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Security record · archived quarter

LFVN

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Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
46Tracked holders
-7Δ holders
4.30MShares held
$18.60MReported value
+2New positions
−9Exits
Strongly Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -13.2% · share flow -1.3% · net new positions -15.2% · formula
Broad distribution: falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 3.27K $19,947 n/a n/a
Q2 2026 41 -4 3.39M $21.18M +8 −12
Q1 2026 46 -7 4.30M $18.60M +2 −9
Q4 2025 53 -1 4.49M $27.68M n/a −1
Q3 2025 14 0 3.06M $29.76M +1 −1
Q2 2025 11 +2 2.87M $37.49M +3 −1
Q1 2025 6 +1 1.26M $18.42M +2 −1
Q4 2024 5 0 996.72K $17.47M +1 −1
Q3 2024 4 +1 971.42K $11.74M +1 n/a
Q2 2024 3 n/a 998.66K $6.41M n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Renaissance Technologies ✦ 867.70K -6.0% $3.75M 0.0% ▼ Trim 8 SEC ↗
2 BlackRock ✦ (passive) 769.70K -0.3% $3.33M 0.0% ▼ Trim 4 SEC ↗ ×5
3 Vanguard Capital Management Llc 429.42K n/a $1.86M 0.0% n/c 1 SEC ↗
4 Dimensional Fund Advisors Lp 276.20K -2.7% $1.19M 0.0% ▼ Trim 2 SEC ↗ ×3
5 Geode Capital Management ✦ (passive) 261.19K +6.7% $1.13M 0.0% ▲ Add 8 SEC ↗ ×2
6 Envestnet Asset Management Inc 219.16K +23.2% $946,780 0.0% ▲ Add 2 SEC ↗
7 Goldman Sachs Group ✦ 185.11K -7.5% $799,692 0.0% ▼ Trim 3 SEC ↗ ×2
8 State Street Global Advisors ✦ (passive) 167.14K -8.1% $722,058 0.0% ▼ Trim 6 SEC ↗
9 AQR Capital Management ✦ 156.10K +177.3% $674,336 0.0% ▲ Add 3 SEC ↗ ×7
10 American Century Companies Inc 104.66K +0.2% $452,148 0.0% ▲ Add 2 SEC ↗
11 Morgan Stanley ✦ 91.74K +14.8% $396,333 0.0% ▲ Add 3 SEC ↗ ×7
12 Northern Trust Corp 91.12K +1.1% $393,651 0.0% ▲ Add 2 SEC ↗ ×3
13 Citadel Advisors ✦ 76.51K +0.2% $330,523 0.0% ▲ Add 4 SEC ↗
14 National Bank Of Canada /Fi/ 70.00K New $302,400 0.0% New 1 SEC ↗
15 UBS Group AG 66.93K +249.0% $289,125 0.0% ▲ Add 2 SEC ↗
16 Bnp Paribas Financial Markets 63.08K -34.4% $272,510 0.0% ▼ Trim 2 SEC ↗
17 Barclays Plc 60.91K +26.2% $263,148 0.0% ▲ Add 2 SEC ↗ ×2
18 Voya Investment Management Llc 39.72K +49.8% $171,590 0.0% ▲ Add 2 SEC ↗
19 LPL Financial LLC 37.79K +33.5% $163,241 0.0% ▲ Add 2 SEC ↗
20 Bank of New York Mellon Corp 33.55K +11.9% $144,923 0.0% ▲ Add 2 SEC ↗ ×4
21 Invesco Ltd. 33.53K +11.4% $144,842 0.0% ▲ Add 2 SEC ↗ ×4
22 Charles Schwab Investment… 27.03K -21.0% $116,761 0.0% ▼ Trim 2 SEC ↗
23 Cetera Investment Advisers 24.49K -3.6% $105,804 0.0% ▼ Trim 2 SEC ↗
24 Bank Of America Corp /De/ 23.45K +24.3% $101,282 0.0% ▲ Add 2 SEC ↗
25 T. Rowe Price ✦ 18.23K 0.0% $79,000 0.0% Held 4 SEC ↗
26 Mml Investors Services, Llc 14.50K 0.0% $62,640 0.0% Held 2 SEC ↗
27 Nuveen, LLC 13.83K 0.0% $59,737 0.0% Held 2 SEC ↗
28 Rhumbline Advisers 12.96K +3.7% $55,968 0.0% ▲ Add 2 SEC ↗
29 Hsbc Holdings Plc 11.77K New $51,208 0.0% New 1 SEC ↗
30 Fidelity (FMR) ✦ 6.39K +54.1% $27,594 0.0% ▲ Add 4 SEC ↗ ×2
31 Cwm, Llc 5.63K +310.1% $24,304 0.0% ▲ Add 2 SEC ↗
32 Russell Investments Group, Ltd. 5.57K -9.5% $24,073 0.0% ▼ Trim 2 SEC ↗ ×2
33 Royal Bank Of Canada 5.38K -42.9% $23,000 0.0% ▼ Trim 2 SEC ↗ ×3
34 Wells Fargo & Company/Mn 5.31K -59.5% $22,952 0.0% ▼ Trim 2 SEC ↗ ×3
35 MIRAE ASSET GLOBAL ETFS HOLDINGS… 5.25K +2.7% $22,663 0.0% ▲ Add 2 SEC ↗
36 New York State Common Retirement… 4.80K 0.0% $20,736 0.0% Held 2 SEC ↗
37 JPMorgan Chase ✦ 4.45K -16.9% $19,562 0.0% ▼ Trim 3 SEC ↗ ×3
38 Jones Financial Companies Lllp 4.41K +83.6% $18,967 0.0% ▲ Add 2 SEC ↗
39 TD Waterhouse Canada Inc. 3.27K 0.0% $13,734 0.0% Held 2 SEC ↗
40 Simplex Trading, Llc 2.34K +15.4% $10,113 0.0% ▲ Add 2 SEC ↗
41 Legal & General Group Plc 961 -18.2% $4,152 0.0% ▼ Trim 2 SEC ↗
42 Osaic Holdings, Inc. 836 -56.0% $3,611 0.0% ▼ Trim 2 SEC ↗
43 Pnc Financial Services Group, Inc. 827 +172.9% $3,573 0.0% ▲ Add 2 SEC ↗
44 Citigroup Inc 607 -17.9% $2,622 0.0% ▼ Trim 2 SEC ↗ ×2
45 Federated Hermes, Inc. 547 +10.1% $2,363 0.0% ▲ Add 2 SEC ↗
46 Deutsche Bank Ag\ 271 0.0% $1,171 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

National Bank Of Canada /Fi/ $302,400 0.0%
Hsbc Holdings Plc $51,208 0.0%

Exited

Quantinno Capital Management… $628,320 was 0.0%
Jane Street Group, Llc $254,236 was 0.0%
Susquehanna International… $159,402 was 0.0%
Squarepoint Ops LLC $157,524 was 0.0%
DZ BANK AG Deutsche Zentral… $137,990 was 0.0%
Connor, Clark & Lunn… $124,894 was 0.0%
Franklin Resources Inc $74,055 was 0.0%
Millennium Management $63,596 was 0.0%
California State Teachers… $4,053 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 102 holders, 7.58M shares, $32.54M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Sep 15 Lewis Darwin

Director · 976 sh @ 6.22 · $6,071

Open-market sales (S)

Sep 14 Cunningham Kristen

Officer · 8.90K sh · $55,008

Sep 11 Cunningham Kristen

Officer · 100 sh · $641

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Oct 22 SC 13G/A: CAPITAL MANAGEMENT CORP /VA

View original SEC filing ↗

Aug 13 SC 13G/A: RENAISSANCE TECHNOLOGIES LLC

View original SEC filing ↗

Jul 29 SC 13G/A: BlackRock, Inc.

View original SEC filing ↗

Jul 06 SC 13G/A: CAPITAL MANAGEMENT CORP /VA

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API