Lumentum Holdings Inc. (LITE) — Institutional Holders, Q2 2026 (page 13)
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 1,201 to 1,300. 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 1,201–1,300 of 1,340
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | MATHER GROUP#1201 · 34 sh | 34 | $29.2K | — | +1600.0% |
| 1202 | LifeSteps Financial#1202 · 34 sh | 34 | $29.2K | — | New |
| 1203 | Lloyd Advisory Services#1203 · 33 sh | 33 | $28.3K | 0.01% | -90.4% |
| 1204 | Silver Grove Financial Group#1204 · 31 sh | 31 | $26.6K | 0.01% | New |
| 1205 | Legacy Bridge#1205 · 30 sh | 30 | $25.7K | <0.01% | 0.0% |
| 1206 | James T. Borello RIA#1206 · 30 sh | 30 | $25.7K | — | 0.0% |
| 1207 | THURSTON, SPRINGER, MILLER, HERD & TITAK#1207 · 27 sh | 27 | $23.2K | — | -80.6% |
| 1208 | Avion Wealth#1208 · 26 sh | 26 | $22.0K | <0.01% | +18.2% |
| 1209 | Physician Wealth Advisors#1209 · 25 sh | 25 | $21.5K | — | +31.6% |
| 1210 | New England Capital Financial Advisors#1210 · 25 sh | 25 | $21.5K | <0.01% | 0.0% |
| 1211 | COMPASS FINANCIAL MANAGEMENT#1211 · 25 sh | 25 | $21.4K | <0.01% | — |
| 1212 | FINANCIAL CONSULATE#1212 · 24 sh | 24 | $20.6K | — | 0.0% |
| 1213 | Bell Investment Advisors#1213 · 24 sh | 24 | $20.6K | <0.01% | 0.0% |
| 1214 | Beaird Harris Wealth Management#1214 · 24 sh | 24 | $20.6K | <0.01% | New |
| 1215 | Atlantic Edge Private Wealth Management#1215 · 24 sh | 24 | $20.6K | — | New |
| 1216 | Manchester Capital Management#1216 · 22 sh | 22 | $18.9K | — | +10.0% |
| 1217 | Activest Wealth Management#1217 · 22 sh | 22 | $18.9K | — | -46.3% |
| 1218 | ST GERMAIN D J#1218 · 22 sh | 22 | $18.9K | <0.01% | 0.0% |
| 1219 | SouthState Bank#1219 · 21 sh | 21 | $18.0K | <0.01% | 0.0% |
| 1220 | Stone House Investment Management#1220 · 21 sh | 21 | $18.0K | — | 0.0% |
| 1221 | EFG International AG#1221 · 21 sh | 21 | $18.0K | <0.01% | +5.0% |
| 1222 | WEBSTER BANK, N. A.#1222 · 20 sh | 20 | $17.2K | <0.01% | New |
| 1223 | Signature Resources Capital Management#1223 · 20 sh | 20 | $17.2K | — | 0.0% |
| 1224 | NBH Bank#1224 · 20 sh | 20 | $17.2K | <0.01% | — |
| 1225 | SOA Wealth Advisors#1225 · 18 sh | 18 | $15.4K | <0.01% | New |
| 1226 | BAYBAN#1226 · 18 sh | 18 | $15.4K | 0.01% | 0.0% |
| 1227 | Covestor Ltd#1227 · 17 sh | 17 | $15.0K | <0.01% | -91.9% |
| 1228 | Altshuler Shaham Ltd#1228 · 17 sh | 17 | $14.6K | <0.01% | New |
| 1229 | Cromwell#1229 · 17 sh | 17 | $14.6K | <0.01% | +41.7% |
| 1230 | Cape Investment Advisory#1230 · 17 sh | 17 | $14.6K | — | New |
| 1231 | Catalyst Capital Advisors#1231 · 16 sh | 16 | $13.7K | <0.01% | New |
| 1232 | Quaker Wealth Management#1232 · 16 sh | 16 | $13.7K | — | 0.0% |
| 1233 | Princeton Global Asset Management#1233 · 16 sh | 16 | $13.7K | — | 0.0% |
| 1234 | High Note Wealth#1234 · 16 sh | 16 | $13.7K | <0.01% | -11.1% |
| 1235 | Aventura Private Wealth#1235 · 16 sh | 16 | $13.7K | <0.01% | New |
| 1236 | WORMSER FRERES GESTION#1236 · 16 sh | 16 | $13.7K | — | New |
| 1237 | Tripletail Wealth Management#1237 · 18 sh | 18 | $13.1K | 0.02% | New |
| 1238 | First Command Advisory Services#1238 · 15 sh | 15 | $12.9K | <0.01% | New |
| 1239 | Gleason Group#1239 · 15 sh | 15 | $12.9K | — | New |
| 1240 | Mosley Wealth Management#1240 · 15 sh | 15 | $12.9K | — | New |
| 1241 | SALEM INVESTMENT COUNSELORS#1241 · 15 sh | 15 | $12.9K | — | 0.0% |
| 1242 | Holos Integrated Wealth#1242 · 18 sh | 18 | $12.6K | — | New |
| 1243 | Marquette Asset Management#1243 · 14 sh | 14 | $12.0K | — | 0.0% |
| 1244 | GHP Investment Advisors#1244 · 13 sh | 13 | $11.2K | — | +160.0% |
| 1245 | Bogart Wealth#1245 · 13 sh | 13 | $11.2K | <0.01% | -77.6% |
| 1246 | BARTLETT & WEALTH MANAGEMENT#1246 · 13 sh | 13 | $11.2K | <0.01% | +160.0% |
| 1247 | Cornerstone Financial Management#1247 · 13 sh | 13 | $11.2K | <0.01% | +116.7% |
| 1248 | Cornerstone Planning Group#1248 · 13 sh | 13 | $10.8K | — | -13.3% |
| 1249 | EVOLUTION WEALTH MANAGEMENT#1249 · 12 sh | 12 | $10.3K | <0.01% | -96.2% |
| 1250 | HIGHLINE WEALTH PARTNERS#1250 · 12 sh | 12 | $10.3K | — | +9.1% |
| 1251 | Rialto Wealth Management#1251 · 11 sh | 11 | $9.4K | <0.01% | +37.5% |
| 1252 | EVERMAY WEALTH MANAGEMENT#1252 · 10 sh | 10 | $8.6K | <0.01% | New |
| 1253 | BERKSHIRE CAPITAL#1253 · 10 sh | 10 | $8.6K | <0.01% | -100.0% |
| 1254 | Strategic Wealth Partners, Ltd.#1254 · 10 sh | 10 | $8.6K | <0.01% | -87.3% |
| 1255 | CNB Bank#1255 · 10 sh | 10 | $8.6K | <0.01% | New |
| 1256 | Joseph Group Capital Management#1256 · 10 sh | 10 | $8.6K | <0.01% | New |
| 1257 | VIMA#1257 · 10 sh | 10 | $8.6K | — | — |
| 1258 | Quest 10 Wealth Builders#1258 · 10 sh | 10 | $8.6K | <0.01% | New |
| 1259 | Marshall & Sterling Wealth Advisors#1259 · 10 sh | 10 | $8.6K | <0.01% | New |
| 1260 | Signature Equity Partners#1260 · 10 sh | 10 | $8.6K | <0.01% | -75.0% |
| 1261 | RAFFA WEALTH MANAGEMENT#1261 · 9 sh | 9 | $7.7K | <0.01% | +80.0% |
| 1262 | DiNuzzo Private Wealth#1262 · 9 sh | 9 | $7.7K | — | +12.5% |
| 1263 | Hughes Financial Services#1263 · 9 sh | 9 | $7.7K | <0.01% | +12.5% |
| 1264 | Montgomery Financial Services#1264 · 9 sh | 9 | $7.7K | <0.01% | — |
