Simplify Affinity World Leaders Equity ETF
WLDR
WLDR
17 hedge funds and large institutions have $50M invested in Simplify Affinity World Leaders Equity ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.12% less ownership
Funds ownership: 85.64% → 81.51% (-4.1%)
Holders
17
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$1.31M | |
| 2 | +$1.25M | |
| 3 | +$987K | |
| 4 |
EH
Equitable Holdings
New York
|
+$902K |
| 5 |
RA
Rational Advisors
Huntington,
New York
|
+$892K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
1
Sowell Financial Services
North Little Rock,
Arkansas
| $40.2M |
|
|||
|
GM
2
GeoWealth Management
Chicago,
Illinois
| $2.97M |
|
|||
3
Citadel Advisors
Miami,
Florida
| $1.29M |
|
|||
4
LPL Financial
San Diego,
California
| $1.28M |
|
|||
|
FTUS
5
Flow Traders U.S.
New York
| $1.23M |
|
|||
|
RA
6
Rational Advisors
Huntington,
New York
| $875K |
|
|||
|
EH
7
Equitable Holdings
New York
| $847K |
|
|||
8
Cetera Investment Advisers
Schaumburg,
Illinois
| $401K |
|
|||
|
IAA
9
Independent Advisor Alliance
Charlotte,
North Carolina
| $256K |
|
|||
|
NG
10
Norden Group
Provo,
Utah
| $232K |
|
|||
11
Jones Financial Companies
Des Peres,
Missouri
| $188K |
|
|||
12
Osaic Holdings
Scottsdale,
Arizona
| $161K |
|
|||
13
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $47.4K |
|
|||
14
AssetMark Inc
Concord,
California
| $17.6K |
|
|||
15
UBS Group
Zurich,
Switzerland
| $14.9K |
|
|||
|
NS
16
NBC Securities
Birmingham,
Alabama
| $14.8K |
|
|||
17
Morgan Stanley
New York
| $10.3K |
|
|||
|
SL
18
Systelligence LLC
Bloomington,
Minnesota
| – |
|