Who owns Affinity World Leaders Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of WLDR from SEC Form 13F filings across 15 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 15 institutions disclosed 1.5M shares of Affinity World Leaders Equity ETF worth $68.6M — about 96.3% of shares outstanding; the largest disclosed holder is Sowell Financial Services LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
15
13F holders
$68.6M
value, 2026 filers
96.3%
of shares outstanding (1.5M sh)
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of WLDR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Sowell Financial Services LLC | 1.2M | $55.3M | 1.8% | 77.6% | +10.3% |
| 2 | LPL Financial LLC | 84,323 | $3.9M | 0.0% | 5.5% | +144.4% |
| 3 | GeoWealth Management, LLC | 80,077 | $3.7M | 0.1% | 5.2% | +0.4% |
| 4 | FIG FINANCIAL ADVISORY SERVICES INC /ADVNEW | 43,713 | $2.0M | 1.2% | 2.9% | new |
| 5 | RATIONAL ADVISORS, INC. | 26,563 | $1.2M | 0.1% | 1.7% | +12.9% |
| 6 | Equitable Holdings, Inc. | 15,986 | $742,908 | 0.0% | 1% | -32.8% |
| 7 | Cetera Investment Advisers | 12,264 | $569,938 | 0.0% | 0.8% | +13.7% |
| 8 | JANE STREET GROUP, LLCNEW | 6,606 | $306,997 | 0.0% | 0.4% | new |
| 9 | NORDEN GROUP LLC | 6,230 | $289,523 | 0.0% | 0.4% | 0.0% |
| 10 | JONES FINANCIAL COMPANIES LLLP | 5,144 | $235,894 | 0.0% | 0.3% | 0.0% |
| 11 | OSAIC HOLDINGS, INC. | 4,200 | $195,169 | 0.0% | 0.3% | -3.2% |
| 12 | LANARK FINANCIAL, INC. | 397 | $18,449 | 0.0% | 0% | 0.0% |
| 13 | MORGAN STANLEY | 278 | $12,919 | 0.0% | 0% | 0.0% |
| 14 | ASSETMARK, INC | 202 | $9,384 | 0.0% | 0% | -57.4% |
| 15 | Global Retirement Partners, LLCNEW | 162 | $7,529 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.