Among active 13F managers last quarter, 2 opened and none reduced or exited; the largest holder to move was Capital Square, LLC (new position).
3 tracked 13F filers disclose a position in LOHA as of the latest SEC 13F filings, a combined $1.7M 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 | Capital Square, LLC | 43K | $1.1M | ▲New +43K sh | Q2 2026 | |
| 2 | Kestra Advisory Services, LLC | 11K | $283K | ▲New +11K sh | Q2 2026 | |
| 3 | 3Chopt Investment Partners, LLC | 10K | $258K | ▲New +10K sh | Q2 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, 2 funds opened a new position in LOHA, while none reduced or exited. 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 |
|---|---|---|
| Vanguard S&P 500 ETFVOO | 2 funds | $66.3M |
| Nvidia CorpNVDA | 2 funds | $35.2M |
| Vanguard Small-Cap ETFVB | 2 funds | $34.2M |
| Apple IncAAPL | 2 funds | $26.2M |
| Alphabet Inc-CL CGOOG | 2 funds | $18.3M |
| Vanguard Total Stock MKT ETFVTI | 2 funds | $15.7M |
| Microsoft CorpMSFT | 2 funds | $13.9M |
| Broadcom IncAVGO | 2 funds | $11.0M |
| Amazon.com IncAMZN | 2 funds | $10.8M |
| Eli Lilly & CoLLY | 2 funds | $10.4M |
| Altria Group IncMO | 2 funds | $10.2M |
| Berkshire Hathaway Inc-CL BBRK/B | 2 funds | $9.9M |
Ranked by how many of LOHA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LOHA.
No filings captured for this ticker in the live stream yet.
Connected entities for LOHA
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/LOHA/capital-change-brief"
Use Arkolith's capital_change_brief for LOHA. 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 LOHA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.