WLDR TWO RDS SHARED TR
FollowSIMP AF WORL ETF (fund)
14 managers (14 13F filers) reported a position in WLDR shares at 2025-03-31, 1,086,927 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.
- Managers
- 14
- 13F filers
- 14
- New
- 4
- Added
- 6
- Reduced
- 2
- Sold out
- 6
- Shares held by filers
- 1,086,927
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 860,955 | $24.9M | 1.13% | +95,322 | 13F-HRTimeline |
| GeoWealth Management, LLC | 83,025 | $2.4M | 0.1% | +18,892 | 13F-HRTimeline |
| FLOW TRADERS U.S. LLC | 45,047 | $1.3M | 0.05% | new | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 36,035 | $1.04M | <0.01% | new | 13F-HR/ATimelineGroup |
| Systelligence, LLC | 25,439 | $736K | 0.18% | new | 13F-HRTimeline |
| Cetera Investment Advisers | 9,084 | $263K | <0.01% | -1,293 | 13F-HRTimeline |
| Astoria Portfolio Advisors LLC. | 8,812 | $249K | 0.08% | new | 13F-HRTimeline |
| ASSETMARK, INCin group ASSETMARK, INC | 7,895 | $228K | <0.01% | +3,099 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 5,481 | $159K | <0.01% | -722 | 13F-HRTimelineGroup |
| LANARK FINANCIAL, INC. | 2,012 | $58K | <0.01% | +2,010 | 13F-HRTimeline |
| CWM, LLCin group CWM, LLC | 1,742 | $50K | <0.01% | 0 | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 909 | $26.3K | <0.01% | +190 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 491 | $14.2K | <0.01% | +397 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |