Public record / Tickers / LITE

LITE — Lumentum Holdings Inc.

Both disclosure regimes on one name: who in Congress filed about LITE, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
9
all PTR rows naming LITE
Members · 12m
3
3 buys · 1 sells · by trade date
Latest PTR
09-04
filed 2026-09-04
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Gilbert Ray Cisneros, Jr. · $1.0K–$15.0K

Sale · traded 2026-07-17 → filed 2026-09-04. Ranked over every LITE row by the provable lower bound, never a point estimate.

3 members · 3 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

4 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING LITE · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning LITE
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 07-17 LATE·49d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-06-03Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 05-22 +12d$1K–$15K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 04-14 +24d$1K–$15K
2021-12-04Thomas R. Carper D–DEPurchase · SP (spouse-owned)Traded 11-26 +8d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 9 ↗

Members active in LITE

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing LITE in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2
Josh Gottheimer D–NJ-51$1.0K to $15.0K2

3 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · LITE

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · LUMENTUM HLDGS INC

Merged timeline of congressional filings and notable-manager moves on LITE
DateWhoChangeSize
2026-09-04Gilbert Ray Cisneros, Jr. CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Tiger Global Management 13Fnew+136,800 sh
2026-05-15Moore Capital Management 13Fnew+588 sh
2026-05-15Duquesne Family Office 13Fnew+6,963 sh
2026-05-15Gotham Asset Management 13Ftrim−4,879 sh
2026-05-15Bridgewater Associates 13Ftrim−14,952 sh
2026-05-14Caxton Associates 13Ftrim−6,041 sh

