WLDR — Two Rds Shared Tr Institutional Holders · Q2 2026
Who owns Two Rds Shared Tr (WLDR)? 19 institutions reported holding $68.61M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Sowell Financial Services LLC ($55.3M), LPL Financial LLC ($3.9M), GeoWealth Management, LLC ($3.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sowell Financial Services LLC | $55.3M | 1.2M | Added |
| 2 | LPL Financial LLC | $3.9M | 84,323 | Added |
| 3 | GeoWealth Management, LLC | $3.7M | 80,077 | Added |
| 4 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $2.0M | 43,713 | Added |
| 5 | RATIONAL ADVISORS, INC. | $1.2M | 26,563 | Added |
| 6 | Equitable Holdings, Inc. | $742,908 | 15,986 | Trimmed |
| 7 | Cetera Investment Advisers | $569,938 | 12,264 | Added |
| 8 | JANE STREET GROUP, LLC | $306,997 | 6,606 | New |
| 9 | NORDEN GROUP LLC | $289,523 | 6,230 | Hold |
| 10 | JONES FINANCIAL COMPANIES LLLP | $235,894 | 5,144 | Hold |
| 11 | OSAIC HOLDINGS, INC. | $195,169 | 4,200 | Trimmed |
| 12 | NBC SECURITIES, INC. | $18,449 | 397 | Hold |
| 13 | MORGAN STANLEY | $12,919 | 278 | Hold |
| 14 | ASSETMARK, INC | $9,384 | 202 | Trimmed |
| 15 | Global Retirement Partners, LLC | $7,529 | 162 | Hold |
| 16 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 17 | FLOW TRADERS U.S. LLC | $0 | 0 | Exited |
| 18 | UBS Group AG | $0 | 0 | Exited |
| 19 | Independent Advisor Alliance | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30