LYTS · Lsi Industries Inc · Shareholders & Ownership

$20.27 +0.34 (+1.71%) At close · Oct 23

Russell 2000 member Rebalance outlook locked

Market Cap

$755.29M

37.26M

Volume · Oct 23 330.15K Avg daily vol (3M) 380.19K

Every disclosed holder of LYTS in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns LYTS

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	176	33,328,812	89.45%	Yes
Insiders (Forms 3, 4, 5)	9	920,153	2.47%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	3,012,371	8.08%	Rest
Registered funds (N-PORT, not summed)	209	13,282,608	35.65%	No

Shares outstanding: 37,261,336, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of LYTS

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,986,196	10.70%	+3,777,681	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,986,196	10.70%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.2	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	1,492,141	4.00%	+1,206,150	Jul 31, 2026	Fidelity Puritan Trust, not summed
1.3	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	365,677	0.98%	+92,846	Jul 31, 2026	Fidelity Salem Street Trust, not summed
1.4	Fidelity Low-Priced Stock K6 Fund Fund S000057291 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	269,816	0.72%	+217,855	Jul 31, 2026	Fidelity Puritan Trust, not summed
1.5	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	190,700	0.51%	—	May 31, 2026	Fidelity Rutland Square Trust II, not summed
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,713,253	7.28%	+591,702	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,568,025	6.89%	+598,153	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	859,255	2.31%	+185,481	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	255,825	0.69%	+86,763	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	112,826	0.30%	+43,136	Jun 30, 2026	iShares Trust, not summed
2.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	62,767	0.17%	+17,257	Jun 30, 2026	Quantitative Master Series LLC, not summed
3	SYSTEMATIC FINANCIAL MANAGEMENT LP 13F CIK 1085936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,378,908	6.38%	-124,240	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	SYSTEMATIC FINANCIAL MANAGEMENT LP 13G CIK 1085936 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,378,909	6.38%	-179,800	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,836,591	4.93%	+318,242	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	ROYCE & ASSOCIATES LP 13G CIK 906304 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(d), exempt investor, not summed	1,836,591	4.93%	—	Jun 30, 2026	Rule 13d-1(d), exempt investor, not summed
4.2	Royce Small-Cap Opportunity Fund Fund S000009512 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	398,620	1.07%	+111,030	Jun 30, 2026	ROYCE FUND, not summed
4.3	Royce Micro-Cap Fund Fund S000009506 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	142,006	0.38%	+8,631	Jun 30, 2026	ROYCE FUND, not summed
4.4	Royce Capital Fund - Micro-Cap Portfolio Fund S000009496 · Registered fund · Jun 30, 2026 ROYCE CAPITAL FUND, not summed	46,424	0.12%	+3,754	Jun 30, 2026	ROYCE CAPITAL FUND, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,556,802	4.18%	+94,413	Jun 30, 2026	carried, not yet filed for the newest quarter
6	AltraVue Capital, LLC 13F CIK 1740837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,391,553	3.73%	-62,310	Jun 30, 2026	carried, not yet filed for the newest quarter
7	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,372,841	3.68%	+70,033	Jun 30, 2026	carried, not yet filed for the newest quarter
8	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,366,433	3.67%	-97,689	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	196,763	0.53%	-25,385	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.2	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	171,351	0.46%	-89,148	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	163,455	0.44%	-1,999	Jul 31, 2026	Dimensional ETF Trust, not summed
8.4	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	92,385	0.25%	-39,795	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.5	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	89,288	0.24%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,098,589	2.95%	+17,700	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,013,342	2.72%	+39,514	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Thrivent Small-Mid Cap Equity ETF Fund S000075337 · Registered fund · Jun 30, 2026 Thrivent ETF Trust, not summed	1,013,342	2.72%	+40,452	Jun 30, 2026	Thrivent ETF Trust, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	908,007	2.44%	+184,019	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	802,988	2.16%	+17,819	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Juniper Investment Company, LLC 13F CIK 1794034 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	781,399	2.10%	+10,650	Jun 30, 2026	carried, not yet filed for the newest quarter
14	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	779,806	2.09%	+151,464	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	9,800	0.03%	-200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
14.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	848	0.00%	+191	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
14.3	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	181	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
15	Owls Nest Partners IA, LLC 13F CIK 1845806 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	728,895	1.96%	+728,895	Jun 30, 2026	carried, not yet filed for the newest quarter
16	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	708,793	1.90%	+34,980	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Kennedy Capital ESG SMID Cap Fund Fund S000063803 · Registered fund · Jun 30, 2026 INVESTMENT MANAGERS SERIES TRUST II, not summed	42,143	0.11%	+11,709	Jun 30, 2026	INVESTMENT MANAGERS SERIES TRUST II, not summed
17	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	604,122	1.62%	-183,830	Jun 30, 2026	carried, not yet filed for the newest quarter
18	WealthTrust Axiom LLC 13F CIK 1425949 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	569,344	1.53%	-6,990	Jun 30, 2026	carried, not yet filed for the newest quarter
19	ROYCE SMALL-CAP TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE SMALL-CAP TRUST, INC., not summed	496,657	1.33%	—	Jun 30, 2026	ROYCE SMALL-CAP TRUST, INC., not summed
19.1	ROYCE MICRO-CAP TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE MICRO-CAP TRUST, INC., not summed	305,513	0.82%	—	Jun 30, 2026	ROYCE MICRO-CAP TRUST, INC., not summed
