Lumentum Holdings Inc. (LITE) — Institutional Holders, Q2 2026 (page 12)
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 1,101 to 1,200. 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 1,101–1,200 of 1,340
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1101 | TigerOak Management, L.L.C.#1101 · 247 sh | 247 | $211.9K | — | New |
| 1102 | ANGELES WEALTH MANAGEMENT#1102 · 245 sh | 245 | $210.2K | — | New |
| 1103 | Vigilare Wealth Management#1103 · 244 sh | 244 | $209.4K | 0.06% | -38.8% |
| 1104 | Signal Advisors Wealth#1104 · 243 sh | 243 | $208.5K | — | New |
| 1105 | POLEN CAPITAL MANAGEMENT#1105 · 243 sh | 243 | $208.5K | <0.01% | New |
| 1106 | PREVAIL INNOVATIVE WEALTH ADVISORS#1106 · 242 sh | 242 | $207.7K | — | New |
| 1107 | Ironwood Investment Counsel#1107 · 242 sh | 242 | $207.7K | 0.03% | -50.6% |
| 1108 | Income Insurance Ltd#1108 · 240 sh | 240 | $205.9K | — | New |
| 1109 | Kiker Wealth Management#1109 · 239 sh | 239 | $205.1K | 0.08% | New |
| 1110 | Signet Private Wealth#1110 · 239 sh | 239 | $205.1K | 0.16% | New |
| 1111 | Five Oceans Advisors#1111 · 238 sh | 238 | $204.2K | — | New |
| 1112 | 1ST SOURCE BANK#1112 · 237 sh | 237 | $203.4K | <0.01% | New |
| 1113 | Intesa Sanpaolo Wealth Management#1113 · 236 sh | 236 | $202.5K | 0.04% | New |
| 1114 | WESBANCO BANK#1114 · 236 sh | 236 | $202.5K | <0.01% | New |
| 1115 | Facet Wealth#1115 · 235 sh | 235 | $201.6K | <0.01% | New |
| 1116 | Fiduciary Alliance#1116 · 234 sh | 234 | $200.9K | — | New |
| 1117 | PERSONAL CFO SOLUTIONS#1117 · 234 sh | 234 | $200.4K | 0.03% | New |
| 1118 | Cedar Mountain Advisors#1118 · 229 sh | 229 | $196.5K | — | 0.0% |
| 1119 | EASTERN BANK#1119 · 220 sh | 220 | $188.8K | — | New |
| 1120 | Compagnie Lombard Odier SCmA#1120 · 213 sh | 213 | $182.8K | <0.01% | 0.0% |
| 1121 | ONEFUND#1121 · 209 sh | 209 | $179.3K | 0.10% | +7.2% |
| 1122 | HighMark Wealth Management#1122 · 200 sh | 200 | $171.6K | 0.06% | 0.0% |
| 1123 | Migdal Insurance & Financial Ltd.#1123 · 195 sh | 195 | $167.3K | <0.01% | -99.0% |
| 1124 | Capula Management Ltd#1124 · 191 sh | 191 | $163.9K | <0.01% | New |
| 1125 | GW&K Investment Management#1125 · 186 sh | 186 | $160.0K | <0.01% | +195.2% |
| 1126 | CARY STREET PARTNERS INVESTMENT ADVISORY#1126 · 185 sh | 185 | $158.7K | 0.03% | +49.2% |
| 1127 | Capital Advisors, Ltd.#1127 · 183 sh | 183 | $157.0K | 0.02% | +7.6% |
| 1128 | StrongBox Wealth#1128 · 182 sh | 182 | $156.2K | 0.04% | New |
| 1129 | Noble Wealth Management PBC#1129 · 182 sh | 182 | $156.2K | — | 0.0% |
| 1130 | Fox Hill Wealth Management#1130 · 18,000 sh | 18,000 | $155.5K | 0.06% | 0.0% |
| 1131 | Pinnacle Wealth Planning Services#1131 · 175 sh | 175 | $150.2K | 0.01% | +80.4% |
