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WEEL · Peerless Option Income Wheel ETF ETF

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$20.83 +0.12 (+0.57%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 1
Total Value: $445,737
Total Shares: 22,444

Institutional Ownership Trend

6 quarters

Holder Concentration

Across 1 13F filers · Δ vs Jun 30, 2025
Top Holder
100.0%
Jun 2024 → Jun 2026 · range 0.0% – 100.0%
+44.2 pts
Top 5
100.0%
Jun 2024 → Jun 2026 · range 0.0% – 100.0%
0.0 pts
Top 10
100.0%
Jun 2024 → Jun 2026 · range 0.0% – 100.0%
0.0 pts
HHI
10,000
Jun 2024 → Jun 2026 · range 0 – 10,000
Highly concentrated+4,932

Quarterly Activity

vs Jun 30, 2025
New
1
Increased
0
Decreased
0
Sold Out
3
Unchanged
0
Holder count: -2
Institutional value: -39.3%
Shares held: -40.7%

Top New Positions

vs Jun 30, 2025
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 22,444 $445,737

Top Sold-Out Positions

vs Jun 30, 2025
Institution Previously Held Last Value (USD) Open
Crew Capital Management, Ltd 21,135 $409,723
OLD MISSION CAPITAL LLC 16,717 $324,075
PROEQUITIES, INC. 0 $0
Filter: New 1 Increased 0 Reduced 0 Sold out 3 Unchanged 0
Showing 1 of 1
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC WEEL $445,737 100.00% 22,444