Among active 13F managers last quarter, none opened or added and 2 reduced; the largest holder to move was Brookwood Investment Group LLC (−31%).
4 tracked 13F filers disclose a position in LBO as of the latest SEC 13F filings, a combined $1.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 27K | $634K | ▲+317% Added · +20K sh | Q1 2026 | |
| 2 | Fifth Third Bancorp | 25K | $591K | ▲New +25K sh | Q1 2026 | |
| 3 | Brookwood Investment Group LLC | 13K | $311K | ▼−31% Reduced · −6K sh | Q2 2026 | |
| 4 | Farther Finance Advisors, LLC | 1K | $27K | ▼−94% Reduced · −18K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, no active manager opened or added to a position in LBO, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 2 funds | $563.7M |
| Apple IncAAPL | 2 funds | $295.0M |
| Vanguard S&P 500 ETFVOO | 2 funds | $269.1M |
| Nvidia CorpNVDA | 2 funds | $269.1M |
| Vanguard Ftse Developed ETFVEA | 2 funds | $210.9M |
| Ishares 0-3 Month Treasury BSGOV | 2 funds | $142.0M |
| Microsoft CorpMSFT | 2 funds | $131.5M |
| Vanguard Total Stock MKT ETFVTI | 2 funds | $130.0M |
| Schwab US Large-Cap ETFSCHX | 2 funds | $127.5M |
| Amazon.com IncAMZN | 2 funds | $121.5M |
| Vanguard Value ETFVTV | 2 funds | $110.3M |
| Vanguard S/T Corp Bond ETFVCSH | 2 funds | $108.7M |
Ranked by how many of LBO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LBO.
| Class | 13F holders | Value held |
|---|---|---|
| BOXXmc | 343 funds | $1.9B |
| FRDMmc | 289 funds | $2.2B |
| BSVOFUND | 123 funds | $2.1B |
| STRVmc | 123 funds | $381.3M |
| DRLLmc | 91 funds | $35.5M |
| QMOMmc | 65 funds | $196.3M |
| BBLUmc | 64 funds | $135.6M |
| BUXXSTRIVE ENHANCED | 63 funds | $280.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for LBO
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LBO/capital-change-brief"
Use Arkolith's capital_change_brief for LBO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for LBO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.