Listed Funds Trust - LEXI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Independent Solutions Wealth Management, LLC | History | Added to | 3,532,621 | 142,261 | 18.06% | 18.3% | 1 | +83,899 | 2.43% | Q3 2026 | Oct 28, 2026 |
| Sowell Financial Services LLC | History | No change | 139,300 | 5,609 | 0.18% | 0.19% | 2 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 18,313 | 744 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| J2 Capital Management Inc | History | New | 5,944 | 239 | 0.15% | — | 4 | +5,944 | New | Q3 2026 | Oct 19, 2026 |
| MORGAN STANLEY | History | No change | 740 | 30 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 30 | 1 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |