This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LITE/capital-change-brief"
Use Arkolith's capital_change_brief for LITE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $5.5B | 7.8M | ▼−6.1% Reduced · −507K sh | Q1 2026 | |
| 2 | FMR LLC | $5.0B | 7.2M | ▼−23% Reduced · −2.1M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $3.3B | 4.6M | ▲New +4.6M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.6B | 3.7M | ▲New +3.7M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $2.1B | 3.0M | ▲+43% Added · +910K sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $1.9B | 2.9M | ▲+50% Added · +976K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $1.5B | 2.1M | ▲+51% Added · +715K sh | Q1 2026 | |
| 8 | UBS Group AG | $992.7M | 1.4M | ▼−11% Reduced · −170K sh | Q1 2026 | |
| 9 | WT Asset Management Ltd | $969.9M | 1.4M | ▲+177% Added · +882K sh | Q1 2026 | |
| 10 | PRICE T ROWE ASSOCIATES INC /MD/ | $920.6M | 1.3M | ▲+162% Added · +810K sh | Q1 2026 | |
| 11 | NORGES BANK | $474.5M | 1.3M | ▲+47% Added · +414K sh | Q4 2025 | |
| 12 | Value Aligned Research Advisors, LLC | $743.0M | 1.1M | ▼−9.8% Reduced · −115K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $722.1M | 1.0M | ▼−2.3% Reduced · −24K sh | Q1 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $684.5M | 974K | ▲+17% Added · +143K sh | Q1 2026 | |
| 15 | JANE STREET GROUP, LLC | $672.1M | 956K | ▲+12% Added · +102K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $626.0M | 891K | ▲+104% Added · +454K sh | Q1 2026 | |
| 17 | Marex Group plc | $602.4M | 857K | ▲New +857K sh | Q1 2026 | |
| 18 | Polar Capital Holdings Plc | $505.6M | 719K | ▼−30% Reduced · −310K sh | Q1 2026 | |
| 19 | SCHRODER INVESTMENT MANAGEMENT GROUP | $425.9M | 606K | ▲+249% Added · +433K sh | Q1 2026 | |
| 20 | FULLER & THALER ASSET MANAGEMENT, INC. | $413.0M | 588K | ▼−40% Reduced · −384K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $406.1M | 578K | ▲+2.0% Added · +12K sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $402.4M | 573K | ▼−2.1% Reduced · −12K sh | Q1 2026 | |
| 23 | JANUS HENDERSON GROUP PLC | $398.6M | 567K | ▲+163% Added · +352K sh | Q1 2026 | |
| 24 | BARCLAYS PLC | $390.8M | 556K | ▲+81% Added · +248K sh | Q1 2026 | |
| 25 | Nuveen, LLC | $384.3M | 547K | ▲+59% Added · +202K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2026 | Fletcher Pamela | Director | Grant (A) | 108 | $0 |
| Jul 15, 2026 | HERSCHER PENNY | Director | Grant (A) | 108 | $0 |
| Jul 15, 2026 | Johnson Julia Suzanne | Director | Grant (A) | 108 | $0 |
| Jul 15, 2026 | Lillie Brian | Director | Grant (A) | 108 | $0 |
| Jul 15, 2026 | Small Ian | Director | Grant (A) | 108 | $0 |
| Jul 15, 2026 | Thad Trent | Director | Grant (A) | 108 | $0 |
| Jun 2, 2026 | Harris Isaac Hosojiro | Director | Sell (S) | 1K | $1.4M |
| May 29, 2026 | Harris Isaac Hosojiro | Director | Sell (S) | 4K | $3.4M |
| May 29, 2026 | Harris Isaac Hosojiro | Director | Tax withholding (F) | 125 | $107K |
| May 29, 2026 | Harris Isaac Hosojiro | Director | Grant (A) | 258 | $0 |
| May 21, 2026 | Small Ian | Director | Sell (S) | 5K | $4.3M |
| May 18, 2026 | Retort Vincent | SEE REMARKS | Sell (S) | 3K | $3.0M |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 339 funds | $396.5B |
| AMAZON.COM INCAMZN | 330 funds | $212.2B |
| BROADCOM INCAVGO | 329 funds | $155.8B |
| MICROSOFT CORPMSFT | 326 funds | $273.4B |
| ALPHABET INC-CL AGOOGL | 326 funds | $181.7B |
| META PLATFORMS INC-CLASS AMETA | 323 funds | $114.2B |
| MICRON TECHNOLOGY INCMU | 318 funds | $38.5B |
| APPLE INCAAPL | 314 funds | $296.7B |
| ELI LILLY & COLLY | 305 funds | $75.4B |
| ALPHABET INC-CL CGOOG | 304 funds | $120.3B |
| JPMORGAN CHASE & COJPM | 304 funds | $69.0B |
| VISA INC-CLASS A SHARESV | 304 funds | $56.4B |
Ranked by how many of LITE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LITE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.