LEXI Institutional Ownership & Shareholders
ALEXIS PRACTICAL TACTICAL ET (LEXI) is currently held by 6 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $148.89M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Independent Solutions Wealth Management, Llc is currently the largest disclosed institutional shareholder of LEXI tracked by InsiderSet, reporting ownership valued at approximately $142.26M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $140.52M, representing an estimated loss of -1.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed LEXI value among the investors covered in this analysis. Major shareholders include Independent Solutions Wealth Management, Llc, Sowell Financial Services Llc, Envestnet Portfolio Solutions, Inc., and several other long-term asset managers with concentrated positions in ALEXIS PRACTICAL TACTICAL ET (LEXI).
This page ranks the largest institutional LEXI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
6
Total Reported Value
$148.89M
Largest Holder
Independent Solutions Wealth Management, Llc
Largest Position
$142.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
7
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Independent Solutions Wealth Management, Llc | 18.06% | 3,532,621 | $142,261,820 | $140,519,892 | -$1,741,928 | -1.22% | |
| Sowell Financial Services Llc | 0.18% | 139,300 | $5,609,736 | $5,541,048 | -$68,688 | -1.22% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 18,313 | $744,555 | $728,451 | -$16,104 | -2.16% | |
| J2 Capital Management Inc | 0.15% | 5,944 | $239,357 | $236,439 | -$2,918 | -1.22% | |
| Morgan Stanley | 0.00% | 740 | $30,086 | $29,436 | -$650 | -2.16% | |
| Ubs Group Ag | 0.00% | 30 | $1,220 | $1,193 | -$27 | -2.19% |
Frequently asked questions about LEXI
Who are the largest institutional holders of LEXI?
The largest institutional holders of LEXI reported in the latest SEC Form 13F filings include Independent Solutions Wealth Management, Llc, Sowell Financial Services Llc, Envestnet Portfolio Solutions, Inc., J2 Capital Management Inc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported LEXI position.
What is LEXI institutional ownership?
This page tracks LEXI positions reported by institutional investment managers through SEC Form 13F. ALEXIS PRACTICAL TACTICAL ET (LEXI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LEXI?
InsiderSet currently tracks 6 institutional managers reporting LEXI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LEXI shareholders.
How much LEXI stock do institutions own?
Institutional investment managers disclosed approximately $148.89M in LEXI holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LEXI institutional ownership last updated?
The latest LEXI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LEXI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LEXI position after the reporting date.
Are institutions buying or selling LEXI?
Institutional buying and selling can be analyzed by comparing LEXI positions across consecutive 13F reporting periods. InsiderSet's LEXI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LEXI ownership changes.
How has LEXI institutional ownership changed over time?
InsiderSet tracks LEXI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.