Who owns Peerless Option Income Wheel ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of WEEL from SEC Form 13F filings across 7 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 7 institutions disclosed 246,599 shares of Peerless Option Income Wheel ETF worth $4.9M — about 33.4% of shares outstanding; the largest disclosed holder is Garden State Investment Advisory Services LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
7
13F holders
$4.9M
value, 2026 filers
33.4%
of shares outstanding (246,599 sh)
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of WEEL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Garden State Investment Advisory Services LLC | 84,725 | $1.7M | 0.3% | 11.5% | +34.4% |
| 2 | MORGAN STANLEYNEW | 40,152 | $797,419 | 0.0% | 5.4% | new |
| 3 | Crew Capital Management, Ltd | 35,602 | $707,056 | 0.4% | 4.8% | +13.5% |
| 4 | SILVER OAK SECURITIES, INCORPORATED | 27,084 | $537,894 | 0.0% | 3.7% | +73.1% |
| 5 | OLD MISSION CAPITAL LLCNEW | 24,879 | $494,096 | 0.0% | 3.4% | new |
| 6 | CITADEL ADVISORS LLCNEW | 22,444 | $445,738 | 0.0% | 3% | new |
| 7 | Advisory Services Network, LLC | 11,713 | $232,620 | 0.0% | 1.6% | +7.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.