LTBR

Lightbridge Corp Cross-source read$7.02 4.36%
MaterialsCUSIP 53224K302· EOD Sep 11, 2026

Among active 13F managers last quarter, 16 opened and 10 added, while 11 reduced; the largest holder to move was Exchange Traded Concepts, LLC (+3.3%). Over the last 180 days, 3 insiders sold and none bought, a net -$172K in open-market trades.

Tracked 13F holders
125
48 in Q2 2026 filings
13F value (tracked)
$146.8M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
26 adding · 11 trimming
Insiders · Form 4 open-market, 180d
0 buying · 3 selling · -$172K
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$7.02 4.36%5Y +34.7%
$0.28$7.65$15.02$22.38$29.75202120222023202420252026333232333343455527372126818923102318263713316132
Hover for who · click for detailEnd-of-day closing prices52w $7.02 – $27.72

Who owns LTBR?

125 tracked 13F filers · ranked by shares held

125 tracked 13F filers disclose a position in LTBR as of the latest SEC 13F filings, a combined $146.8M in reported value. 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.

#FundSharesPosition valueLast moveAs ofHistory
1State Street Corp2.8M
$24.9M
+19%
Added · +448K sh
Q2 2026
2BlackRock, Inc.2.6M
$22.6M
+23%
Added · +480K sh
Q2 2026
3Vanguard Capital Management LLC1.5M
$13.1M
+8.8%
Added · +121K sh
Q2 2026
4BNP Paribas Financial Markets1.4M
$15.1M
+462%
Added · +1.2M sh
Q1 2026
5Exchange Traded Concepts, LLC1.1M
$9.8M
+3.3%
Added · +36K sh
Q2 2026
6Geode Capital Management, LLC877K
$7.7M
+21%
Added · +153K sh
Q2 2026
7Renaissance Technologies LLC654K
$7.0M
+21%
Added · +115K sh
Q1 2026
8UBS Group AG637K
$6.8M
−6.5%
Reduced · −44K sh
Q1 2026
9Nuveen, LLC279K
$3.0M
−14%
Reduced · −46K sh
Q1 2026
10Northern Trust Corp253K
$2.7M
+6.9%
Added · +16K sh
Q1 2026
11Millennium Management LLC235K
$2.5M
−0.6%
Reduced · −1K sh
Q1 2026
12Vanguard Portfolio Management LLC230K
$2.0M
+7.2%
Added · +15K sh
Q2 2026
13Vanguard Fiduciary Trust Co222K
$1.9M
−2.5%
Reduced · −6K sh
Q2 2026
14Tortoise Investment Management, LLC216K
$1.9M
Held
Q2 2026
15Morgan Stanley190K
$2.0M
−50%
Reduced · −187K sh
Q1 2026
16Two Sigma Investments, LP143K
$1.5M
−33%
Reduced · −72K sh
Q1 2026
17Balyasny Asset Management L.P.125K
$1.3M
New
+125K sh
Q1 2026
18Trexquant Investment LP109K
$958K
New
+109K sh
Q2 2026
19Marshall Wace, LLP105K
$1.1M
New
+105K sh
Q1 2026
20Susquehanna International Group, LLP88K
$939K
−69%
Reduced · −197K sh
Q1 2026
21Charles Schwab Investment Management Inc86K
$915K
−2.0%
Reduced · −2K sh
Q1 2026
22Themes Management Co LLC85K
$745K
+29%
Added · +19K sh
Q2 2026
23Inspire Investing, LLC77K
$681K
+57%
Added · +28K sh
Q2 2026
24Geneos Wealth Management Inc.73K
$639K
+0.6%
Added · +450 sh
Q2 2026
25Foundations Investment Advisors, LLC70K
$619K
Held
Q2 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.

Is LTBR being bought or sold by institutions?

Last quarter, 16 funds opened a new position in LTBR and 10 added to an existing one, while 11 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
16
funds took a first position
Added
10
added to an existing position
Reduced
11
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own LTBR also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA61 funds$172.8B
Microsoft CorpMSFT60 funds$96.2B
Amazon.com IncAMZN60 funds$74.2B
Broadcom IncAVGO60 funds$69.9B
Apple IncAAPL59 funds$123.9B
Alphabet Inc-CL AGOOGL59 funds$75.5B
Meta Platforms Inc-Class AMETA59 funds$42.2B
Tesla IncTSLA59 funds$32.3B
Berkshire Hathaway Inc-CL BBRK/B59 funds$16.8B
General ElectricGE59 funds$15.1B
JPMorgan Chase & CoJPM58 funds$25.6B
Visa Inc-Class A SharesV58 funds$23.3B

Ranked by how many of LTBR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LTBR.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$172K
3 insiders
Net · 180d
-$172K
5 open-market transactions
DateInsiderRoleActionSharesValue
Sep 1, 2026Chakraborty SwetaDirectorSell (S)717$5K
Aug 11, 2026Tobin Mark RobertDirectorSell (S)15K$135K
Jul 1, 2026Chakraborty SwetaDirectorSell (S)1K$11K
Jul 1, 2026Goodman SherriDirectorSell (S)1K$10K
Jun 22, 2026Goodman SherriDirectorSell (S)1K$11K
Jan 29, 2026Mushakov AndreyEVP, Nuclear OperationsSell (S)
3 lots, same day
30K$502K
Jan 15, 2026Goldman LarryCFOSell (S)6K$115K
Jan 14, 2026Goldman LarryCFOSell (S)3K$45K
Jan 9, 2026Funches Jesse L.DirectorSell (S)1K$25K
Jan 6, 2026Chakraborty SwetaDirectorSell (S)1K$20K
Jan 2, 2026Chakraborty SwetaDirectorSell (S)2K$25K
Dec 16, 2025Goldman LarryCFOSell (S)5K$79K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
3137
Insiders
Form 4 open-market
03-$172K
US House
STOCK Act trades
00$0
Sector rotation
LTBR is in Materials, which smart money is rotating OUT OF
$8.5B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

48 tracked filers in Q2 2026 filingsstill filing
064128Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $50.1M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
LTBRthis pagecs125 funds$146.8M
53224K104COMMON STOCK1 funds$2

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 most recent

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Connected entities for LTBR

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Ask your agent what changed in LTBR

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/LTBR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for LTBR.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LTBR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.