Affinity World Leaders Equity ETF (WLDR) Institutional Ownership $33.16 +0.75 (+2.31%) As of 11:37 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Affinity World Leaders Equity ETF (BATS:WLDR)Number ofInstitutional Buyers(last 12 months)9TotalInstitutional Inflows(last 12 months)$8.67MNumber ofInstitutional Sellers(last 12 months)8TotalInstitutional Outflows(last 12 months)$3.25M Get WLDR Insider Trade Alerts Want to know when executives and insiders are buying or selling Affinity World Leaders Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data WLDR Institutional Buying and Selling by Quarter Affinity World Leaders Equity ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2025Jane Street Group LLC36,035$1.04M0.0%N/A3.432% 5/14/2025Flow Traders U.S. LLC45,047$1.30M0.1%N/A4.290% 5/6/2025Assetmark Inc.7,895$228K0.0%+64.6%0.752% 5/6/2025Cetera Investment Advisers9,084$263K0.0%-12.5%0.865% 4/28/2025Astoria Portfolio Advisors LLC.8,812$249K0.1%N/A0.839% 4/23/2025Systelligence LLC25,439$736K0.2%N/A2.423% 4/17/2025Sowell Financial Services LLC860,955$24.90M1.1%+12.5%68.876% 4/9/2025NBC Securities Inc.2,012$58K0.0%+100,500.0%0.161% 2/17/2025Cetera Investment Advisers10,377$307K0.0%+35.0%0.988% 2/14/2025GeoWealth Management LLC64,133$1.90M0.1%-3.0%6.108% Get the Latest News and Ratings for WLDR and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Affinity World Leaders Equity ETF and its competitors with MarketBeat's FREE daily newsletter. 2/7/2025Sowell Financial Services LLC765,633$22.65M1.2%+10.3%72.917% 2/6/2025Atria Investments Inc12,759$378K0.0%-45.4%1.215% 2/3/2025Private Advisor Group LLC9,856$292K0.0%-15.1%0.939% 11/14/2024Flow Traders U.S. LLC10,652$352K0.0%-72.3%1.014% 11/13/2024Townsquare Capital LLC6,230$206K0.0%-50.0%0.593% 11/1/2024Atria Investments Inc23,373$773K0.0%-4.9%2.226% 11/1/2024Assetmark Inc.4,547$150K0.0%N/A0.433% 10/22/2024Private Advisor Group LLC11,611$384K0.0%+27.3%1.106% 10/4/2024Sowell Financial Services LLC694,203$22.96M1.1%-3.8%66.115% 7/10/2024CWM LLC1,813$56K0.0%-92.6%0.173% 5/21/2024Atria Investments Inc64,950$2.03M0.0%-7.9%6.186% 4/10/2024Signal Advisors Wealth LLC29,551$923K0.2%+15.5%1.970% 2/7/2024NBC Securities Inc.2,344$64K0.0%+18.5%0.156% 2/1/2024CWM LLC60,506$1.66M0.0%+8.3%4.034% 1/24/2024Sowell Financial Services LLC770,306$21.09M1.1%-2.3%51.354% 11/8/2023Sowell Financial Services LLC788,382$20.02M1.3%+9.8%52.559% 11/7/2023Atria Investments Inc86,360$2.19M0.0%-15.6%5.757% 11/4/2023NBC Securities Inc.1,978$50K0.0%N/A0.132% 10/11/2023CWM LLC55,857$1.42M0.0%+21,890.9%3.724% 8/14/2023Sowell Financial Services LLC718,225$18.73M1.0%+25.9%47.882% 8/9/2023Flow Traders U.S. LLC13,678$357K0.0%-57.7%0.912% 8/4/2023Atria Investments Inc102,330$2.67M0.0%+29.3%6.822% 7/17/2023Silverhawk Asset Management LLC549,145$14.32M11.8%-6.8%36.610% 5/10/2023Atria Investments Inc79,122$1.95M0.0%+12.4%5.275% 4/27/2023Silverhawk Asset Management LLC589,353$14.53M11.9%+9.5%39.290% 3/6/2023OLD Mission Capital LLC23,400$552K0.0%+20.7%0.000% 2/13/2023GeoWealth Management LLC44,768$1.06M0.1%+4.9%0.000% 2/9/2023Sowell Financial Services LLC629,725$14.85M1.0%+39.0%0.000% 1/18/2023Silverhawk Asset Management LLC538,291$12.69M11.2%-6.8%0.000% 11/15/2022Sowell Financial Services LLC453,130$9.32M0.9%-8.1%0.000% A grave, grave error. 