DaveManuel.com · Institutional Ownership · Who Owns It
LITE STRATEGY INC (LITS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
37
Reporting holders
$6.3M
Reported value
13.3%
Calls
0.3%
Puts
+0
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | $1.2M | 1,247,350 | 0.00% | 13q | -28.5%-$458.8K |
| VANGUARD CAPITAL MANAGEMENT LLC | $942.2K | 1,021,892 | 0.00% | 2q | -2.1%-$19.8K |
| CITADEL ADVISORS LLC | $913.3K incl. $583.5K options CALL+PUT | 357,529 | 0.00% | 4q | -51.0%-$951.7K |
| RLH Capital LLC | $743.9K | 806,433 | 0.36% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $513.8K | 557,011 | 0.00% | 4q | -9.3%-$53.0K |
| GEODE CAPITAL MANAGEMENT, LLC | $337.1K | 365,019 | 0.00% | 13q | -9.0%-$33.3K |
| BlackRock, Inc. | $254.4K | 275,829 | 0.00% | 8q | +74.7%+$108.8K |
| MARSHALL WACE, LLP | $214.3K | 232,979 | 0.00% | 4q | -30.1%-$92.5K |
| JANE STREET GROUP, LLC | $206.4K incl. $28.7K options CALL | 192,627 | 0.00% | 4q | +236.5%+$145.0K |
| VANGUARD FIDUCIARY TRUST CO | $180.2K | 195,392 | 0.00% | 2q | +0.7%+$1.3K |
| GROUP ONE TRADING LLC | $150.0K incl. $147.6K options CALL | 2,598 | 0.00% | 4q | -88.8%-$1.2M |
| STATE STREET CORP | $106.1K | 115,021 | 0.00% | 13q | HELD |
| UBS Group AG | $84.0K | 91,141 | 0.00% | 13q | +77.5%+$36.7K |
| NORTHERN TRUST CORP | $69.6K | 75,497 | 0.00% | 13q | -5.9%-$4.4K |
| MORGAN STANLEY | $65.9K | 71,408 | 0.00% | 13q | HELD |
| XTX Topco Ltd | $62.9K | 68,165 | 0.00% | 4q | -49.9%-$62.6K |
| ADAR1 Capital Management, LLC | $62.1K | 67,292 | 0.00% | 4q | HELD |
| GSA CAPITAL PARTNERS LLP | $57.0K | 61,850 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $55.6K CALL | options only | 0.00% | 4q | OPTIONS |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $34.3K incl. $19.7K options CALL | 15,821 | 0.00% | 13q | -1.9% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $28.0K | 29,999 | 0.00% | 3q | HELD |
| Clear Street Group Inc. | $23.1K CALL | options only | 0.00% | new | OPTIONS |
| Vanguard Global Advisers, LLC | $16.5K | 17,937 | 0.00% | 2q | HELD |
| TWO SIGMA SECURITIES, LLC | $12.9K | 13,986 | 0.00% | new | NEW |
| NFSG Corp | $1.8K | 1,999 | 0.00% | 13q | HELD |
| BARCLAYS PLC | $491 | 532 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $426 | 462 | 0.00% | 7q | HELD |
| HighMark Wealth Management LLC | $264 | 287 | 0.00% | 13q | HELD |
| EVERMAY WEALTH MANAGEMENT LLC | $117 | 126 | 0.00% | 10q | HELD |
| JPMORGAN CHASE & CO | $61 | 67 | 0.00% | 13q | HELD |
| WELLS FARGO & COMPANY/MN | $23 | 25 | 0.00% | 7q | HELD |
| Larson Financial Group LLC | $7 | 8 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $2 | 2 | 0.00% | 2q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1 | 1 | 0.00% | 3q | HELD |
| SBI Securities Co., Ltd. | $1 | 1 | 0.00% | 7q | HELD |
| Caitong International Asset Management Co., Ltd | $1 | 1 | 0.00% | 2q | -75.0% |
| OSAIC HOLDINGS, INC. | $0 | 2 | 0.00% | 5q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 5 | $2.7K | 2,074 | 1 | 0 | 0 | 0.0% |
| Q2 2026 | 37 | $6.3M | 5,886,289 | 5 | 4 | 11 | 13.6% |
| Q1 2026 | 37 | $7.1M | 5,890,009 | 7 | 3 | 7 | 3.8% |
| Q4 2025 | 41 | $11.1M | 8,269,523 | 7 | 11 | 11 | 2.0% |
| Q3 2025 | 47 | $26.6M | 10,448,021 | 29 | 12 | 2 | 5.8% |
| Q2 2025 | 30 | $6.4M | 2,609,887 | 4 | 5 | 5 | 0.0% |
| Q1 2025 | 30 | $5.9M | 2,669,446 | 1 | 6 | 8 | 0.5% |
| Q4 2024 | 31 | $6.7M | 2,704,943 | 6 | 3 | 7 | 0.5% |
| Q3 2024 | 29 | $7.8M | 2,741,501 | 5 | 6 | 8 | 0.0% |
| Q2 2024 | 30 | $8.0M | 2,730,610 | 3 | 5 | 9 | 0.7% |
| Q1 2024 | 30 | $12.0M | 2,892,170 | 4 | 8 | 7 | 3.5% |
| Q4 2023 | 30 | $18.4M | 3,170,671 | 2 | 10 | 9 | 0.1% |
| Q3 2023 | 29 | $26.7M | 2,526,593 | 6 | 8 | 6 | 33.6% |
| Q2 2023 | 26 | $15.4M | 2,284,901 | 28 | 0 | 0 | 2.3% |
| Q4 2022 | 2 | $33.1K | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2022 | 2 | $289.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2022 | 2 | $459.0K | 0 | 1 | 0 | 0 | 100.0% |
| Q1 2022 | 2 | $580.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2021 | 2 | $1.2M | 0 | 2 | 0 | 0 | 100.0% |
| Q3 2021 | 2 | $395.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2021 | 2 | $620.0K | 0 | 1 | 0 | 0 | 100.0% |
| Q1 2021 | 2 | $2.8M | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2020 | 2 | $2.7M | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2020 | 2 | $2.0M | 0 | 1 | 0 | 0 | 100.0% |
| Q2 2020 | 2 | $2.8M | 0 | 1 | 0 | 0 | 100.0% |
| Q1 2020 | 2 | $70.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2019 | 2 | $1.4M | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2019 | 2 | $980.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2019 | 2 | $2.0M | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2019 | 2 | $2.8M | 0 | 1 | 0 | 0 | 100.0% |
| Q4 2018 | 2 | $2.2M | 0 | 0 | 0 | 0 | 100.0% |