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Simpl Affi WOR LE EQU ETF-Ui (WLDR)

CUSIP: 90214Q105 | NYSE | 48 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Sowell Financial Services LLC1,208,959
1.8% of portfolio›$56.4M
Partners Wealth Management, LLC114,185
0.6% of portfolio›$5.3M
SteelPeak Wealth, LLC58,488
0.1% of portfolio›$2.7M
Rational Advisors, Inc.26,022
0.1% of portfolio›$1.2M
Independent Financial Group, LLC20,710
0.0% of portfolio›$965.7K
Norden Group LLC6,230
0.0% of portfolio›$290.5K
Cambridge Investment Research Advisors, Inc.5,407
0.0% of portfolio›$252
Lanark Financial, Inc.397
0.0% of portfolio›$18.5K
Assetmark, Inc336
0.0% of portfolio›$15.7K
StyleTurnoverLocationFiled
Sowell Financial Services LLC
1,208,959$56.4M1.8%CoreLowNorth Little Rock, AR2026-10-23
Partners Wealth Management, LLC
114,185$5.3M0.6%CoreLowCarmel By The Sea, CA2026-10-28
SteelPeak Wealth, LLC
58,488$2.7M0.1%GrowthHighWoodland Hills, CA2026-10-16
Rational Advisors, Inc.
26,022$1.2M0.1%ETFMediumSan Juan, PR2026-11-02
Independent Financial Group, LLC
20,710$965.7K0.0%GrowthLowSan Diego, CA2026-10-13
Norden Group LLC
6,230$290.5K0.0%GrowthMediumProvo, UT2026-10-20
Cambridge Investment Research Advisors, Inc.
5,407$2520.0%ETFLowFairfield, IA2026-11-02
Lanark Financial, Inc.
397$18.5K0.0%CoreMediumBirmingham, AL2026-10-26
Assetmark, Inc
336$15.7K0.0%ETFLowConcord, CA2026-10-21