PRAXIS FDS - PRXV
Detailed investor-level table based on 13F positions.
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 | 2,362,628 | 73,454 | 2.24% | 1.53% | 1 | +986,740 | 71.72% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 171,664 | 5,337 | 0.02% | 0.02% | 2 | +33,995 | 24.69% | Q1 2026 | Apr 30, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 169,436 | 5,267 | 1.68% | 1.67% | 3 | +4,641 | 2.82% | Q1 2026 | Apr 08, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 97,237 | 2,973 | 0.11% | 0.11% | 4 | -403 | -0.41% | Q1 2026 | May 15, 2026 |
| Parkside Investments, LLC | History | Added to | 19,456 | 604 | 0.07% | 0.05% | 5 | +7,071 | 57.09% | Q1 2026 | Apr 08, 2026 |
| TrustWell Financial Advisors, LLC | History | Reduced | 14,789 | 459 | 0.43% | 0.45% | 6 | -660 | -4.27% | Q1 2026 | May 07, 2026 |
| Brand Asset Management Group, Inc. | History | New | 8,648 | 268 | 0.07% | — | 7 | +8,648 | New | Q1 2026 | May 11, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 2,533 | 78 | 0.4% | 0.56% | 8 | -494 | -16.32% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 454 | 14 | 0.0% | 0.0% | 9 | -7,205 | -94.07% | Q1 2026 | May 15, 2026 |