WEEL TIDAL TRUST II
FollowPEERLESS OPTION (fund)
6 managers (6 13F filers) reported a position in WEEL shares at 2026-03-31, 395,825 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 1
- Added
- 4
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 395,825
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Orion Porfolio Solutions, LLC | 260,560 | $5.06M | 0.04% | -69,156 | 13F-HRTimeline |
| Garden State Investment Advisory Servic… | 63,025 | $1.22M | 0.29% | +41,175 | 13F-HRTimeline |
| Crew Capital Management, Ltd | 31,356 | $609K | 0.4% | +3,964 | 13F-HRTimeline |
| SILVER OAK SECURITIES, INCORPORATED | 15,648 | $304K | 0.02% | +3,015 | 13F-HRTimeline |
| Evernest Financial Advisors, LLC | 14,300 | $290K | 0.06% | +434 | 13F-HRTimeline |
| Advisory Services Network, LLC | 10,936 | $212K | <0.01% | new | 13F-HRTimeline |