PRXV PRAXIS FDS
FollowIMPA LA VALU ETF (fund)
11 managers (11 13F filers) reported a position in PRXV shares at 2026-06-30, 1,940,387 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 2
- Added
- 4
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 1,940,387
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L… | 1,440,018 | $50.2M | 1.69% | -922,610 | 13F-HRTimelineGroup |
| Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC | 174,246 | $6.07M | 0.02% | +2,582 | 13F-HRTimelineGroup |
| LifeGuide Financial Advisors, LLC | 172,356 | $6M | 1.71% | +2,920 | 13F-HRTimeline |
| Smartleaf Asset Management LLC | 97,237 | $3.4M | 0.11% | 0 | 13F-HRTimeline |
| Parkside Investments, LLC | 19,456 | $678K | 0.08% | 0 | 13F-HRTimeline |
| TrustWell Financial Advisors, LLC | 15,448 | $538K | 0.46% | +659 | 13F-HRTimeline |
| Merit Financial Group, LLC | 9,652 | $336K | <0.01% | new | 13F-HR/ATimeline |
| Brand Asset Management Group, Inc. | 8,656 | $302K | 0.07% | +8 | 13F-HRTimeline |
| LGT Financial Advisors LLC | 2,533 | $88.2K | 0.47% | 0 | 13F-HRTimeline |
| HARBOUR INVESTMENTS, INC. | 454 | $15.8K | <0.01% | 0 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 331 | $11.5K | <0.01% | new | 13F-HRTimelineGroup |