WLDR institutional holders
TWO RDS SHARED TR · 13F, 2026Q2
| Managers holding | 15 |
|---|---|
| Shares held | 1,476,514 |
| Reported value | $68.6m |
| Quarter flows | 2 new, 6 added, 3 trimmed, 5 exited |
Top 15 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Sowell Financial Services LLC | 1,190,369 | $55.3m | 1.8% |
| LPL Financial LLC | 84,323 | $3.9m | 0.0% |
| GeoWealth Management, LLC | 80,077 | $3.7m | 0.1% |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 43,713 | $2.0m | 1.2% |
| RATIONAL ADVISORS, INC. | 26,563 | $1.2m | 0.1% |
| Equitable Holdings, Inc. | 15,986 | $742,908 | 0.0% |
| Cetera Investment Advisers | 12,264 | $569,938 | 0.0% |
| JANE STREET GROUP, LLC | 6,606 | $306,997 | 0.0% |
| NORDEN GROUP LLC | 6,230 | $289,523 | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 5,144 | $235,894 | 0.0% |
| OSAIC HOLDINGS, INC. | 4,200 | $195,169 | 0.0% |
| LANARK FINANCIAL, INC. | 397 | $18,449 | 0.0% |
| MORGAN STANLEY | 278 | $12,919 | 0.0% |
| ASSETMARK, INC | 202 | $9,384 | 0.0% |
| Global Retirement Partners, LLC | 162 | $7,529 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("WLDR"). WLDR price history · All 13F data