PRAXIS FDS - PRXG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | History | Added to | 1,347,271 | 49,202 | 1.81% | 1.47% | 1 | +312,568 | 30.21% | Q4 2025 | Feb 06, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 137,308 | 4,996 | 1.66% | 1.22% | 2 | +34,976 | 34.18% | Q4 2025 | Jan 05, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 90,796 | 3,339 | 0.13% | 0.2% | 3 | -1,429 | -1.55% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 80,271 | 2,931 | 0.01% | 0.01% | 4 | +7,874 | 10.88% | Q4 2025 | Feb 13, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 28,167 | 1,028 | 0.26% | 0.12% | 5 | +14,254 | 102.45% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Financial Management LLC | History | New | 20,601 | 752 | 0.71% | — | 6 | +20,601 | New | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 17,411 | 635 | 0.01% | 0.01% | 7 | +7,990 | 84.81% | Q4 2025 | Feb 09, 2026 |
| Strategic Blueprint, LLC | History | Added to | 11,958 | 436 | 0.03% | 0.02% | 8 | +1,377 | 13.01% | Q4 2025 | Jan 30, 2026 |
| LGT Financial Advisors LLC | History | No change | 2,256 | 82 | 0.5% | 0.17% | 9 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Jan 29, 2026 |