← All institutions

Institutional Holdings

LFMD

Ownership Summary

Institutions Holding
126
Total Shares Held
23,178,168
Total Value Held
$95,171,403
Quarter
2026-06-30

Active Positions

Increased Positions
45
15,036,185 shares
Decreased Positions
22
3,296,216 shares
Held Positions
20
602,407 shares
New Positions
30
4,243,360 shares
Sold Out Positions
9
528,538 shares
Institution Shares Value Change % of Portfolio Reported
BlackRock, Inc. 3,034,535 $12,532,630 ▲ +225,510 0.00% 2026-06-30
FEDERATED HERMES, INC. 2,747,655 $11,347,815 ▲ +1,728,578 0.02% 2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC 1,734,756 $7,164,542 New position 0.00% 2026-06-30
STATE STREET CORP 1,318,784 $5,446,578 ▲ +243,376 0.00% 2026-06-30
RENAISSANCE TECHNOLOGIES LLC 1,079,525 $4,458,438 ▼ -38,800 0.01% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 1,067,698 $4,410,943 ▲ +48,257 0.00% 2026-06-30
SUSQUEHANNA INTERNATIONAL GROUP, LLP 927,876 $3,832,128 ▲ +348,383 0.00% 2026-06-30
Prescott Group Capital Management, L.L.C. 897,224 $3,705,535 ▲ +1,800 0.32% 2026-06-30
CITADEL ADVISORS LLC 656,171 $2,709,986 ▲ +396,671 0.00% 2026-06-30
BRC Group Holdings, Inc. 637,319 $2,632,127 ▼ -234,261 0.61% 2026-06-30
ROYCE & ASSOCIATES LP 636,124 $2,627,192 ▼ -565,527 0.02% 2026-06-30
AQR CAPITAL MANAGEMENT LLC 619,506 $2,558,560 ▲ +421,184 0.00% 2026-06-30
MARSHALL WACE, LLP 557,474 $2,302,368 ▲ +300,339 0.00% 2026-06-30
MORGAN STANLEY 404,121 $1,669,021 ▲ +39,632 0.00% 2026-06-30
MILLENNIUM MANAGEMENT LLC 401,624 $1,658,707 New position 0.00% 2026-06-30
NORTHERN TRUST CORP 357,309 $1,475,687 ▲ +22,500 0.00% 2026-06-30
JACOBS LEVY EQUITY MANAGEMENT, INC 335,487 $1,385,561 New position 0.00% 2026-06-30
Walleye Capital LLC 323,898 $1,337,699 New position 0.00% 2026-06-30
Russell Investments Group, Ltd. 314,770 $1,299,997 ▲ +309,436 0.00% 2026-06-30
PEAK6 LLC 300,000 $1,239,000 New position 0.00% 2026-06-30
VANGUARD FIDUCIARY TRUST CO 283,953 $1,172,726 New position 0.00% 2026-06-30
JANE STREET GROUP, LLC 274,072 $1,131,917 ▼ -223,601 0.00% 2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC 273,004 $1,127,507 New position 0.00% 2026-06-30
BANK OF AMERICA CORP /DE/ 261,014 $1,077,988 ▲ +212,311 0.00% 2026-06-30
Bank of New York Mellon Corp 246,586 $1,018,400 ▲ +5,651 0.00% 2026-06-30
GROUP ONE TRADING LLC 240,000 $991,200 ▲ +164,359 0.00% 2026-06-30
Penn Capital Management Company, LLC 224,235 $926,091 New position 0.06% 2026-06-30
IMC-Chicago, LLC 214,176 $884,547 ▲ +33,122 0.00% 2026-06-30
UBS Group AG 209,643 $865,826 ▼ -72,452 0.00% 2026-06-30
Barry Investment Advisors, LLC 171,894 $709,922 Unchanged 0.15% 2026-06-30
COURIER CAPITAL LLC 170,000 $702,100 ▲ +82,500 0.04% 2026-06-30
SIMPLEX TRADING, LLC 156,532 $646,477 ▲ +59,317 0.00% 2026-06-30
SEI INVESTMENTS CO 138,970 $573,946 ▲ +98,020 0.00% 2026-06-30
Divisadero Street Capital Management, LP 135,826 $560,961 Unchanged 0.01% 2026-06-30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 113,383 $468,272 ▲ +8,874 0.00% 2026-06-30