| 1132 | FIRST COMMUNITY NA#1132 · 173 sh | 173 | $148.4K | — | New |
| 1133 | Rossby Financial, LCC#1133 · 166 sh | 166 | $142.4K | 0.03% | +112.8% |
| 1134 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#1134 · 162 sh | 162 | $139.0K | <0.01% | New |
| 1135 | Harel Insurance Investments & Financial Services Ltd.#1135 · 159 sh | 159 | $136.0K | <0.01% | New |
| 1136 | SUMITOMO MITSUI FINANCIAL GROUP#1136 · 150 sh | 150 | $128.7K | <0.01% | New |
| 1137 | Steigerwald, Gordon & Koch#1137 · 150 sh | 150 | $128.7K | 0.01% | 0.0% |
| 1138 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#1138 · 150 sh | 150 | $128.7K | 0.04% | New |
| 1139 | Carolina Wealth Advisors#1139 · 143 sh | 143 | $122.7K | — | +62.5% |
| 1140 | Kemnay Advisory Services#1140 · 141 sh | 141 | $121.0K | 0.02% | +24.8% |
| 1141 | PALLADIEM#1141 · 140 sh | 140 | $120.1K | 0.12% | New |
| 1142 | Vanguard National#1142 · 127 sh | 127 | $109.0K | <0.01% | 0.0% |
| 1143 | Institute for Wealth Management#1143 · 108 sh | 108 | $92.7K | <0.01% | New |
| 1144 | Versant Capital Management#1144 · 106 sh | 106 | $91.0K | — | +39.5% |
| 1145 | Fourth Dimension Wealth#1145 · 106 sh | 106 | $91.0K | 0.03% | -62.4% |
| 1146 | Clearstead Advisors#1146 · 105 sh | 105 | $90.1K | <0.01% | -73.4% |
| 1147 | HM PAYSON#1147 · 105 sh | 105 | $90.1K | <0.01% | +133.3% |
| 1148 | Basecamp Wealth Advisors#1148 · 104 sh | 104 | $89.2K | 0.02% | +5.1% |
| 1149 | Gladstone Capital Management LLP#1149 · 100 sh | 100 | $85.8K | <0.01% | 0.0% |
| 1150 | Ramirez Asset Management#1150 · 100 sh | 100 | $85.8K | <0.01% | -33.3% |
| 1151 | Hilton Head Capital Partners#1151 · 100 sh | 100 | $85.8K | — | +185.7% |
| 1152 | Accent Capital Management#1152 · 97 sh | 97 | $83.2K | 0.04% | New |
| 1153 | HRT FINANCIAL#1153 · 96,400 sh | 96,400 | $82.7K | <0.01% | -61.8% |
| 1154 | Bayforest Capital Ltd#1154 · 91 sh | 91 | $78.1K | 0.07% | New |
| 1155 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#1155 · 97 sh | 97 | $77.7K | <0.01% | +19.8% |
| 1156 | True Wealth Design#1156 · 90 sh | 90 | $77.2K | — | +36.4% |
| 1157 | Prestige Wealth Management Group#1157 · 89 sh | 89 | $76.4K | 0.01% | +7.2% |
| 1158 | SHP Wealth Management#1158 · 75 sh | 75 | $64.2K | <0.01% | +44.2% |
| 1159 | SJS Investment Consulting#1159 · 73 sh | 73 | $62.6K | — | +15.9% |
| 1160 | Owl Creek Wealth Partners#1160 · 72 sh | 72 | $61.8K | — | +20.0% |
| 1161 | Hilltop National Bank#1161 · 71 sh | 71 | $60.9K | — | +26.8% |
| 1162 | Washington Advisors#1162 · 71 sh | 71 | $60.5K | — | New |
| 1163 | TD PRIVATE CLIENT WEALTH#1163 · 66 sh | 66 | $56.6K | <0.01% | +144.4% |
| 1164 | Financial Perspectives#1164 · 66 sh | 66 | $56.6K | 0.01% | 0.0% |
| 1165 | CVA Family Office#1165 · 65 sh | 65 | $55.8K | <0.01% | +550.0% |
| 1166 | CREATIVE FINANCIAL DESIGNS#1166 · 65 sh | 65 | $55.8K | <0.01% | +1200.0% |
| 1167 | WealthCollab#1167 · 63 sh | 63 | $54.1K | 0.02% | 0.0% |
| 1168 | HARBOR INVESTMENT ADVISORY#1168 · 62 sh | 62 | $53.2K | — | +1140.0% |
| 1169 | Kozak & Associates#1169 · 66 sh | 66 | $52.9K | <0.01% | 0.0% |
| 1170 | BOCHK Asset Management Ltd#1170 · 61 sh | 61 | $52.3K | <0.01% | New |
| 1171 | Wiser Advisor Group#1171 · 61 sh | 61 | $52.3K | 0.06% | 0.0% |
| 1172 | AdvisorNet Financial#1172 · 60 sh | 60 | $51.5K | — | +87.5% |
| 1173 | WS Portfolio Advisory#1173 · 60 sh | 60 | $51.5K | — | New |
| 1174 | Mowery & Schoenfeld Wealth Management#1174 · 60 sh | 60 | $51.5K | 0.07% | New |
| 1175 | Grove Bank#1175 · 56 sh | 56 | $48.1K | — | +24.4% |
| 1176 | BLUE BELL PRIVATE WEALTH MANAGEMENT#1176 · 55 sh | 55 | $47.2K | <0.01% | +19.6% |
| 1177 | Vision Retirement#1177 · 54 sh | 54 | $46.3K | 0.01% | +100.0% |
| 1178 | Gen-Wealth Partners#1178 · 53 sh | 53 | $45.5K | 0.01% | New |
| 1179 | Dogwood Wealth Management#1179 · 53 sh | 53 | $45.5K | 0.02% | +10.4% |
| 1180 | Close Asset Management Ltd#1180 · 53 sh | 53 | $45.0K | <0.01% | New |
| 1181 | WPG Advisers#1181 · 51 sh | 51 | $43.8K | 0.03% | +628.6% |
| 1182 | Crewe Advisors#1182 · 50 sh | 50 | $42.9K | <0.01% | +13.6% |
| 1183 | Corsicana#1183 · 50 sh | 50 | $42.9K | 0.02% | New |
| 1184 | TOTH FINANCIAL ADVISORY#1184 · 50 sh | 50 | $42.9K | — | +127.3% |
| 1185 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#1185 · 49 sh | 49 | $42.0K | <0.01% | New |
| 1186 | ACTION POINT FINANCIAL PLANNING#1186 · 50 sh | 50 | $42.0K | <0.01% | New |
| 1187 | Keating Financial Advisory Services#1187 · 48 sh | 48 | $41.2K | <0.01% | +37.1% |
| 1188 | FIRST HORIZON NATIONAL#1188 · 48 sh | 48 | $41.2K | — | +77.8% |
| 1189 | MEEDER ASSET MANAGEMENT#1189 · 47 sh | 47 | $40.3K | <0.01% | -47.8% |
| 1190 | FARMERS & MERCHANTS INVESTMENTS#1190 · 45 sh | 45 | $38.6K | — | -10.0% |
| 1191 | Golden State Equity Partners#1191 · 45 sh | 45 | $38.6K | 0.10% | -94.3% |
| 1192 | Salomon & Ludwin#1192 · 47 sh | 47 | $37.7K | <0.01% | 0.0% |
| 1193 | CHILTON CAPITAL MANAGEMENT#1193 · 43 sh | 43 | $36.9K | <0.01% | 0.0% |
| 1194 | 1248 Management#1194 · 42 sh | 42 | $36.0K | 0.01% | New |
| 1195 | Fortitude Family Office#1195 · 41 sh | 41 | $35.2K | — | +10.8% |
| 1196 | Pinnacle Bancorp#1196 · 40 sh | 40 | $34.3K | — | New |
| 1197 | JFS WEALTH ADVISORS#1197 · 38 sh | 38 | $32.6K | <0.01% | +2.7% |
| 1198 | Bare Financial Services#1198 · 37 sh | 37 | $31.7K | <0.01% | +8.8% |
| 1199 | MARSHALL INVESTMENT MANAGEMENT#1199 · 35 sh | 35 | $30.0K | 0.01% | 0.0% |
| 1200 | Moisand Fitzgerald Tamayo#1200 · 34 sh | 34 | $29.2K | — | +13.3% |
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.