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Roundhill Halo ETF (LOHA)

CUSIP: 77926Y708 | NYSE | 7 institutional holders

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Capital Square, LLC60,720
0.7% of portfolio›$1.5M
Kestra Advisory Services, LLC10,968
0.0% of portfolio›$270.1K
3Chopt Investment Partners, LLC10,000
0.0% of portfolio›$246.3K
CoreCap Advisors, LLC2,162
0.0% of portfolio›$53.3K
Harbour Investments, Inc.300
0.0% of portfolio›$7.4K
StyleTurnoverLocationFiled
Capital Square, LLC
60,720$1.5M0.7%ValueMediumAthens, TN2026-10-19
Kestra Advisory Services, LLC
10,968$270.1K0.0%IndexLowAustin, TX2026-11-02
3Chopt Investment Partners, LLC
10,000$246.3K0.0%CoreLowRichmond, VA2026-10-30
CoreCap Advisors, LLC
2,162$53.3K0.0%ETFMediumSouthfield, MI2026-10-08
Harbour Investments, Inc.
300$7.4K0.0%ETFLowMadison, WI2026-11-09