20	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	423,075	1.14%	+74,917	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	Legato Capital Management LLC 13F CIK 1442641 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	395,601	1.06%	+2,689	Jun 30, 2026	carried, not yet filed for the newest quarter
22	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	340,824	0.91%	+55,402	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	First Eagle Small Cap Opportunity Fund Fund S000072438 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	295,527	0.79%	+22,090	Jul 31, 2026	First Eagle Funds, not summed
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	326,589	0.88%	+77,558	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	16,645	0.04%	+4,458	Jun 30, 2026	Northern Funds, not summed
23.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,507	0.02%	+4,368	Jun 30, 2026	Northern Funds, not summed
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	326,583	0.88%	+47,479	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	148,140	0.40%	-2,398	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	81,637	0.22%	+21,267	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.3	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	25,245	0.07%	-13,871	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	20,912	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	17,500	0.05%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	319,911	0.86%	+4,900	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Pinnacle Financial Partners, Inc. 13F CIK 2082866 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	318,197	0.85%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
27	THOMPSON SIEGEL & WALMSLEY LLC 13F CIK 1008322 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	300,965	0.81%	-4,000	Jun 30, 2026	carried, not yet filed for the newest quarter
28	G2 Investment Partners Management LLC 13F CIK 1593404 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	300,000	0.81%	-130,185	Jun 30, 2026	carried, not yet filed for the newest quarter
29	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	294,034	0.79%	+83,100	Jun 30, 2026	carried, not yet filed for the newest quarter
30	ESSEX INVESTMENT MANAGEMENT CO LLC 13F CIK 201772 · Registered investment adviser · Sep 30, 2026	287,681	0.77%	-8,139	Sep 30, 2026
31	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	271,288	0.73%	+70,897	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Archon Capital Management LLC 13F CIK 1398825 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	263,480	0.71%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Boston Partners Small Cap Value Fund II Fund S000001094 · Registered fund · May 31, 2026 RBB Fund, Inc., not summed	254,704	0.68%	+35,809	May 31, 2026	RBB Fund, Inc., not summed
34	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	254,334	0.68%	+40,643	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	234,465	0.63%	+746	Jun 30, 2026	carried, not yet filed for the newest quarter
36	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	220,352	0.59%	+42,984	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	First Trust Dow Jones Select MicroCap Index Fund Fund S000010772 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	121,842	0.33%	+22,845	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
36.2	First Trust NASDAQ Clean Edge Green Energy Index Fund Fund S000015169 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	90,929	0.24%	+15,429	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
37	Clark James Anthony Insider CIK 1756328 · Sep 30, 2026 Director, CEO and President, issuer-wide	218,855	0.59%	0	Sep 30, 2026	Director, CEO and President, issuer-wide
38	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	203,140	0.55%	-55,591	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	39,882	0.11%	+4,829	May 31, 2026	Goldman Sachs ETF Trust, not summed
38.2	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	9,973	0.03%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
38.3	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	6,452	0.02%	-505	Jul 31, 2026	Goldman Sachs Trust II, not summed
38.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	4,794	0.01%	-2,414	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
39	DIAMOND HILL CAPITAL MANAGEMENT INC 13F CIK 1217541 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	200,317	0.54%	+40,656	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	DIAMOND HILL SMALL CAP FUND Fund S000003154 · Registered fund · Jun 30, 2026 Diamond Hill Funds, not summed	107,198	0.29%	+18,537	Jun 30, 2026	Diamond Hill Funds, not summed
40	GLOBEFLEX CAPITAL L P 13F CIK 921531 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	195,394	0.52%	+1,544	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	190,167	0.51%	+76,910	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Allspring Small Company Value Portfolio Fund S000007553 · Registered fund · Jul 31, 2026 ALLSPRING MASTER TRUST, not summed	98,637	0.26%	+12,598	Jul 31, 2026	ALLSPRING MASTER TRUST, not summed
42	Galeese James E Insider CIK 1708704 · Sep 30, 2026 Executive VP; CFO, issuer-wide	185,962	0.50%	+106,036	Sep 30, 2026	Executive VP; CFO, issuer-wide
43	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	185,141	0.50%	+162,074	Jun 30, 2026	carried, not yet filed for the newest quarter
44	North Star Investment Management Corp. 13F CIK 1342857 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	183,463	0.49%	-93,000	Jun 30, 2026	carried, not yet filed for the newest quarter
45	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 13F CIK 1238990 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	167,579	0.45%	+167,579	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Ophir Asset Management Pty Ltd 13F CIK 1844640 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	165,878	0.45%	-573,506	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	164,170	0.44%	-135,830	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Phocas Financial Corp. 13F CIK 1356783 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	163,716	0.44%	-8,474	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Connor, Clark & Lunn Investment Management Ltd. 13F CIK 1596800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	150,739	0.40%	+50,165	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Transamerica Small/Mid Cap Value Fund S000007801 · Registered fund · Jul 31, 2026 TRANSAMERICA FUNDS, not summed	143,100	0.38%	-15,650	Jul 31, 2026	TRANSAMERICA FUNDS, not summed

44 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 763532 CUSIP 50216C108 13F (30d) 16 filings 16 filers Visit website Investor relations