PRXV Institutional Ownership
Praxis Impact Large Cap Value ETF
1W: -1.2%
1M: -3.8%
3M: -0.7%
YTD: +14.1%
1Y: +16.9%
$34.82
+0.10 (+0.29%)
Weekly Expected Move ±1.3%
$34
$34
$35
$35
$36
Overview
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Holdings
Changes
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Institutional Ownership — PRXV
11
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
68M
Total Invested
2
New Positions
4
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (11 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | EverSource Wealth Advisors, LLC | 1,440,018 | $50M | -922,610 | -39.1% | 5Q | SEC ↗ |
| 2 | Kestra Advisory Services, LLC | 174,246 | $6M | +2,582 | +1.5% | 5Q | SEC ↗ |
| 3 | LifeGuide Financial Advisors, LLC | 172,356 | $6M | +2,920 | +1.7% | 5Q | SEC ↗ |
| 4 | Smartleaf Asset Management LLC | 97,237 | $3M | — | +0.0% | 5Q | SEC ↗ |
| 5 | Parkside Investments, LLC | 19,456 | $677K | — | +0.0% | 4Q | SEC ↗ |
| 6 | TrustWell Financial Advisors, LLC | 15,448 | $538K | +659 | +4.5% | 3Q | SEC ↗ |
| 7 | Merit Financial Group, LLC NEW | 9,652 | $336K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Brand Asset Management Group, Inc. | 8,656 | $301K | +8 | +0.1% | 2Q | SEC ↗ |
| 9 | LGT Financial Advisors LLC | 2,533 | $88K | — | +0.0% | 4Q | SEC ↗ |
| 10 | HARBOUR INVESTMENTS, INC. | 454 | $16K | — | +0.0% | 3Q | SEC ↗ |
| 11 | UBS Group AG NEW | 331 | $12K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Merit Financial Group, LLC | 9,652 | $336K |
| UBS Group AG | 331 | $12K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LifeGuide Financial Advisors, LLC | +2,920 | +1.7% | 172,356 |
| Kestra Advisory Services, LLC | +2,582 | +1.5% | 174,246 |
| TrustWell Financial Advisors, LLC | +659 | +4.5% | 15,448 |
| Brand Asset Management Group, Inc. | +8 | +0.1% | 8,656 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| EverSource Wealth Advisors, LLC | -922,610 | -39.1% | 1,440,018 |