TWO RDS SHARED TR (WLDR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
15
Reporting holders
$68.6M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | $55.3M | 1,190,369 | 1.81% | 25q | +10.3%+$5.1M |
| LPL Financial LLC | $3.9M | 84,323 | 0.00% | 2q | +144.4%+$2.3M |
| GeoWealth Management, LLC | $3.7M | 80,077 | 0.12% | 16q | HELD |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | $2.0M | 43,713 | 1.19% | 2q | +0.9%+$18.3K |
| RATIONAL ADVISORS, INC. | $1.2M | 26,563 | 0.11% | 2q | +12.9%+$141.1K |
| Equitable Holdings, Inc. | $742.9K | 15,986 | 0.00% | 2q | -32.8%-$363.4K |
| Cetera Investment Advisers | $569.9K | 12,264 | 0.00% | 8q | +13.7%+$68.5K |
| JANE STREET GROUP, LLC | $307.0K | 6,606 | 0.00% | new | NEW |
| NORDEN GROUP LLC | $289.5K | 6,230 | 0.02% | 5q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $235.9K | 5,144 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $195.2K | 4,200 | 0.00% | 12q | -3.2%-$6.5K |
| LANARK FINANCIAL, INC. | $18.4K | 397 | 0.00% | 12q | HELD |
| MORGAN STANLEY | $12.9K | 278 | 0.00% | 4q | HELD |
| ASSETMARK, INC | $9.4K | 202 | 0.00% | 8q | -57.4%-$12.6K |
| Global Retirement Partners, LLC | $7.5K | 162 | 0.00% | 4q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 15 | $68.6M | 1,476,514 | 1 | 5 | 3 | 0.0% |
| Q1 2026 | 17 | $50.4M | 1,355,343 | 7 | 5 | 1 | 0.0% |
| Q4 2025 | 11 | $44.1M | 1,240,164 | 0 | 2 | 6 | 0.0% |
| Q3 2025 | 12 | $43.2M | 1,165,298 | 1 | 3 | 3 | 0.0% |
| Q2 2025 | 11 | $36.1M | 1,084,731 | 3 | 2 | 5 | 0.0% |
| Q1 2025 | 10 | $30.0M | 1,038,126 | 3 | 5 | 2 | 0.0% |
| Q4 2024 | 14 | $27.1M | 915,991 | 4 | 5 | 4 | 0.0% |
| Q3 2024 | 12 | $28.4M | 859,642 | 4 | 2 | 4 | 0.0% |
| Q2 2024 | 10 | $26.7M | 867,022 | 3 | 1 | 4 | 0.0% |
| Q1 2024 | 10 | $30.4M | 974,068 | 2 | 5 | 3 | 0.0% |
| Q4 2023 | 9 | $25.2M | 918,971 | 1 | 0 | 5 | 0.0% |
| Q3 2023 | 9 | $26.3M | 1,037,390 | 3 | 4 | 1 | 0.0% |
| Q2 2023 | 7 | $37.5M | 1,438,454 | 0 | 4 | 2 | 0.0% |
| Q1 2023 | 7 | $18.9M | 766,355 | 1 | 2 | 3 | 0.0% |
| Q4 2022 | 6 | $17.9M | 759,831 | 0 | 3 | 2 | 0.0% |
| Q3 2022 | 9 | $26.2M | 1,275,003 | 3 | 3 | 2 | 0.0% |
| Q2 2022 | 8 | $28.0M | 1,260,044 | 1 | 4 | 3 | 0.0% |
| Q1 2022 | 7 | $28.8M | 1,107,604 | 2 | 1 | 4 | 0.0% |
| Q4 2021 | 6 | $30.0M | 1,114,887 | 3 | 2 | 0 | 0.0% |
| Q3 2021 | 2 | $12.4M | 461,650 | 0 | 1 | 1 | 0.0% |
| Q2 2021 | 4 | $13.8M | 505,493 | 1 | 1 | 2 | 0.0% |
| Q1 2021 | 3 | $15.3M | 562,990 | 0 | 2 | 1 | 0.0% |
| Q4 2020 | 5 | $14.1M | 617,926 | 0 | 3 | 1 | 0.0% |
| Q3 2020 | 7 | $12.7M | 619,779 | 3 | 2 | 2 | 0.0% |
| Q2 2020 | 4 | $7.6M | 383,374 | 1 | 0 | 3 | 0.0% |
| Q1 2020 | 6 | $1.7M | 101,468 | 0 | 2 | 3 | 0.0% |
| Q4 2019 | 6 | $2.8M | 118,633 | 2 | 1 | 1 | 0.0% |
| Q3 2019 | 3 | $673.0K | 30,310 | 0 | 3 | 0 | 0.0% |
| Q2 2019 | 3 | $594.0K | 26,660 | 1 | 1 | 1 | 0.0% |
| Q1 2019 | 3 | $657.0K | 29,360 | 0 | 1 | 1 | 0.0% |
| Q4 2018 | 3 | $1.1M | 53,654 | 0 | 0 | 0 | 0.0% |