| 429K |
| $2.7M |
| -0.1% |
| 3.402% |
| 0.00% |
| 4 | BlackRock, Inc. | 269K | $1.7M | -65.1% | 2.129% | 0.00% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 266K | $1.7M | +102.6% | 2.107% | 0.00% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 256K | $1.6M | -7.2% | 2.031% | 0.00% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 230K | $1.4M | +4.9% | 1.822% | 0.00% |
| 8 | JANE STREET GROUP, LLC | 204K | $1.3M | — | 1.614% | 0.00% |
| 9 | CITADEL ADVISORS LLC | 172K | $1.1M | +125.4% | 1.367% | 0.00% |
| 10 | AMERICAN CENTURY COMPANIES INC | 144K | $901K | +38.0% | 1.145% | 0.00% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 121K | $754K | -53.7% | 0.958% | 0.00% |
| 12 | AQR CAPITAL MANAGEMENT LLC | 113K | $706K | -27.5% | 0.897% | 0.00% |
| 13 | GOLDMAN SACHS GROUP INC | 111K | $692K | -40.1% | 0.879% | 0.00% |
| 14 | Advyzon Investment Management, LLC | 86K | $536K | -20.7% | 0.680% | 0.04% |
| 15 | Indivisible Partners | 84K | $525K | -21.2% | 0.667% | 0.03% |
| 16 | PERKINS CAPITAL MANAGEMENT INC | 75K | $471K | 0.0% | 0.598% | 0.35% |
| 17 | MILLENNIUM MANAGEMENT LLC | 70K | $439K | — | 0.557% | 0.00% |
| 18 | MORGAN STANLEY | 65K | $407K | -28.8% | 0.517% | 0.00% |
| 19 | BARCLAYS PLC | 65K | $405K | +6.6% | 0.514% | 0.00% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 64K | $401K | -5.0% | 0.509% | 0.00% |
| 21 | Qube Research & Technologies Ltd | 54K | $338K | — | 0.429% | 0.00% |
| 22 | STATE STREET CORP | 53K | $328K | -68.5% | 0.417% | 0.00% |
| 23 | BNP PARIBAS FINANCIAL MARKETS | 49K | $305K | -22.6% | 0.387% | 0.00% |
| 24 | TUDOR INVESTMENT CORP ET AL | 47K | $296K | — | 0.376% | 0.00% |
| 25 | SummerHaven Investment Management, LLC | 47K | $292K | 0.0% | 0.371% | 0.16% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in LFVN — a direct measure of their conviction.
| 51.17% |
| +18.66 pp |
| $89M |
| +34% |
| Q4 2024 | 76 | +17% | 32.51% | +1.90 pp | $67M | +57% |
| Q3 2024 | 65 | — | 30.61% | — | $42M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
14 institutions opened new positions in LFVN during Q2 2026, while 29 fully exited. 55 added to existing positions and 17 trimmed.
LFVN institutional ownership fell by 12.45 percentage points quarter-over-quarter, with a net change of -17 holders.
The top 10 institutions account for 74.3% of all reported 13F value in LFVN, and the top 25 account for 92.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
LifeVantage Corporation (LFVN) Institutional Ownership