LIFEVANTAGE CORP (LFVN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
88
Reporting holders
$38.4M
Reported value
46.4%
Of shares outstanding
4.9%
Held as options
-15
Holder change
Institutions report 5,851,045 shares against 12,615,822 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (cy2026q1i).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CAPITAL MANAGEMENT CORP /VA | $11.7M | 1,878,411 | 1.76% | 8q | -23.1%-$3.5M |
| RENAISSANCE TECHNOLOGIES LLC | $4.2M | 669,418 | 0.01% | 31q | -22.9%-$1.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.7M | 429,203 | 0.00% | 2q | HELD |
| BlackRock, Inc. | $1.7M | 268,605 | 0.00% | 8q | -65.1%-$3.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 169,046 | 0.00% | 8q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $1.6M | 256,296 | 0.00% | 31q | -7.2%-$124.2K |
| ENVESTNET ASSET MANAGEMENT INC | $1.4M | 229,907 | 0.00% | 8q | +4.9%+$67.0K |
| JANE STREET GROUP, LLC | $1.3M | 138,056 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $1.1M | 99,791 | 0.00% | 8q | +30.4%+$251.1K |
| AMERICAN CENTURY COMPANIES INC | $901.0K | 144,386 | 0.00% | 24q | +38.0%+$247.9K |
| GEODE CAPITAL MANAGEMENT, LLC | $754.3K | 120,830 | 0.00% | 31q | -53.7%-$876.2K |
| AQR CAPITAL MANAGEMENT LLC | $706.4K | 113,203 | 0.00% | 4q | -27.5%-$267.7K |
| GOLDMAN SACHS GROUP INC | $691.8K | 110,864 | 0.00% | 7q | -40.1%-$463.3K |
| Advyzon Investment Management, LLC | $535.6K | 85,827 | 0.04% | 4q | -20.7%-$139.9K |
| Indivisible Partners | $525.3K | 84,185 | 0.03% | 3q | -21.2%-$141.5K |
| PERKINS CAPITAL MANAGEMENT INC | $470.9K | 75,458 | 0.35% | 30q | HELD |
| MILLENNIUM MANAGEMENT LLC | $438.8K | 70,324 | 0.00% | new | NEW |
| MORGAN STANLEY | $407.4K | 65,284 | 0.00% | 35q | -28.8%-$165.1K |
| BARCLAYS PLC | $405.0K | 64,901 | 0.00% | 31q | +6.5%+$24.9K |
| VANGUARD FIDUCIARY TRUST CO | $400.8K | 64,238 | 0.00% | 2q | -5.0%-$20.9K |
| Qube Research & Technologies Ltd | $337.9K | 54,146 | 0.00% | new | NEW |
| STATE STREET CORP | $328.2K | 52,591 | 0.00% | 29q | -68.5%-$714.8K |
| BNP PARIBAS FINANCIAL MARKETS | $304.6K | 48,813 | 0.00% | 31q | -22.6%-$89.0K |
| TUDOR INVESTMENT CORP ET AL | $295.9K | 47,423 | 0.00% | new | NEW |
| SummerHaven Investment Management, LLC | $292.2K | 46,821 | 0.16% | 4q | HELD |
| SIMPLEX TRADING, LLC | $251.8K | 16,453 | 0.00% | 3q | +602.8%+$216.0K |
| AE Wealth Management LLC | $221.3K | 35,458 | 0.00% | new | NEW |
| LPL Financial LLC | $212.3K | 34,029 | 0.00% | 5q | -9.9%-$23.5K |
| &PARTNERS | $206.7K | 33,125 | 0.00% | 7q | -14.7%-$35.5K |
| IMC-Chicago, LLC | $197.8K | options only | 0.00% | new | OPTIONS |
| Jain Global LLC | $187.7K | 30,084 | 0.00% | new | NEW |
| Cetera Investment Advisers | $183.6K | 29,419 | 0.00% | 8q | +20.1%+$30.7K |
| Point72 Asset Management, L.P. | $179.8K | 28,810 | 0.00% | new | NEW |
| Engineers Gate Manager LP | $168.5K | 27,009 | 0.00% | 6q | +109.7%+$88.2K |
| NORTHERN TRUST CORP | $155.9K | 24,978 | 0.00% | 31q | -72.6%-$412.7K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $146.8K | 23,524 | 0.00% | 16q | -54.9%-$178.5K |
| Empowered Funds, LLC | $146.8K | 23,524 | 0.00% | 13q | HELD |
| Scientech Research LLC | $92.7K | 14,858 | 0.08% | new | NEW |
| MML INVESTORS SERVICES, LLC | $90.5K | 14,500 | 0.00% | 6q | HELD |
| Callan Family Office, LLC | $81.7K | 13,097 | 0.00% | 2q | -18.5%-$18.5K |
| Bank of New York Mellon Corp | $77.6K | 12,436 | 0.00% | 31q | -62.9%-$131.7K |
| MARSHALL WACE, LLP | $75.5K | 12,107 | 0.00% | new | NEW |
| New England Professional Planning Group Inc. | $72.7K | 11,658 | 0.03% | 3q | +0.5% |
| Vanguard Personalized Indexing Management, LLC | $69.9K | 11,199 | 0.00% | 2q | +11.3%+$7.1K |
| GROUP ONE TRADING LLC | $65.5K | options only | 0.00% | 2q | OPTIONS |
| FMR LLC | $46.9K | 7,510 | 0.00% | 31q | +17.6%+$7.0K |
| Russell Investments Group, Ltd. | $39.6K | 6,349 | 0.00% | 10q | +13.9%+$4.8K |
| CITIGROUP INC | $37.8K | 6,059 | 0.00% | 7q | +898.2%+$34.0K |
| UBS Group AG | $35.8K | 5,745 | 0.00% | 12q | -91.4%-$381.8K |
| RHUMBLINE ADVISERS | $34.5K | 5,521 | 0.00% | 13q | -57.4%-$46.4K |
| ROYAL BANK OF CANADA | $29.0K | 4,768 | 0.00% | 31q | -11.0%-$3.6K |
| Arax Advisory Partners | $28.0K | 4,492 | 0.00% | 6q | +331.9%+$21.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $23.8K | 3,822 | 0.00% | new | NEW |
| TD Waterhouse Canada Inc. | $20.2K | 3,270 | 0.00% | 18q | HELD |
| Vanguard Global Advisers, LLC | $18.9K | 3,029 | 0.00% | 2q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $16.8K | 2,541 | 0.00% | 9q | -42.4%-$12.4K |
| Blue Trust, Inc. | $10.5K | 1,686 | 0.00% | 12q | HELD |
| GAMMA Investing LLC | $9.2K | 1,478 | 0.00% | 6q | +51.4%+$3.1K |
| WELLS FARGO & COMPANY/MN | $8.9K | 1,428 | 0.00% | 31q | -86.6%-$57.4K |
| PNC Financial Services Group, Inc. | $8.2K | 1,316 | 0.00% | 4q | +59.1%+$3.1K |
| Physician Wealth Advisors, Inc. | $7.4K | 1,185 | 0.00% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $6.6K | 1,059 | 0.00% | 26q | +26.7%+$1.4K |
| SBI Securities Co., Ltd. | $6.1K | 971 | 0.00% | 7q | HELD |
| Integrated Wealth Concepts LLC | $5.6K | 905 | 0.00% | new | NEW |
| Burk Holdings LLC | $3.0K | 481 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $2.3K | 375 | 0.00% | 21q | HELD |
| Tower Research Capital LLC (TRC) | $2.3K | 369 | 0.00% | 11q | -91.3%-$24.1K |
| Pinnacle Wealth Planning Services, Inc. | $2.1K | 330 | 0.00% | 2q | HELD |
| EverSource Wealth Advisors, LLC | $1.8K | 290 | 0.00% | 4q | +65.7% |
| Allworth Financial LP | $1.5K | 238 | 0.00% | 20q | +54.5% |
| Parallel Advisors, LLC | $1.2K | 200 | 0.00% | 10q | HELD |
| Ameritas Advisory Services, LLC | $1.2K | 200 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $1.2K | 187 | 0.00% | 3q | +18600.0%+$1.2K |
| RHL GROUP, LLC | $762 | 127 | 0.00% | 3q | +0.8% |
| Robinswood Financial LLC | $703 | 112 | 0.00% | 8q | HELD |
| JPMORGAN CHASE & CO | $694 | 112 | 0.00% | 13q | -97.5%-$26.9K |
| NewEdge Advisors, LLC | $674 | 108 | 0.00% | new | NEW |
| IFG Advisory, LLC | $624 | 100 | 0.00% | new | NEW |
