6M$245.8M
Aug 17, 2012Cohen Steven A/sac Capital Mgmt LpDirector, 10% OwnerSell (S)
4 lots, same day
17.6M$245.8M
Jan 30, 2012Cohen Steven A/sac Capital Mgmt LpDirector, 10% OwnerSell (S)800$9K
Jan 30, 2012Lazard Freres & Co LlcInsiderSell (S)800$9K
Jan 27, 2012Cohen Steven A/sac Capital Mgmt LpDirector, 10% OwnerBuy (P)600$7K
Jan 27, 2012Lazard Freres & Co LlcInsiderBuy (P)600$7K
Jan 26, 2012Lazard Freres & Co LlcInsiderBuy (P)3K$35K
Jan 26, 2012Lazard Freres & Co LlcInsiderSell (S)511$6K
Jan 26, 2012Cohen Steven A/sac Capital Mgmt LpDirector, 10% OwnerBuy (P)3K$35K
Jan 26, 2012Cohen Steven A/sac Capital Mgmt LpDirector, 10% OwnerSell (S)511$6K
Dec 14, 2011Sullivan MarkGen Counsel, CCO & SecretarySell (S)
2 lots, same day
3K$32K
Dec 13, 2011Sullivan MarkGen Counsel, CCO & SecretarySell (S)1K$12K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
2515
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

31 tracked filers in Q2 2026 filingsstill filing
02550Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $137.2M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for MODL

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Ask your agent what changed in MODL

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MODL/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MODL.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MODL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.