Simpl Affi Wor Le Equ ETF-UiWLDRETF
13F holders, Q2 2024 (June 30)13holders
3new positions
3sold out
1famous investor
$30.75avg. 13F price*
At the end of Q2 2024, 13 institutions reported holding Simpl Affi Wor Le Equ ETF-Ui (WLDR) in their 13F filings, unchanged from Q1 2024. 3 opened new positions and 3 sold out. The largest holders were Sowell Financial Services LLC ($22.2M), GeoWealth Management, LLC ($2.0M) and Flow Traders U.S. LLC ($1.2M). 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 (Q2 2024)
- CUSIP
- 90214Q105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $665K |
| Exits | 3 | $1.2M |
All 13F filers, Q1 2024 → Q2 2024: 34,595 shares bought and 152,415 shares sold, net −117,820 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Sowell Financial Services LLC | 1.06% | Reduce -5.5% | 721,949 | $22.2M |
| GeoWealth Management, LLC | 0.09% | Reduce -0.2% | 65,585 | $2.0M |
| Flow Traders U.S. LLC | 0.06% | Add +43.2% | 38,523 | $1.2M |
| Atria Investments, Inc | 0.01% | Reduce -62.2% | 24,571 | $756K |
| Maripau Wealth Management LLC | 0.36% | Add +6.6% | 17,139 | $527K |
| Townsquare Capital LLC | 0.01% | New | 12,460 | $383K |
| Citadel Advisors | 0.00% | Reduce -43.2% | 9,944 | $306K |
| Private Advisor Group, LLC | 0.00% | New | 9,118 | $280K |
| Osaic Holdings, Inc. | 0.00% | No change | 6,203 | $191K |
| Lanark Financial, Inc. | 0.01% | Add +12.3% | 2,602 | $80K |
| Cwm, LLC | 0.00% | Reduce -92.6% | 1,813 | $56K |
| Bank of America Corp. | 0.00% | New | 52 | $2K |
| Morgan Stanley | 0.00% | No change | 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.