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Simpl Affi WOR LE EQU ETF-Ui (WLDR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Sowell Financial Services LLC
INCREASED
Shares1,208,959 from 1,190,369
Change+18,590 (+2%)
Value$56.4M (+$1.1M)
Filed 2026-10-23
Partners Wealth Management, LLC
NEW
Shares114,185
Change+114,185
Value$5.3M
Filed 2026-10-28
LPL Financial LLC
DECREASED
Shares80,222 from 84,323
Change-4,101 (-5%)
Value$3.7M (-$177.9K)
Filed 2026-11-06
SteelPeak Wealth, LLC
NEW
Shares58,488
Change+58,488
Value$2.7M
Filed 2026-10-16
Rational Advisors, Inc.
DECREASED
Shares26,022 from 26,563
Change-541 (-2%)
Value$1.2M (-$21.0K)
Filed 2026-11-02
Independent Financial Group, LLC
NEW
Shares20,710
Change+20,710
Value$965.7K
Filed 2026-10-13
Norden Group LLC
UNCHANGED
Shares6,230 from 6,230
Change0 (0%)
Value$290.5K (+$982)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
NEW
Shares5,407
Change+5,407
Value$252
Filed 2026-11-02
Lanark Financial, Inc.
UNCHANGED
Shares397 from 397
Change0 (0%)
Value$18.5K (+$63)
Filed 2026-10-26
Assetmark, Inc
INCREASED
Shares336 from 202
Change+134 (+66%)
Value$15.7K (+$6.3K)
Filed 2026-10-21
FIG Financial Advisory Services Inc
CLOSED
Shares0 from 43,713
Change-43,713 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-07
GeoWealth Management, LLC
N/A
Shares— from 80,077
Change-80,077 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 15,986
Change-15,986 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 12,264
Change-12,264 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,606
Change-6,606 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 5,144
Change-5,144 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 278
Change-278 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 162
Change-162 (-100%)
Value—
Status
Sowell Financial Services LLC
INCREASED1,208,9591,190,369+18,590+2%$55.3M$56.4M+$1.1M2026-10-23
Partners Wealth Management, LLC
NEW114,185—+114,185——$5.3M—2026-10-28
LPL Financial LLC
DECREASED80,22284,323-4,101-5%$3.9M$3.7M-$177.9K2026-11-06
SteelPeak Wealth, LLC
NEW58,488—+58,488——$2.7M—2026-10-16
Rational Advisors, Inc.
DECREASED26,02226,563-541-2%$1.2M$1.2M-$21.0K2026-11-02
Independent Financial Group, LLC
NEW20,710—+20,710——$965.7K—2026-10-13
Norden Group LLC
UNCHANGED6,2306,23000%$289.5K$290.5K+$9822026-10-20
Cambridge Investment Research Advisors, Inc.
NEW5,407—+5,407——$252—2026-11-02
Lanark Financial, Inc.
UNCHANGED39739700%$18.4K$18.5K+$632026-10-26
Assetmark, Inc
INCREASED336202+134+66%$9.4K$15.7K+$6.3K2026-10-21
FIG Financial Advisory Services Inc
CLOSED043,713-43,713-100%$2.0M$0-$2.0M2026-10-07
GeoWealth Management, LLC
N/A—80,077-80,077-100%$3.7M———
Equitable Holdings, Inc.
N/A—15,986-15,986-100%$742.9K———
Cetera Investment Advisers
N/A—12,264-12,264-100%$569.9K———
Jane Street Group, LLC
N/A—6,606-6,606-100%$307.0K———
Jones Financial Companies Lllp
N/A—5,144-5,144-100%$235.9K———
Osaic Holdings, Inc.
N/A—4,200-4,200-100%$195.2K———
Morgan Stanley
N/A—278-278-100%$12.9K———
Global Retirement Partners, LLC
N/A—162-162-100%$7.5K———
Showing 19 of 19 institutions