Lite Strategy, Inc.
LITS- Exchange
- Nasdaq
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001262104
No open-market purchases or sales by Lite Strategy, Inc. insiders were filed in the last 90 days; 35 institutions reported holding it in 13F filings for Q2 2026, worth $5.43M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Lite Strategy, Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 31
- 0 vs. Q1 2025
- Shares held
- 2.61M
- −59.6K (−2.2%) vs. Q1 2025
- Total value
- $6.45M
- +$598.8K (+10.2%) vs. Q1 2025
- New holders
- 4
- 5 more added
- Sold out
- 4
- 6 more reduced
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LITS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 35 | $5.43M |
| Q1 2026 | 36 | $6.83M |
| Q4 2025 | 41 | $10.9M |
| Q3 2025 | 47 | $24.5M |
| Q2 2025 | 31 | $6.45M |
| Q1 2025 | 31 | $5.85M |
| Q4 2024 | 32 | $6.65M |
| Q3 2024 | 30 | $7.81M |
| Q2 2024 | 32 | $7.94M |
| Q1 2024 | 32 | $11.5M |
| Q4 2023 | 31 | $18.4M |
| Q3 2023 | 29 | $17.7M |
| Q2 2023 | 29 | $16.0M |
| Q1 2023 | 49 | $11.2M |
| Q4 2022 | 52 | $12.1M |
| Q3 2022 | 62 | $18.4M |
| Q2 2022 | 67 | $28.7M |
| Q1 2022 | 92 | $34.4M |
| Q4 2021 | 107 | $238.0M |
| Q3 2021 | 107 | $179.9M |
| Q2 2021 | 109 | $196.8M |
| Q1 2021 | 106 | $242.8M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Lite Strategy, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2 | $4 | 0.00% | +2 | New |
| FMR LLC | 5 | $12 | 0.00% | +5 | New |
| Wells Fargo & Company | 63 | $156 | 0.00% | +13+26.0% | Added |
| JPMorgan Chase & Co | 67 | $165 | 0.00% | −14−17.3% | Reduced |
| MAI Capital Management | 75 | $186 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 80 | $198 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 126 | $312 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 209 | $516 | 0.00% | +8+4.0% | Added |
| HighMark Wealth Management LLC | 287 | $708 | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 373 | $921 | 0.00% | +373 | New |
| BNP Paribas Arbitrage, SA | 462 | $1.14K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,159 | $2.86K | 0.00% | +1,004+647.7% | Added |
| Newbridge Financial Services Group, Inc. | 1,999 | $4.94K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,168 | $5.36K | 0.00% | +601+38.4% | Added |
| Morgan Stanley | 5,828 | $14.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 8,252 | $20.4K | 0.00% | +1,807+28.0% | Added |
| Rangeley Capital, LLC | 10,000 | $24.7K | 0.03% | +10,000 | New |
| Northern Trust Corp | 10,529 | $26.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 12,773 | $31.5K | 0.00% | −6,322−33.1% | Reduced |
| State Street Corp | 17,821 | $44.0K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 23,427 | $57.9K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 26,869 | $66.4K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 29,999 | $74.0K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 57,154 | $141.2K | 0.00% | −579−1.0% | Reduced |
| BlackRock, Inc. | 66,506 | $164.3K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 94,820 | $233.0K | 0.00% | −662−0.7% | Reduced |
| Renaissance Technologies LLC | 132,346 | $326.9K | 0.00% | −2,100−1.6% | Reduced |
| Vanguard Group Inc | 401,864 | $992.6K | 0.00% | −364−0.1% | Reduced |
| Cable Car Capital LLC | 611,440 | $1.51M | 0.65% | 00.0% | Unchanged |
| Anson Funds Management LP | 1,093,184 | $2.70M | 0.50% | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −37,146−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |