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WLDR TWO RDS SHARED TR

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SIMP AF WORL ETF (fund)

18 managers (18 13F filers) reported a position in WLDR shares at 2026-03-31, 1,388,308 shares in all. 8 filers opened a position and 1 filer sold out during the quarter.

Managers
18
13F filers
18
New
8
Added
5
Reduced
1
Sold out
1
Shares held by filers
1,388,308

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Sowell Financial Services LLC1,079,602$40.2M1.48%+18,57613F-HRTimeline
GeoWealth Management, LLC79,750$2.97M0.11%+1,89413F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV43,320$1.61M1.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,615$1.29M<0.01%+26,03113F-HRTimelineGroup
LPL Financial LLC34,501$1.28M<0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC32,965$1.23M0.04%new13F-HRTimeline
RATIONAL ADVISORS, INC.23,527$875K0.09%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,806$847K0.01%new13F-HRTimelineGroup
Cetera Investment Advisers10,790$401K<0.01%+2,30013F-HRTimeline
Independent Advisor Alliance6,894$256K<0.01%new13F-HRTimeline
NORDEN GROUP LLC6,230$232K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,144$188K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,340$161K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,274$47.4K<0.01%-30113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC474$17.6K<0.01%+26513F-HRTimelineGroup
UBS Group AGin group UBS Group AG401$14.9K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.397$14.8K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY278$10.3K<0.01%013F-HRTimelineGroup