LEXI Institutional Ownership
Alexis Practical Tactical ETF
1W: -0.0%
1M: +0.3%
3M: +0.2%
YTD: +13.5%
1Y: +16.5%
3Y: +75.0%
5Y: +66.2%
$40.63
+0.30 (+0.75%)
Weekly Expected Move ±1.3%
$40
$40
$41
$41
$42
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — LEXI
5
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
147M
Total Invested
1
New Positions
2
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (6 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Independent Solutions Wealth Managemen | 3,448,722 | $140M | +85,741 | +2.5% | 10Q | SEC ↗ |
| 2 | Sowell Financial Services LLC | 139,300 | $6M | — | +0.0% | 13Q | SEC ↗ |
| 3 | Envestnet Portfolio Solutions, Inc. | 18,313 | $744K | +10,618 | +138.0% | 2Q | SEC ↗ |
| 4 | MORGAN STANLEY | 740 | $30K | -195 | -20.9% | 2Q | SEC ↗ |
| 5 | UBS Group AG NEW | 30 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Alexis Investment Partners, LLC | 0 | $0K | -2,732,408 | -100.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| UBS Group AG | 30 | $1K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Alexis Investment Partners, LLC | 2,732,408 | $111M |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Independent Solutions Wealth Manage | +85,741 | +2.5% | 3,448,722 |
| Envestnet Portfolio Solutions, Inc. | +10,618 | +138.0% | 18,313 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -195 | -20.9% | 740 |