| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SYSTEMATIC FINANCIAL MANAGEMENT LP | $46.6M | 2.5M | ▼−2.0% Reduced · −51K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $39.5M | 2.1M | ▲+1.7% Added · +36K sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $27.2M | 1.5M | ▲+0.5% Added · +7K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $27.2M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 5 | RENAISSANCE TECHNOLOGIES LLC | $14.7M | 788K | ▼−2.0% Reduced · −16K sh | Q1 2026 | |
| 6 | Boston Partners | $14.6M | 785K | ▲+167% Added · +491K sh | Q1 2026 | |
| 7 | Juniper Investment Company, LLC | $14.3M | 771K | ▲+126% Added · +429K sh | Q1 2026 | |
| 8 | Ophir Asset Management Pty Ltd | $13.8M | 739K | ▲New +739K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $13.5M | 724K | ▼−5.1% Reduced · −39K sh | Q1 2026 | |
| 10 | KENNEDY CAPITAL MANAGEMENT LLC | $12.5M | 674K | ▲+65% Added · +266K sh | Q1 2026 | |
| 11 | STATE STREET CORP | $11.7M | 628K | ▲+2.6% Added · +16K sh | Q1 2026 | |
| 12 | G2 Investment Partners Management LLC | $8.0M | 430K | ▲+41% Added · +125K sh | Q1 2026 | |
| 13 | TWO SIGMA INVESTMENTS, LP | $6.2M | 334K | ▲+138% Added · +193K sh | Q1 2026 | |
| 14 | Pinnacle Financial Partners, Inc. | $5.9M | 318K | —Held | Q1 2026 | |
| 15 | NEW YORK STATE COMMON RETIREMENT FUND | $5.9M | 315K | —Held | Q1 2026 | |
| 16 | Hood River Capital Management LLC | $5.8M | 314K | ▲New +314K sh | Q1 2026 | |
| 17 | Alyeska Investment Group, L.P. | $5.6M | 300K | ▲New +300K sh | Q1 2026 | |
| 18 | First Eagle Investment Management, LLC | $5.3M | 285K | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.2M | 279K | ▲+1.0% Added · +3K sh | Q1 2026 | |
| 20 | SEI INVESTMENTS CO | $4.9M | 264K | ▲+260% Added · +191K sh | Q1 2026 | |
| 21 | Archon Capital Management LLC | $4.9M | 263K | ▲+34% Added · +67K sh | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $4.8M | 259K | ▲+63% Added · +100K sh | Q1 2026 | |
| 23 | NORTHERN TRUST CORP | $4.6M | 249K | ▲+2.4% Added · +6K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $4.3M | 234K | ▼−2.3% Reduced · −5K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $4.0M | 214K | ▲New +214K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 61 funds | $25.8B |
| AMAZON.COM INCAMZN | 58 funds | $20.6B |
| ALPHABET INC-CL AGOOGL | 58 funds | $16.5B |
| META PLATFORMS INC-CLASS AMETA | 58 funds | $13.3B |
| MICRON TECHNOLOGY INCMU | 58 funds | $5.7B |
| APPLE INCAAPL | 57 funds | $31.4B |
| MASTERCARD INC - AMA | 57 funds | $4.5B |
| ADVANCED MICRO DEVICESAMD | 57 funds | $3.4B |
| BANK OF AMERICA CORPBAC | 57 funds | $3.0B |
| TEXAS INSTRUMENTS INCTXN | 57 funds | $2.9B |
| LAM RESEARCH CORPLRCX | 57 funds | $2.7B |
| MORGAN STANLEYMS | 57 funds | $2.6B |
Ranked by how many of LYTS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 1, 2026 | OGARA WILFRED T | Director | Sell (S) | 10K | $250K |
| Jun 1, 2026 | OGARA WILFRED T | Director | Sell (S) | 10K | $250K |
| May 28, 2026 | Caneris Thomas A | EVP, HR and General Counsel | Sell (S) | 60K | $1.5M |
| May 28, 2026 | Caneris Thomas A | EVP, HR and General Counsel | Sell (S) | 8K | $198K |
| May 28, 2026 | Caneris Thomas A | EVP, HR and General Counsel | Sell (S) | 41K | $998K |
| May 28, 2026 | Galeese James E | Executive VP; CFO | Sell (S) | 38K | $932K |
| May 28, 2026 | Galeese James E | Executive VP; CFO | Sell (S) | 76K | $1.8M |
| May 28, 2026 | Galeese James E | Executive VP; CFO | Sell (S) | 23K | $549K |
| Sep 11, 2025 | Clark James Anthony | CEO and President, Director | Buy (S) | 30K | $677K |
| Sep 10, 2025 | Clark James Anthony | CEO and President, Director | Buy (S) | 220K | $5.0M |
| Sep 10, 2025 | Clark James Anthony | CEO and President, Director | Sell (S) | 39K | $889K |
| Sep 9, 2025 | Clark James Anthony | CEO and President, Director | Sell (S) | 211K | $4.8M |
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/LYTS/capital-change-brief"
Use Arkolith's capital_change_brief for LYTS. 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 LYTS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.