Comparable stake leader
CITADEL ADVISORS LLC
SEC ownership of Lite Strategy, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001262104.
Disclosed value leader
Anson Funds Management LP
Comparable rows
3/50
Latest evidence
22 Oct 2026
- Public ticker
- LITS on Nasdaq
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
CITADEL ADVISORS LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
3 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
CITADEL ADVISORS LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
22 Oct 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001262104
- Issuer location
- San Diego, CA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Lite Strategy, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
CITADEL ADVISORS LLC
Disclosed value leader
Anson Funds Management LP
Comparable rows
3/50
Latest evidence
22 Oct 2026
13D/G
13F
3/4/5
Lead comparable stake: 3.9%
47 rows are not safely comparable across share classes.
13D/G row: CITADEL ADVISORS LLC
Showing 1-8 of 50 holder rows.
Quick read
CITADEL ADVISORS LLC leads the comparable SEC ownership view at 3.9%.
3 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens CITADEL ADVISORS LLC's linked filing trail.
Comparable ownership
Top 3
CITADEL ADVISORS LLC
3.9%
Anson Funds Management LP
3.7%
VANGUARD GROUP INC
2%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC |
13D/G
13F
Kenneth Griffin · Company
|
3.9%
Reported 13D/G
· 31 Dec 2025
|
$2,078,156
1,433,211 shares
|
-$2,628,382 | 31 Dec 2025 |
| Anson Funds Management LP |
3/4/5
13D/G
10%+ Owner
|
3.7%
Reported 13D/G
· 22 Jul 2025
|
$7,652,316
1,093,188 shares
|
— | 20 Oct 2023 |
| VANGUARD GROUP INC |
13D/G
The Vanguard Group
|
2%
Reported 13D/G
· 30 Sep 2025
|
$1,731,558
716,082 shares
|
$0 | 30 Sep 2025 |
| Alexander Schornstein |
3/4/5
10%+ Owner
|
—
denominator unverified
|
$5,034,560
3,674,862 shares
|
-$946,137 | 18 Dec 2025 |
| Funicular Funds, LP |
3/4/5
10%+ Owner
|
—
denominator unverified
|
$4,280,080
611,440 shares
|
— | 20 Oct 2023 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
—
denominator unverified
|
$1,150,556
1,247,350 shares
|
— | 30 Jun 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
—
denominator unverified
|
$942,184
1,021,892 shares
|
— | 30 Jun 2026 |
| Charles V Baltic III |
3/4/5
Director
|
—
mixed-class rows
|
$777,700
121,100 shares
mixed-class rows
|
— | 29 Sep 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$804,274.
Buys
$141,864
Insiders: 1
Sells
$946,137
Insiders: 1
Net
-$804,274
Shares: -583,511
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 107,100
Shares: 690,611
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 25,000 | 0 | $21,388 | $0 | +$21,388 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 82,100 | 690,611 | $120,476 | $946,137 | -$825,661 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 22 reporting-owner rows connected to Lite Strategy, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
22
Largest Forms 3/4/5 holder
Anson Funds Management LP
Net 12M change
-$804.27K
Full value: -$804,273 · USD · 12-month changeLatest report
22 Oct 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Anson Funds Management LP | 10%+ Owner | $7,652,316 | Mixed | 20 Oct 2023 | ||
| Alexander Schornstein | 10%+ Owner | $5,034,560 | -$946,137 | -16% | Filing P/S | 18 Dec 2025 |
| Funicular Funds, LP | 10%+ Owner | $4,280,080 | Mixed | 20 Oct 2023 | ||
| Charles V Baltic III | Director | $777,700 | Mixed | 29 Sep 2023 | ||
| Charles B. Lee | Director | $721,314 | Mixed | 03 Oct 2025 | ||
| Steven D. Wood | Director | $157,881 | Mixed | 15 Jul 2025 | ||
| James P. Flynn | Director | $106,937 | +$141,864 | +133% | Filing P/S | 22 Oct 2026 |
| Frederick W. Driscoll | Director | $4,106 | Mixed | 22 Oct 2026 | ||
| Nicholas Glover | Director | $2,760 | Market | 14 Nov 2025 | ||
| Thomas C. Reynolds | Director | $1,095 | Mixed | 15 Jul 2025 | ||
| Joshua Riezman | Director | Mixed | 22 Oct 2026 | |||
| Justin J. File | CEO, CFO and Secretary, Director | Mixed | 22 Oct 2026 | |||
| Tamar D. Howson | Director | Mixed | 29 Sep 2023 | |||
| Cheryl Cohen | Director | Mixed | 05 Jul 2022 | |||
| Kevan Clemens | Director | Mixed | 01 Jul 2021 | |||
| Christine Anna White | Director | Mixed | 05 Jul 2022 | |||
| Daniel P. Gold PhD | Director | Mixed | 29 Sep 2023 | |||
| Sujay Kango | Director | Mixed | 29 Sep 2023 | |||
| Brian G. Drazba | Chief Financial Officer | Mixed | 05 Jul 2022 | |||
| Taheer Datoo | Director | Mixed | 31 Oct 2023 |
Recent insider transactions for Lite Strategy, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Nicholas Glover | LITS | Stock Option (Right to Buy) | Award | 100,000 | 100,000 | 22 Oct 2026 | Direct | |||
| Justin J. File | LITS | Employee Stock Option (Right to Buy) | Award | 600,000 | 600,000 | 22 Oct 2026 | Direct | |||
| Frederick W. Driscoll | LITS | Stock Option (Right to Buy) | Award | 100,000 | 100,000 | 22 Oct 2026 | Direct | |||
| James P. Flynn | LITS | Stock Option (Right to Buy) | Award | 100,000 | 100,000 | 22 Oct 2026 | Direct | |||
| Joshua Riezman | LITS | Stock Option (Right to Buy) | Award | 100,000 | 100,000 | 22 Oct 2026 | Direct | |||
| James P. Flynn | LITS | Common Stock | Purchase | 25% | $21,388 | $0.8555 | 25,000 | 125,000 | 24 Jun 2026 | Direct |
| Justin J. File | LITS | Stock Option (Right to Buy) | Award | 252.8% | 455,000 | 635,000 | 12 Feb 2026 | Direct | ||
| James P. Flynn | MEIP | Common Stock | Purchase | 233.3% | $97,699 | $1.40 | 70,000 | 100,000 | 19 Dec 2025 | Direct |
| Alexander Schornstein | MEIP | Common Stock | Sale | -15.8% | -$946,137 | $1.37 | -690,611 | 3,674,862 | 18 Dec 2025 | Direct |
| James P. Flynn | MEIP | Common Stock | Purchase | 67.6% | $22,777 | $1.88 | 12,100 | 30,000 | 19 Nov 2025 | Direct |
| Justin J. File | MEIP | Stock Option (Right to Buy) | Award | 180,000 | 180,000 | 14 Nov 2025 | Direct | |||
| Nicholas Glover | MEIP | Stock Option (Right to Buy) | Award | 55,000 | 55,000 | 14 Nov 2025 | Direct | |||
| Frederick W. Driscoll | MEIP | Stock Option (Right to Buy) | Award | 55,000 | 55,000 | 14 Nov 2025 | Direct | |||
| Joshua Riezman | MEIP | Stock Option (Right to Buy) | Award | 65,000 | 55,000 | 14 Nov 2025 | Direct | |||
| James P. Flynn | MEIP | Stock Option (Right to Buy) | Award | 55,000 | 55,000 | 14 Nov 2025 | Direct |
* marks a reported price that did not pass the local price check.