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 | 1,450,696 | 50,237 | 1.62% | 1.69% | 1 | +10,678 | 0.74% | Q3 2026 | Nov 04, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 183,952 | 6,370 | 1.79% | 1.71% | 2 | +11,596 | 6.73% | Q3 2026 | Oct 20, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 157,016 | 5,437 | 0.02% | 0.02% | 3 | -17,230 | -9.89% | Q3 2026 | Nov 02, 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 | Added to | 26,356 | 912 | 0.1% | 0.08% | 5 | +6,900 | 35.46% | Q3 2026 | Oct 20, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 15,792 | 546 | 0.46% | 0.46% | 6 | +344 | 2.23% | Q3 2026 | Oct 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 11,906 | 412 | 0.0% | 0.0% | 7 | +2,254 | 23.35% | Q3 2026 | Nov 06, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 8,656 | 301 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LGT Financial Advisors LLC | History | No change | 2,533 | 88 | 0.47% | 0.47% | 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% | Q3 2026 | Nov 09, 2026 |
| UBS Group AG | History | No change | 331 | 11 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |