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Lifevantage Corp (LFVN)

CUSIP: 53222K205 | NYSE | Consumer Defensive · Packaged Foods | Micro Cap | 372 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Capital Management Corp2,307,489
2.2% of portfolio›$14.5M
Dimensional Fund Advisors LP239,366
0.0% of portfolio›$1.5M
Geode Capital Management, LLC123,129
0.0% of portfolio›$776.0K
Indivisible Partners98,842
0.0% of portfolio›$622.7K
Perkins Capital Management Inc77,708
0.3% of portfolio›$489.6K
Barclays PLC64,196
0.0% of portfolio›$404.4K
Bank of New York Mellon Corp35,438
0.0% of portfolio›$223.3K
State of Alaska, Department of Revenue27,664
0.0% of portfolio›$174
LPL Financial LLC19,361
0.0% of portfolio›$122.0K
Simplicity Wealth,LLC14,500
0.0% of portfolio›$91.4K
New England Professional Planning Group Inc.11,751
0.0% of portfolio›$74.0K
Russell Investments Group, Ltd.4,849
0.0% of portfolio›$30.6K
TD Waterhouse Canada Inc.3,270
0.0% of portfolio›$19.9K
Simplex Trading, LLC2,424
0.0% of portfolio›$15.3K
Blue Trust, Inc.1,686
0.0% of portfolio›$10.6K
Gamma Investing LLC1,440
0.0% of portfolio›$9.1K
PNC Financial Services Group, Inc.1,278
0.0% of portfolio›$8.1K
Physician Wealth Advisors, Inc.1,185
0.0% of portfolio›$7.5K
SBI Securities Co., Ltd.1,070
0.0% of portfolio›$6.7K
Citigroup Inc882
0.0% of portfolio›$5.6K
Burk Holdings LLC485
0.0% of portfolio›$3.1K
Pinnacle Wealth Planning Services, Inc.330
0.0% of portfolio›$2.1K
Allworth Financial LP238
0.0% of portfolio›$1.5K
Parallel Advisors, LLC200
0.0% of portfolio›$1.3K
RHL Group, LLC128
0.0% of portfolio›$806
Caitong International Asset Management Co., Ltd66
0.0% of portfolio›$416
EverSource Wealth Advisors, LLC47
0.0% of portfolio›$296
IFP Advisors, Inc30
0.0% of portfolio›$189
Kozak & Associates, Inc.25
0.0% of portfolio›$147
SJS Investment Consulting Inc.17
0.0% of portfolio›$108
Essential Partners LLC7
0.0% of portfolio›$44
Root Financial Partners, LLC1
0.0% of portfolio›$6
StyleTurnoverLocationFiled
Capital Management Corp
2,307,489$14.5M2.2%YieldMediumGlen Allen, VA2026-10-29
Dimensional Fund Advisors LP
239,366$1.5M0.0%IndexLowAustin, TX2026-11-04
Geode Capital Management, LLC
123,129$776.0K0.0%IndexVery LowBoston, MA2026-11-06
Indivisible Partners
98,842$622.7K0.0%GrowthMediumClearwater, FL2026-10-26
Perkins Capital Management Inc
77,708$489.6K0.3%GrowthLowWayzata, MN2026-11-02
Barclays PLC
64,196$404.4K0.0%CoreMediumLondon, United Kingdom2026-11-06
Bank of New York Mellon Corp
35,438$223.3K0.0%CoreLowNew York, NY2026-11-05
State of Alaska, Department of Revenue
27,664$1740.0%CoreVery LowJuneau, AK2026-10-15
LPL Financial LLC
19,361$122.0K0.0%IndexVery LowFort Mill, SC2026-11-06
Simplicity Wealth,LLC
14,500$91.4K0.0%ETFLowSummit, NJ2026-10-23
New England Professional Planning Group Inc.
11,751$74.0K0.0%ETFVery LowWesterly, RI2026-10-29
Russell Investments Group, Ltd.
4,849$30.6K0.0%CoreLowSeattle, WA2026-11-06
TD Waterhouse Canada Inc.
3,270$19.9K0.0%CoreLowToronto, Australia2026-10-16
Simplex Trading, LLC
2,424$15.3K0.0%CoreVery HighChicago, IL2026-11-04
Blue Trust, Inc.
1,686$10.6K0.0%ETFLowBrentwood, TN2026-10-15
Gamma Investing LLC
1,440$9.1K0.0%IndexVery LowFoster City, CA2026-10-08
PNC Financial Services Group, Inc.
1,278$8.1K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Physician Wealth Advisors, Inc.
1,185$7.5K0.0%ETFMediumMidvale, UT2026-10-20
SBI Securities Co., Ltd.
1,070$6.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Citigroup Inc
882$5.6K0.0%CoreMediumNew York, NY2026-11-04
Burk Holdings LLC
485$3.1K0.0%ETFVery LowTulsa, OK2026-11-05
Pinnacle Wealth Planning Services, Inc.
330$2.1K0.0%GARPLowMansfield, OH2026-10-27
Allworth Financial LP
238$1.5K0.0%IndexLowFolsom, CA2026-11-06
Parallel Advisors, LLC
200$1.3K0.0%IndexLowSan Francisco, CA2026-11-03
RHL Group, LLC
128$8060.0%ETFVery HighHolly, MI2026-11-04
Caitong International Asset Management Co., Ltd
66$4160.0%GrowthVery HighHong Kong, South Korea2026-10-29
EverSource Wealth Advisors, LLC
47$2960.0%CoreMediumBirmingham, AL2026-11-04
IFP Advisors, Inc
30$1890.0%GrowthLowTampa, FL2026-10-16
Kozak & Associates, Inc.
25$1470.0%ETFLowHighlands Ranch, CO2026-10-29
SJS Investment Consulting Inc.
17$1080.0%ETFVery LowSylvania, OH2026-10-26
Essential Partners LLC
7$440.0%ValueMediumRancho Santa Fe, CA2026-10-14
Root Financial Partners, LLC
1$60.0%ETFMediumEncinitas, CA2026-10-21