Lite Strategy, Inc.: which funds bought and sold

Institutions that bought and sold Lite Strategy shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 9 institutions that filed 13F reports for both quarters added to or opened positions in Lite Strategy, and 16 cut or closed them. Together they sold a net 3,721 shares, −0.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.0M shares (−29.4%); index fund managers were net buyers of 57K shares (+2.9%). 4 opened a new position and 5 sold out entirely.

Bought, Q2 2026 9 institutions, 4 of them new holders Sold, Q2 2026 16 institutions, 5 of them sold out

Net change, all compared −3,721 shares (−0.1%)

Net change, active managers −1.0M shares (−29.4%), 0 bought, 5 sold

Buyers versus sellers

institutions compared, 39

9 bought 14 16 sold

Active managers and hedge funds 0 bought · 5 sold · −1.0M

Index fund managers 2 bought · 3 sold · +57K

Other institutions 7 bought · 8 sold · +967K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Rlh Capital LLC	+806K New position	806K	$743,854
Jane Street Group, LLC	+135K +236.5%	193K	$177,679
Blackrock, Inc. Index funds	+118K +74.7%	276K	$254,425
Gsa Capital Partners LLP	+62K New position	62K	$57,000
UBS Group AG	+40K +77.5%	91K	$84,032
Two Sigma Securities, LLC	+14K New position	14K	$12,901
Vanguard Fiduciary Trust Co Index funds	+1,397 +0.7%	195K	$180,151
Barclays PLC	+532 New position	532	$491
Morgan Stanley	+50 +0.1%	71K	$65,867

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
None of the active managers on our list.

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Renaissance Technologies LLC Hedge fund	−497K −28.5%	1.2M	$1.2M
Citadel Advisors LLC Hedge fund	−373K −51.0%	358K	$329,785
Marshall Wace, LLP Hedge fund	−101K −30.1%	233K	$214,341
Xtx Topco Ltd	−68K −49.9%	68K	$62,875
Two Sigma Investments, LP Hedge fund	−57K −9.3%	557K	$513,787
Geode Capital Management, LLC Index funds	−36K −9.0%	365K	$337,085
Vanguard Capital Management LLC Index funds	−21K −2.1%	1.0M	$942,184
Group One Trading LLC	−21K −88.8%	2,598	$2,396
Northern Trust Corp Index funds	−4,734 −5.9%	75K	$69,638
Bank Julius Baer & Co. Ltd, Zurich	−2,175 Sold out	0	—
Susquehanna International Group, LLP	−313 −1.9%	16K	$14,593
Mai Capital Management	−75 Sold out	0	—
Caitong International Asset Management Co., Ltd	−3 −75.0%	1	$1
FMR LLC Active manager	−3 Sold out	0	—
Osaic Holdings, Inc.	−2 Sold out	0	—
Citigroup Inc	−1 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Renaissance Technologies LLC Hedge fund	−497K −28.5%	1.2M	$1.2M
Citadel Advisors LLC Hedge fund	−373K −51.0%	358K	$329,785
Marshall Wace, LLP Hedge fund	−101K −30.1%	233K	$214,341
Two Sigma Investments, LP Hedge fund	−57K −9.3%	557K	$513,787
FMR LLC Active manager	−3 Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Rlh Capital LLC	806K	$743,854
Gsa Capital Partners LLP	62K	$57,000
Two Sigma Securities, LLC	14K	$12,901
Barclays PLC	532	$491

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Bank Julius Baer & Co. Ltd, Zurich	2,175	$2,523
Mai Capital Management	75	$87
FMR LLCActive manager	3	$3
Osaic Holdings, Inc.	2	$2
Citigroup Inc	1	$1

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 34
Ten largest holders: 89.2%
Index fund managers: 34.8%
Active managers and hedge funds: 41.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	0	5	0	1	−1.0M	−29.4%
Index fund managers	2	3	0	0	+57K	+2.9%
Other institutions	7	8	4	4	+967K	+236.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Lite Strategy.

Only managers that filed a holdings report for both quarters are compared (39 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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