| 0.960% |
| 0.00% |
| 4 | CITADEL ADVISORS LLC | 157K | $88K | +1061.4% | 0.602% | 0.00% |
| 5 | TORONTO DOMINION BANK | 100K | $56K | -28.6% | 0.383% | 0.00% |
| 6 | VANGUARD FIDUCIARY TRUST CO | 94K | $53K | 0.0% | 0.361% | 0.00% |
| 7 | UBS Group AG | 47K | $26K | -10.9% | 0.180% | 0.00% |
| 8 | NORTHERN TRUST CORP | 40K | $22K | +116.6% | 0.153% | 0.00% |
| 9 | STATE STREET CORP | 39K | $22K | 0.0% | 0.151% | 0.00% |
| 10 | StoneX Group Inc. | 26K | $16K | — | 0.099% | 0.00% |
| 11 | BlackRock, Inc. | 27K | $15K | 0.0% | 0.105% | 0.00% |
| 12 | Krilogy Financial LLC | 24K | $14K | +22.9% | 0.093% | 0.00% |
| 13 | XTX Topco Ltd | 22K | $12K | -11.1% | 0.085% | 0.00% |
| 14 | RENAISSANCE TECHNOLOGIES LLC | 17K | $9K | +1.2% | 0.063% | 0.00% |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15K | $9K | — | 0.059% | 0.00% |
| 16 | Vontobel Holding Ltd. | 15K | $9K | -34.0% | 0.058% | 0.00% |
| 17 | BANK OF MONTREAL /CAN/ | 14K | $8K | 0.0% | 0.054% | 0.00% |
| 18 | Vanguard Global Advisers, LLC | 10K | $6K | 0.0% | 0.039% | 0.00% |
| 19 | ROYAL BANK OF CANADA | 7K | $4K | +0.3% | 0.027% | 0.00% |
| 20 | Crews Bank & Trust | 4K | $2K | — | 0.015% | 0.00% |
| 21 | OSAIC HOLDINGS, INC. | 2K | $1K | +262.8% | 0.008% | 0.00% |
| 22 | Federation des caisses Desjardins du Quebec | 382 | $214 | 0.0% | 0.002% | 0.00% |
| 23 | FMR LLC | 213 | $119 | — | 0.001% | 0.00% |
| 24 | Farther Finance Advisors, LLC | 172 | $96 | +3.6% | 0.001% | 0.00% |
| 25 | Tower Research Capital LLC (TRC) | 152 | $85 | +7500.0% | 0.001% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in LEXX — a direct measure of their conviction.
| 7.08% |
| 1.50 pp |
| $2M |
| 29% |
| Q4 2024 | 26 | 3.7% | 8.58% | +0.57 pp | $3M | 6.4% |
| Q3 2024 | 27 | — | 8.01% | — | $3M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
6 institutions opened new positions in LEXX during Q2 2026, while 3 fully exited. 4 added to existing positions and 18 trimmed.
LEXX institutional ownership rose by 0.24 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 89.8% of all reported 13F value in LEXX, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.