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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Independent Solutions Wealth Management, LLC | $140.2M | 3.4M | ▲+2.5% Added · +86K sh | Q2 2026 | |
| 2 | Sowell Financial Services LLC | $5.7M | 139K | —Held | Q2 2026 | |
| 3 | Envestnet Portfolio Solutions, Inc. | $745K | 18K | ▲+138% Added · +11K sh | Q2 2026 | |
| 4 | MORGAN STANLEY | $33K | 935 | ▲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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 4 funds | $64.4B |
| NVIDIA CORPNVDA | 4 funds | $61.5B |
| MICROSOFT CORPMSFT | 4 funds | $47.4B |
| AMAZON.COM INCAMZN | 4 funds | $37.1B |
| ALPHABET INC-CL AGOOGL | 4 funds | $35.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 4 funds | $27.5B |
| BROADCOM INCAVGO | 4 funds | $24.0B |
| META PLATFORMS INC-CLASS AMETA | 4 funds | $22.3B |
| ALPHABET INC-CL CGOOG | 4 funds | $21.1B |
| JPMORGAN CHASE & COJPM | 4 funds | $20.6B |
| ISHARES CORE S&P 500 ETFIVV | 4 funds | $17.2B |
| VANGUARD S&P 500 ETFVOO | 4 funds | $15.5B |
Ranked by how many of LEXI's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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 + end-of-day price history + the live filing stream, joined for LEXI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.