8 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of LITE for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$5.5B1
2FMR LLC$5.0B1
3VANGUARD CAPITAL MANAGEMENT LLC$3.3B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$2.6B1
5STATE STREET CORP$2.1B1
6UBS Group AG$993M1
7WT Asset Management Ltd$970M1
8Capital World Investors$923M1
9Invesco Ltd.$827M1
10Value Aligned Research Advisors, LLC$743M1
11MORGAN STANLEY$722M1
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC$685M1
13JANE STREET GROUP, LLC$672M1
14Marex Group Ltd$602M1
15Polar Capital Holdings Plc$506M1
16Assenagon Asset Management S.A.$453M1
17SCHRODER INVESTMENT MANAGEMENT GROUP$426M1
18FULLER & THALER ASSET MANAGEMENT, INC.$413M1
19NORTHERN TRUST CORP$406M1
20BANK OF AMERICA CORP /DE/$402M1
21Janus Henderson Group Ltd.$399M1
22BARCLAYS PLC$391M1
23Nuveen, LLC$384M1
24DEUTSCHE BANK AG\$383M1
25Capital Research Global Investors$373M1
26Anther Capital Ltd$371M1
27HSBC HOLDINGS PLC$335M1
28DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$300M1
29Clear Street Group Inc.$291M1
30ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$285M1
31VANGUARD FIDUCIARY TRUST CO$283M1
32UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$281M1
33TWO SIGMA INVESTMENTS, LP$279M1
34CITIGROUP INC$276M1
35VOYA INVESTMENT MANAGEMENT LLC$273M1
36AQR CAPITAL MANAGEMENT LLC$264M1
37DIMENSIONAL FUND ADVISORS LP$252M1
38SUSQUEHANNA INTERNATIONAL GROUP, LLP$244M1
39WELLS FARGO & COMPANY/MN$240M1
40Swedbank AB$234M1
41FRANKLIN RESOURCES INC$210M1
42FEDERATED HERMES, INC.$202M1
431832 Asset Management L.P.$199M1
44Legal & General Group Plc$191M1
45TORONTO DOMINION BANK$191M1
46BANK OF MONTREAL /CAN/$188M1
47Atreides Management, LP$188M1
48OBERWEIS ASSET MANAGEMENT INC/$187M1
49ROYAL BANK OF CANADA$168M1
50Amundi$160M1
51Robeco Schweiz AG$151M1
52E Fund Management Co., Ltd.$147M1
53Swiss National Bank$146M1
54Squarepoint Ops LLC$144M1
55RENAISSANCE TECHNOLOGIES LLC$143M1
56Avala Global LP$142M1
57Panoramic Hills Capital Ltd$141M1
58CloudAlpha Capital Management Limited/Hong Kong$139M1
59NATIONAL BANK OF CANADA /FI/$139M1
60E20 Capital Ltd$131M1
61RAYMOND JAMES FINANCIAL INC$126M1
62Mitsubishi UFJ Asset Management Co., Ltd.$123M1
63WELLINGTON MANAGEMENT GROUP LLP$119M1
64BARROW HANLEY MEWHINNEY & STRAUSS LLC$113M1
65Analog Century Management LP$111M1
66TREMBLANT CAPITAL GROUP$107M1
67Castle Hook Partners LP$106M1
68Vanguard Global Advisers, LLC$106M1
69FIL Ltd$103M1
70CITADEL ADVISORS LLC$98.9M1
71Styrax Capital, LP$98.4M1
72TIGER GLOBAL MANAGEMENT LLC$96.1M1
73Amanah Holdings Trust$94.9M1
74AustralianSuper Pty Ltd$88.2M1
75MILLENNIUM MANAGEMENT LLC$85.7M1
76Tidal Investments LLC$84.4M1
77PRINCIPAL FINANCIAL GROUP INC$83.3M1
78Rokos Capital Management LLP$81.2M1
79CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$80.4M1
80NOMURA ASSET MANAGEMENT CO LTD$71.5M1
81Holocene Advisors, LP$68.5M1
82Susquehanna Portfolio Strategies, LLC$68.4M1
83BALYASNY ASSET MANAGEMENT L.P.$66.4M1
84IMC-Chicago, LLC$65.7M1
85Divisadero Street Capital Management, LP$65.5M1
86Point72 Asset Management, L.P.$64.7M1
87BNP Paribas Asset Management Holding S.A.$62.7M1
88Fisher Asset Management, LLC$62.1M1
89Arnhold LLC$58.3M1
90VOLORIDGE INVESTMENT MANAGEMENT, LLC$57.5M1
91Universal- Beteiligungs- und Servicegesellschaft mbH$54.4M1
92PINNACLE ASSOCIATES LTD$52.6M1
93FIRST TRUST ADVISORS LP$51.9M1
94Broad Peak Investment Advisers Pte Ltd$51.7M1
95Munro Partners$51.6M1
96Ardmore Road Asset Management LP$49.9M1
97LPL Financial LLC$49.9M1
98Schonfeld Strategic Advisors LLC$49.5M1
99Mirae Asset Global Investments Co., Ltd.$49.0M1
100Walleye Capital LLC$48.0M1
101DigitalBridge Group, Inc.$47.8M1
102Evergreen Quality Fund GP, Ltd.$47.5M1
103Ensign Peak Advisors, Inc$45.9M1
104AMERICAN CENTURY COMPANIES INC$44.1M1
105STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$44.0M1
106ROYAL LONDON ASSET MANAGEMENT LTD$39.2M1
107Taikang Asset Management (Hong Kong) Co Ltd$39.1M1
108Tairen Capital Ltd$38.5M1
109Freestone Grove Partners LP$38.0M1
110Grand Alliance Asset Management Ltd$37.2M1
111SIMPLEX TRADING, LLC$37.1M1
112FengHe Fund Management Pte. Ltd.$37.1M1
113Estuary Capital Management LP$37.1M1
114AVIVA PLC$36.7M1
115M & L Capital Management Ltd$36.6M1
116Connor, Clark & Lunn Investment Management Ltd.$36.4M1
117ALLIANCEBERNSTEIN L.P.$36.2M1
118TD ASSET MANAGEMENT INC$35.7M1
119CI INVESTMENTS INC.$35.5M1
120Valliance Asset Management Ltd$33.5M1
121SEI INVESTMENTS CO$32.5M1
122STATE OF WISCONSIN INVESTMENT BOARD$31.3M1
123Korea Investment CORP$31.2M1
124LMR Partners LLP$28.9M1
125Zweig-DiMenna Associates LLC$28.6M1
126Man Group plc$27.9M1
127NOMURA HOLDINGS INC$27.8M1
128OSSIAM$27.6M1
129CREDIT AGRICOLE S A$27.3M1
130MANUFACTURERS LIFE INSURANCE COMPANY, THE$27.0M1
131Talos Eurisko Asset Management LP$27.0M1
132Allianz Asset Management GmbH$27.0M1
133Science & Technology Partners, L.P.$26.5M1
134DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$25.9M1
135AI-Squared Management Ltd$25.5M1
136VANGUARD ASSET MANAGEMENT, Ltd$25.4M1
137Rivermont Capital Management LP$25.0M1
138Pictet Asset Management Holding SA$24.8M1
139Divisar Capital Management LLC$24.8M1
140Chevy Chase Trust Holdings, LLC$24.7M1
141Calamos Advisors LLC$24.6M1
142Leeward Investments, LLC - MA$24.5M1
143Vanguard Investments Australia, Ltd.$23.3M1
144Mariner, LLC$23.0M1
145Alta Park Capital, LP$22.5M1
146BOOTHBAY FUND MANAGEMENT, LLC$21.7M1
147STOREBRAND ASSET MANAGEMENT AS$21.7M1
148WHITEBOX ADVISORS LLC$21.6M1
149Polymer Capital Management (US) LLC$21.4M1
150KING LUTHER CAPITAL MANAGEMENT CORP$21.3M1
151ExodusPoint Capital Management, LP$20.9M1
152Asset Management One Co., Ltd.$20.6M1
153LBP AM SA$20.2M1
154GROUP ONE TRADING LLC$19.3M1
155WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$18.7M1
156PRUDENTIAL PLC$18.6M1
157Temasek Holdings (Private) Ltd$18.2M1
158Verition Fund Management LLC$18.1M1
159Caitong International Asset Management Co., Ltd$18.1M1
160SIERRA SUMMIT ADVISORS LLC$18.0M1
161Pathstone Holdings, LLC$17.9M1
162JACKSON SQUARE CAPITAL, LLC$17.6M1
163Perseverance Asset Management International$17.6M1
164State of New Jersey Common Pension Fund D$17.1M1
165Allspring Global Investments Holdings, LLC$17.1M1
166CIBC WORLD MARKET INC.$16.9M1
167Creative Planning$16.7M1
168IEQ CAPITAL, LLC$16.1M1
169SORA INVESTORS LLC$16.1M1
170VICTORY CAPITAL MANAGEMENT INC$15.7M1
171Yaupon Capital Management LP$15.6M1
172Hel Ved Capital Management Ltd$15.5M1
173LGT Group Foundation$15.4M1
174Quantinno Capital Management LP$15.3M1
175Beacon Harbor Wealth Advisors, Inc.$15.3M1
176Union Bancaire Privee, UBP SA$15.2M1
177Maytree Asset Management Ltd$15.2M1
178Resona Asset Management Co.,Ltd.$14.9M1
179BAMCO INC /NY/$14.7M1
180PICTON MAHONEY ASSET MANAGEMENT$14.6M1
181Persistent Asset Partners Ltd$14.5M1
182BIT Capital GmbH$14.4M1
183TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$14.3M1
184MERCER GLOBAL ADVISORS INC /ADV$14.3M1
185LGT Fund Management Co Ltd.$14.3M1
186Migdal Insurance & Financial Holdings Ltd.$14.1M1
187M37 Management LP$14.1M1
188FIFTH THIRD BANCORP$13.7M1
189Czech National Bank$13.7M1
190Arizona State Retirement System$13.5M1
191Panoramic Capital, LLC$13.5M1
192Franchise GP Ltd$13.5M1
193MARSICO CAPITAL MANAGEMENT LLC$13.3M1
194STATE OF MICHIGAN RETIREMENT SYSTEM$13.1M1
195FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$13.1M1
196Zurcher Kantonalbank (Zurich Cantonalbank)$13.1M1
197Spire Wealth Management$13.1M1
198HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$13.0M1
199Dilation Capital Management LP$12.8M1
200HighTower Advisors, LLC$12.6M1
201Q Fund Management (Hong Kong) Ltd$12.5M1
202Dana Investment Advisors, Inc.$12.5M1
203CIBC Asset Management Inc$12.1M1
204Cerity Partners LLC$12.0M1
205KP Management LLC$11.9M1
206Focus Partners Wealth$11.9M1
207NATIXIS$11.9M1
208Rafferty Asset Management, LLC$11.8M1
209STIFEL FINANCIAL CORP$11.8M1
210VMS Asset Management Limited$11.8M1
211MCDONALD PARTNERS LLC$11.7M1
212COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$11.7M1
213Quadrature Capital Ltd$11.6M1
214NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11.6M1
215Walleye Trading LLC$11.6M1
216CIBC Bancorp USA Inc.$11.4M1
217Advisors Asset Management, Inc.$11.2M1
218Tyro Capital Management LLC$10.9M1
219SG Capital Management LLC$10.8M1
220Retirement Systems of Alabama$10.7M1
221ENVESTNET ASSET MANAGEMENT INC$10.4M1
222EVENTIDE ASSET MANAGEMENT, LLC$10.4M1
223Global Trust Asset Management, LLC$10.4M1
224IFM Investors Pty Ltd$10.3M1
225NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$10.1M1
226SEB Asset Management AB$10.0M1
227UNICOM Systems, Inc.$10.0M1
228BW Gestao de Investimentos Ltda.$9.8M1
229Wealth High Governance Capital Ltda$9.8M1
230D. E. Shaw & Co., Inc.$9.8M1
231Woodline Partners LP$9.8M1
232ASSETMARK, INC$9.8M1
233OSAIC HOLDINGS, INC.$9.6M1
234M&T BANK CORP$9.5M1
235Daiwa Securities Group Inc.$9.4M1
236UniSuper Management Pty Ltd$9.2M1
237ProShare Advisors LLC$9.2M1
238XPONANCE LLC$9.2M1
239Cetera Investment Advisers$9.1M1
240Tredje AP-fonden$9.0M1
241PUBLIC SECTOR PENSION INVESTMENT BOARD$9.0M1
242THAMES CAPITAL MANAGEMENT LLC$8.6M1
243KR Capital LP$8.5M1
244Wealth High Governance Asset Management Ltda.$8.4M1
245TD Waterhouse Canada Inc.$8.3M1
246Sanctuary Advisors, LLC$8.2M1
247EXCHANGE TRADED CONCEPTS, LLC$8.1M1
248Utah Retirement Systems$8.0M1
249Edgestream Partners, L.P.$7.8M1
250Blackstone Inc.$7.8M1
251Orion Porfolio Solutions, LLC$7.8M1
252Andar Capital Management HK Ltd$7.7M1
253KADENSA CAPITAL Ltd$7.7M1
254WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7.7M1
255Greenwoods Asset Management Hong Kong Ltd.$7.6M1
256UG Investment Advisers Ltd.$7.5M1
257Night Squared LP$7.5M1
258Bouvel Investment Partners, LLC$7.5M1
259SeaTown Holdings Pte. Ltd.$7.4M1
260Polymer Capital Management (HK) LTD$7.4M1
261Aperture Investors, LLC$7.4M1
262CWM, LLC$7.3M1
263NEOS Investment Management LLC$7.2M1
264NewEdge Advisors, LLC$7.1M1
265MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$7.1M1
266Qsemble Capital Management, LP$7.0M1
267DIKER MANAGEMENT LLC$7.0M1
268Gotham Asset Management, LLC$7.0M1
269NEW YORK LIFE INVESTMENT MANAGEMENT LLC$7.0M1
270Rakuten Investment Management, Inc.$6.9M1
271LAZARD ASSET MANAGEMENT LLC$6.9M1
272BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$6.9M1
273CHAPIN DAVIS, INC.$6.9M1
274JB Capital LLC$6.8M1
275Sumitomo Mitsui DS Asset Management Company, Ltd$6.8M1
276COMMERCE BANK$6.7M1
277Wealthfront Advisers LLC$6.6M1
278NISSAY ASSET MANAGEMENT CORP /JAPAN$6.5M1
279ING GROEP NV$6.5M1
280ODDO BHF ASSET MANAGEMENT SAS$6.4M1
281BANK OF NOVA SCOTIA$6.4M1
282FORA Capital, LLC$6.3M1
2831492 Capital Management LLC$6.3M1
284Mawer Investment Management Ltd.$6.2M1
285Robeco Institutional Asset Management B.V.$6.1M1
286BRIDGEWAY CAPITAL MANAGEMENT, LLC$6.0M1
287Vanguard Personalized Indexing Management, LLC$5.9M1
288PEAK6 LLC$5.8M1
289OREGON PUBLIC EMPLOYEES RETIREMENT FUND$5.8M1
290O'SHAUGHNESSY ASSET MANAGEMENT, LLC$5.7M1
291MACKENZIE FINANCIAL CORP$5.7M1
292Engineers Gate Manager LP$5.7M1
293STEADFAST CAPITAL MANAGEMENT LP$5.7M1
294Kultura Capital Management LP$5.7M1
295Virtus Wealth Solutions LLC$5.6M1
296Alphadyne Asset Management LP$5.5M1
297Swiss Life Asset Management Ltd$5.4M1
298&PARTNERS$5.4M1
299MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.3M1
300Sava Infond d.o.o.$5.3M1
301PATTON FUND MANAGEMENT, INC.$5.2M1
302OP Asset Management Ltd$5.2M1
303QUADRANT CAPITAL GROUP LLC$5.1M1
304NORDEA INVESTMENT MANAGEMENT AB$5.1M1
305Maytus Capital Management, LLC$5.1M1
306Private Advisor Group, LLC$5.1M1
307GATEWAY INVESTMENT ADVISERS LLC$4.9M1
308Goldstream Capital Management Ltd$4.9M1
309Oasis Management Co Ltd.$4.8M1
310Rockefeller Capital Management L.P.$4.7M1
311Jefferies Financial Group Inc.$4.5M1
312Black Swift Group, LLC$4.5M1
313GREENLEAF TRUST$4.5M1
314XTX Topco Ltd$4.5M1
315Oak Grove Capital LLC$4.5M1
316Hudson Bay Capital Management LP$4.5M1
317ARDSLEY ADVISORY PARTNERS LP$4.4M1
318Brevan Howard Capital Management LP$4.3M1
319ARMISTICE CAPITAL, LLC$4.3M1
320Artemis Wealth Advisors, LLC$4.2M1
321INDEPENDENT FINANCIAL GROUP, LLC$4.2M1
322Marshall Financial Group, LLC$4.1M1
323Portolan Capital Management, LLC$4.1M1
324Bridgewater Associates, LP$4.1M1
325Brooklyn Investment Group$4.0M1
326Baader Bank Aktiengesellschaft$3.9M1
327Octahedron Capital Management L.P.$3.8M1
328SANDERS MORRIS HARRIS LLC$3.7M1
329US BANCORP \DE\$3.7M1
330Investment Management Corp of Ontario$3.6M1
331Empowered Funds, LLC$3.6M1
332Mitsubishi UFJ Trust & Banking Corp$3.5M1
333Candriam S.C.A.$3.5M1
334COMMONWEALTH EQUITY SERVICES, LLC$3.5M1
335Atom Investors LP$3.5M1
336Tower Research Capital LLC (TRC)$3.5M1
337Corient Private Wealth LLC$3.5M1
338Oak Thistle LLC$3.4M1
339Vontobel Holding Ltd.$3.4M1
340SCOTIA CAPITAL INC.$3.4M1
341JOURNEY STRATEGIC WEALTH LLC$3.4M1
342Summit Trail Advisors, LLC$3.3M1
343Silvant Capital Management LLC$3.3M1
344CANADA PENSION PLAN INVESTMENT BOARD$3.3M1
345GILDER GAGNON HOWE & CO LLC$3.3M1
346WESTPAC BANKING CORP$3.3M1
347Rakuten Securities, Inc.$3.3M1
348Lido Advisors, LLC$3.2M1
349CHESAPEAKE CAPITAL CORP /IL/$3.2M1
350Federation des caisses Desjardins du Quebec$3.2M1
351Circle Wealth Management, LLC$3.2M1
352Pinnacle Wealth Management Advisory Group, LLC$3.2M1
353HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.2M1
354SIH Partners, LLLP$3.1M1
355ZACKS INVESTMENT MANAGEMENT$3.1M1
356Kestra Advisory Services, LLC$3.1M1
357PRELUDE CAPITAL MANAGEMENT, LLC$3.1M1
358Aberdeen Group plc$3.1M1
359MIZUHO SECURITIES USA LLC$3.0M1
360Capstone Capital Management Ltd$3.0M1
361Vident Advisory, LLC$3.0M1
362Concurrent Investment Advisors, LLC$3.0M1
363FLORIDA FINANCIAL ADVISORS, LLC$2.9M1
364BEESE FULMER INVESTMENT MANAGEMENT, INC.$2.9M1
365TriaGen Wealth Management LLC$2.8M1
366National Pension Service$2.8M1
367MACQUARIE GROUP LTD$2.7M1
368Truxt Investmentos Ltda.$2.7M1
369Donoghue Forlines LLC$2.7M1
370ABN AMRO INVESTMENT SOLUTIONS$2.6M1
371Harvest Investment Services, LLC$2.5M1
372Baird Financial Group, Inc.$2.5M1
373Summit Financial, LLC$2.5M1
374Maryland State Retirement & Pension System$2.5M1
375BLAIR WILLIAM & CO/IL$2.5M1
376GUGGENHEIM CAPITAL LLC$2.4M1
377TRUIST FINANCIAL CORP$2.4M1
378Huntleigh Advisors, Inc.$2.4M1
379CAXTON ASSOCIATES LLP$2.3M1
380Crossmark Global Holdings, Inc.$2.3M1
381MML INVESTORS SERVICES, LLC$2.2M1
382NorthRock Partners, LLC$2.2M1
383Parallax Volatility Advisers, L.P.$2.2M1
384Vestmark Advisory Solutions, Inc.$2.2M1
385Compound Planning, Inc.$2.2M1
386Merit Financial Group, LLC$2.2M1
387HighVista Strategies LLC$2.2M1
388Callan Family Office, LLC$2.2M1
389Triasima Portfolio Management inc.$2.1M1
390SONA ASSET MANAGEMENT (US) LLC$2.1M1
391Pacific Point Advisors, LLC$2.1M1
392Penn Capital Management Company, LLC$2.1M1
393MUFG Securities EMEA plc$2.1M1
394Financiere des Professionnels - Fonds d'investissement inc.$2.0M1
395LIGHT STREET CAPITAL MANAGEMENT, LLC$2.0M1
396Norinchukin Bank, The$2.0M1
397Estate Counselors, LLC$2.0M1
398COLDSTREAM CAPITAL MANAGEMENT INC$2.0M1
399MYDA Advisors LLC$2.0M1
400Ariose Capital Management Ltd$2.0M1
401QP WEALTH MANAGEMENT, LLC$1.9M1
402Leonteq Securities AG$1.9M1
403Virtue Capital Management, LLC$1.9M1
404DAVENPORT & Co LLC$1.9M1
405PIAR LLC$1.9M1
406Net Worth Advisory Group$1.9M1
407ADAGE CAPITAL PARTNERS GP, L.L.C.$1.9M1
408Metis Global Partners, LLC$1.9M1
409Advisor Resource Council$1.9M1
410ALTFEST L J & CO INC$1.8M1
411CLOUGH CAPITAL PARTNERS L P$1.8M1
412Caption Management, LLC$1.8M1
413BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.7M1
414OneDigital Investment Advisors LLC$1.7M1
415MRA Advisory Group$1.7M1
416EVERGREEN CAPITAL MANAGEMENT LLC$1.7M1
417Laird Norton Wetherby Trust Company, LLC$1.7M1
418Kimelman & Baird, LLC$1.7M1
419Pinpoint Asset Management (Singapore) Pte. Ltd.$1.7M1
420NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.6M1
421TB Alternative Assets Ltd.$1.6M1
422PRINCETON CAPITAL MANAGEMENT LLC$1.6M1
423Pilgrim Partners Asia Pte Ltd$1.6M1
424PINKERTON WEALTH, LLC$1.6M1
425Private Advisory Group LLC$1.6M1
