Who owns WEEL?
Peerless Option Income Wheel ETF
7 institutions reported holding WEEL, worth $4.9M, in Form 13F filings for June 30, 2026.
Top 7 institutional holders of WEEL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Garden State Investment Advisory Services LLC | Red Bank, NJ | $1.7M | 84,725 | +21,700 shares |
| Morgan Stanley | New York, NY | $797K | 40,152 | New position |
| Crew Capital Management, Ltd | Cincinnati, OH | $707K | 35,602 | +4,246 shares |
| Silver Oak Securities, Incorporated | Jackson, TN | $538K | 27,084 | +11,436 shares |
| Old Mission Capital LLC | Chicago, IL | $494K | 24,879 | New position |
| Citadel Advisors LLC | Miami, FL | $446K | 22,444 | New position |
| Advisory Services Network, LLC | Atlanta, GA | $233K | 11,713 | +777 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: WEEL vs QCML, WEEL vs WULX, WEEL vs UBOT, WEEL vs MSFD.
Frequently asked questions
Who owns WEEL?
7 institutional managers reported holding WEEL in Form 13F filings for June 30, 2026, worth $4.9M in total. The largest reported position was held by Garden State Investment Advisory Services LLC, at $1.7M.
Did institutions buy or sell WEEL last quarter?
Reported 13F value fell 36.4% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is WEEL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.