6 institutions reported holding $60.6M of TWO RDS SHARED TR (WLDR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sowell Financial Services LLC ($55.3M), GeoWealth Management, LLC ($3.7M), RATIONAL ADVISORS, INC. ($1.2M), NORDEN GROUP LLC ($289,523), NBC SECURITIES, INC. ($18,449). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sowell Financial Services LLC | $55.3M | 1.2M | Added |
| 2 | GeoWealth Management, LLC | $3.7M | 80,077 | Added |
| 3 | RATIONAL ADVISORS, INC. | $1.2M | 26,563 | Added |
| 4 | NORDEN GROUP LLC | $289,523 | 6,230 | Hold |
| 5 | NBC SECURITIES, INC. | $18,449 | 397 | Hold |
| 6 | ASSETMARK, INC | $9,384 | 202 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30