DOSSIER · 13F Holders · Q2 2026
LEXI

LISTED FDS TR

6 institutions still hold LISTED FDS TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 53656F425·6 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$147M
visible holders
Holders
6
filers reporting
Concentration
95.61%
Independent Solutions Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

6 institutions reported LEXI in Q2 2026. Independent Solutions Wealth Management, LLC leads at 95.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Independent Solutions Wealth Management, LLC
CIK 0001818391
$140M3.4M18.30%Q2 2026
02
Sowell Financial Services LLC
CIK 0001633697
$6M139K0.19%Q2 2026
03
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$745K18K0.00%Q2 2026
04
MORGAN STANLEY
CIK 0000895421
$30K7400.00%Q2 2026
05
UBS Group AG
CIK 0001610520
$1K300.00%Q2 2026
06
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025