As of the latest SEC filings, Lite Strategy, Inc. (LITS) is held by 11 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $756,709.76 in market value, representing a significant portion of its portfolio.
Funds holding Lite Strategy, Inc. (LITS)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- LITS
- CIK:
- 0001262104
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $756,709.76 | 652,336 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $421,489.48 | 363,353 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $212,689.73 | 188,221 | Feb 28, 2026 | Apr 24, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $61,548.84 | 54,468 | Feb 28, 2026 | Apr 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $51,069.22 | 45,194 | Feb 28, 2026 | Apr 24, 2026 |
|
DLHAX
Nomura Healthcare Fund
|
MF | Independent / Boutique | 0.01% | $34,800.00 | 30,000 | Mar 31, 2026 | May 28, 2026 |
|
VBINX
VANGUARD BALANCED INDEX FUND
|
MF | Vanguard | 0.00% | $32,043.84 | 27,624 | Mar 31, 2026 | May 28, 2026 |
|
BXMYX
Blackstone Alternative Multi-Strategy Fund
|
MF | Independent / Boutique | 0.00% | $2,784.00 | 2,400 | Mar 31, 2026 | May 27, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $2,608.04 | 2,308 | Feb 28, 2026 | Apr 24, 2026 |
|
JAFEX
Total Stock Market Index Trust
|
MF | John Hancock | 0.00% | $1,108.96 | 956 | Mar 31, 2026 | May 29, 2026 |
|
GUG
Guggenheim Active Allocation Fund
|
CEF | Guggenheim | 0.00% | $37.29 | 33 | Feb 27, 2026 | Apr 29, 2026 |
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