Who owns LiveOne, Inc. (LVO)
Which tracked institutional funds hold LVO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LVO company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
2 tracked funds added or opened LVO while 2 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
LVO’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes LVO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in LVO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 32 tracked filers holding LVO, 13 increased or opened the position and 15 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in LVO between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- VANGUARD CAPITAL MANAGEMENT LLC$2M
- KENNEDY CAPITAL MANAGEMENT LLC$785K
Full exits 1
- VANGUARD GROUP INC$2M
Largest trims
- FMR LLC$834K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC trimmed | 389,664 | $2M | 12.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 373,072 | $2M | 12.2% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC new | 153,953 | $785K | 5.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 131,748 | $672K | 4.3% | 2026-Q1 |
| BlackRock, Inc. trimmed | 100,590 | $513K | 3.3% | 2026-Q1 |
| Permanens Capital L.P. | 78,823 | $402K | 2.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 68,757 | $351K | 2.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 63,708 | $325K | 2.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 59,678 | $304K | 1.9% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 59,082 | $301K | 1.9% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 58,333 | $297K | 1.9% | 2026-Q1 |
| STATE STREET CORP trimmed | 33,625 | $171K | 1.1% | 2026-Q1 |
| ESSEX INVESTMENT MANAGEMENT CO LLC new | 24,535 | $125K | 0.8% | 2026-Q1 |
| SEI INVESTMENTS CO new | 21,578 | $110K | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP | 18,308 | $93K | 0.6% | 2026-Q1 |
| Pingora Partners LLC | 17,642 | $90K | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 12,311 | $63K | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 5,846 | $30K | 0.2% | 2026-Q1 |
| MORGAN STANLEY | 5,280 | $27K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 3,262 | $17K | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 2,988 | $15K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 2,732 | $14K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 2,375 | $12K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 2,172 | $11K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 1,000 | $5K | 0.0% | 2026-Q1 |
| GROUP ONE TRADING LLC trimmed | 764 | $4K | 0.0% | 2026-Q1 |
| Triumph Capital Management | 200 | $1K | 0.0% | 2026-Q1 |
| SBI Securities Co., Ltd. | 47 | $240 | 0.0% | 2026-Q1 |
| Silver Grove Financial Group, Inc. new | 20 | $102 | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS | 13 | $66 | 0.0% | 2026-Q1 |
| CITIGROUP INC trimmed | 1 | $5 | 0.0% | 2026-Q1 |
| Optiver Holding B.V. | 1 | $5 | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 423,868 | $2M | 12.8% | 2025-Q4 stale |
| No Street GP LP trimmed | 299,999 | $1M | 7.9% | 2025-Q3 stale |
| FLEMING JAMES B JR trimmed | 183,636 | $758K | 4.9% | 2025-Q3 stale |
| JANUS HENDERSON GROUP PLC new | 625,169 | $472K | 3.0% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 51,887 | $245K | 1.6% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC added | 321,933 | $243K | 1.6% | 2025-Q2 stale |
| Redmond Asset Management, LLC | 337,051 | $236K | 1.5% | 2025-Q1 stale |
| Y-Intercept (Hong Kong) Ltd added | 304,685 | $230K | 1.5% | 2025-Q2 stale |
| Alpine Global Management, LLC | 30,000 | $142K | 0.9% | 2025-Q4 stale |
| MARSHALL WACE, LLP trimmed | 25,045 | $103K | 0.7% | 2025-Q3 stale |
| BARCLAYS PLC added | 106,408 | $101K | 0.6% | 2025-Q3 stale |
| Point72 Asset Management, L.P. new | 14,326 | $68K | 0.4% | 2025-Q4 stale |
| Qube Research & Technologies Ltd trimmed | 15,509 | $64K | 0.4% | 2025-Q3 stale |
| Nuveen, LLC new | 89,692 | $63K | 0.4% | 2025-Q1 stale |
| Cubist Systematic Strategies, LLC added | 81,733 | $62K | 0.4% | 2025-Q2 stale |
| Beacon Financial Advisory LLC trimmed | 12,563 | $59K | 0.4% | 2025-Q4 stale |
| Jain Global LLC new | 66,796 | $50K | 0.3% | 2025-Q2 stale |
| HRT FINANCIAL LP added | 54,584 | $41K | 0.3% | 2025-Q2 stale |
| RHUMBLINE ADVISERS added | 57,765 | $40K | 0.3% | 2025-Q1 stale |
| DEUTSCHE BANK AG\ added | 56,978 | $40K | 0.3% | 2025-Q1 stale |
| TOWNSQUARE CAPITAL LLC | 56,612 | $40K | 0.3% | 2025-Q1 stale |
| Point72 Asia (Singapore) Pte. Ltd. trimmed | 52,248 | $39K | 0.3% | 2025-Q2 stale |
| NEW YORK STATE COMMON RETIREMENT FUND | 51,900 | $36K | 0.2% | 2025-Q1 stale |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 9,391 | $36K | 0.2% | 2025-Q3 stale |
| INTECH INVESTMENT MANAGEMENT LLC added | 49,641 | $35K | 0.2% | 2025-Q1 stale |
| AQR CAPITAL MANAGEMENT LLC added | 45,877 | $35K | 0.2% | 2025-Q2 stale |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 44,823 | $31K | 0.2% | 2025-Q1 stale |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 39,793 | $30K | 0.2% | 2025-Q2 stale |
| Apollon Wealth Management, LLC new | 36,000 | $27K | 0.2% | 2025-Q2 stale |
| Integrated Wealth Concepts LLC added | 35,113 | $27K | 0.2% | 2025-Q2 stale |
| PRICE T ROWE ASSOCIATES INC /MD/ | 35,954 | $26K | 0.2% | 2025-Q1 stale |
| Catalyst Funds Management Pty Ltd new | 33,700 | $25K | 0.2% | 2025-Q2 stale |
| Corebridge Financial, Inc. trimmed | 35,633 | $25K | 0.2% | 2025-Q1 stale |
| Virtu Financial LLC trimmed | 31,921 | $24K | 0.2% | 2025-Q2 stale |
| Mariner, LLC trimmed | 33,867 | $24K | 0.2% | 2025-Q1 stale |
| Invesco Ltd. added | 33,503 | $23K | 0.1% | 2025-Q1 stale |
| Bank of New York Mellon Corp trimmed | 29,359 | $22K | 0.1% | 2025-Q2 stale |
| XTX Topco Ltd trimmed | 28,716 | $22K | 0.1% | 2025-Q2 stale |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 27,224 | $21K | 0.1% | 2025-Q2 stale |
| SG Americas Securities, LLC trimmed | 27,363 | $19K | 0.1% | 2025-Q1 stale |
| HSBC HOLDINGS PLC new | 21,962 | $17K | 0.1% | 2025-Q2 stale |
| NEUBERGER BERMAN GROUP LLC added | 20,939 | $15K | 0.1% | 2025-Q1 stale |
| Schonfeld Strategic Advisors LLC trimmed | 17,825 | $13K | 0.1% | 2025-Q2 stale |
| Ground Swell Capital, LLC new | 15,327 | $12K | 0.1% | 2025-Q2 stale |
| SANDERS MORRIS HARRIS LLC | 16,425 | $12K | 0.1% | 2025-Q1 stale |
| CIBC WORLD MARKETS CORP new | 16,139 | $11K | 0.1% | 2025-Q1 stale |
| ProShare Advisors LLC trimmed | 15,746 | $11K | 0.1% | 2025-Q1 stale |
| SIMPLEX TRADING, LLC added | 2,070 | $10K | 0.1% | 2025-Q4 stale |
| JPMORGAN CHASE & CO trimmed | 12,162 | $9K | 0.1% | 2025-Q2 stale |
| IAM Advisory, LLC added | 12,000 | $9K | 0.1% | 2025-Q2 stale |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 11,273 | $9K | 0.1% | 2025-Q2 stale |
| Squarepoint Ops LLC trimmed | 11,205 | $8K | 0.1% | 2025-Q1 stale |
| MERCER GLOBAL ADVISORS INC /ADV new | 10,069 | $8K | 0.0% | 2025-Q2 stale |
| Ridgewood Investments LLC | 10,000 | $8K | 0.0% | 2025-Q2 stale |
| Stratos Wealth Partners, LTD. | 10,000 | $8K | 0.0% | 2025-Q2 stale |
| Legal & General Group Plc | 7,213 | $5K | 0.0% | 2025-Q1 stale |
| Ameritas Investment Partners, Inc. | 6,666 | $5K | 0.0% | 2025-Q1 stale |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 5,640 | $4K | 0.0% | 2025-Q1 stale |
| MAI Capital Management | 2,700 | $2K | 0.0% | 2025-Q2 stale |
| AMALGAMATED BANK | 2,354 | $2K | 0.0% | 2025-Q1 stale |
| Inlight Wealth Management, LLC | 200 | $944 | 0.0% | 2025-Q4 stale |
| EverSource Wealth Advisors, LLC added | 191 | $789 | 0.0% | 2025-Q3 stale |
| NISA INVESTMENT ADVISORS, LLC added | 500 | $377 | 0.0% | 2025-Q2 stale |
| Sterling Capital Management LLC added | 225 | $157 | 0.0% | 2025-Q1 stale |
| True Wealth Design, LLC trimmed | 27 | $21 | 0.0% | 2025-Q2 stale |
| NewEdge Advisors, LLC new | 18 | $13 | 0.0% | 2025-Q1 stale |
| Essential Partners LLC new | 6 | $5 | 0.0% | 2025-Q2 stale |
| CWM, LLC trimmed | 6 | — | 0.0% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.