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Alexis Practical Tactical ET (LEXI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Independent Solutions Wealth Management, LLC
INCREASED
Shares3,532,621 from 3,448,722
Change+83,899 (+2%)
Value$142.3M (+$2.0M)
Filed 2026-10-28
Sowell Financial Services LLC
UNCHANGED
Shares139,300 from 139,300
Change0 (0%)
Value$5.6M (-$53.8K)
Filed 2026-10-23
J2 Capital Management Inc
NEW
Shares5,944
Change+5,944
Value$239.4K
Filed 2026-10-19
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 18,313
Change-18,313 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 740
Change-740 (-100%)
Value—
UBS Group AG
N/A
Shares— from 30
Change-30 (-100%)
Value—
Status
Independent Solutions Wealth Management, LLC
INCREASED3,532,6213,448,722+83,899+2%$140.2M$142.3M+$2.0M2026-10-28
Sowell Financial Services LLC
UNCHANGED139,300139,30000%$5.7M$5.6M-$53.8K2026-10-23
J2 Capital Management Inc
NEW5,944—+5,944——$239.4K—2026-10-19
Envestnet Portfolio Solutions, Inc.
N/A—18,313-18,313-100%$744.6K———
Morgan Stanley
N/A—740-740-100%$30.1K———
UBS Group AG
N/A—30-30-100%$1.2K———
Showing 6 of 6 institutions