Simpl Affi Wor Le Equ ETF-UiWLDRETF
13F holders, Q4 2024 (December 31)15holders
4new positions
4sold out
$29.59avg. 13F price*
At the end of Q4 2024, 15 institutions reported holding Simpl Affi Wor Le Equ ETF-Ui (WLDR) in their 13F filings, unchanged from Q3 2024. 4 opened new positions and 4 sold out. The largest holders were Sowell Financial Services LLC ($22.7M), GeoWealth Management, LLC ($1.9M) and Signal Advisors Wealth, LLC ($507K).
- Company
- Simpl Affi Wor Le Equ ETF-Ui
- Filed as
- TWO RDS SHARED TR (Q4 2024)
- CUSIP
- 90214Q105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $241K |
| Exits | 4 | $764K |
All 13F filers, Q3 2024 → Q4 2024: 83,171 shares bought and 37,476 shares sold, net +45,695 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Sowell Financial Services LLC | 1.19% | Add +10.3% | 765,633 | $22.7M |
| GeoWealth Management, LLC | 0.06% | Reduce -3.0% | 64,133 | $1.9M |
| Signal Advisors Wealth, LLC | 0.06% | Add +1.1% | 17,141 | $507K |
| Maripau Wealth Management LLC | 0.30% | Add +2.8% | 16,937 | $501K |
| Atria Investments, Inc | 0.00% | Reduce -45.4% | 12,759 | $378K |
| Cetera Investment Advisers | 0.00% | Add +35.0% | 10,377 | $307K |
| Private Advisor Group, LLC | 0.00% | Reduce -15.1% | 9,856 | $292K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 7,340 | $217K |
| Osaic Holdings, Inc. | 0.00% | No change | 6,203 | $184K |
| Assetmark, Inc. | 0.00% | Add +5.5% | 4,796 | $142K |
| Cwm, LLC | 0.00% | No change | 1,742 | $52K |
| JPMorgan Chase & Co. | 0.00% | New | 719 | $21K |
| UBS Group AG | 0.00% | New | 94 | $3K |
| Lanark Financial, Inc. | 0.01% | — | 2 | $81 |
| FMR LLC | 0.00% | New | 1 | $30 |
"% 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.