Peerless Option Income WheelWEELETF
13F holders, Q4 2025 (December 31)6holders +2
3new positions
1sold out
$20.05avg. 13F price*
At the end of Q4 2025, 6 institutions reported holding Peerless Option Income Wheel (WEEL) in their 13F filings, up 2 from Q3 2025. 3 opened new positions and 1 sold out. The largest holders were Orion Porfolio Solutions, LLC ($6.6M), Crew Capital Management, Ltd ($549K) and Garden State Investment Advisory Services LLC ($438K).
- Company
- Peerless Option Income Wheel
- Filed as
- TIDAL TRUST II (Q4 2025)
- CUSIP
- 88636J410
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $720K |
| Exits | 1 | $580 |
All 13F filers, Q3 2025 → Q4 2025: 211,752 shares bought and 29 shares sold, net +211,723 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Orion Porfolio Solutions, LLC | 0.05% | Add +107.5% | 329,716 | $6.6M |
| Crew Capital Management, Ltd | 0.35% | Add +20.4% | 27,392 | $549K |
| Garden State Investment Advisory Services LLC | 0.10% | New | 21,850 | $438K |
| Evernest Financial Advisors, LLC | 0.06% | New | 13,866 | $280K |
| Silver Oak Securities, Incorporated | 0.02% | Add +4.6% | 12,633 | $253K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 61 | $1K |
"% of holder's portfolio" is WEEL's weight in each manager's 13F, not the share of Peerless Option Income Wheel the manager owns.