| 1265 | BEACON INVESTMENT ADVISORY SERVICES#1265 · 8 sh | 8 | $6.9K | — | +60.0% |
| 1266 | CENTRAL#1266 · 8 sh | 8 | $6.9K | <0.01% | New |
| 1267 | AMERICAN NATIONAL BANK#1267 · 8 sh | 8 | $6.9K | — | -93.8% |
| 1268 | N.E.W. Advisory Services#1268 · 8 sh | 8 | $6.9K | <0.01% | 0.0% |
| 1269 | FWL INVESTMENT MANAGEMENT#1269 · 8 sh | 8 | $6.9K | <0.01% | +100.0% |
| 1270 | Wilmington Savings Fund Society, FSB#1270 · 8 sh | 8 | $6.9K | — | New |
| 1271 | JPL Wealth Management#1271 · 7 sh | 7 | $6.0K | <0.01% | -12.5% |
| 1272 | MV CAPITAL MANAGEMENT#1272 · 7 sh | 7 | $6.0K | <0.01% | -46.2% |
| 1273 | Acumen Wealth Advisors#1273 · 7 sh | 7 | $6.0K | <0.01% | New |
| 1274 | COUNTRY BANK#1274 · 7 sh | 7 | $6.0K | <0.01% | 0.0% |
| 1275 | Osbon Capital Management#1275 · 7 sh | 7 | $6.0K | <0.01% | 0.0% |
| 1276 | Retirement Wealth Solutions#1276 · 6 sh | 6 | $5.1K | — | 0.0% |
| 1277 | BAILLIE GIFFORD#1277 · 6 sh | 6 | $5.1K | 0.00% | New |
| 1278 | Hurley Capital#1278 · 6 sh | 6 | $5.1K | <0.01% | New |
| 1279 | Morse Asset Management#1279 · 6 sh | 6 | $5.1K | <0.01% | New |
| 1280 | Rosenberg Matthew Hamilton#1280 · 6 sh | 6 | $5.1K | — | New |
| 1281 | Aspect Partners#1281 · 6 sh | 6 | $5.1K | — | New |
| 1282 | Benson Wealth Management#1282 · 6 sh | 6 | $5.1K | <0.01% | New |
| 1283 | MANNING & NAPIER ADVISORS#1283 · 6 sh | 6 | $5.1K | <0.01% | New |
| 1284 | Asset Dedication#1284 · 5 sh | 5 | $4.3K | <0.01% | New |
| 1285 | Basepoint Wealth#1285 · 5 sh | 5 | $4.3K | <0.01% | New |
| 1286 | Torren Management#1286 · 5 sh | 5 | $4.3K | <0.01% | 0.0% |
| 1287 | Networth Advisors#1287 · 5 sh | 5 | $4.3K | <0.01% | New |
| 1288 | Ares Financial Consulting#1288 · 5 sh | 5 | $4.3K | — | New |
| 1289 | NBT BANK N A#1289 · 5 sh | 5 | $4.3K | — | -61.5% |
| 1290 | Darwin Wealth Management#1290 · 4 sh | 4 | $4.0K | <0.01% | 0.0% |
| 1291 | DecisionPoint Financial#1291 · 5 sh | 5 | $4.0K | <0.01% | 0.0% |
| 1292 | HAZLETT, BURT & WATSON#1292 · 5 sh | 5 | $4.0K | <0.01% | New |
| 1293 | Dunhill Financial#1293 · 4 sh | 4 | $4.0K | <0.01% | 0.0% |
| 1294 | ZRC WEALTH MANAGEMENT#1294 · 4 sh | 4 | $3.4K | — | New |
| 1295 | Kilter Group#1295 · 4 sh | 4 | $3.4K | <0.01% | +300.0% |
| 1296 | Clark Wealth Partners#1296 · 4 sh | 4 | $3.4K | — | New |
| 1297 | North Star Investment Management#1297 · 4 sh | 4 | $3.4K | <0.01% | 0.0% |
| 1298 | Continuum Advisory#1298 · 4 sh | 4 | $3.4K | <0.01% | New |
| 1299 | POM Investment Strategies#1299 · 4 sh | 4 | $3.4K | — | 0.0% |
| 1300 | WEST PACES ADVISORS#1300 · 4 sh | 4 | $3.4K | — | 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.