Who Owns LEXI?
Alexis Practical Tactical ETF — Institutional Ownership & 13F Holdings
$37.86
-0.09 (-0.24%)
Market Cap
$157.1M
Shares Outstanding
4,020,852
Institutional Holders
5
Total Inst. Value
$95.5M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
1
Closed Positions
2
Increased
3
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Alexis Investment Partners, LLC | $79.9M | 2,729,571 |
| 2 | Independent Solutions Wealth Management, LLC | $10.9M | 373,450 |
| 3 | Sowell Financial Services LLC | $4.1M | 139,300 |
| 4 | NAPA WEALTH MANAGEMENTNew | $498K | 16,998 |
| 5 | UBS Group AG | $71K | 2,417 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Alexis Investment Partners, LLC | +78K | $79.9M |
| Independent Solutions Wealth Management, LLC | +36K | $10.9M |
| NAPA WEALTH MANAGEMENTNew | +17K | $498K |
| UBS Group AG | +2K | $71K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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Frequently Asked Questions
How many institutional investors hold LEXI?
As of Q1 2025, 5 institutional investors report holding LEXI (Alexis Practical Tactical ETF) in their 13F filings.
Which hedge fund owns the most LEXI?
The largest institutional holder of LEXI is Alexis Investment Partners, LLC with $79.9M in shares.
Are institutions buying or selling LEXI?
This quarter, 1 institutions opened new positions in LEXI and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.