| IFP Advisors, Inc | $462 | 74 | 0.00% | 28q | +39.6% |
| SJS Investment Consulting Inc. | $456 | 73 | 0.00% | 2q | +1360.0% |
| Essential Partners LLC | $449 | 72 | 0.00% | 4q | -88.1%-$3.3K |
| Farther Finance Advisors, LLC | $305 | 49 | 0.00% | 2q | -97.4%-$11.3K |
| ROTHSCHILD INVESTMENT LLC | $275 | 44 | 0.00% | 3q | -42.9% |
| State of Alaska, Department of Revenue | $172 | 27,664 | 0.00% | 3q | HELD |
| Fortitude Family Office, LLC | $162 | 26 | 0.00% | new | NEW |
| Kozak & Associates, Inc. | $156 | 25 | 0.00% | 10q | HELD |
| True Wealth Design, LLC | $132 | 21 | 0.00% | 2q | +425.0% |
| HANTZ FINANCIAL SERVICES, INC. | $84 | 13,502 | 0.00% | 9q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $81 | 12,900 | 0.00% | 5q | -29.3% |
| HRT FINANCIAL LP | $65 | 10,482 | 0.00% | new | NEW |
| Strive Financial Group ,LLC | $12 | 2 | 0.00% | new | NEW |
| JPL Wealth Management, LLC | $7 | 1 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-13 | 13G/A | Renaissance Technologies LLCwith 1 co-filers | 5.3% |
| 2026-07-29 | 13G/A | BlackRock, Inc. | 1.8% |
| 2026-07-06 | 13G/A | The Capital Management Corporation | 14.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 88 | $38.4M | 5,851,045 | 20 | 23 | 29 | 4.9% |
| Q1 2026 | 103 | $33.4M | 7,531,717 | 19 | 38 | 23 | 2.6% |
| Q4 2025 | 105 | $46.5M | 7,482,398 | 17 | 35 | 21 | 0.7% |
| Q3 2025 | 102 | $70.5M | 7,209,435 | 12 | 27 | 31 | 0.4% |
| Q2 2025 | 105 | $93.5M | 7,102,147 | 26 | 37 | 18 | 0.7% |
| Q1 2025 | 101 | $89.3M | 6,081,957 | 37 | 25 | 16 | 0.7% |
| Q4 2024 | 73 | $70.8M | 3,902,860 | 13 | 17 | 16 | 3.3% |
| Q3 2024 | 64 | $43.3M | 3,585,197 | 16 | 11 | 8 | 1.3% |
| Q2 2024 | 52 | $16.9M | 2,633,012 | 6 | 10 | 13 | 0.0% |
| Q1 2024 | 47 | $11.4M | 1,882,644 | 6 | 12 | 11 | 0.0% |
| Q4 2023 | 48 | $10.6M | 1,757,367 | 6 | 11 | 6 | 0.6% |
| Q3 2023 | 46 | $11.9M | 1,811,216 | 8 | 9 | 11 | 1.8% |
| Q2 2023 | 43 | $7.8M | 1,799,332 | 7 | 8 | 9 | 0.2% |
| Q1 2023 | 35 | $5.7M | 1,587,532 | 2 | 6 | 9 | 0.2% |
| Q4 2022 | 31 | $4.8M | 1,296,337 | 4 | 4 | 6 | 0.1% |
| Q3 2022 | 47 | $11.6M | 3,088,855 | 4 | 8 | 15 | 0.0% |
| Q2 2022 | 49 | $14.8M | 3,400,992 | 5 | 8 | 16 | 0.1% |
| Q1 2022 | 48 | $17.2M | 3,603,844 | 5 | 12 | 19 | 0.1% |
| Q4 2021 | 50 | $24.1M | 3,819,201 | 3 | 14 | 16 | 0.1% |
| Q3 2021 | 58 | $29.7M | 4,381,269 | 5 | 12 | 22 | 0.1% |
| Q2 2021 | 75 | $39.6M | 5,380,574 | 16 | 20 | 25 | 0.0% |
| Q1 2021 | 81 | $65.7M | 7,027,738 | 8 | 31 | 23 | 0.0% |
| Q4 2020 | 87 | $65.9M | 7,065,523 | 10 | 29 | 26 | 0.0% |
| Q3 2020 | 88 | $86.6M | 7,175,552 | 16 | 25 | 25 | 0.0% |
| Q2 2020 | 82 | $92.9M | 6,874,529 | 12 | 29 | 21 | 0.0% |
| Q1 2020 | 90 | $70.6M | 6,855,401 | 13 | 24 | 29 | 0.0% |
| Q4 2019 | 89 | $110.1M | 7,006,638 | 10 | 34 | 22 | 0.7% |
| Q3 2019 | 83 | $88.3M | 6,382,241 | 15 | 26 | 23 | 0.9% |
| Q2 2019 | 81 | $77.3M | 5,813,158 | 22 | 25 | 17 | 2.4% |
| Q1 2019 | 77 | $77.1M | 5,330,596 | 16 | 34 | 15 | 1.2% |
| Q4 2018 | 70 | $63.0M | 4,714,463 | 2 | 1 | 1 | 1.2% |