undamentalytics Newsletter

Lightbridge Corp: which funds bought and sold

Institutions that bought and sold Lightbridge 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, 65 institutions that filed 13F reports for both quarters added to or opened positions in Lightbridge, and 59 cut or closed them. Together they added a net 212K shares, +1.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 149K shares (+9.1%); index fund managers were net buyers of 1.3M shares (+17.4%). 19 opened a new position and 23 sold out entirely.

Bought, Q2 2026 65 institutions, 19 of them new holders Sold, Q2 2026 59 institutions, 23 of them sold out
Net change, all compared +212K shares (+1.5%)
Net change, active managers +149K shares (+9.1%), 11 bought, 12 sold

Buyers versus sellers

institutions compared, 151
Active managers and hedge funds 11 bought · 12 sold · +149K
Index fund managers 8 bought · 1 sold · +1.3M
Other institutions 46 bought · 46 sold · −1.2M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +480K +23.0% 2.6M $22.6M
Millennium Management LLC Hedge fund +464K +197.3% 699K $6.1M
State Street Corp Index funds +448K +18.8% 2.8M $24.9M
Geode Capital Management, LLC Index funds +153K +21.1% 877K $7.7M
Vanguard Capital Management LLC Index funds +121K +8.8% 1.5M $13.1M
D. E. Shaw & Co., Inc. Hedge fund +111K +199.9% 167K $1.5M
Trexquant Investment LP Hedge fund +109K New position 109K $957,776
Pacer Advisors, Inc. +67K +40.7% 231K $2M
Atom Investors LP +49K New position 49K $430,490
Northern Trust Corp Index funds +41K +16.1% 293K $2.6M
AQR Capital Management LLC Hedge fund +40K +238.7% 57K $501,426
Exoduspoint Capital Management, LP Hedge fund +36K New position 36K $315,122
Exchange Traded Concepts, LLC +36K +3.3% 1.1M $9.8M
Benjamin Edwards Inc +33K New position 33K $292,326
Inspire Investing, LLC +28K +57.0% 77K $680,759
Milestone Asset Management, LLC +27K New position 27K $241,655
Alliancebernstein L.P. Active manager +22K New position 22K $232,388
Bank Of New York Mellon Corp +22K +34.0% 86K $751,564
American Century Companies Inc Active manager +21K New position 21K $186,286
Charles Schwab Investment Management Inc Index funds +19K +22.3% 105K $923,091

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
BNP Paribas Financial Markets −942K −66.6% 472K $4.1M
Renaissance Technologies LLC Hedge fund −316K −48.2% 338K $3M
Nuveen, LLC −196K −70.4% 82K $725,000
Two Sigma Investments, LP Hedge fund −116K −81.5% 26K $232,504
Morgan Stanley −100K −52.7% 90K $789,896
UBS Group AG −95K −14.9% 542K $4.8M
Balyasny Asset Management L.P. Hedge fund −83K −66.7% 42K $365,541
Citadel Advisors LLC Hedge fund −58K −69.8% 25K $221,095
Los Angeles Capital Management LLC Active manager −35K −89.6% 4,020 $35,336
Royal Bank Of Canada −32K −57.7% 23K $203,000
LPL Financial LLC −31K −54.5% 26K $227,740
Two Sigma Securities, LLC −29K Sold out 0 —
Rathbones Group PLC −29K −50.0% 29K $253,591
Boothbay Fund Management, LLC Hedge fund −27K −29.4% 65K $569,935
Marshall Wace, LLP Hedge fund −23K −22.3% 82K $719,681
Goldman Sachs Group Inc −22K −35.9% 40K $349,165
Pilgrim Partners Asia Pte Ltd −22K −40.0% 33K $290,070
Jump Financial, LLC −22K Sold out 0 —
Belpointe Asset Management LLC −22K Sold out 0 —
Envestnet Asset Management Inc −19K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Trexquant Investment LPHedge fund 109K $957,776
Atom Investors LP 49K $430,490
Exoduspoint Capital Management, LPHedge fund 36K $315,122
Benjamin Edwards Inc 33K $292,326
Milestone Asset Management, LLC 27K $241,655
Alliancebernstein L.P.Active manager 22K $232,388
American Century Companies IncActive manager 21K $186,286
Creative Planning 18K $160,564
Squarepoint Ops LLCHedge fund 18K $156,066
Entrypoint Capital, LLC 15K $134,179

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Two Sigma Securities, LLC 29K $310,654
Jump Financial, LLC 22K $233,145
Belpointe Asset Management LLC 22K $232,644
Chicago Partners Investment Group LLC 16K $220,254
Envestnet Asset Management Inc 19K $206,932
&Partners 15K $158,280
Quadrature Capital LtdHedge fund 12K $129,103
Commonwealth Equity Services, LLC 11K $116,910
Sei Investments Co 10K $107,037
Meeder Asset Management Inc 5,167 $55,080

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
128
Ten largest holders
76.3%
of 13F-reported shares
Index fund managers
58.8%
of 13F-reported shares
Active managers and hedge funds
12.2%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 11 12 5 1 +149K +9.1%
Index fund managers 8 1 0 0 +1.3M +17.4%
Other institutions 46 46 14 22 −1.2M −22.2%

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.

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