18 institutions reported holding $50.0M of TWO RDS SHARED TR (WLDR) in SEC 13F filings for 2026-03-31. Largest institutional holders: Sowell Financial Services LLC ($40.2M), GeoWealth Management, LLC ($3.0M), CITADEL ADVISORS LLC ($1.3M), LPL Financial LLC ($1.3M), FLOW TRADERS U.S. LLC ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sowell Financial Services LLC | $40.2M | 1.1M | Added |
| 2 | GeoWealth Management, LLC | $3.0M | 79,750 | Added |
| 3 | CITADEL ADVISORS LLC | $1.3M | 34,615 | Added |
| 4 | LPL Financial LLC | $1.3M | 34,501 | New |
| 5 | FLOW TRADERS U.S. LLC | $1.2M | 32,965 | New |
| 6 | RATIONAL ADVISORS, INC. | $874,969 | 23,527 | New |
| 7 | Equitable Holdings, Inc. | $847,022 | 23,806 | New |
| 8 | Cetera Investment Advisers | $401,280 | 10,790 | Added |
| 9 | Independent Advisor Alliance | $256,388 | 6,894 | New |
| 10 | NORDEN GROUP LLC | $231,694 | 6,230 | Hold |
| 11 | JONES FINANCIAL COMPANIES LLLP | $188,409 | 5,144 | New |
| 12 | OSAIC HOLDINGS, INC. | $161,402 | 4,340 | Hold |
| 13 | CWM, LLC | $47,380 | 1,274 | Trimmed |
| 14 | ASSETMARK, INC | $17,628 | 474 | Added |
| 15 | UBS Group AG | $14,913 | 401 | New |
| 16 | NBC SECURITIES, INC. | $14,764 | 397 | Hold |
| 17 | MORGAN STANLEY | $10,339 | 278 | Hold |
| 18 | Systelligence, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31