Stock Analysis
Data Source: SEC EDGAR 13F
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Roundhill ETF Trust (LOHA)

6 + Investors. Track Smart Money conviction in LOHA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%

6+

Inst. Holders

Hedge Fund Ownership: LOHA

How many hedge funds hold LOHA — quarterly history vs. share price
Quarterly hedge fund ownership of LOHA vs. share price

Market Analysis: LOHA

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

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Company Profile: LOHA

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: LOHA
2026 Q3 Stats Unlock in 5 days 6 + Investors

Track Smart Money conviction in LOHA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 6 0 100%
13F Shares 142K 0 100%
Total Value $4M $0 100%
New Positions 6 0 +6
Increased Positions 0 0 -
Closed Positions 0 0 -
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LOHA

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Financial Highlights

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Institutional Holders (2026 Q3)

6 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LOHA. Verified SEC 13F-HR filings.

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 8 LOHA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Capital Square, LLC 0.66% 60,720 $1.5M
2 3Chopt Investment Partners, LLC 0.04% 10,000 $246K
3 Kingsview Wealth Management, LLC 0.00% 14,792 $364K
4 CoreCap Advisors, LLC 0.00% 2,162 $53K
5 Kestra Advisory Services, LLC 0.00% 10,968 $270K
6 Harbour Investments, INC. 0.00% 300 $7K
7 UBS Group AG 0.00% 382 $9K
8 Osaic Holdings, INC. 0.00% 25 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Roundhill ETF Trust (LOHA)

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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