WLDR Institutional Ownership & Shareholders
SIMPL AFFI WOR LE EQU ETF-UI (WLDR) is currently held by 18 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $76.68M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Sowell Financial Services Llc is currently the largest disclosed institutional shareholder of WLDR tracked by InsiderSet, reporting ownership valued at approximately $56.37M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $54.07M, representing an estimated loss of -4.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed WLDR value among the investors covered in this analysis. Major shareholders include Sowell Financial Services Llc, Partners Wealth Management, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in SIMPL AFFI WOR LE EQU ETF-UI (WLDR).
This page ranks the largest institutional WLDR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
23
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sowell Financial Services Llc | 1.81% | 1,208,959 | $56,373,745 | $54,067,669 | -$2,306,076 | -4.09% | |
| Partners Wealth Management, Llc | 0.55% | 114,185 | $5,324,447 | $5,106,639 | -$217,808 | -4.09% | |
| Lpl Financial Llc | 0.00% | 84,323 | $3,918,690 | $3,771,135 | -$147,555 | -3.77% | |
| Geowealth Management, Llc | 0.12% | 80,077 | $3,721,371 | $3,581,244 | -$140,127 | -3.77% | |
| Steelpeak Wealth, Llc | 0.07% | 58,488 | $2,727,296 | $2,615,730 | -$111,566 | -4.09% | |
| Rational Advisors, Inc. | 0.11% | 26,022 | $1,213,406 | $1,163,769 | -$49,637 | -4.09% | |
| Independent Financial Group, Llc | 0.02% | 20,710 | $965,693 | $926,203 | -$39,490 | -4.09% | |
| Equitable Holdings, Inc. | 0.00% | 15,986 | $742,908 | $714,934 | -$27,974 | -3.77% | |
| Cetera Investment Advisers | 0.00% | 12,264 | $569,938 | $548,477 | -$21,461 | -3.77% | |
| Jane Street Group, Llc | 0.00% | 6,606 | $306,997 | $295,437 | -$11,560 | -3.77% | |
| Norden Group Llc | 0.02% | 6,230 | $290,505 | $278,621 | -$11,884 | -4.09% | |
| Jones Financial Companies Lllp | 0.00% | 5,144 | $235,894 | $230,053 | -$5,841 | -2.48% | |
| Osaic Holdings, Inc. | 0.00% | 4,200 | $195,169 | $187,835 | -$7,335 | -3.76% | |
| Cwm, Llc | 0.00% | 1,274 | $47,380 | $56,976 | +$9,596 | +20.25% | |
| Nbc Securities, Inc. | 0.00% | 397 | $18,512 | $17,755 | -$757 | -4.09% | |
| Assetmark, Inc | 0.00% | 336 | $15,658 | $15,027 | -$631 | -4.03% | |
| Morgan Stanley | 0.00% | 278 | $12,919 | $12,433 | -$486 | -3.76% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 5,407 | $252 | $241,815 | +$241,563 | +95858.16% |
Frequently asked questions about WLDR
Who are the largest institutional holders of WLDR?
The largest institutional holders of WLDR reported in the latest SEC Form 13F filings include Sowell Financial Services Llc, Partners Wealth Management, Llc, Lpl Financial Llc, Geowealth Management, Llc, and Steelpeak Wealth, Llc. InsiderSet ranks institutional holders by their latest reported WLDR position.
What is WLDR institutional ownership?
This page tracks WLDR positions reported by institutional investment managers through SEC Form 13F. SIMPL AFFI WOR LE EQU ETF-UI (WLDR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WLDR?
InsiderSet currently tracks 18 institutional managers reporting WLDR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WLDR shareholders.
How much WLDR stock do institutions own?
Institutional investment managers disclosed approximately $76.68M in WLDR holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WLDR institutional ownership last updated?
The latest WLDR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WLDR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WLDR position after the reporting date.
Are institutions buying or selling WLDR?
Institutional buying and selling can be analyzed by comparing WLDR positions across consecutive 13F reporting periods. InsiderSet's WLDR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WLDR ownership changes.
How has WLDR institutional ownership changed over time?
InsiderSet tracks WLDR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.