426Central Pacific Bank - Trust Division$1.6M1
427VestGen Advisors, LLC$1.6M1
428Watershed Asset Management, L.L.C.$1.5M1
429MAVERICK CAPITAL LTD$1.5M1
430HB Wealth Management, LLC$1.5M1
431MADDEN SECURITIES Corp$1.5M1
432Integrated Quantitative Investments LLC$1.5M1
433QRG CAPITAL MANAGEMENT, INC.$1.5M1
434Symmetry Investments LP$1.4M1
435North Dakota State Investment Board$1.4M1
436Chung Wu Investment Group, LLC$1.4M1
437INCEPTIONR LLC$1.4M1
438FIRST MANHATTAN CO. LLC.$1.4M1
439SECURIAN ASSET MANAGEMENT, INC$1.4M1
440LEVEL FOUR ADVISORY SERVICES, LLC$1.4M1
441SIGNATUREFD, LLC$1.4M1
442Focus Partners Advisor Solutions, LLC$1.3M1
443Atlantic Union Bankshares Corp$1.3M1
444FACT Capital, LP$1.3M1
445SMART Wealth LLC$1.3M1
446Krilogy Financial LLC$1.3M1
447Atria Investments, Inc$1.3M1
448LECAP ASSET MANAGEMENT LTD$1.3M1
449Lansforsakringar Fondforvaltning AB (publ)$1.3M1
450Denver PWM, LLC$1.3M1
451Gladstone Institutional Advisory LLC$1.3M1
452Eddie Patel Inc$1.2M1
453Ameritas Investment Partners, Inc.$1.2M1
454EWA, LLC$1.2M1
455Wedmont Private Capital$1.2M1
456STEPHENS INC /AR/$1.2M1
457Brookstone Capital Management$1.2M1
458Veracity Capital LLC$1.2M1
459Sequoia Financial Advisors, LLC$1.2M1
460AXIOM INVESTORS LLC /DE$1.2M1
461Sivia Capital Partners, LLC$1.1M1
462Composition Wealth, LLC$1.1M1
463180 WEALTH ADVISORS, LLC$1.1M1
464Allworth Financial LP$1.1M1
465HHLR ADVISORS, LTD.$1.1M1
466Meeder Advisory Services, Inc.$1.0M1
467CenterBook Partners LP$1.0M1
468Ionic Capital Management LLC$1.0M1
469UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.0M1
470Eurizon Capital SGR S.p.A.$1.0M1
471WORLD EQUITY GROUP, INC.$999K1
472FirstWave Capital Management LLC$992K1
473SEEDS INVESTOR LLC$991K1
474Hilltop Holdings Inc.$989K1
475MINDSET WEALTH MANAGEMENT, LLC$988K1
476LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$982K1
477Lombard Odier Asset Management (Switzerland) SA$971K1
478Ballentine Partners, LLC$971K1
479J.W. COLE ADVISORS, INC.$943K1
480INTECH INVESTMENT MANAGEMENT LLC$930K1
481Dynamic Technology Lab Private Ltd$921K1
482Blue Trust, Inc.$919K1
483Three Seasons Wealth, LLC$901K1
484MISSION WEALTH MANAGEMENT, LP$894K1
485B. Riley Wealth Advisors, Inc.$894K1
486Chicago Partners Investment Group LLC$893K1
487SummitTX Capital, L.P.$882K1
488Belvedere Trading LLC$877K1
489Beacon Pointe Advisors, LLC$875K1
490F/m Investments LLC$874K1
491Greenland Capital Management LP$858K1
492Corient IA LLC$857K1
493CastleKnight Management LP$843K1
494AIA Group Ltd$833K1
495AE Wealth Management LLC$833K1
496Taproot Management LP$831K1
497Retireful, LLC$829K1
498TEMA ETFS LLC$816K1
499Optimist Retirement Group LLC$805K1
500Arax Advisory Partners$779K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)3 buy / 1 sell
Congress net ($ bound)−$12.0K to $44.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on LITE

RETAINED WINDOW · ACTIVE HITS
Signal hits naming LITE
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied1 hit
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for LITE · financials and macro

Financials — as filed PLANNED

LITE's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: LITE on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing