Filing Research | LXEO - LEXEO THERAPEUTICS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

16 / 16 loaded

#		Instrument	quantity
1	Hennion & Walsh Asset Management, Inc.	Shares	265.7KSH	$1.2M
2	Police & Firemen's Retirement System of New Jersey	Shares	25.5KSH	$118.9K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.7KSH	$61.4K
4	China Universal Asset Management Co., Ltd.	Shares	12.5KSH	$58.2K
5	Mirae Asset Global Investments Co., Ltd.	Shares	3.5KSH	$16.3K
6	EverSource Wealth Advisors, LLC	Shares	594SH	$2.8K
7	GAMMA Investing LLC	Shares	247SH	$1.1K
8	Fortitude Family Office, LLC	Shares	228SH	$1.1K
9	Physician Wealth Advisors, Inc.	Shares	203SH	$945
10	Key FInancial Inc	Shares	200SH	$931
11	True Wealth Design, LLC	Shares	197SH	$918
12	Torren Management, LLC	Shares	178SH	$829
13	SBI Securities Co., Ltd.	Shares	175SH	$815
14	IFP Advisors, Inc	Shares	172SH	$801
15	Farther Finance Advisors, LLC	Shares	159SH	$740
16	SIGNATUREFD, LLC	Shares	159SH	$740

Manager changes2026-06-30 vs 2026-03-31

17 / 17 loaded

#		Instrument
1	Hennion & Walsh Asset Management, Inc. new	Shares	+265.7K	+$1.2M	$1.2M
2	Police & Firemen's Retirement System of New Jersey added	Shares	+9.2K	+$24.9K	$118.9K
3	Physician Wealth Advisors, Inc. new	Shares	+203	+$945	$945
4	Farther Finance Advisors, LLC new	Shares	+159	+$740	$740
5	Fortitude Family Office, LLC added	Shares	+23	-$116	$1.1K
6	Torren Management, LLC unchanged	Shares	0	-$193	$829
7	Key FInancial Inc unchanged	Shares	0	-$217	$931
8	IFP Advisors, Inc trimmed	Shares	-31	-$364	$801
9	SBI Securities Co., Ltd. trimmed	Shares	-32	-$373	$815
10	True Wealth Design, LLC trimmed	Shares	-29	-$380	$918
11	SIGNATUREFD, LLC trimmed	Shares	-41	-$408	$740
12	GAMMA Investing LLC trimmed	Shares	-84	-$750	$1.1K
13	EverSource Wealth Advisors, LLC trimmed	Shares	-207	-$1.8K	$2.8K
14	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-295	-$5.5K	$16.3K
15	China Universal Asset Management Co., Ltd. trimmed	Shares	-455	-$16.2K	$58.2K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-3.2K	-$30.0K	$61.4K
17	Y-Intercept (Hong Kong) Ltd exited	Shares	-142.6K	-$818.4K	$0

Filing Research | LXEO - LEXEO THERAPEUTICS INC Institutional Holdings