Alexis Practical Tactical EtLEXIETF
13F holders, Q1 2026 (March 31)4holders +1
2new positions
1sold out
$35.24avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding Alexis Practical Tactical Et (LEXI) in their 13F filings, up 1 from Q4 2025. 2 opened new positions and 1 sold out. The largest holders were Independent Solutions Wealth Management, LLC ($118.5M), Sowell Financial Services LLC ($4.9M) and Envestnet Portfolio Solutions, Inc. ($271K).
- Company
- Alexis Practical Tactical Et
- Filed as
- LISTED FDS TR (Q1 2026)
- CUSIP
- 53656F425
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $304K |
| Exits | 1 | $97.3M |
All 13F filers, Q4 2025 → Q1 2026: 2,848,277 shares bought and 2,732,408 shares sold, net +115,869 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Independent Solutions Wealth Management, LLC | 17.45% | Add +542.6% | 3,362,981 | $118.5M |
| Sowell Financial Services LLC | 0.18% | No change | 139,300 | $4.9M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 7,695 | $271K |
| Morgan Stanley | 0.00% | New | 935 | $33K |
"% of holder's portfolio" is LEXI's weight in each manager's 13F, not the share of Alexis Practical Tactical Et the manager owns.