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Here’s the full story for you.11/15/2022Flow Traders U.S. LLC47,633$979K0.1%+173.6%0.000% 11/1/2022Atria Investments LLC70,001$1.44M0.0%+29.8%0.000% 10/18/2022Silverhawk Asset Management LLC577,620$11.87M11.9%-11.8%0.000% 8/13/2022Flow Traders U.S. LLC17,408$386K0.0%-14.6%0.000% 8/11/2022Atria Investments LLC53,929$1.20M0.0%+24.7%0.000% 7/22/2022Silverhawk Asset Management LLC655,103$14.54M13.5%-1.5%0.000% 5/2/2022Atria Investments LLC43,231$1.12M0.0%N/A0.000% 4/14/2022Silverhawk Asset Management LLC665,154$17.28M13.8%+46.0%0.000% 2/11/2022Silverhawk Asset Management LLC455,616$12.25M9.8%N/A0.000% 2/9/2022Sowell Financial Services LLC463,969$12.49M0.7%+0.5%0.000% 11/4/2021Sowell Financial Services LLC461,565$12.42M0.8%+2.4%0.000% 8/5/2021Sowell Financial Services LLC450,966$12.32M0.8%-15.6%0.000% 8/3/2021Anfield Capital Management LLC1,916$52K0.0%N/A0.000% 5/18/2021Jane Street Group LLC28,437$730K0.0%+27.4%0.000% (Data available from 1/1/2016 forward) WLDR Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of WLDR shares? During the previous two years, 15 institutional investors and hedge funds held shares of Affinity World Leaders Equity ETF. The most heavily invested institutionals were Sowell Financial Services LLC ($24.90M), Silverhawk Asset Management LLC ($14.32M), GeoWealth Management LLC ($1.90M), Flow Traders U.S. LLC ($1.30M), Jane Street Group LLC ($1.04M), Signal Advisors Wealth LLC ($923K), and Systelligence LLC ($736K).Learn more on Affinity World Leaders Equity ETF's institutional investors. Which institutional investors have been buying Affinity World Leaders Equity ETF's stock? Of the 12 institutional investors that purchased Affinity World Leaders Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sowell Financial Services LLC ($384.60K), CWM LLC ($60.25K), Flow Traders U.S. LLC ($45.05K), Jane Street Group LLC ($36.04K), Systelligence LLC ($25.44K), Atria Investments Inc ($23.21K), and Astoria Portfolio Advisors LLC. ($8.81K). How much institutional buying is happening at Affinity World Leaders Equity ETF? Institutional investors have bought a total of 296,927 shares in the last 24 months. This purchase volume represents approximately $8.67M in transactions. Which of Affinity World Leaders Equity ETF's major shareholders have been selling company stock? The following institutional investors have sold Affinity World Leaders Equity ETF stock in the last 24 months: Flow Traders U.S. LLC ($27.87K), Sowell Financial Services LLC ($27.75K), CWM LLC ($22.68K), Atria Investments Inc ($11.81K), Townsquare Capital LLC ($6.23K), GeoWealth Management LLC ($1.99K), and Private Advisor Group LLC ($1.76K). How much institutional selling is happening at Affinity World Leaders Equity ETF? Institutional investors have sold a total of 101,376 shares in the last 24 months. This volume of shares sold represents approximately $3.25M in transactions. 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