WLDR

Institutional Ownership

Top 23 Institutional Holders
HolderSharesDateChange% Held
FIG FINANCIAL ADVISORY SERVICES INC /ADV--Sep 30, 26-43.71K--
Sowell Financial Services LLC1.19MJun 30, 26+110.77K77.61%
LPL Financial LLC84.32KJun 30, 26+49.82K5.50%
GeoWealth Management, LLC80.08KJun 30, 26+3275.22%
RATIONAL ADVISORS LLC26.56KJun 30, 26+3.04K1.73%
Equitable Holdings, Inc.15.99KJun 30, 26-7.82K1.04%
Cetera Investment Advisers12.26KJun 30, 26+1.47K0.80%
JANE STREET GROUP, LLC6.61KJun 30, 26+6.61K0.43%
NORDEN GROUP LLC6.23KJun 30, 26--0.41%
JONES FINANCIAL COMPANIES LLLP5.14KJun 30, 26--0.34%
ADVISOR GROUP HOLDINGS, INC.4.20KJun 30, 26-1400.27%
NBC SECURITIES, INC.397Jun 30, 26--0.03%
MORGAN STANLEY278Jun 30, 26--0.02%
ASSETMARK, INC202Jun 30, 26-2720.01%
Global Retirement Partners, LLC162Jun 30, 26+1620.01%
CITADEL ADVISORS LLC--Jun 30, 26-34.62K--
UBS Group AG--Jun 30, 26-401--
FLOW TRADERS U.S. LLC--Jun 30, 26-32.97K--
Independent Advisor Alliance--Jun 30, 26-6.89K--
CWM, LLC1.27KMar 31, 26-3010.08%
PROVENCE WEALTH MANAGEMENT GROUP300Dec 31, 23--0.02%
SILVERHAWK ASSET MANAGEMENT, LLC549.14KJun 30, 23-40.21K35.80%
Squar Milner Financial Services LLC6.23KMar 31, 20--0.41%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.