5 institutions reported holding $123.7M of LISTED FDS TR (LEXI) in SEC 13F filings for 2026-03-31. Largest institutional holders: Independent Solutions Wealth Management, LLC ($118.5M), Sowell Financial Services LLC ($4.9M), Envestnet Portfolio Solutions, Inc. ($271,161), MORGAN STANLEY ($32,948), Alexis Investment Partners, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Independent Solutions Wealth Management, LLC | $118.5M | 3.4M | Added |
| 2 | Sowell Financial Services LLC | $4.9M | 139,300 | Hold |
| 3 | Envestnet Portfolio Solutions, Inc. | $271,161 | 7,695 | New |
| 4 | MORGAN STANLEY | $32,948 | 935 | New |
| 5 | Alexis Investment Partners, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31