ETF Holders

Who owns LOHA?

Other

Roundhill HALO ETF · Roundhill

5 institutions reported holding LOHA, worth $3.7M, in Form 13F filings for June 30, 2026.

13F holders
5
Institutional value
$3.7M
Change from prior quarter
—
New and sold-out firms
5 / 0
0 added, 0 trimmed

Top 5 institutional holders of LOHA

FirmLocationValueSharesChange
Susquehanna International Group, LLPBala Cynwyd, PA$1.6M60,314New position
Capital Square, LLCAthens, TN$1.1M43,323New position
HRT Financial LPNew York, NY$457K17,701New position
Kestra Advisory Services, LLCAustin, TX$283K10,968New position
3Chopt Investment Partners, LLCRichmond, VA$258K10,000New position

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 LOHA?

5 institutional managers reported holding LOHA in Form 13F filings for June 30, 2026, worth $3.7M in total. The largest reported position was held by Susquehanna International Group, LLP, at $1.6M.

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 LOHA 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.