LBO EA SERIES TRUST
FollowWHIT PU LIST ETF (fund)
5 managers (5 13F filers) reported a position in LBO shares at 2026-06-30, 140,294 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 1
- Added
- 0
- Reduced
- 4
- Sold out
- 0
- Shares held by filers
- 140,294
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, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, 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 |
|---|---|---|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA… | 103,789 | $2.5M | 0.05% | new | 13F-HRTimelineGroup |
| FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS… | 13,740 | $331K | <0.01% | -11,267 | 13F-HRTimelineGroup |
| Brookwood Investment Group LLC | 12,924 | $311K | 0.04% | -5,725 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 9,639 | $232K | <0.01% | -17,171 | 13F-HRTimelineGroup |
| Farther Finance Advisors, LLC | 202 | $4.87K | <0.01% | -943 | 13F-HRTimeline |