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 | 3,362,981 | 118,506 | 17.45% | 3.42% | 1 | +2,839,647 | 542.61% | Q1 2026 | Apr 27, 2026 |
| Sowell Financial Services LLC | History | No change | 139,300 | 4,908 | 0.18% | 0.18% | 2 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Alexis Investment Partners, LLC | History | Closed out | 0 | 0 | — | 36.2% | — | -2,732,408 | -100.0% | Q4 2025 | Jan 29, 2026 |