Lumentum Holdings Inc. (LITE) — Institutional Holders, Q2 2026 (page 11)
1,340 institutional investment managers reported a LITE position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $72.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,001 to 1,100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
LITE 13F holders ranked 1,001–1,100 of 1,340
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Northwest & Ethical Investments L.P.#1001 · 331 sh | 331 | $281.8K | <0.01% | -61.7% |
| 1002 | Arcus Capital Partners#1002 · 328 sh | 328 | $281.4K | 0.12% | -4.4% |
| 1003 | LightSquare Wealth Management#1003 · 328 sh | 328 | $281.4K | 0.19% | +2.5% |
| 1004 | Quantum Private Wealth#1004 · 326 sh | 326 | $279.7K | — | 0.0% |
| 1005 | Soltis Investment Advisors#1005 · 325 sh | 325 | $279.0K | 0.02% | New |
| 1006 | REGIONS FINANCIAL#1006 · 325 sh | 325 | $278.9K | <0.01% | -13.6% |
| 1007 | WILLNER & HELLER#1007 · 324 sh | 324 | $278.0K | 0.17% | New |
| 1008 | RIA Advisory Group#1008 · 322 sh | 322 | $276.3K | — | New |
| 1009 | Abacus Wealth Partners#1009 · 319 sh | 319 | $273.7K | 0.03% | -30.2% |
| 1010 | FULTON BANK, N.A.#1010 · 319 sh | 319 | $273.7K | — | New |
| 1011 | Oslo Pensjonsforsikring AS#1011 · 318 sh | 318 | $272.9K | — | 0.0% |
| 1012 | VARCOV#1012 · 316 sh | 316 | $271.1K | 0.10% | New |
| 1013 | Aviance Capital Partners#1013 · 315 sh | 315 | $270.3K | 0.03% | 0.0% |
| 1014 | Counterpoint Mutual Funds#1014 · 314 sh | 314 | $269.4K | — | -32.6% |
| 1015 | Modern Wealth Management#1015 · 314 sh | 314 | $269.3K | <0.01% | +19.8% |
| 1016 | Dynasty Wealth Management#1016 · 313 sh | 313 | $268.6K | <0.01% | -3.7% |
| 1017 | GSA CAPITAL PARTNERS LLP#1017 · 312 sh | 312 | $268.0K | 0.02% | -74.7% |
| 1018 | Mullooly Asset Management#1018 · 312 sh | 312 | $267.7K | 0.08% | 0.0% |
| 1019 | Fidelis Capital Partners#1019 · 312 sh | 312 | $267.7K | 0.02% | +7.2% |
| 1020 | Legacy Capital Group California#1020 · 312 sh | 312 | $267.7K | 0.08% | -7.7% |
| 1021 | Diversified Enterprises#1021 · 312 sh | 312 | $267.7K | — | New |
| 1022 | ASSOCIATED BANC#1022 · 312 sh | 312 | $267.7K | <0.01% | +2.3% |
| 1023 | Marks Group Wealth Management#1023 · 310 sh | 310 | $266.0K | 0.02% | +3.3% |
| 1024 | SAGESPRING WEALTH PARTNERS#1024 · 310 sh | 310 | $266.0K | — | -5.5% |
| 1025 | Drucker Wealth 3.0#1025 · 309 sh | 309 | $265.1K | 0.04% | -1.9% |
| 1026 | Alta Advisers Ltd#1026 · 307 sh | 307 | $263.4K | 0.06% | New |
| 1027 | QTR Family Wealth#1027 · 307 sh | 307 | $263.4K | 0.09% | +17.6% |
| 1028 | Axxion S.A.#1028 · 20,000 sh | 20,000 | $262.6K | — | — |
| 1029 | Palisades Hudson Asset Management, L.P.#1029 · 305 sh | 305 | $262.0K | 0.09% | 0.0% |
| 1030 | Poehling Capital Management#1030 · 304 sh | 304 | $261.0K | — | New |
| 1031 | Empower Advisory Group#1031 · 304 sh | 304 | $260.9K | <0.01% | -10.6% |
| 1032 | J.W. COLE ADVISORS#1032 · 300 sh | 300 | $257.4K | <0.01% | -77.6% |
| 1033 | South Shore Capital Advisors#1033 · 300 sh | 300 | $257.4K | — | -25.0% |
| 1034 | Purpose Unlimited#1034 · 300 sh | 300 | $257.4K | <0.01% | New |
| 1035 | Symphony Financial, Ltd.#1035 · 301 sh | 301 | $256.7K | — | -9.3% |
| 1036 | Delta Investment Management#1036 · 299 sh | 299 | $256.6K | 0.04% | New |
| 1037 | Chesley Taft & Associates#1037 · 298 sh | 298 | $255.7K | — | -45.3% |
| 1038 | CONNING#1038 · 298 sh | 298 | $255.7K | <0.01% | New |
| 1039 | Capital CS Group#1039 · 297 sh | 297 | $254.8K | 0.20% | New |
| 1040 | West Family Investments#1040 · 296 sh | 296 | $254.0K | 0.07% | New |
| 1041 | Bayesian Capital Management#1041 · 296 sh | 296 | $254.0K | 0.16% | New |
| 1042 | Essential Partners#1042 · 296 sh | 296 | $254.0K | — | +38.3% |
| 1043 | Cooper Financial Group#1043 · 295 sh | 295 | $253.1K | — | -2.0% |
| 1044 | DRW Securities#1044 · 295 sh | 295 | $253.1K | <0.01% | New |
| 1045 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.#1045 · 289 sh | 289 | $248.0K | 0.02% | New |
| 1046 | GEORGE KAISER FAMILY FOUNDATION#1046 · 289 sh | 289 | $248.0K | 0.02% | New |
| 1047 | GAMCO INVESTORS, ET AL#1047 · 20,000 sh | 20,000 | $246.3K | <0.01% | -33.3% |
| 1048 | Sagewood Asset Management#1048 · 287 sh | 287 | $246.3K | 0.06% | New |
| 1049 | Reflection Asset Management#1049 · 287 sh | 287 | $246.3K | 0.12% | +27.6% |
| 1050 | Turtle Creek Wealth Advisors#1050 · 286 sh | 286 | $245.4K | — | New |
| 1051 | RIVERSEDGE ADVISORS#1051 · 285 sh | 285 | $244.5K | — | New |
| 1052 | HOWARD FINANCIAL SERVICES, LTD.#1052 · 284 sh | 284 | $243.7K | — | New |
| 1053 | Icon Wealth Advisors#1053 · 284 sh | 284 | $243.7K | 0.01% | New |
| 1054 | HUNTINGTON NATIONAL BANK#1054 · 284 sh | 284 | $243.7K | <0.01% | +104.3% |
| 1055 | EVOLVE PRIVATE WEALTH#1055 · 283 sh | 283 | $242.8K | 0.01% | -26.1% |
| 1056 | UMB Bank, n.a.#1056 · 283 sh | 283 | $242.8K | <0.01% | -45.9% |
| 1057 | Simplicity Wealth#1057 · 282 sh | 282 | $242.0K | — | New |
| 1058 | Global Financial Private Client#1058 · 281 sh | 281 | $241.1K | — | New |
| 1059 | Tejara Capital Ltd#1059 · 280 sh | 280 | $240.3K | 0.10% | New |
| 1060 | Saranac Partners Ltd#1060 · 280 sh | 280 | $240.3K | 0.07% | New |
| 1061 | Balboa Wealth Partners#1061 · 279 sh | 279 | $239.4K | — | -97.5% |
| 1062 | NORTHWEST WEALTH MANAGEMENT#1062 · 276 sh | 276 | $236.8K | 0.03% | New |
| 1063 | Stratos Wealth Advisors#1063 · 276 sh | 276 | $236.8K | 0.01% | New |
| 1064 | Resonant Capital Advisors#1064 · 275 sh | 275 | $236.0K | — | New |
| 1065 | Sovran Advisors#1065 · 361 sh | 361 | $235.3K | 0.02% | +18.8% |
