Simpl Affi Wor Le Equ ETF-UiWLDRETF
13F holders, Q1 2026 (March 31)18holders +6
8new positions
1sold out
1famous investor
$37.16avg. 13F price*
At the end of Q1 2026, 18 institutions reported holding Simpl Affi Wor Le Equ ETF-Ui (WLDR) in their 13F filings, up 6 from Q4 2025. 8 opened new positions and 1 sold out. The largest holders were Sowell Financial Services LLC ($40.2M), GeoWealth Management, LLC ($3.0M) and Fig Financial Advisory Services Inc. ($1.6M). 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 (Q1 2026)
- CUSIP
- 90214Q105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $6.3M |
| Exits | 1 | $2.6M |
All 13F filers, Q4 2025 → Q1 2026: 219,624 shares bought and 72,893 shares sold, net +146,731 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Sowell Financial Services LLC | 1.49% | Add +1.8% | 1,079,602 | $40.2M |
| GeoWealth Management, LLC | 0.11% | Add +2.4% | 79,750 | $3.0M |
| Fig Financial Advisory Services Inc. | 1.01% | New | 43,320 | $1.6M |
| Citadel Advisors | 0.00% | Add +303.3% | 34,615 | $1.3M |
| LPL Financial LLC | 0.00% | New | 34,501 | $1.3M |
| Flow Traders U.S. LLC | 0.04% | New | 32,965 | $1.2M |
| Rational Advisors, Inc. | 0.10% | New | 23,527 | $875K |
| Equitable Holdings, Inc. | 0.01% | New | 23,806 | $847K |
| Cetera Investment Advisers | 0.00% | Add +27.1% | 10,790 | $401K |
| Independent Advisor Alliance | 0.00% | New | 6,894 | $256K |
| Norden Group LLC | 0.02% | No change | 6,230 | $232K |
| Jones Financial Companies LLLP | 0.00% | New | 5,144 | $188K |
| Osaic Holdings, Inc. | 0.00% | No change | 4,340 | $161K |
| Cwm, LLC | 0.00% | Reduce -19.1% | 1,274 | $47K |
| Assetmark, Inc. | 0.00% | Add +126.8% | 474 | $18K |
| UBS Group AG | 0.00% | New | 401 | $15K |
| Lanark Financial, Inc. | 0.00% | No change | 397 | $15K |
| Morgan Stanley | 0.00% | No change | 278 | $10K |
"% 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.