DOSSIER · 13F Holders · Q2 2026
UP

WHEELS UP EXPERIENCE INC

7 institutions still hold WHEELS UP EXPERIENCE INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 96328L304·7 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$274K
visible holders
Holders
7
filers reporting
Concentration
97.15%
INSTRUMENTAL WEALTH, LLC #1
top holder share
AI Holders Summary · Q2 2026

7 institutions reported UP in Q2 2026. INSTRUMENTAL WEALTH, LLC leads at 97.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
INSTRUMENTAL WEALTH, LLC
CIK 0001976010
$266K30K0.13%Q2 2026
02
Farther Finance Advisors, LLC
CIK 0001992825
$2K2700.00%Q2 2026
03
SBI Securities Co., Ltd.
CIK 0001851815
$2K2600.00%Q2 2026
04
SJS Investment Consulting Inc.
CIK 0001894302
$2K2500.00%Q2 2026
05
Atlatl Advisers LLC
CIK 0002023168
$628700.00%Q2 2026
06
Investors Research Corp
CIK 0001730630
$179200.00%Q2 2026
07
Bogart Wealth, LLC
CIK 0001715740
$910.00%Q2 2026
Insiders at WHEELS UP EXPERIENCE INC
Ck Wheels LlcBriffa MarkFarah Roger NMoak Donald LeeSumme Gregory LChatkewitz AlexanderGodsman DavidHoltz David L