Peerless Option Income WheelWEELETF
13F holders, Q2 2026 (June 30)7holders +1
3new positions
2sold out
1famous investor
$19.86avg. 13F price*
At the end of Q2 2026, 7 institutions reported holding Peerless Option Income Wheel (WEEL) in their 13F filings, up 1 from Q1 2026. 3 opened new positions and 2 sold out. The largest holders were Garden State Investment Advisory Services LLC ($1.7M), Morgan Stanley ($797K) and Crew Capital Management, Ltd ($707K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Peerless Option Income Wheel
- Filed as
- TIDAL TRUST II (Q2 2026)
- CUSIP
- 88636J410
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.7M |
| Exits | 2 | $5.3M |
All 13F filers, Q1 2026 → Q2 2026: 125,634 shares bought and 274,860 shares sold, net −149,226 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Garden State Investment Advisory Services LLC | 0.33% | Add +34.4% | 84,725 | $1.7M |
| Morgan Stanley | 0.00% | New | 40,152 | $797K |
| Crew Capital Management, Ltd | 0.39% | Add +13.5% | 35,602 | $707K |
| Silver Oak Securities, Incorporated | 0.03% | Add +73.1% | 27,084 | $538K |
| Old Mission Capital LLC | 0.01% | New | 24,879 | $494K |
| Citadel Advisors | 0.00% | New | 22,444 | $446K |
| Advisory Services Network, LLC | 0.00% | Add +7.1% | 11,713 | $233K |
"% of holder's portfolio" is WEEL's weight in each manager's 13F, not the share of Peerless Option Income Wheel the manager owns.