Simpl Affi Wor Le Equ ETF-UiWLDRETF
13F holders, Q3 2025 (September 30)13holders
1new positions
1sold out
1famous investor
$37.06avg. 13F price*
At the end of Q3 2025, 13 institutions reported holding Simpl Affi Wor Le Equ ETF-Ui (WLDR) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Sowell Financial Services LLC ($35.6M), GeoWealth Management, LLC ($3.0M) and Systelligence, LLC ($2.7M). 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 (Q3 2025)
- CUSIP
- 90214Q105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $10K |
| Exits | 1 | $49K |
All 13F filers, Q2 2025 → Q3 2025: 92,534 shares bought and 13,916 shares sold, net +78,618 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Sowell Financial Services LLC | 1.37% | Add +4.8% | 960,923 | $35.6M |
| GeoWealth Management, LLC | 0.11% | Reduce -1.5% | 80,704 | $3.0M |
| Systelligence, LLC | 0.51% | Add +190.8% | 73,123 | $2.7M |
| Citadel Advisors | 0.00% | Reduce -35.2% | 20,667 | $766K |
| Cetera Investment Advisers | 0.00% | Reduce -0.0% | 8,318 | $308K |
| Jane Street Group, LLC | 0.00% | Add +2.5% | 7,191 | $267K |
| Norden Group LLC | 0.02% | No change | 6,230 | $231K |
| Osaic Holdings, Inc. | 0.00% | No change | 5,481 | $192K |
| Lanark Financial, Inc. | 0.01% | No change | 1,949 | $72K |
| Cwm, LLC | 0.00% | No change | 1,575 | $58K |
| Morgan Stanley | 0.00% | New | 278 | $10K |
| Assetmark, Inc. | 0.00% | Reduce -1.1% | 272 | $10K |
| Global Retirement Partners, LLC | 0.00% | No change | 162 | $6K |
"% 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.