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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LifeGuide Financial Advisors, LLC | History | Added to | 169,436 | 5,267 | 1.68% | 1.67% | 1 | +4,641 | 2.82% | Q1 2026 | Apr 08, 2026 |
| Parkside Investments, LLC | History | Added to | 19,456 | 604 | 0.07% | 0.05% | 2 | +7,071 | 57.09% | Q1 2026 | Apr 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 1.53% | — | -1,375,888 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -137,669 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -97,640 | -100.0% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,659 | -100.0% | Q4 2025 | Feb 09, 2026 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -3,027 | -100.0% | Q4 2025 | Feb 13, 2026 |