Among active 13F managers last quarter, 2 opened and 3 added, while none reduced or exited; the largest holder to move was Garden State Investment Advisory Services LLC (+34%).
5 tracked 13F filers disclose a position in WEEL as of the latest SEC 13F filings, a combined $3.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Garden State Investment Advisory Services LLC | 85K | $1.7M | ▲+34% Added · +22K sh | Q2 2026 | |
| 2 | Crew Capital Management, Ltd | 36K | $707K | ▲+14% Added · +4K sh | Q2 2026 | |
| 3 | Silver Oak Securities, Incorporated | 27K | $538K | ▲+73% Added · +11K sh | Q2 2026 | |
| 4 | Citadel Advisors LLC | 22K | $446K | ▲New +22K sh | Q2 2026 | |
| 5 | Advisory Services Network, LLC | 11K | $212K | ▲New +11K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in WEEL and 3 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 5 funds | $13.4B |
| Amazon.com IncAMZN | 5 funds | $2.7B |
| Nvidia CorpNVDA | 5 funds | $2.6B |
| Apple IncAAPL | 5 funds | $2.4B |
| Microsoft CorpMSFT | 5 funds | $1.5B |
| Broadcom IncAVGO | 5 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 5 funds | $1.2B |
| Alphabet Inc-CL CGOOG | 5 funds | $953.7M |
| Abbvie IncABBV | 5 funds | $832.6M |
| Applied Materials IncAMAT | 5 funds | $808.1M |
| Kla CorpKLAC | 5 funds | $794.0M |
| Walmart IncWMT | 5 funds | $788.3M |
Ranked by how many of WEEL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WEEL.
| Class | 13F holders | Value held |
|---|---|---|
| CHATmc | 191 funds | $314.6M |
| RSSTmc | 61 funds | $229.6M |
| YMAXmc | 48 funds | $10.7M |
| RSSBRET STCKD GL STK | 41 funds | $289.2M |
| YMAGYIELDMAX MAGNIFI | 34 funds | $20.6M |
| QQQYDEFIANCE NASDAQ | 23 funds | $6.8M |
| SMCOII HILT SMAL MI ETF | 19 funds | $64.7M |
| RSBTRTN STACKED BD | 18 funds | $37.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for WEEL
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WEEL/capital-change-brief"
Use Arkolith's capital_change_brief for WEEL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for WEEL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.