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Lo shares owned by Root Financial Partners

Quarter-by-quarter ownership of Lo (LOCO) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Lo

Tip: Access up to 7 years of quarterly data

All positions including Lo held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lo by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-09-30 $588 41 14.34

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Dimensional U.s. Equity Market Etf Etf (DFUS)
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Dimensional Short-duration Fixed Income Etf Etf (DFSD)
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View all positions for Root Financial Partners

Top funds holding Lo

Biglari Capital
BlackRock
Dimensional Fund Advisors
LSV Asset Management
Goldman Sachs Group
Vanguard Capital Management
Tieton Capital Management
First Eagle Investment Management
Two Sigma Investments
Geode Capital Management
Arrowstreet Capital, Limited Partnership
Hillsdale Investment Management
State Street Corporation
Sardar Biglari
Monimus Capital Management

View all funds holding Lo