Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VICTORY PORTFOLIOS II (MODL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
3Q ▲
Buyers last Q
73%

Smart Money Signals — MODL

Based on 47 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
47 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 — +31% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+31% 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 — 73% buying

33 buying12 selling
Last quarter: 33 funds were net buyers (8 opened a brand new position + 25 added to an existing one). Only 12 were sellers (11 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 7 → 6 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 32% new

■ 28% conviction (2yr+) ■ 40% medium ■ 32% new
Of the 47 current holders: 13 (28%) held >2 years, 19 held 1–2 years, and 15 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.
➡️

Steady discovery — ~8 new funds/quarter

7 → 7 → 7 → 6 → 8 new funds/Q
New funds entering each quarter: 7 → 7 → 6 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 19% veterans, 45% new entrants

■ 19% veterans ■ 36% 1-2yr ■ 45% new
Of 47 current holders: 9 (19%) held 2+ years, 17 held 1–2 years, 21 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
9 of 47 holders are among the 100 largest funds by AUM, controlling 58% 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.

Hedge Fund Ownership: MODL

How many hedge funds hold MODL — quarterly history vs. share price
Quarterly hedge fund ownership of MODL vs. share price

Market Analysis: MODL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MODL

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: MODL
2026 Q1 Stats Unlock in 17 days 47 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 47 40 17.5%
13F Shares 13M 12M 12.4%
Total Value $626M $542M 15.55%
New Positions 8 6 +2
Increased Positions 25 26 -1
Closed Positions 1 4 -3
Reduced Positions 11 5 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MODL

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

47 + investors

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

Top 21 institutional holders of MODL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MBL Wealth, LLC 0.87% 257,963 $11.5M
2 Fairvoy Private Wealth, LLC 0.78% 73,089 $3.3M
3 Huntleigh Advisors, Inc. 0.76% 99,546 $4.4M
4 FIRETHORN WEALTH PARTNERS, LLC 0.59% 35,791 $1.6M
5 WEALTH EFFECTS LLC 0.21% 13,028 $582K
6 Leverty Financial Group, LLC 0.15% 14,703 $657K
7 Janney Montgomery Scott LLC 0.14% 1,288,857 $58K
8 Broadway Wealth Solutions, Inc. 0.12% 5,091 $228K
9 GoalVest Advisory LLC 0.07% 8,005 $358K
10 TRUIST FINANCIAL CORP 0.05% 886,262 $39.6M
11 CARY STREET PARTNERS FINANCIAL LLC 0.02% 15,350 $686K
12 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% 25,702 $1.1M
13 J.W. COLE ADVISORS, INC. 0.01% 7,120 $318K
14 Cambridge Investment Research Advisors, Inc. 0.01% 77,273 $3K
15 DAVENPORT & Co LLC 0.01% 33,590 $1.5M
16 STEPHENS INC /AR/ 0.01% 14,600 $652K
17 Private Advisor Group, LLC 0.01% 23,890 $1.1M
18 Concurrent Investment Advisors, LLC 0.00% 7,397 $331K
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 32,309 $1.5M
20 Abound Wealth Management 0.00% 136 $6K
21 FIFTH THIRD BANCORP 0.00% 4,656 $208K
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 — 3 quarters in a row: For 3 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 — 73% buying: Last quarter: 33 funds were net buyers (8 opened a brand new position + 25 added to an existing one). Only 12 were sellers (11 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MODL holders?

Elite ownership — 58% AUM from top-100 funds: 9 of 47 holders are among the 100 largest funds by AUM, controlling 58% 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 — 28% long-term, 32% new: Of the 47 current holders: 13 (28%) held >2 years, 19 held 1–2 years, and 15 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.