CUSIP 53656F425
LISTED FD TR
8 institutions · $121.7M total · 3,422,029 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Alexis Investment Partners, LLC | 2,732,408 | $97.3M | 79.84% | 2025-12-31 |
| 2 | Independent Solutions Wealth Management, LLC | 523,334 | $18.6M | 15.29% | 2025-12-31 |
| 3 | Sowell Financial Services LLC | 139,300 | $5.0M | 4.07% | 2025-12-31 |
| 4 | NAPA WEALTH MANAGEMENT | 16,998 | $497.9K | 0.49% | 2025-03-31 |
| 5 | Rockwood Wealth Management, LLC | 8,703 | $268.7K | 0.25% | 2024-12-31 |
| 6 | UBS Group AG | 1,164 | $40.4K | 0.03% | 2025-09-30 |
| 7 | ADVISOR GROUP HOLDINGS, INC. | 122 | $3.9K | 0.00% | 2025-09-30 |
| 8 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |