Lite Strategy Ownership | Who Owns Lite Strategy?
Lite Strategy Ownership Summary
Lite Strategy is owned by 88.40% institutional investors, 11.96% insiders. Renaissance is the largest institutional shareholder, holding 26.18% of LITS shares. Vanguard MStar Total Stk Mkt Idx Invest is the top mutual fund, with 2.07% of its assets in Lite Strategy shares.
LITS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Lite Strategy | 88.40% | 11.96% | -0.36% |
| Sector | Financial Services Stocks | 736.16% | 13.84% | -650.00% |
| Sector | Healthcare Stocks | 50.51% | 12.37% | 37.12% |
| Industry | Biotech Stocks | 48.95% | 12.07% | 38.98% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Renaissance | 1.74M | 26.18% | $2.02M |
| Citadel advisors | 730.10K | 10.96% | $846.91K |
| Two sigma investments, lp | 614.44K | 9.22% | $712.75K |
| Geode capital management | 401.09K | 6.02% | $465.73K |
| Marshall wace, llp | 333.51K | 5.01% | $386.87K |
| Vanguard fiduciary trust | 194.00K | 2.91% | $225.03K |
| Blackrock funding, inc. /de | 157.89K | 2.37% | $183.15K |
| Xtx topco | 136.02K | 2.04% | $157.79K |
| State street | 115.02K | 1.73% | $133.42K |
| Northern trust | 80.23K | 1.20% | $93.07K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Renaissance | 1.74M | 0.00% | $2.02M |
| Xtx topco | 136.02K | 0.00% | $157.79K |
| Two sigma investments, lp | 614.44K | 0.00% | $712.75K |
| Newbridge financial services group | 2.00K | 0.00% | $2.32K |
| Marshall wace, llp | 333.51K | 0.00% | $386.87K |
| Highmark wealth management | 287.00 | 0.00% | $332.00 |
| Macquarie management | 30.00K | 0.00% | $35.00K |
| Citadel advisors | 730.10K | 0.00% | $846.91K |
| Group one trading | 23.14K | 0.00% | $26.84K |
| Vanguard fiduciary trust | 194.00K | 0.00% | $225.03K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Renaissance | 1.74M | 0.00% | 203.28K |
| Vanguard fiduciary trust | 194.00K | 0.00% | 194.00K |
| Geode capital management | 401.09K | - | 69.71K |
| Xtx topco | 136.02K | 0.00% | 25.01K |
| Vanguard global advisers | 17.94K | - | 17.94K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Citadel advisors | 730.10K | 0.00% | -648.21K |
| Marshall wace, llp | 333.51K | 0.00% | -425.91K |
| Polar asset management partners | - | - | -276.64K |
| Quarry lp | - | - | -200.00K |
| Jane street group | 57.25K | - | -94.20K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 194.00K | 0.00% | 194.00K | $225.03K |
| Vanguard global advisers | 17.94K | - | 17.94K | $20.81K |
| Larson financial group | 8.00 | - | 8.00 | $9.00 |
| Caitong asset management | 4.00 | - | 4.00 | $5.00 |
| Farther finance advisors | 2.00 | - | 2.00 | $2.00 |
Sold Out
| Holder | Change |
|---|---|
| Citigroup | -1.00 |
| Advisor group | -2.00 |
| Fmr | -3.00 |
| Mai capital management | -75.00 |
| Bank julius baer & co. ltd, zurich | -2.17K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 39 | - | 5,890,009 | -22.66% | 88 | 0.68% | 14 | -22.22% | 8 | -11.11% |
| Dec 31, 2025 | 39 | -26.42% | 7,615,800 | -27.11% | 114 | 0.46% | 18 | -50.00% | 9 | 350.00% |
| Sep 30, 2025 | 53 | 76.67% | 10,447,954 | 300.32% | 156 | 10.22% | 36 | 300.00% | 2 | -66.67% |
| Jun 30, 2025 | 30 | -6.25% | 2,609,887 | -2.23% | 39 | 2.44% | 9 | 28.57% | 6 | -33.33% |
| Mar 31, 2025 | 32 | -3.03% | 2,669,446 | -1.31% | 40 | 2.43% | 7 | -41.67% | 9 | 28.57% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 659.94K | 2.07% | - |
| Vanguard Total Stock Mkt Idx Inv | 659.94K | 1.94% | 7.60K |
| Vanguard Morn Total Stk Mkt Idx Investor | 659.94K | 1.94% | 7.60K |
| Vanguard Institutional Extnd Mkt Idx Tr | 361.96K | 1.14% | - |
| Fidelity Extended Market Index | 165.34K | 0.52% | -39.37K |
| iShares Micro-Cap ETF | 109.13K | 0.34% | -1.46K |
| Blackrock Extended Mkt Fund CF | 100.45K | 0.30% | - |
| Abante Quant Value FI | 98.96K | 0.29% | 98.96K |
| Extended Equity Market Fund E | 100.45K | 0.29% | - |
| Extended Equity Market Fund B | 100.45K | 0.29% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 24, 2026 | Flynn James P | - | Buy | $21.39K |
| Dec 18, 2025 | Schornstein Alexander | - | Sell | $946.14K |
| Dec 19, 2025 | Flynn James P | - | Buy | $97.70K |
| Nov 19, 2025 | Flynn James P | - | Buy | $22.78K |
| Jun 26, 2008 | Forza Capital Management, L.L.C. | - | Buy | $114.00 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 1 | - |
| 2026 Q1 | - | - |
| 2025 Q4 | 2 | 1 |
| 2025 Q3 | - | - |
| 2008 Q2 | 18 | 3 |
LITS Ownership FAQ
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