Two RDS Shared Tr (WLDR): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 15

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$46.47

+25.0% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of WLDR (all 13F filers)

Sowell Financial Services1.2 MType not verified+111 K
LPL Financial84 KWealth adviser+50 K
GeoWealth Management80 KType not verified+327
FIG Financial Advisory Services44 KType not verified+393
Rational Advisors27 KType not verified+3,036
Equitable Holdings16 KType not verified−7,820
Cetera Investment Advisers12 KWealth adviser+1,474
Jane Street Group6,606Bank or trading desk+6,606
Norden Group6,230Type not verified0
Jones Financial Companies Lllp5,144Wealth adviser0

Filer	Type
Sowell Financial Services	Type not verified	1.2 M	+111 K	$55.3M
LPL Financial	Wealth adviser	84 K	+50 K	$3.9M
GeoWealth Management	Type not verified	80 K	+327	$3.7M
FIG Financial Advisory Services	Type not verified	44 K	+393	$2.0M
Rational Advisors	Type not verified	27 K	+3,036	$1.2M
Equitable Holdings	Type not verified	16 K	−7,820	$743K
Cetera Investment Advisers	Wealth adviser	12 K	+1,474	$570K
Jane Street Group	Bank or trading desk	6,606	+6,606	$307K
Norden Group	Type not verified	6,230	0	$290K
Jones Financial Companies Lllp	Wealth adviser	5,144	0	$236K

Sowell Financial Services
Shares
1.2 M
Change
+111 K
See more
Type
Type not verified
Value
$55.3M
LPL Financial
Shares
84 K
Change
+50 K
See more
Type
Wealth adviser
Value
$3.9M
GeoWealth Management
Shares
80 K
Change
+327
See more
Type
Type not verified
Value
$3.7M
FIG Financial Advisory Services
Shares
44 K
Change
+393
See more
Type
Type not verified
Value
$2.0M
Rational Advisors
Shares
27 K
Change
+3,036
See more
Type
Type not verified
Value
$1.2M
Equitable Holdings
Shares
16 K
Change
−7,820
See more
Type
Type not verified
Value
$743K
Cetera Investment Advisers
Shares
12 K
Change
+1,474
See more
Type
Wealth adviser
Value
$570K
Jane Street Group
Shares
6,606
Change
+6,606
See more
Type
Bank or trading desk
Value
$307K
Norden Group
Shares
6,230
Change
0
See more
Type
Type not verified
Value
$290K
Jones Financial Companies Lllp
Shares
5,144
Change
0
See more
Type
Wealth adviser
Value
$236K

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