LEXI LISTED FDS TR
FollowALEX PRA TAC ETF (fund)
5 managers (5 13F filers) reported a position in LEXI shares at 2026-06-30, 3,607,105 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 1
- Added
- 2
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 3,607,105
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Independent Solutions Wealth Management… | 3,448,722 | $140M | 18.3% | +85,741 | 13F-HRTimeline |
| Sowell Financial Services LLC | 139,300 | $5.66M | 0.19% | 0 | 13F-HRTimeline |
| Envestnet Portfolio Solutions, Inc.in group ENVESTNET ASSET MANAGEMENT INC | 18,313 | $745K | <0.01% | +10,618 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 740 | $30.1K | <0.01% | -195 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 30 | $1.22K | <0.01% | new | 13F-HRTimelineGroup |