Simpl Affi Wor Le Equ ETF-UiWLDRETF
13F holders, Q2 2025 (June 30)13holders
2new positions
3sold out
1famous investor
$33.27avg. 13F price*
At the end of Q2 2025, 13 institutions reported holding Simpl Affi Wor Le Equ ETF-Ui (WLDR) in their 13F filings, unchanged from Q1 2025. 2 opened new positions and 3 sold out. The largest holders were Sowell Financial Services LLC ($30.5M), GeoWealth Management, LLC ($2.7M) and Citadel Advisors ($1.1M). 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 2025)
- CUSIP
- 90214Q105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.3M |
| Exits | 3 | $1.6M |
All 13F filers, Q1 2025 → Q2 2025: 94,991 shares bought and 93,825 shares sold, net +1,166 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Sowell Financial Services LLC | 1.24% | Add +6.5% | 916,820 | $30.5M |
| GeoWealth Management, LLC | 0.11% | Reduce -1.4% | 81,896 | $2.7M |
| Citadel Advisors | 0.00% | New | 31,913 | $1.1M |
| Systelligence, LLC | 0.15% | Reduce -1.2% | 25,142 | $837K |
| Cetera Investment Advisers | 0.00% | Reduce -8.4% | 8,319 | $277K |
| Jane Street Group, LLC | 0.00% | Reduce -80.5% | 7,019 | $234K |
| Norden Group LLC | 0.02% | New | 6,230 | $207K |
| Osaic Holdings, Inc. | 0.00% | No change | 5,481 | $182K |
| Lanark Financial, Inc. | 0.01% | Reduce -3.1% | 1,949 | $64K |
| Cwm, LLC | 0.00% | Reduce -9.6% | 1,575 | $52K |
| UBS Group AG | 0.00% | Add +200.2% | 1,474 | $49K |
| Assetmark, Inc. | 0.00% | Reduce -96.5% | 275 | $9K |
| Global Retirement Partners, LLC | 0.00% | — | 162 | $5K |
"% 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.