Simplify Affinity World Leaders Equity ETF (WLDR) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for WLDR. 13F holdings as of 2026-06-30.
In 13F filings for the quarter ended June 30, 2026, 15 institutions reported holding WLDR, with 1.5 million shares worth $68.6 million in aggregate.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Sowell Financial Services | 1,190,369 | $55M | INCREASED |
| Lpl Financial | 84,323 | $4M | INCREASED |
| Geowealth Management | 80,077 | $4M | INCREASED |
| Fig Financial Advisory Services Inc /Adv | 43,713 | $2M | NEW |
| Rational Advisors | 26,563 | $1M | INCREASED |
Full institutional holdings, insider history, and congressional trades for Simplify Affinity World Leaders Equity ETF on SentiSense.