LEXI institutional holders
LISTED FDS TR · 13F, 2026Q2
| Managers holding | 5 |
|---|---|
| Shares held | 3,607,105 |
| Reported value | $146.7m |
| Quarter flows | 1 new, 2 added, 1 trimmed, 0 exited |
Top 5 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Independent Solutions Wealth Management, LLC | 3,448,722 | $140.2m | 18.3% |
| Sowell Financial Services LLC | 139,300 | $5.7m | 0.2% |
| Envestnet Portfolio Solutions, Inc. | 18,313 | $744,555 | 0.0% |
| MORGAN STANLEY | 740 | $30,086 | 0.0% |
| UBS Group AG | 30 | $1,220 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("LEXI"). LEXI price history · All 13F data