# TWO RDS SHARED TR (WLDR)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/WLDR/

- Reporting holders: 15
- Reported value: $68.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Sowell Financial Services LLC](https://holderbook.com/funds/1633697-sowell-financial-services-llc/) | $55.3M | 1,190,369 | 1.8% | 25 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $3.9M | 84,323 | 0.0% | 2 |
| [GeoWealth Management, LLC](https://holderbook.com/funds/1593387-geowealth-management-llc/) | $3.7M | 80,077 | 0.1% | 16 |
| [FIG FINANCIAL ADVISORY SERVICES INC /ADV](https://holderbook.com/funds/753967-fig-financial-advisory-services-inc-adv/) | $2.0M | 43,713 | 1.2% | 2 |
| [RATIONAL ADVISORS, INC.](https://holderbook.com/funds/1143565-rational-advisors-inc/) | $1.2M | 26,563 | 0.1% | 2 |
| [Equitable Holdings, Inc.](https://holderbook.com/funds/1333986-equitable-holdings-inc/) | $742.9K | 15,986 | 0.0% | 2 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $569.9K | 12,264 | 0.0% | 8 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $307.0K | 6,606 | 0.0% | 1 |
| [NORDEN GROUP LLC](https://holderbook.com/funds/1990699-norden-group-llc/) | $289.5K | 6,230 | 0.0% | 5 |
| [JONES FINANCIAL COMPANIES LLLP](https://holderbook.com/funds/815917-jones-financial-companies-lllp/) | $235.9K | 5,144 | 0.0% | 2 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $195.2K | 4,200 | 0.0% | 12 |
| [LANARK FINANCIAL, INC.](https://holderbook.com/funds/791540-lanark-financial-inc/) | $18.4K | 397 | 0.0% | 12 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $12.9K | 278 | 0.0% | 4 |
| [ASSETMARK, INC](https://holderbook.com/funds/1344551-assetmark-inc/) | $9.4K | 202 | 0.0% | 8 |
| [Global Retirement Partners, LLC](https://holderbook.com/funds/1749744-global-retirement-partners-llc/) | $7.5K | 162 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 15 | $68.6M |
| Q1 2026 | 18 | $51.6M |
| Q4 2025 | 12 | $44.2M |
| Q3 2025 | 13 | $43.2M |
| Q2 2025 | 13 | $36.2M |
| Q1 2025 | 13 | $31.4M |
| Q4 2024 | 15 | $27.2M |
| Q3 2024 | 15 | $28.9M |
| Q2 2024 | 13 | $28.0M |
| Q1 2024 | 13 | $32.1M |
| Q4 2023 | 12 | $28.6M |
| Q3 2023 | 13 | $28.7M |