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Lifevantage Corp (LFVN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Capital Management Corp
INCREASED
Shares2,307,489 from 1,878,411
Change+429,078 (+23%)
Value$14.5M (+$2.8M)
Filed 2026-10-29
Dimensional Fund Advisors LP
DECREASED
Shares239,366 from 256,296
Change-16,930 (-7%)
Value$1.5M (-$91.2K)
Filed 2026-11-04
Geode Capital Management, LLC
INCREASED
Shares123,129 from 120,830
Change+2,299 (+2%)
Value$776.0K (+$21.7K)
Filed 2026-11-06
Indivisible Partners
INCREASED
Shares98,842 from 84,185
Change+14,657 (+17%)
Value$622.7K (+$97.4K)
Filed 2026-10-26
Perkins Capital Management Inc
INCREASED
Shares77,708 from 75,458
Change+2,250 (+3%)
Value$489.6K (+$18.7K)
Filed 2026-11-02
Barclays PLC
DECREASED
Shares64,196 from 64,901
Change-705 (-1%)
Value$404.4K (-$547)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares35,438 from 12,436
Change+23,002 (+185%)
Value$223.3K (+$145.7K)
Filed 2026-11-05
State of Alaska, Department of Revenue
UNCHANGED
Shares27,664 from 27,664
Change0 (0%)
Value$174 (-$171.8K)
Filed 2026-10-15
LPL Financial LLC
DECREASED
Shares19,361 from 34,029
Change-14,668 (-43%)
Value$122.0K (-$90.4K)
Filed 2026-11-06
Simplicity Wealth,LLC
NEW
Shares14,500
Change+14,500
Value$91.4K
Filed 2026-10-23
New England Professional Planning Group Inc.
INCREASED
Shares11,751 from 11,658
Change+93 (+1%)
Value$74.0K (+$1.3K)
Filed 2026-10-29
Russell Investments Group, Ltd.
DECREASED
Shares4,849 from 6,349
Change-1,500 (-24%)
Value$30.6K (-$9.1K)
Filed 2026-11-06
TD Waterhouse Canada Inc.
UNCHANGED
Shares3,270 from 3,270
Change0 (0%)
Value$19.9K (-$294)
Filed 2026-10-16
Simplex Trading, LLC
DECREASED
Shares2,424 from 16,453
Change-14,029 (-85%)
Value$15.3K (-$87.4K)
Filed 2026-11-04
Blue Trust, Inc.
UNCHANGED
Shares1,686 from 1,686
Change0 (0%)
Value$10.6K (+$101)
Filed 2026-10-15
Gamma Investing LLC
DECREASED
Shares1,440 from 1,478
Change-38 (-3%)
Value$9.1K (-$151)
Filed 2026-10-08
PNC Financial Services Group, Inc.
DECREASED
Shares1,278 from 1,316
Change-38 (-3%)
Value$8.1K (-$161)
Filed 2026-11-06
Physician Wealth Advisors, Inc.
UNCHANGED
Shares1,185 from 1,185
Change0 (0%)
Value$7.5K (+$71)
Filed 2026-10-20
SBI Securities Co., Ltd.
INCREASED
Shares1,070 from 971
Change+99 (+10%)
Value$6.7K (+$682)
Filed 2026-10-22
Citigroup Inc
DECREASED
Shares882 from 6,059
Change-5,177 (-85%)
Value$5.6K (-$32.3K)
Filed 2026-11-04
Burk Holdings LLC
INCREASED
Shares485 from 481
Change+4 (+1%)
Value$3.1K (+$53)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$2.1K (+$20)
Filed 2026-10-27
Allworth Financial LP
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$1.5K ($0)
Filed 2026-11-06
Parallel Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$1.3K (+$12)
Filed 2026-11-03
RHL Group, LLC
INCREASED
Shares128 from 127
Change+1 (+1%)
Value$806 (+$44)
Filed 2026-11-04
Caitong International Asset Management Co., Ltd
DECREASED
Shares66 from 187
Change-121 (-65%)
Value$416 (-$751)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
DECREASED
Shares47 from 290
Change-243 (-84%)
Value$296 (-$1.5K)
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares30 from 74
Change-44 (-59%)
Value$189 (-$273)
Filed 2026-10-16
Kozak & Associates, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$147 (-$9)
Filed 2026-10-29
SJS Investment Consulting Inc.
