PRXV PRAXIS FDS
FollowIMPA LA VALU ETF (fund)
7 managers (7 13F filers) reported a position in PRXV shares at 2025-06-30, 1,335,950 shares in all. 7 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 7
- Added
- 0
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 1,335,950
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 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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… | 1,041,021 | $29.5M | 1.33% | new | 13F-HRTimelineGroup |
| LifeGuide Financial Advisors, LLC | 117,362 | $3.33M | 1.23% | new | 13F-HRTimeline |
| Smartleaf Asset Management LLC | 97,576 | $2.75M | 0.24% | new | 13F-HRTimeline |
| Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC | 79,957 | $2.27M | 0.01% | new | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 30 | $850 | <0.01% | new | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 4 | $113 | <0.01% | new | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | new | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |