Institutional Ownership Listed Fds Tr Alexis Practical (LEXI)
This table provides information about the institutional ownership of Listed Fds Tr Alexis Practical (LEXI). We have compiled data on the 6 institutions that hold shares in the stock, with a total of 3.43 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Jul 29, 2025 Q2 2025 |
2,832,173
shares
|
$99.4 Million
39.41% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
453,729
shares
|
$15.9 Million
2.8% of portfolio
|
Q3 2025
Added 13.67%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
139,300
shares
|
$4.89 Million
0.2% of portfolio
|
Q3 2024
Reduced 19.53%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,164
shares
|
$40,833
0.0% of portfolio
|
Q2 2025
Reduced 51.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
122
shares
|
$4,279
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|