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 3.29 Million shares, which have been reported (via 13F filing form) to have a value of $108 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alexis Investment Partners, LLC
Montgomery, TX |
May 15, 2025 Q1 2025 |
2,729,571
shares
|
$90.1 Million
38.22% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
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
|
$4.6 Million
0.19% of portfolio
|
Q3 2024
Reduced 19.53%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
16,998
shares
|
$560,934
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,417
shares
|
$79,761
0.0% of portfolio
|
Q1 2025
Added 1983.62%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|