LEXI — Listed Fds Tr Institutional Holders · Q2 2026
Who owns Listed Fds Tr (LEXI)? 5 institutions reported holding $146.65M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Independent Solutions Wealth Management, LLC ($140.2M), Sowell Financial Services LLC ($5.7M), Envestnet Portfolio Solutions, Inc. ($744,555).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Independent Solutions Wealth Management, LLC | $140.2M | 3.4M | Added |
| 2 | Sowell Financial Services LLC | $5.7M | 139,300 | Hold |
| 3 | Envestnet Portfolio Solutions, Inc. | $744,555 | 18,313 | Added |
| 4 | MORGAN STANLEY | $30,086 | 740 | Trimmed |
| 5 | UBS Group AG | $1,220 | 30 | New |
Source: SEC Form 13F filings · as of 2026-06-30