LEXI

Institutional Ownership

Top 5 Institutional Holders
HolderSharesDateChange% Held
Independent Solutions Wealth Management, LLC3.53MSep 30, 26+83.90K69.99%
Sowell Financial Services LLC139.30KSep 30, 26--2.76%
Envestnet Portfolio Solutions, Inc.18.31KJun 30, 26+10.62K0.36%
MORGAN STANLEY740Jun 30, 26-1950.01%
UBS Group AG30Jun 30, 26+300.00%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.