DECREASED
Shares17 from 73
Change-56 (-77%)
Value$108 (-$348)
Filed 2026-10-26
Essential Partners LLC
DECREASED
Shares7 from 72
Change-65 (-90%)
Value$44 (-$405)
Filed 2026-10-14
Root Financial Partners, LLC
NEW
Shares1
Change+1
Value$6
Filed 2026-10-21
SummerHaven Investment Management, LLC
CLOSED
Shares0 from 46,821
Change-46,821 (-100%)
Value$0 (-$292.2K)
Filed 2026-10-19
Robinswood Financial LLC
CLOSED
Shares0 from 112
Change-112 (-100%)
Value$0 (-$703)
Filed 2026-10-20
Farther Finance Advisors, LLC
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$305)
Filed 2026-10-08
Fortitude Family Office, LLC
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$162)
Filed 2026-10-14
True Wealth Design, LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$132)
Filed 2026-10-13
Renaissance Technologies LLC
N/A
Shares— from 669,418
Change-669,418 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 429,203
Change-429,203 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 268,605
Change-268,605 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 229,907
Change-229,907 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 169,046
Change-169,046 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 144,386
Change-144,386 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 138,056
Change-138,056 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 113,203
Change-113,203 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 110,864
Change-110,864 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 99,791
Change-99,791 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 85,827
Change-85,827 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 70,324
Change-70,324 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 65,284
Change-65,284 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 64,238
Change-64,238 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 54,146
Change-54,146 (-100%)
Value—
State Street Corp
N/A
Shares— from 52,591
Change-52,591 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 48,813
Change-48,813 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 47,423
Change-47,423 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 35,458
Change-35,458 (-100%)
Value—
&partners
N/A
Shares— from 33,125
Change-33,125 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 30,084
Change-30,084 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 29,419
Change-29,419 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 28,810
Change-28,810 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 27,009
Change-27,009 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 24,978
Change-24,978 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 23,524
Change-23,524 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 23,524
Change-23,524 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 14,858
Change-14,858 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 13,502
Change-13,502 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 13,097
Change-13,097 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 12,900
Change-12,900 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 12,107
Change-12,107 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 11,199
Change-11,199 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 10,482
Change-10,482 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,510
Change-7,510 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,745
Change-5,745 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 5,521
Change-5,521 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,768
Change-4,768 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,492
Change-4,492 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 3,029
Change-3,029 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,541
Change-2,541 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 375
Change-375 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 369
Change-369 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 112
Change-112 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Capital Management Corp
INCREASED2,307,4891,878,411+429,078+23%$11.7M$14.5M+$2.8M2026-10-29
Dimensional Fund Advisors LP
DECREASED239,366256,296-16,930-7%$1.6M$1.5M-$91.2K2026-11-04
Geode Capital Management, LLC
INCREASED123,129120,830+2,299+2%$754.3K$776.0K+$21.7K2026-11-06
Indivisible Partners
INCREASED98,84284,185+14,657+17%$525.3K$622.7K+$97.4K2026-10-26
Perkins Capital Management Inc
INCREASED77,70875,458+2,250+3%$470.9K$489.6K+$18.7K2026-11-02
Barclays PLC
DECREASED64,19664,901-705-1%$405.0K$404.4K-$5472026-11-06
Bank of New York Mellon Corp
INCREASED35,43812,436+23,002+185%$77.6K$223.3K+$145.7K2026-11-05
State of Alaska, Department of Revenue
UNCHANGED27,66427,66400%$172.0K$174-$171.8K2026-10-15
LPL Financial LLC
DECREASED19,36134,029-14,668-43%$212.3K$122.0K-$90.4K2026-11-06
Simplicity Wealth,LLC
NEW14,500—+14,500——$91.4K—2026-10-23
New England Professional Planning Group Inc.
INCREASED11,75111,658+93+1%$72.7K$74.0K+$1.3K2026-10-29
Russell Investments Group, Ltd.
DECREASED4,8496,349-1,500-24%$39.6K$30.6K-$9.1K2026-11-06
TD Waterhouse Canada Inc.
UNCHANGED3,2703,27000%$20.2K$19.9K-$2942026-10-16
Simplex Trading, LLC
DECREASED2,42416,453-14,029-85%$102.7K$15.3K-$87.4K2026-11-04
Blue Trust, Inc.
UNCHANGED1,6861,68600%$10.5K$10.6K+$1012026-10-15
Gamma Investing LLC
DECREASED1,4401,478-38-3%$9.2K$9.1K-$1512026-10-08
PNC Financial Services Group, Inc.
DECREASED1,2781,316-38-3%$8.2K$8.1K-$1612026-11-06
Physician Wealth Advisors, Inc.
UNCHANGED1,1851,18500%$7.4K$7.5K+$712026-10-20
SBI Securities Co., Ltd.
INCREASED1,070971+99+10%$6.1K$6.7K+$6822026-10-22
Citigroup Inc
DECREASED8826,059-5,177-85%$37.8K$5.6K-$32.3K2026-11-04
Burk Holdings LLC
INCREASED485481+4+1%$3.0K$3.1K+$532026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED33033000%$2.1K$2.1K+$202026-10-27
Allworth Financial LP
UNCHANGED23823800%$1.5K$1.5K$02026-11-06
Parallel Advisors, LLC
UNCHANGED20020000%$1.2K$1.3K+$122026-11-03
RHL Group, LLC
INCREASED128127+1+1%$762$806+$442026-11-04
Caitong International Asset Management Co., Ltd
DECREASED66187-121-65%$1.2K$416-$7512026-10-29
EverSource Wealth Advisors, LLC
DECREASED47290-243-84%$1.8K$296-$1.5K2026-11-04
IFP Advisors, Inc
DECREASED3074-44-59%$462$189-$2732026-10-16
Kozak & Associates, Inc.
UNCHANGED252500%$156$147-$92026-10-29
SJS Investment Consulting Inc.
DECREASED1773-56-77%$456$108-$3482026-10-26
Essential Partners LLC
DECREASED772-65-90%$449$44-$4052026-10-14
Root Financial Partners, LLC
NEW1—+1——$6—2026-10-21
SummerHaven Investment Management, LLC
CLOSED046,821-46,821-100%$292.2K$0-$292.2K2026-10-19
Robinswood Financial LLC
CLOSED0112-112-100%$703$0-$7032026-10-20
Farther Finance Advisors, LLC
CLOSED049-49-100%$305$0-$3052026-10-08
Fortitude Family Office, LLC
CLOSED026-26-100%$162$0-$1622026-10-14
True Wealth Design, LLC
CLOSED021-21-100%$132$0-$1322026-10-13
Renaissance Technologies LLC
N/A—669,418-669,418-100%$4.2M———
Vanguard Capital Management LLC
N/A—429,203-429,203-100%$2.7M———
BlackRock, Inc.
N/A—268,605-268,605-100%$1.7M———
Envestnet Asset Management Inc
N/A—229,907-229,907-100%$1.4M———
Susquehanna International Group, LLP
N/A—169,046-169,046-100%$1.1M———
American Century Companies Inc
N/A—144,386-144,386-100%$901.0K———
Jane Street Group, LLC
N/A—138,056-138,056-100%$861.5K———
AQR Capital Management LLC
N/A—113,203-113,203-100%$706.4K———
Goldman Sachs Group Inc
N/A—110,864-110,864-100%$691.8K———
Citadel Advisors LLC
N/A—99,791-99,791-100%$622.7K———
Advyzon Investment Management, LLC
N/A—85,827-85,827-100%$535.6K———
Millennium Management LLC
N/A—70,324-70,324-100%$438.8K———
Morgan Stanley
N/A—65,284-65,284-100%$407.4K———
Vanguard Fiduciary Trust Co
N/A—64,238-64,238-100%$400.8K———
Qube Research & Technologies Ltd
N/A—54,146-54,146-100%$337.9K———
State Street Corp
N/A—52,591-52,591-100%$328.2K———
BNP Paribas Financial Markets
N/A—48,813-48,813-100%$304.6K———
Tudor Investment Corp ET AL
N/A—47,423-47,423-100%$295.9K———
AE Wealth Management LLC
N/A—35,458-35,458-100%$221.3K———
&partners
N/A—33,125-33,125-100%$206.7K———
Jain Global LLC
N/A—30,084-30,084-100%$187.7K———
Cetera Investment Advisers
N/A—29,419-29,419-100%$183.6K———
Point72 Asset Management, L.P.
N/A—28,810-28,810-100%$179.8K———
Engineers Gate Manager LP
N/A—27,009-27,009-100%$168.5K———
Northern Trust Corp
N/A—24,978-24,978-100%$155.9K———
Bridgeway Capital Management, LLC
N/A—23,524-23,524-100%$146.8K———
Empowered Funds, LLC
N/A—23,524-23,524-100%$146.8K———
Scientech Research LLC
N/A—14,858-14,858-100%$92.7K———
MML Investors Services, LLC
N/A—14,500-14,500-100%$90.5K———
Hantz Financial Services, Inc.
N/A—13,502-13,502-100%$84.0K———
Callan Family Office, LLC
N/A—13,097-13,097-100%$81.7K———
Price T Rowe Associates Inc
N/A—12,900-12,900-100%$81.0K———
Marshall Wace, LLP
N/A—12,107-12,107-100%$75.5K———
Vanguard Personalized Indexing Management, LLC
N/A—11,199-11,199-100%$69.9K———
HRT Financial LP
N/A—10,482-10,482-100%$65.0K———
FMR LLC
N/A—7,510-7,510-100%$46.9K———
UBS Group AG
N/A—5,745-5,745-100%$35.8K———
Rhumbline Advisers
N/A—5,521-5,521-100%$34.5K———
Royal Bank of Canada
N/A—4,768-4,768-100%$29.0K———
Arax Advisory Partners
N/A—4,492-4,492-100%$28.0K———
Vanguard Global Advisers, LLC
N/A—3,029-3,029-100%$18.9K———
Jones Financial Companies Lllp
N/A—2,541-2,541-100%$16.8K———
Wells Fargo & Company
N/A—1,428-1,428-100%$8.9K———
Osaic Holdings, Inc.
N/A—1,059-1,059-100%$6.6K———
Harbour Investments, Inc.
N/A—375-375-100%$2.3K———
Tower Research Capital LLC (TRC)
N/A—369-369-100%$2.3K———
Ameritas Advisory Services, LLC
N/A—200-200-100%$1.2K———
JPMorgan Chase & Co
N/A—112-112-100%$694———
NewEdge Advisors, LLC
N/A—108-108-100%$674———
IFG Advisory, LLC
N/A—100-100-100%$624———
Rothschild Investment LLC
N/A—44-44-100%$275———
Strive Financial Group,LLC
N/A—1-1-100%$6———
JPL Wealth Management, LLC
N/A—1-1-100%$7———
Showing 90 of 90 institutions