SIMPL AFFI WOR LE EQU ETF-UI (WLDR) Institutional Ownership and Insiders Activity
SIMPL AFFI WOR LE EQU ETF-UI (WLDR) is widely held by institutional investors, with 18 firms reporting positions valued at approximately $76.68M based on SEC Form 13F filings for the quarter ended September 30, 2026.
Sowell Financial Services Llc is the largest disclosed holder, reporting approximately $56.37M in WLDR holdings in its latest filing.
Institutional ownership remains highly concentrated, with Sowell Financial Services Llc representing the majority of disclosed value.
Institutional Holders
18
Total Reported Value
$76.68M
Largest Holder
Sowell Financial Services Llc
Largest Position
$56.37M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
4
Funds Exiting Positions
8
Top Institutional Owners
View allInvestorReported Balance
- Sowell Financial Services Llc$56.37M
- Partners Wealth Management, Llc$5.32M
- Lpl Financial Llc$3.92M
- Geowealth Management, Llc$3.72M
- Steelpeak Wealth, Llc$2.73M