WEEL Institutional Ownership
Peerless Option Income Wheel ETF
1W: -0.8%
1M: -3.0%
3M: -1.1%
YTD: -1.0%
1Y: -0.7%
$19.89
-0.01 (-0.03%)
Weekly Expected Move ±1.8%
$19
$20
$20
$20
$21
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — WEEL
9
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
5M
Total Invested
3
New Positions
4
Increased
2
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (10 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Garden State Investment Advisory Servi | 84,725 | 2M | +21,700 | +34.4% | 3Q | SEC ↗ |
| 2 | MORGAN STANLEY NEW | 40,152 | 799K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Crew Capital Management, Ltd | 35,602 | 708K | +4,246 | +13.5% | 5Q | SEC ↗ |
| 4 | SILVER OAK SECURITIES, INCORPORATED | 27,084 | 539K | +11,436 | +73.1% | 4Q | SEC ↗ |
| 5 | OLD MISSION CAPITAL LLC NEW | 24,879 | 495K | — | +0.0% | 1Q | SEC ↗ |
| 6 | CITADEL ADVISORS LLC NEW | 22,444 | 447K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Advisory Services Network, LLC | 11,713 | 233K | +777 | +7.1% | 2Q | SEC ↗ |
| 8 | Evernest Financial Advisors, LLC | 0 | 0K | -14,300 | -100.0% | 2Q | SEC ↗ |
| 9 | Orion Porfolio Solutions, LLC | 0 | 0K | -260,560 | -100.0% | 3Q | SEC ↗ |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 0 | 0K | -61 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| MORGAN STANLEY | 40,152 | 799K |
| OLD MISSION CAPITAL LLC | 24,879 | 495K |
| CITADEL ADVISORS LLC | 22,444 | 447K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Orion Porfolio Solutions, LLC | 260,560 | 5M |
| Evernest Financial Advisors, LLC | 14,300 | 284K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 61 | 1K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Garden State Investment Advisory Se | +21,700 | +34.4% | 84,725 |
| SILVER OAK SECURITIES, INCORPORATED | +11,436 | +73.1% | 27,084 |
| Crew Capital Management, Ltd | +4,246 | +13.5% | 35,602 |
| Advisory Services Network, LLC | +777 | +7.1% | 11,713 |
Biggest Decreases (0)
None.