LBO EA SERIES TRUST
FollowWHIT PU LIST ETF (fund)
5 managers (5 13F filers) reported a position in LBO shares at 2025-12-31, 174,399 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 1
- Added
- 2
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 174,399
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 |
|---|---|---|---|---|---|
| Pursuit Wealth Management LLC | 120,677 | $3.48M | 2.99% | 13F-HRTimeline | |
| COMERICA BANK | 21,136 | $610K | <0.01% | +1,949 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 18,765 | $542K | 0.01% | -78,448 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 7,393 | $213K | <0.01% | new | 13F-HRTimelineGroup |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 6,428 | $186K | <0.01% | +4,998 | 13F-HRTimelineGroup |