WORLD FDS TR

1 institutions still hold WORLD FDS TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 98148J188·1 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 9.5%

vs prior quarter

13F value held

$72M

68.0% inst. owned

of float

Holders

-13 QoQ

filers reporting

Activity

+77 / −35

+754 added · −718 reduced

this quarter

Concentration

100.00%

FULTON BANK, N.A. #1

top holder share

AI Holders Summary · Q1 2026

1 institutions reported AFVZX in Q1 2026. FULTON BANK, N.A. leads at 100.0% of the visible book. -13 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter