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 5 institutions that hold shares in the stock, with a total of 3.37 Million shares, which have been reported (via 13F filing form) to have a value of $112 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
|
$93.9 Million
39.41% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
399,159
shares
|
$13.2 Million
2.52% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
139,300
shares
|
$4.62 Million
0.19% of portfolio
|
Q3 2024
Reduced 19.53%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,164
shares
|
$38,609
0.0% of portfolio
|
Q2 2025
Reduced 51.84%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|