LFVN Institutional Ownership
LifeVantage Corporation
1W: -0.7%
1M: -4.2%
3M: -6.6%
YTD: -0.8%
1Y: -31.2%
3Y: -13.2%
5Y: -1.7%
$5.93
+0.17 (+2.95%)
Weekly Expected Move ±3.1%
$5
$6
$6
$6
$6
Credit Risk of going bust: higher than 70% of companies Debt: 11.7% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.14 (down 98%), LifeVantage Corporation would be worth roughly what it owes.
Total debt $9.9M against a stock market value of $74.7M.
Distance to default 3.45 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $5.9M (short-term plus half of long-term), stock volatility 75.1%; Altman Z 2.85. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.14 (down 98%), LifeVantage Corporation would be worth roughly what it owes.
Total debt $9.9M against a stock market value of $74.7M.
Distance to default 3.45 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $5.9M (short-term plus half of long-term), stock volatility 75.1%; Altman Z 2.85. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — LFVN
119
Institutional Holders
-8 vs prior quarter
0.0%
Ownership
+0.00pp
$37M
Total Invested
18
New Positions
23
Increased
62
Reduced
30
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (139 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CAPITAL MANAGEMENT CORP /VA | 1,878,411 | $11M | -563,508 | -23.1% | 8Q | SEC ↗ |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 669,418 | $4M | -198,286 | -22.9% | 43Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 429,203 | $3M | -219 | -0.1% | 2Q | SEC ↗ |
| 4 | BlackRock, Inc. | 268,605 | $2M | -501,093 | -65.1% | 8Q | SEC ↗ |
| 5 | DIMENSIONAL FUND ADVISORS LP | 256,296 | $2M | -19,900 | -7.2% | 43Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 229,907 | $1M | +10,745 | +4.9% | 8Q | SEC ↗ |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 169,046 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 8 | AMERICAN CENTURY COMPANIES INC | 144,386 | $856K | +39,722 | +38.0% | 15Q | SEC ↗ |
| 9 | JANE STREET GROUP, LLC NEW | 138,056 | $819K | — | +0.0% | 1Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 120,830 | $717K | -140,362 | -53.7% | 43Q | SEC ↗ |
| 11 | AQR CAPITAL MANAGEMENT LLC | 113,203 | $671K | -42,893 | -27.5% | 4Q | SEC ↗ |
| 12 | GOLDMAN SACHS GROUP INC | 110,864 | $657K | -74,250 | -40.1% | 7Q | SEC ↗ |
| 13 | CITADEL ADVISORS LLC | 99,791 | $592K | +23,281 | +30.4% | 5Q | SEC ↗ |
| 14 | Advyzon Investment Management, LLC | 85,827 | $509K | -22,422 | -20.7% | 4Q | SEC ↗ |
| 15 | Indivisible Partners | 84,185 | $499K | -22,669 | -21.2% | 3Q | SEC ↗ |
| 16 | PERKINS CAPITAL MANAGEMENT INC | 75,458 | $447K | — | +0.0% | 24Q | SEC ↗ |
| 17 | MILLENNIUM MANAGEMENT LLC NEW | 70,324 | $417K | — | +0.0% | 1Q | SEC ↗ |
| 18 | MORGAN STANLEY | 65,284 | $387K | -26,459 | -28.8% | 43Q | SEC ↗ |
| 19 | BARCLAYS PLC | 64,901 | $385K | +3,987 | +6.5% | 32Q | SEC ↗ |
| 20 | VANGUARD FIDUCIARY TRUST CO | 64,238 | $381K | -3,353 | -5.0% | 2Q | SEC ↗ |
| 21 | Qube Research & Technologies Ltd NEW | 54,146 | $321K | — | +0.0% | 1Q | SEC ↗ |
| 22 | STATE STREET CORP | 52,591 | $312K | -114,552 | -68.5% | 29Q | SEC ↗ |
| 23 | BNP PARIBAS FINANCIAL MARKETS | 48,813 | $289K | -14,268 | -22.6% | 31Q | SEC ↗ |
