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LBO Institutional Ownership

WHITEWOLF Publicly Listed Private Equity ETF
1W: -2.4% 1M: -10.9% 3M: -2.8% YTD: -18.1% 1Y: -16.8%
$23.93
-0.09 (-0.38%)
 
Weekly Expected Move ±2.4%
$23 $23 $24 $25 $25
ETF CBOE · AUM $6.4M

Institutional Ownership — LBO

5
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
1
New Positions
0
Increased
4
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (6 total)

# Holder Shares Value Change Change % Holding Period Filing
1 CARY STREET PARTNERS FINANCIAL LLC NEW 103,789 2M — +0.0% 1Q SEC ↗
2 FIFTH THIRD BANCORP 13,740 329K -11,267 -45.1% 2Q SEC ↗
3 Brookwood Investment Group LLC 12,924 309K -5,725 -30.7% 2Q SEC ↗
4 ROYAL BANK OF CANADA 9,639 231K -17,171 -64.0% 8Q SEC ↗
5 Farther Finance Advisors, LLC 202 5K -943 -82.4% 5Q SEC ↗
6 CITADEL ADVISORS LLC 0 0K -7,393 -100.0% 1Q SEC ↗

Recent Activity

New Positions (1)
HolderSharesValue
CARY STREET PARTNERS FINANCIAL LLC 103,789 2M
Sold Out (1)
HolderPrev SharesPrev Value
CITADEL ADVISORS LLC 7,393 177K
Biggest Increases (0)

None.

Biggest Decreases (4)
HolderReducedChange %Total Shares
ROYAL BANK OF CANADA -17,171 -64.0% 9,639
FIFTH THIRD BANCORP -11,267 -45.1% 13,740
Brookwood Investment Group LLC -5,725 -30.7% 12,924
Farther Finance Advisors, LLC -943 -82.4% 202

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms