ALEXIS PRACTICAL TACTICAL ET LEXI
$40.33
-0.1% 52w: $31.08 – $40.66
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data31.0835.8740.66
Jun 20, 2025 Jul 2, 2026
Institutional holders
4
+1 QoQ
13F value
$123.7M
+2.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns LEXI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Independent Solutions Wealth Management, LLC | Wealth advisor | 3.4M | $118.5M | 17.4% | +542.6% |
| Sowell Financial Services LLC | Wealth advisor | 139.3K | $4.9M | 0.2% | Held |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 7.7K | $271K | 0.0% | New |
| MORGAN STANLEY | Bank broker | 935 | $33K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.