Filing Research | LEXINFINTECH HLDGS LTD Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	ALTERNA WEALTH MANAGEMENT, INC	Shares	15.0KSH	$29.6K
2	SIGNATUREFD, LLC	Shares	2.7KSH	$5.3K
3	JNBA Financial Advisors	Shares	1.6KSH	$3.1K
4	Triumph Capital Management	Shares	1.4KSH	$2.8K
5	LRI Investments, LLC	Shares	1.0KSH	$2.0K
6	Physician Wealth Advisors, Inc.	Shares	729SH	$1.4K
7	SBI Securities Co., Ltd.	Shares	641SH	$1.3K
8	Spire Wealth Management	Shares	500SH	$985
9	Farther Finance Advisors, LLC	Shares	497SH	$979
10	Abound Wealth Management	Shares	50SH	$99

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

14 / 14 loaded

#		Instrument
1	Physician Wealth Advisors, Inc. added	Shares	+354	+$619	$1.4K
2	SBI Securities Co., Ltd. added	Shares	+243	+$395	$1.3K
3	Abound Wealth Management new	Shares	+50	+$99	$99
4	Farther Finance Advisors, LLC added	Shares	+6	-$72	$979
5	Spire Wealth Management unchanged	Shares	0	-$105	$985
6	CoreCap Advisors, LLC exited	Shares	-58	-$126	$0
7	LRI Investments, LLC unchanged	Shares	0	-$210	$2.0K
8	JNBA Financial Advisors unchanged	Shares	0	-$330	$3.1K
9	Triumph Capital Management trimmed	Shares	-50	-$409	$2.8K
10	SIGNATUREFD, LLC trimmed	Shares	-942	-$2.6K	$5.3K
11	ALTERNA WEALTH MANAGEMENT, INC unchanged	Shares	0	-$3.1K	$29.6K
12	Sound Income Strategies, LLC exited	Shares	-2.0K	-$4.3K	$0
13	Mirae Asset Global Investments Co., Ltd. exited	Shares	-4.1K	-$8.9K	$0
14	QRG CAPITAL MANAGEMENT, INC. exited	Shares	-24.1K	-$52.5K	$0

Filing Research | LEXINFINTECH HLDGS LTD Institutional Holdings