LEXI(LEXI)
LEXI
Institutional Ownership
Top 5 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Independent Solutions Wealth Management, LLC | 3.53M | Sep 30, 26 | +83.90K | 69.99% |
| Sowell Financial Services LLC | 139.30K | Sep 30, 26 | -- | 2.76% |
| Envestnet Portfolio Solutions, Inc. | 18.31K | Jun 30, 26 | +10.62K | 0.36% |
| MORGAN STANLEY | 740 | Jun 30, 26 | -195 | 0.01% |
| UBS Group AG | 30 | Jun 30, 26 | +30 | 0.00% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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