| 24 | TUDOR INVESTMENT CORP ET AL NEW | 47,423 | $281K | — | +0.0% | 1Q | SEC ↗ |
| 25 | SummerHaven Investment Management, LLC | 46,821 | $278K | — | +0.0% | 4Q | SEC ↗ |
| 26 | AE Wealth Management LLC NEW | 35,458 | $210K | — | +0.0% | 1Q | SEC ↗ |
| 27 | LPL Financial LLC | 34,029 | $202K | -3,758 | -9.9% | 5Q | SEC ↗ |
| 28 | &PARTNERS | 33,125 | $196K | -5,696 | -14.7% | 7Q | SEC ↗ |
| 29 | Jain Global LLC NEW | 30,084 | $178K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Cetera Investment Advisers | 29,419 | $174K | +4,927 | +20.1% | 8Q | SEC ↗ |
| 31 | Point72 Asset Management, L.P. NEW | 28,810 | $171K | — | +0.0% | 1Q | SEC ↗ |
| 32 | State of Alaska, Department of Revenue | 27,664 | $164K | — | +0.0% | 3Q | SEC ↗ |
| 33 | Engineers Gate Manager LP | 27,009 | $160K | +14,131 | +109.7% | 6Q | SEC ↗ |
| 34 | NORTHERN TRUST CORP | 24,978 | $148K | -66,145 | -72.6% | 43Q | SEC ↗ |
| 35 | Empowered Funds, LLC | 23,524 | $139K | — | +0.0% | 13Q | SEC ↗ |
| 36 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 23,524 | $139K | -28,609 | -54.9% | 16Q | SEC ↗ |
| 37 | SIMPLEX TRADING, LLC | 16,453 | $98K | +14,112 | +602.8% | 3Q | SEC ↗ |
| 38 | Scientech Research LLC NEW | 14,858 | $88K | — | +0.0% | 1Q | SEC ↗ |
| 39 | MML INVESTORS SERVICES, LLC | 14,500 | $86K | — | +0.0% | 6Q | SEC ↗ |
| 40 | Callan Family Office, LLC | 13,097 | $78K | -2,965 | -18.5% | 2Q | SEC ↗ |
| 41 | PRICE T ROWE ASSOCIATES INC /MD | 12,900 | $76K | -5,334 | -29.3% | 5Q | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 12,436 | $74K | -21,111 | -62.9% | 43Q | SEC ↗ |
| 43 | MARSHALL WACE, LLP NEW | 12,107 | $72K | — | +0.0% | 1Q | SEC ↗ |
| 44 | New England Professional Planning Grou | 11,658 | $69K | +63 | +0.5% | 3Q | SEC ↗ |
| 45 | Vanguard Personalized Indexing Managem | 11,199 | $66K | +1,136 | +11.3% | 2Q | SEC ↗ |
| 46 | HRT FINANCIAL LP NEW | 10,482 | $62K | — | +0.0% | 1Q | SEC ↗ |
| 47 | DGS Capital Management, LLC NEW | 10,168 | $60K | — | +0.0% | 1Q | SEC ↗ |
| 48 | FMR LLC | 7,510 | $45K | +1,122 | +17.6% | 32Q | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 6,349 | $38K | +776 | +13.9% | 10Q | SEC ↗ |
| 50 | CITIGROUP INC | 6,059 | $36K | +5,452 | +898.2% | 7Q | SEC ↗ |
Recent Activity
New Positions (19)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 169,046 | $1M |
| JANE STREET GROUP, LLC | 138,056 | $819K |
| MILLENNIUM MANAGEMENT LLC | 70,324 | $417K |
| Qube Research & Technologies Ltd | 54,146 | $321K |
| TUDOR INVESTMENT CORP ET AL | 47,423 | $281K |
| AE Wealth Management LLC | 35,458 | $210K |
| Jain Global LLC | 30,084 | $178K |
| Point72 Asset Management, L.P. | 28,810 | $171K |
| Scientech Research LLC | 14,858 | $88K |
| MARSHALL WACE, LLP | 12,107 | $72K |
| HRT FINANCIAL LP | 10,482 | $62K |
| DGS Capital Management, LLC | 10,168 | $60K |
| MERCER GLOBAL ADVISORS INC /ADV | 3,822 | $23K |
| Integrated Wealth Concepts LLC | 905 | $5K |
| Ameritas Advisory Services, LLC | 200 | $1K |
| IFG Advisory, LLC | 100 | $1K |
| Fortitude Family Office, LLC | 26 | $0K |
| JPL Wealth Management, LLC | 1 | $0K |
| Strive Financial Group ,LLC | 1 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Quantinno Capital Management LP | 102,000 | $605K |
| NATIONAL BANK OF CANADA /FI | 70,000 | $415K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 63,225 | $375K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 60,266 | $357K |
| Trexquant Investment LP | 53,971 | $320K |
| ACADIAN ASSET MANAGEMENT LLC | 53,102 | $315K |
| VOYA INVESTMENT MANAGEMENT LLC | 39,720 | $236K |
| XTX Topco Ltd | 35,031 | $208K |
| Invesco Ltd. | 33,528 | $199K |
| Core Wealth Partners LLC | 32,943 | $195K |
| Verition Fund Management LLC | 29,200 | $173K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 29,000 | $172K |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | 27,028 | $160K |
| Squarepoint Ops LLC | 25,572 | $152K |
| Divisadero Street Capital Managemen | 24,670 | $146K |
| Walleye Capital LLC | 24,285 | $144K |
| Virtu Financial LLC | 23,712 | $141K |
| BANK OF AMERICA CORP /DE | 23,445 | $139K |
| DZ BANK AG Deutsche Zentral Genosse | 22,401 | $133K |
| Connor, Clark & Lunn Investment Man | 20,275 | $120K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | +39,722 | +38.0% | 144,386 |
| CITADEL ADVISORS LLC | +23,281 | +30.4% | 99,791 |
| Engineers Gate Manager LP | +14,131 | +109.7% | 27,009 |
| SIMPLEX TRADING, LLC | +14,112 | +602.8% | 16,453 |
| ENVESTNET ASSET MANAGEMENT INC | +10,745 | +4.9% | 229,907 |
| CITIGROUP INC | +5,452 | +898.2% | 6,059 |
| Cetera Investment Advisers | +4,927 | +20.1% | 29,419 |
| CWM, LLC | +4,254 | +310.1% | 5,626 |
| BARCLAYS PLC | +3,987 | +6.5% | 64,901 |
| Arax Advisory Partners | +3,452 | +331.9% | 4,492 |
| Vanguard Personalized Indexing Mana | +1,136 | +11.3% | 11,199 |
| FMR LLC | +1,122 | +17.6% | 7,510 |
| Russell Investments Group, Ltd. | +776 | +13.9% | 6,349 |
| GAMMA Investing LLC | +502 | +51.4% | 1,478 |
| PNC Financial Services Group, Inc. | +489 | +59.1% | 1,316 |
| OSAIC HOLDINGS, INC. | +223 | +26.7% | 1,059 |
| Caitong International Asset Managem | +186 | +18600.0% | 187 |
| EverSource Wealth Advisors, LLC | +115 | +65.7% | 290 |
| Allworth Financial LP | +84 | +54.5% | 238 |
| SJS Investment Consulting Inc. | +68 | +1360.0% | 73 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CAPITAL MANAGEMENT CORP /VA | -563,508 | -23.1% | 1,878,411 |
| BlackRock, Inc. | -501,093 | -65.1% | 268,605 |
| RENAISSANCE TECHNOLOGIES LLC | -198,286 | -22.9% | 669,418 |
| GEODE CAPITAL MANAGEMENT, LLC | -140,362 | -53.7% | 120,830 |
| STATE STREET CORP | -114,552 | -68.5% | 52,591 |
| GOLDMAN SACHS GROUP INC | -74,250 | -40.1% | 110,864 |
| NORTHERN TRUST CORP | -66,145 | -72.6% | 24,978 |
| UBS Group AG | -61,182 | -91.4% | 5,745 |
| AQR CAPITAL MANAGEMENT LLC | -42,893 | -27.5% | 113,203 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | -28,609 | -54.9% | 23,524 |
| MORGAN STANLEY | -26,459 | -28.8% | 65,284 |
| Indivisible Partners | -22,669 | -21.2% | 84,185 |
| Advyzon Investment Management, LLC | -22,422 | -20.7% | 85,827 |
| Bank of New York Mellon Corp | -21,111 | -62.9% | 12,436 |
| DIMENSIONAL FUND ADVISORS LP | -19,900 | -7.2% | 256,296 |
| BNP PARIBAS FINANCIAL MARKETS | -14,268 | -22.6% | 48,813 |
| RHUMBLINE ADVISERS | -7,436 | -57.4% | 5,521 |
| &PARTNERS | -5,696 | -14.7% | 33,125 |
| PRICE T ROWE ASSOCIATES INC /MD | -5,334 | -29.3% | 12,900 |
| JPMORGAN CHASE & CO | -4,334 | -97.5% | 112 |