| 1066 | MassMutual Private Wealth & , FSB#1066 · 274 sh | 274 | $235.1K | — | +15.6% |
| 1067 | Wick Capital Partners#1067 · 274 sh | 274 | $235.1K | 0.04% | New |
| 1068 | Allen Capital Group#1068 · 273 sh | 273 | $234.3K | 0.02% | New |
| 1069 | Intrua Financial#1069 · 273 sh | 273 | $234.3K | 0.02% | New |
| 1070 | STRATEGY ASSET MANAGERS#1070 · 272 sh | 272 | $233.4K | — | New |
| 1071 | Concorde Asset Management#1071 · 271 sh | 271 | $232.5K | 0.13% | -10.3% |
| 1072 | HBK Sorce Advisory#1072 · 281 sh | 281 | $232.2K | <0.01% | -1.1% |
| 1073 | Pure Financial Advisors#1073 · 271 sh | 271 | $232.2K | <0.01% | New |
| 1074 | Farringdon Capital, Ltd.#1074 · 270 sh | 270 | $231.7K | 0.11% | New |
| 1075 | Waterloo Capital, L.P.#1075 · 269 sh | 269 | $230.8K | 0.01% | New |
| 1076 | Capital Investment Advisors#1076 · 268 sh | 268 | $230.1K | — | New |
| 1077 | Blue Fin Capital#1077 · 268 sh | 268 | $230.0K | 0.03% | New |
| 1078 | waypoint wealth counsel#1078 · 266 sh | 266 | $228.2K | — | -12.2% |
| 1079 | Legato Capital Management#1079 · 264 sh | 264 | $226.5K | 0.02% | -41.3% |
| 1080 | Klingman & Associates#1080 · 262 sh | 262 | $224.8K | — | New |
| 1081 | EVERPAR ADVISORS#1081 · 261 sh | 261 | $224.0K | 0.06% | New |
| 1082 | Essex#1082 · 260 sh | 260 | $223.1K | — | New |
| 1083 | Forum Financial Management#1083 · 260 sh | 260 | $223.1K | — | New |
| 1084 | Resurgent Financial Advisors#1084 · 260 sh | 260 | $223.1K | 0.06% | New |
| 1085 | Fairfield Financial Advisors, LTD#1085 · 259 sh | 259 | $222.2K | — | New |
| 1086 | Nolet Wealth Management#1086 · 257 sh | 257 | $220.9K | — | New |
| 1087 | Quantum Financial Advisors#1087 · 257 sh | 257 | $220.5K | 0.02% | New |
| 1088 | Venture Visionary Partners#1088 · 255 sh | 255 | $218.8K | — | New |
| 1089 | CREDIT INDUSTRIEL ET COMMERCIAL#1089 · 254 sh | 254 | $217.9K | 0.01% | New |
| 1090 | Chico Wealth RIA#1090 · 252 sh | 252 | $216.2K | 0.11% | New |
| 1091 | OpenArc Corporate Advisory#1091 · 252 sh | 252 | $216.2K | — | New |
| 1092 | FSA Advisors#1092 · 250 sh | 250 | $214.5K | 0.10% | New |
| 1093 | Portside Wealth Group#1093 · 250 sh | 250 | $214.5K | — | New |
| 1094 | Massar Capital Management#1094 · 250 sh | 250 | $214.5K | 0.02% | New |
| 1095 | LifeGoal Investments#1095 · 250 sh | 250 | $214.5K | — | New |
| 1096 | FIDUCIARY#1096 · 249 sh | 249 | $213.9K | <0.01% | -25.9% |
| 1097 | Quarry#1097 · 248 sh | 248 | $212.8K | 0.02% | +43.4% |
| 1098 | TWIN PEAKS WEALTH ADVISORS#1098 · 248 sh | 248 | $212.8K | 0.05% | -0.8% |
| 1099 | ASPIRIANT#1099 · 247 sh | 247 | $211.9K | — | New |
| 1100 | Evolution Wealth Advisors#1100 · 247 sh | 247 | $211.9K | 0.02% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.