Institutional Ownership
Listed Fds Tr
CUSIP 53656F425ALEXIS PRACTICALLEXIQ1 2026
13D / 13G Filings
1
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
9.9%
Max % of class reported
Institutional Holders
4
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
1 filings · latest Feb 14, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 14, 2025 | Independent Solutions Wealth Management, LLC | 13G | 9.9% | 337.8K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Independent Solutions Wealth Management, LLC | 3.36M | $118.51M |
| 2 | Sowell Financial Services LLC | 139.3K | $4.91M |
| 3 | Envestnet Portfolio Solutions, Inc. | 7.7K | $271.2K |
| 4 | Morgan Stanley | 935 | $32.9K |