Nuveen, LLC 106,583 $440,188 ▼ -30,366 0.00% 2026-06-30
MAI Capital Management 101,627 $419,720 ▲ +1,555 0.00% 2026-06-30
GOLDMAN SACHS GROUP INC 99,618 $411,422 ▼ -360,185 0.00% 2026-06-30
Quinn Opportunity Partners LLC 89,995 $371,679 ▲ +9,595 0.02% 2026-06-30
BRIDGEWAY CAPITAL MANAGEMENT, LLC 76,200 $314,706 Unchanged 0.01% 2026-06-30
Jump Financial, LLC 71,218 $294,130 New position 0.00% 2026-06-30
State of Wyoming 65,730 $271,465 ▼ -76,769 0.03% 2026-06-30
Wealthspire Advisors, LLC 61,664 $254,673 Unchanged 0.00% 2026-06-30
STIFEL FINANCIAL CORP 58,088 $239,910 ▲ +949 0.00% 2026-06-30
ALLIANCEBERNSTEIN L.P. 63,960 $230,896 ▲ +19,200 0.00% 2026-06-30
FRANKLIN RESOURCES INC 55,808 $230,487 ▼ -10,835 0.00% 2026-06-30
JPMORGAN CHASE & CO 53,109 $223,058 ▼ -3,018 0.00% 2026-06-30
LOS ANGELES CAPITAL MANAGEMENT LLC 52,970 $218,766 New position 0.00% 2026-06-30
RHUMBLINE ADVISERS 46,693 $192,830 ▲ +1,989 0.00% 2026-06-30
WELLS FARGO & COMPANY/MN 37,008 $152,843 ▲ +21,396 0.00% 2026-06-30
DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 34,009 $140,457 ▲ +1,132 0.00% 2026-06-30
D. E. Shaw & Co., Inc. 32,924 $135,976 New position 0.00% 2026-06-30
CIBC WORLD MARKET INC. 30,000 $123,900 ▲ +17,000 0.00% 2026-06-30
WINTON GROUP Ltd 27,400 $113,162 New position 0.00% 2026-06-30
LPL Financial LLC 24,668 $101,879 ▲ +1,168 0.00% 2026-06-30
MetLife Investment Management, LLC 23,773 $98,182 Unchanged 0.00% 2026-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 20,716 $96,122 New position 0.00% 2026-06-30
Invesco Ltd. 22,128 $91,389 New position 0.00% 2026-06-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 21,806 $90,059 ▲ +63 0.00% 2026-06-30
Centiva Capital, LP 21,781 $89,956 ▼ -21,202 0.00% 2026-06-30
Quantbot Technologies LP 21,619 $89,286 ▲ +3,055 0.00% 2026-06-30
MERCER GLOBAL ADVISORS INC /ADV 19,891 $82,150 New position 0.00% 2026-06-30
CITIGROUP INC 18,745 $77,417 ▲ +16,732 0.00% 2026-06-30
Dynamic Technology Lab Private Ltd 15,870 $66,000 ▼ -35,695 0.01% 2026-06-30
Corient Private Wealth LP 15,167 $62,640 Unchanged 0.00% 2026-06-30
XTX Topco Ltd 15,036 $62,099 New position 0.00% 2026-06-30
Vanguard Global Advisers, LLC 14,244 $58,828 New position 0.00% 2026-06-30
Vanguard Personalized Indexing Management, LLC 12,276 $50,700 ▼ -1,047 0.00% 2026-06-30
Magnus Financial Group LLC 12,000 $49,560 Unchanged 0.00% 2026-06-30
NEW YORK STATE COMMON RETIREMENT FUND 11,400 $47,082 Unchanged 0.00% 2026-06-30
NFSG Corp 11,400 $47,082 ▲ +6,800 0.01% 2026-06-30
INTECH INVESTMENT MANAGEMENT LLC 11,240 $46,421 ▲ +536 0.00% 2026-06-30
Police & Firemen's Retirement System of New Jersey 11,032 $45,562 Unchanged 0.00% 2026-06-30
Krane Funds Advisors LLC 10,374 $42,845 New position 0.00% 2026-06-30
Jain Global LLC 10,333 $42,675 New position 0.00% 2026-06-30
FMR LLC 9,401 $38,826 ▼ -720 0.00% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 8,883 $36,687 ▲ +8,645 0.00% 2026-06-30
BARCLAYS PLC 6,238 $25,763 ▼ -955 0.00% 2026-06-30
