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 | Reduced | 1,440,018 | 50,158 | 1.69% | 2.24% | 1 | -922,610 | -39.05% | Q2 2026 | Jul 24, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 174,246 | 6,069 | 0.02% | 0.02% | 2 | +2,582 | 1.5% | Q2 2026 | Jul 28, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 172,356 | 6,003 | 1.71% | 1.68% | 3 | +2,920 | 1.72% | Q2 2026 | Jul 09, 2026 |
| Smartleaf Asset Management LLC | History | No change | 97,237 | 3,399 | 0.11% | 0.11% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Investments, LLC | History | No change | 19,456 | 677 | 0.08% | 0.07% | 5 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 15,448 | 538 | 0.46% | 0.43% | 6 | +659 | 4.46% | Q2 2026 | Jul 22, 2026 |
| Merit Financial Group, LLC | History | New | 9,652 | 336 | 0.0% | — | 7 | +9,652 | New | Q2 2026 | Jul 20, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 8,656 | 301 | 0.07% | 0.07% | 8 | +8 | 0.09% | Q2 2026 | Aug 12, 2026 |
| LGT Financial Advisors LLC | History | No change | 2,533 | 88 | 0.47% | 0.4% | 9 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 454 | 15 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | New | 331 | 11 | 0.0% | — | 11 | +331 | New | Q2 2026 | Aug 13, 2026 |