Simpl Affi Wor Le Equ ETF-UiWLDRETF
13F holders, Q1 2024 (March 31)13holders
1famous investor
$31.22avg. 13F price*
At the end of Q1 2024, 13 institutions reported holding Simpl Affi Wor Le Equ ETF-Ui (WLDR) in their 13F filings. The largest holders were Sowell Financial Services LLC ($23.9M), GeoWealth Management, LLC ($2.1M) and Atria Investments, Inc ($2.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Simpl Affi Wor Le Equ ETF-Ui
- Filed as
- TWO RDS SHARED TR (Q1 2024)
- CUSIP
- 90214Q105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.2M |
| Exits | 1 | $515K |
Ownership 13 holders
| Sowell Financial Services LLC | 1.13% | Reduce -0.8% | 763,973 | $23.9M |
| GeoWealth Management, LLC | 0.08% | Add +2.7% | 65,730 | $2.1M |
| Atria Investments, Inc | 0.03% | Reduce -7.9% | 64,950 | $2.0M |
| Signal Advisors Wealth, LLC | 0.23% | Add +15.5% | 29,551 | $923K |
| Flow Traders U.S. LLC | 0.04% | New | 26,909 | $840K |
| Cwm, LLC | 0.00% | Reduce -59.5% | 24,488 | $765K |
| Citadel Advisors | 0.00% | Add +43.3% | 17,516 | $547K |
| Maripau Wealth Management LLC | 0.38% | Add +5.0% | 16,073 | $502K |
| Susquehanna International Group, LLP | 0.00% | New | 9,980 | $312K |
| Osaic Holdings, Inc. | 0.00% | Add +19.7% | 6,203 | $194K |
| Lanark Financial, Inc. | 0.01% | Reduce -1.1% | 2,317 | $72K |
| UBS Group AG | 0.00% | Reduce -87.6% | 89 | $3K |
| Morgan Stanley | 0.00% | New | 1 | $31 |
"% of holder's portfolio" is WLDR's weight in each manager's 13F, not the share of Simpl Affi Wor Le Equ ETF-Ui the manager owns.