Filing Research | LFVN - LIFEVANTAGE CORPORATION Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

15 / 15 loaded

#		Instrument	quantity
1	PERKINS CAPITAL MANAGEMENT INC	Shares	75.5KSH	$470.9K
2	SummerHaven Investment Management, LLC	Shares	46.8KSH	$292.2K
3	Blue Trust, Inc.	Shares	1.7KSH	$10.5K
4	GAMMA Investing LLC	Shares	1.5KSH	$9.2K
5	Physician Wealth Advisors, Inc.	Shares	1.2KSH	$7.4K
6	SBI Securities Co., Ltd.	Shares	971SH	$6.1K
7	EverSource Wealth Advisors, LLC	Shares	290SH	$1.8K
8	Robinswood Financial LLC	Shares	112SH	$703
9	IFP Advisors, Inc	Shares	74SH	$462
10	SJS Investment Consulting Inc.	Shares	73SH	$456
11	Farther Finance Advisors, LLC	Shares	49SH	$305
12	State of Alaska, Department of Revenue	Shares	27.7KSH	$172
13	Fortitude Family Office, LLC	Shares	26SH	$162
14	Kozak & Associates, Inc.	Shares	25SH	$156
15	True Wealth Design, LLC	Shares	21SH	$132

Manager changes2026-06-30 vs 2026-03-31

18 / 18 loaded

#		Instrument
1	PERKINS CAPITAL MANAGEMENT INC unchanged	Shares	0	+$144.9K	$470.9K
2	SummerHaven Investment Management, LLC unchanged	Shares	0	+$89.9K	$292.2K
3	GAMMA Investing LLC added	Shares	+502	+$5.0K	$9.2K
4	Blue Trust, Inc. unchanged	Shares	0	+$3.2K	$10.5K
5	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$2.3K	$7.4K
6	SBI Securities Co., Ltd. unchanged	Shares	0	+$1.9K	$6.1K
7	EverSource Wealth Advisors, LLC added	Shares	+115	+$1.1K	$1.8K
8	SJS Investment Consulting Inc. added	Shares	+68	+$434	$456
9	IFP Advisors, Inc added	Shares	+21	+$233	$462
10	Robinswood Financial LLC unchanged	Shares	0	+$219	$703
11	Fortitude Family Office, LLC new	Shares	+26	+$162	$162
12	True Wealth Design, LLC added	Shares	+17	+$114	$132
13	State of Alaska, Department of Revenue unchanged	Shares	0	+$53	$172
14	Kozak & Associates, Inc. unchanged	Shares	0	+$52	$156
15	Sound Income Strategies, LLC exited	Shares	-678	-$2.8K	$0
16	Farther Finance Advisors, LLC trimmed	Shares	-1.8K	-$7.5K	$305
17	Police & Firemen's Retirement System of New Jersey exited	Shares	-2.3K	-$10.1K	$0
18	EVERGREEN CAPITAL MANAGEMENT LLC exited	Shares	-29.0K	-$125.3K	$0

Filing Research | LFVN - LIFEVANTAGE CORPORATION Institutional Holdings