StepStone Private Markets - XPMIX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ORG Wealth Partners, LLC | History | Reduced | 25,791 | 1,571 | 0.37% | 0.38% | 1 | -3,682 | -12.49% | Q4 2025 | Jan 14, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 10,580 | 644 | 0.32% | — | 2 | +10,580 | New | Q4 2025 | Feb 23, 2026 |