Who owns LBO?
WHITEWOLF Publicly Listed Private Equity ETF
5 institutions reported holding LBO, worth $3.4M, in Form 13F filings for June 30, 2026.
Top 5 institutional holders of LBO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| CARY Street Partners Financial LLC | Richmond, VA | $2.5M | 103,789 | New position |
| Fifth Third Bancorp | Cincinnati, OH | $331K | 13,740 | −11,267 shares |
| Brookwood Investment Group LLC | Phoenix, AZ | $311K | 12,924 | −5,725 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $232K | 9,639 | −17,171 shares |
| Farther Finance Advisors, LLC | San Francisco, CA | $5K | 202 | −943 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns LBO?
5 institutional managers reported holding LBO in Form 13F filings for June 30, 2026, worth $3.4M in total. The largest reported position was held by CARY Street Partners Financial LLC, at $2.5M.
Did institutions buy or sell LBO last quarter?
Reported 13F value rose 99.4% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is LBO ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.