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PRXG Institutional Ownership

Praxis Impact Large Cap Growth ETF
1W: +0.3% 1M: +4.1% 3M: +5.4% YTD: +13.4%
$41.28
+0.44 (+1.08%)
 
Weekly Expected Move ±2.0%
$40 $40 $41 $42 $43
ETF AMEX · AUM $91.5M

Institutional Ownership — PRXG

14
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
77M
Total Invested
4
New Positions
4
Increased
4
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (16 total)

# Holder Shares Value Change Change % Holding Period Filing
1 EverSource Wealth Advisors, LLC 1,509,765 $62M -889,883 -37.1% 5Q SEC ↗
2 LifeGuide Financial Advisors, LLC 148,164 $6M +2,945 +2.0% 5Q SEC ↗
3 Smartleaf Asset Management LLC 94,420 $4M — +0.0% 5Q SEC ↗
4 Kestra Advisory Services, LLC 82,246 $3M -5,364 -6.1% 5Q SEC ↗
5 Cornerstone Financial Management LLC 51,650 $2M -178 -0.3% 3Q SEC ↗
6 NATURAL INVESTMENTS, LLC 30,936 $1M +1,074 +3.6% 4Q SEC ↗
7 Merit Financial Group, LLC NEW 16,280 $672K — +0.0% 1Q SEC ↗
8 TrustWell Financial Advisors, LLC 13,600 $561K +363 +2.7% 3Q SEC ↗
9 Strategic Blueprint, LLC 12,200 $504K +15 +0.1% 5Q SEC ↗
10 OneAscent Financial Services LLC NEW 10,664 $440K — +0.0% 1Q SEC ↗
11 Sound Stewardship, LLC NEW 8,484 $350K — +0.0% 1Q SEC ↗
12 Brand Asset Management Group, Inc. 5,945 $245K -3,347 -36.0% 2Q SEC ↗
13 LGT Financial Advisors LLC 2,770 $114K — +0.0% 4Q SEC ↗
14 JPMORGAN CHASE & CO NEW 134 $6K — +0.0% 1Q SEC ↗
15 UBS Group AG 0 $0K -21 -100.0% 1Q SEC ↗
16 HARBOUR INVESTMENTS, INC. 0 $0K -17,411 -100.0% 2Q SEC ↗

Recent Activity

New Positions (4)
HolderSharesValue
Merit Financial Group, LLC 16,280 $672K
OneAscent Financial Services LLC 10,664 $440K
Sound Stewardship, LLC 8,484 $350K
JPMORGAN CHASE & CO 134 $6K
Sold Out (2)
HolderPrev SharesPrev Value
HARBOUR INVESTMENTS, INC. 17,411 $719K
UBS Group AG 21 $1K
Biggest Increases (4)
HolderAddedChange %Total Shares
LifeGuide Financial Advisors, LLC +2,945 +2.0% 148,164
NATURAL INVESTMENTS, LLC +1,074 +3.6% 30,936
TrustWell Financial Advisors, LLC +363 +2.7% 13,600
Strategic Blueprint, LLC +15 +0.1% 12,200
Biggest Decreases (4)
HolderReducedChange %Total Shares
EverSource Wealth Advisors, LLC -889,883 -37.1% 1,509,765
Kestra Advisory Services, LLC -5,364 -6.1% 82,246
Brand Asset Management Group, Inc. -3,347 -36.0% 5,945
Cornerstone Financial Management LL -178 -0.3% 51,650

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms