WLDR TWO RDS SHARED TR: institutional ownership and insider trading

17 funds reported holding $71.4M of TWO RDS SHARED TR in their latest 13F filings; in Q2 2026 funds net bought $4.15M, with 1 new positions and 4 funds selling out.

Largest institutional holders of WLDR

  1. Sowell Financial Services LLC — $56.4M
  2. LPL Financial LLC — $3.92M
  3. GeoWealth Management, LLC — $3.72M
  4. SteelPeak Wealth, LLC — $2.73M
  5. RATIONAL ADVISORS, INC. — $1.23M
  6. INDEPENDENT FINANCIAL GROUP, LLC — $966K
  7. Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) — $743K
  8. Cetera Investment Advisers — $570K
  9. JANE STREET GROUP, LLC — $307K
  10. NORDEN GROUP LLC — $291K

Who owns the most WLDR stock?

The largest institutional holders of TWO RDS SHARED TR in the latest 13F filings are Sowell Financial Services LLC ($56.4M), LPL Financial LLC ($3.92M), GeoWealth Management, LLC ($3.72M).

Which ETFs hold WLDR?

1 ETFs and mutual funds hold it among their top 100 positions, including HDCAX.

All WLDR 13F holders