4 tracked 13F filers disclose a position in LEXI as of the latest SEC 13F filings, a combined $146.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Independent Solutions Wealth Management, LLC | 3.4M | $140.2M | ▲+2.5% Added · +86K sh | Q2 2026 | |
| 2 | Sowell Financial Services LLC | 139K | $5.7M | —Held | Q2 2026 | |
| 3 | Envestnet Portfolio Solutions, Inc. | 18K | $745K | ▲+138% Added · +11K sh | Q2 2026 | |
| 4 | Morgan Stanley | 935 | $33K | ▲New +935 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 1 funds | $121.7M |
| Invesco QQQ Trust Series 1QQQ | 1 funds | $89.8M |
| Nvidia CorpNVDA | 1 funds | $82.7M |
| SS SPDR S&P 500 ETF Trust-USSPY | 1 funds | $64.5M |
| Ishares Core S&P 500 ETFIVV | 1 funds | $59.6M |
| Microsoft CorpMSFT | 1 funds | $56.7M |
| Simpl Affi Wor Le Equ ETF-UiWLDR | 1 funds | $55.3M |
| Amazon.com IncAMZN | 1 funds | $53.1M |
| Ishares Msci USA Quality FacQUAL | 1 funds | $39.0M |
| Alphabet Inc-CL AGOOGL | 1 funds | $35.7M |
| Rayln NXTGN Mu US Eq ETF-UsdRWLC | 1 funds | $34.1M |
| Vaneck Semiconductor ETFSMH | 1 funds | $33.6M |
Ranked by how many of LEXI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LEXI.
| Class | 13F holders | Value held |
|---|---|---|
| INFLmc | 162 funds | $782.2M |
| HEGDSWAN HEDGED EQTY | 77 funds | $598.5M |
| METVmc | 74 funds | $100.9M |
| HLALmc | 60 funds | $37.1M |
| UMMAmc | 43 funds | $30.5M |
| OVLSHARES LAG CAP | 41 funds | $181.5M |
| SPRXUIT EXCHANGE TRADED | 39 funds | $63.7M |
| BETZmc | 36 funds | $4.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for LEXI
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LEXI/capital-change-brief"
Use Arkolith's capital_change_brief for LEXI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for LEXI. Filings are public domain, sourced to SEC EDGAR.