Who Owns Alexis Practical Tactical ETF (LEXI)?Hedge Fund & Institutional Holders
Institutional Holders
3
as of Q4 2025
Total Institutional Value
$97262000186280.0T
% of Float Held
—
QoQ Change in Holders
+2 / -1
Price History
LEXI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Independent Solutions Wealth Management, LLC | New Position | +523K | +$18.6B |
| Sowell Financial Services LLC | New Position | +139K | +$5.0B |
LEXI — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Alexis Investment Partners, LLC | Decreased | -107K | -$1.3B |
| UBS Group AG | Closed Position | -1K | -$40.4M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Alexis Investment Partners, LLC | 2,732,408 | $97.3B | 36.20% | Share |
| 2 | Independent Solutions Wealth Management, LLC | 523,334 | $18.6B | 3.42% | Share |
| 3 | Sowell Financial Services LLC | 139,300 | $5.0B | 0.18% | Share |
LEXI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 3 | $120.8B | +1 |
| Q3 2025 | 2 | $98.7B | -3 |
| Q2 2025 | 5 | $109.0B | +0 |
| Q1 2025 | 5 | $95.5B | -1 |
| Q4 2024 | 6 | $94.6B | +3 |
| Q3 2024 | 3 | $6.8B | +1 |
| Q2 2024 | 2 | $5.0B | -1 |
| Q1 2024 | 3 | $5.0B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 3 institutional investors hold LEXI (Alexis Practical Tactical ETF). The largest holder is Alexis Investment Partners, LLC with $97.3B in shares. This quarter, 2 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own LEXI?
As of Q4 2025, 3 institutional investors report holding LEXI (Alexis Practical Tactical ETF) in their 13F filings.
Who is the largest institutional holder of LEXI?
The largest institutional holder of LEXI is Alexis Investment Partners, LLC with $97.3B in shares.
Is institutional ownership of LEXI increasing or decreasing?
This quarter, 2 institutions opened new positions in LEXI and 1 closed their positions.