Simpl Affi Wor Le Equ ETF-UiWLDRETF
13F holders, Q4 2025 (December 31)12holders −1
0new positions
1sold out
1famous investor
$35.58avg. 13F price*
At the end of Q4 2025, 12 institutions reported holding Simpl Affi Wor Le Equ ETF-Ui (WLDR) in their 13F filings, down 1 from Q3 2025. 0 opened new positions and 1 sold out. The largest holders were Sowell Financial Services LLC ($37.8M), GeoWealth Management, LLC ($2.8M) and Systelligence, LLC ($2.6M). 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 (Q4 2025)
- CUSIP
- 90214Q105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $267K |
All 13F filers, Q3 2025 → Q4 2025: 100,275 shares bought and 25,409 shares sold, net +74,866 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Sowell Financial Services LLC | 1.39% | Add +10.4% | 1,061,026 | $37.8M |
| GeoWealth Management, LLC | 0.10% | Reduce -3.5% | 77,856 | $2.8M |
| Systelligence, LLC | 0.49% | Reduce -0.7% | 72,592 | $2.6M |
| Citadel Advisors | 0.00% | Reduce -58.5% | 8,584 | $305K |
| Cetera Investment Advisers | 0.00% | Add +2.1% | 8,490 | $302K |
| Norden Group LLC | 0.02% | No change | 6,230 | $222K |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.8% | 4,340 | $154K |
| Cwm, LLC | 0.00% | No change | 1,575 | $56K |
| Lanark Financial, Inc. | 0.00% | Reduce -79.6% | 397 | $14K |
| Morgan Stanley | 0.00% | No change | 278 | $10K |
| Assetmark, Inc. | 0.00% | Reduce -23.2% | 209 | $7K |
| 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.