LYTS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.0% ·
share flow +1.4% ·
net new positions -11.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 69 | -8 | 18.52M | $491.24M | +4 | −12 |
| Q1 2026 | 80 | +6 | 14.45M | $268.67M | +10 | −4 |
| Q4 2025 | 74 | -2 | 12.73M | $233.29M | — | −2 |
| Q3 2025 | 18 | +2 | 7.47M | $176.33M | +2 | — |
| Q2 2025 | 13 | +1 | 6.89M | $117.29M | +1 | — |
| Q1 2025 | 9 | -1 | 3.05M | $51.85M | — | −1 |
| Q4 2024 | 10 | 0 | 3.01M | $58.42M | — | — |
| Q3 2024 | 9 | 0 | 2.47M | $39.94M | — | — |
| Q2 2024 | 9 | — | 2.72M | $39.41M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Renaissance Technologies ✦ | 925.19K | +15.0% | $15.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 662.64K | +4.0% | $11.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 662.64K | +4.0% | $11.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 597.62K | -1.4% | $10.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wellington Management ✦ | 543.26K | -5.4% | $9.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 543.26K | -5.4% | $9.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Arrowstreet Capital ✦ | 151.34K | -25.4% | $2.57M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 61.11K | +26.7% | $1.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 61.11K | +26.7% | $1.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 61.11K | +26.7% | $1.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 61.11K | +26.7% | $1.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 61.11K | +26.7% | $1.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 57.15K | -22.1% | $971,567 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 57.15K | -22.1% | $971,567 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 26.80K | +3.5% | $456,000 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Millennium Management ✦ | 24.87K | +37.0% | $422,722 | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Two Sigma Investments | $340,530 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 187 holders, 29.48M shares, $523.11M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director · 1.30K sh @ 19.77 · $25,701
Director · 700 sh @ 19.65 · $13,755
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology