LEXI LISTED FDS TR: institutional ownership and insider trading

6 funds reported holding $147M of LISTED FDS TR in their latest 13F filings; in Q2 2026 funds net bought $3.91M, with 1 new positions and 0 funds selling out.

Largest institutional holders of LEXI

1. Independent Solutions Wealth Management, LLC — $140M
2. Sowell Financial Services LLC — $5.61M
3. Envestnet Portfolio Solutions, Inc. — $745K
4. J2 Capital Management Inc — $239K
5. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $30.1K
6. UBS Group AG (UBS) — $1.22K

All LEXI 13F holders