WEEL · Peerless Option Income Wheel ETF ETF
$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.
Holders: 1
Total Value: $445,737
Total Shares: 22,444
Institutional Ownership Trend
9 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+34.2 pts
Top 5
100.0%
+2.8 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated+5,314
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
6
Unchanged
0
Holder count:
-5
Institutional value:
-94.2%
Shares held:
-94.3%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 22,444 | $445,737 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Orion Porfolio Solutions, LLC | 260,560 | $5,057,469 | |
| Small Garden State Investment Advisory Services LLC | 63,025 | $1,223,315 | |
| Small Crew Capital Management, Ltd | 31,356 | $608,619 | |
| Small SILVER OAK SECURITIES, INCORPORATED | 15,648 | $303,727 | |
| Small Evernest Financial Advisors, LLC | 14,300 | $277,563 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC WEEL | $445,737 | 100.00% | 22,444 | Shares | 2026-09-02 |