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Simplify Affinity World Leaders Equity ETF
WLDR
WLDR
48.45
USD
+0.31
0.64%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
0.64%
5 days
3.06%
1 month
2.69%
3 months
5.23%
6 months
24.77%
Year to date
34.51%
1 year
36.79%
5 years
74.16%
10 years
87.43%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
SFS
1
Sowell Financial Services
North Little Rock,
Arkansas
| $37.8M | +$3.65M | +100,103 | +10% |
|
| 2 |
GM
2
GeoWealth Management
Chicago,
Illinois
| $2.77M | -$104K | -2,848 | -4% |
|
| 3 |
SL
3
Systelligence LLC
Bloomington,
Minnesota
| $2.58M | -$19.3K | -531 | -0.7% |
|
| 4 |
4
Citadel Advisors
Miami,
Florida
| $305K | -$440K | -12,083 | -58% |
|
| 5 |
5
Cetera Investment Advisers
Schaumburg,
Illinois
| $302K | +$6.27K | +172 | +2% |
|
| 6 |
NG
6
Norden Group
Provo,
Utah
| $222K | – | – | – |
|
| 7 |
7
Osaic Holdings
Scottsdale,
Arizona
| $154K | -$41.6K | -1,141 | -21% |
|
| 8 |
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $56K | – | – | – |
|
| 9 |
NS
9
NBC Securities
Birmingham,
Alabama
| $14.1K | -$56.5K | -1,552 | -80% |
|
| 10 |
10
Morgan Stanley
New York
| $9.89K | – | – | – |
|
| 11 |
11
AssetMark Inc
Concord,
California
| $7.43K | -$2.29K | -63 | -23% |
|
| 12 |
GRP
12
Global Retirement Partners
San Rafael,
California
| $5.76K | – | – | – |
|
| 13 |
13
Jane Street
New York
| – | -$267K | -7,191 | Closed |
|