Integrated Wealth Concepts LLC 5,997 $24,769 New position 0.00% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 5,754 $23,764 ▼ -2,714 0.00% 2026-06-30
Tower Research Capital LLC (TRC) 5,096 $21,046 ▲ +2,099 0.00% 2026-06-30
Arax Advisory Partners 4,327 $17,870 New position 0.00% 2026-06-30
Ameritas Investment Partners, Inc. 3,399 $14,038 Unchanged 0.00% 2026-06-30
Legal & General Group Plc 3,352 $13,844 ▼ -6,266 0.00% 2026-06-30
JONES FINANCIAL COMPANIES LLLP 3,128 $12,919 Unchanged 0.00% 2026-06-30
ROYAL BANK OF CANADA 2,839 $12,000 ▲ +2,604 0.00% 2026-06-30
Caitong International Asset Management Co., Ltd 2,885 $11,915 ▼ -11,236 0.00% 2026-06-30
Global Retirement Partners, LLC 1,900 $7,847 New position 0.00% 2026-06-30
Allworth Financial LP 1,475 $6,092 ▲ +1,048 0.00% 2026-06-30
IAG Wealth Partners, LLC 1,000 $4,130 Unchanged 0.00% 2026-06-30
SBI Securities Co., Ltd. 974 $4,023 ▲ +31 0.00% 2026-06-30
EverSource Wealth Advisors, LLC 789 $3,259 ▲ +543 0.00% 2026-06-30
GAMMA Investing LLC 684 $2,825 Unchanged 0.00% 2026-06-30
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 553 $2,284 ▼ -1,566 0.00% 2026-06-30
Leonteq Securities AG 514 $2,123 Unchanged 0.00% 2026-06-30
PNC Financial Services Group, Inc. 447 $1,846 ▲ +329 0.00% 2026-06-30
ROTHSCHILD INVESTMENT LLC 425 $1,755 ▲ +388 0.00% 2026-06-30
Essential Partners LLC 402 $1,660 ▲ +227 0.00% 2026-06-30
Sterling Capital Management LLC 327 $1,351 ▼ -230 0.00% 2026-06-30
DUNCKER STREETT & CO INC 300 $1,239 New position 0.00% 2026-06-30
TD PRIVATE CLIENT WEALTH LLC 264 $1,090 Unchanged 0.00% 2026-06-30
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 261 $1,078 Unchanged 0.00% 2026-06-30
Clearstead Advisors, LLC 235 $971 New position 0.00% 2026-06-30
Optiver Holding B.V. 155 $640 ▼ -96 0.00% 2026-06-30
SJS Investment Consulting Inc. 115 $475 ▲ +107 0.00% 2026-06-30
Quarry LP 115 $475 New position 0.00% 2026-06-30
IFP Advisors, Inc 100 $413 New position 0.00% 2026-06-30
Farther Finance Advisors, LLC 98 $406 ▲ +57 0.00% 2026-06-30
True Wealth Design, LLC 98 $405 New position 0.00% 2026-06-30
MassMutual Private Wealth & Trust, FSB 93 $384 ▼ -116 0.00% 2026-06-30
GSA CAPITAL PARTNERS LLP 31,055 $128 New position 0.01% 2026-06-30
PRICE T ROWE ASSOCIATES INC /MD/ 28,579 $119 Unchanged 0.00% 2026-06-30
Cambridge Investment Research Advisors, Inc. 25,500 $105 Unchanged 0.00% 2026-06-30
Virtu Financial LLC 25,028 $103 New position 0.00% 2026-06-30
State of Alaska, Department of Revenue 20,022 $82 Unchanged 0.00% 2026-06-30
JPL Wealth Management, LLC 14 $58 New position 0.00% 2026-06-30
Centerpoint Advisors, LLC 100 $0 Unchanged 0.00% 2026-06-30
Whetstone Capital Advisors, LLC 0 $0 Sold out 2026-06-30
PIER 88 INVESTMENT PARTNERS LLC 0 $0 Sold out 2026-06-30
Atom Investors LP 0 $0 Sold out 2026-06-30
MANUFACTURERS LIFE INSURANCE COMPANY, THE 0 $0 Sold out 2026-06-30
R Squared Ltd 0 $0 Sold out 2026-06-30
HRT FINANCIAL LP 0 $0 Sold out 2026-06-30
SUMMIT SECURITIES GROUP LLC 0 $0 Sold out 2026-06-30
HARBOUR INVESTMENTS, INC. 0 $0 Sold out 2026-06-30
Advisory Services Network, LLC 0 $0 Sold out 2026-06-30