WLDR Institutional Ownership
Affinity World Leaders Equity ETF
1W: -1.5%
1M: -1.2%
3M: +3.9%
YTD: +31.1%
1Y: +35.9%
3Y: +134.9%
5Y: +136.1%
$47.22
+0.25 (+0.53%)
Weekly Expected Move ±2.4%
$45
$46
$47
$48
$49
Overview
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Holdings
Changes
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Institutional Ownership — WLDR
19
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
69M
Total Invested
2
New Positions
6
Increased
7
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (21 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sowell Financial Services LLC | 1,190,369 | $56M | +110,767 | +10.3% | 25Q | SEC ↗ |
| 2 | LPL Financial LLC | 84,323 | $4M | +49,822 | +144.4% | 2Q | SEC ↗ |
| 3 | GeoWealth Management, LLC | 80,077 | $4M | +327 | +0.4% | 16Q | SEC ↗ |
| 4 | FIG FINANCIAL ADVISORY SERVICES INC /A | 43,713 | $2M | +393 | +0.9% | 2Q | SEC ↗ |
| 5 | RATIONAL ADVISORS, INC. | 26,563 | $1M | +3,036 | +12.9% | 2Q | SEC ↗ |
| 6 | Equitable Holdings, Inc. | 15,986 | $755K | -7,820 | -32.8% | 2Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 12,264 | $579K | +1,474 | +13.7% | 8Q | SEC ↗ |
| 8 | JANE STREET GROUP, LLC NEW | 6,606 | $312K | — | +0.0% | 1Q | SEC ↗ |
| 9 | NORDEN GROUP LLC | 6,230 | $294K | — | +0.0% | 5Q | SEC ↗ |
| 10 | JONES FINANCIAL COMPANIES LLLP | 5,144 | $243K | — | +0.0% | 2Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 4,200 | $198K | -140 | -3.2% | 12Q | SEC ↗ |
| 12 | CWM, LLC | 1,274 | $60K | -301 | -19.1% | 12Q | SEC ↗ |
| 13 | LANARK FINANCIAL, INC. | 397 | $19K | — | +0.0% | 12Q | SEC ↗ |
| 14 | MORGAN STANLEY | 278 | $13K | — | +0.0% | 4Q | SEC ↗ |
| 15 | ASSETMARK, INC | 202 | $10K | -272 | -57.4% | 8Q | SEC ↗ |
| 16 | Global Retirement Partners, LLC NEW | 162 | $8K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Independent Advisor Alliance | 0 | $0K | -6,894 | -100.0% | 1Q | SEC ↗ |
| 18 | CITADEL ADVISORS LLC | 0 | $0K | -34,615 | -100.0% | 4Q | SEC ↗ |
| 19 | UBS Group AG | 0 | $0K | -401 | -100.0% | 1Q | SEC ↗ |
| 20 | FLOW TRADERS U.S. LLC | 0 | $0K | -32,965 | -100.0% | 1Q | SEC ↗ |
| 21 | Systelligence, LLC | 0 | $0K | -72,592 | -100.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 6,606 | $312K |
| Global Retirement Partners, LLC | 162 | $8K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Systelligence, LLC | 72,592 | $3M |
| CITADEL ADVISORS LLC | 34,615 | $2M |
| FLOW TRADERS U.S. LLC | 32,965 | $2M |
| Independent Advisor Alliance | 6,894 | $326K |
| UBS Group AG | 401 | $19K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Sowell Financial Services LLC | +110,767 | +10.3% | 1,190,369 |
| LPL Financial LLC | +49,822 | +144.4% | 84,323 |
| RATIONAL ADVISORS, INC. | +3,036 | +12.9% | 26,563 |
| Cetera Investment Advisers | +1,474 | +13.7% | 12,264 |
| FIG FINANCIAL ADVISORY SERVICES INC | +393 | +0.9% | 43,713 |
| GeoWealth Management, LLC | +327 | +0.4% | 80,077 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Equitable Holdings, Inc. | -7,820 | -32.8% | 15,986 |
| CWM, LLC | -301 | -19.1% | 1,274 |
| ASSETMARK, INC | -272 | -57.4% | 202 |
| OSAIC HOLDINGS, INC. | -140 | -3.2% | 4,200 |