Vault-13

PRAXIS FDS PRXG

IMPACT LARGE CAP · ETP · CUSIP 74006E736

14 institutional holders +4 vs Q1 2026
1,987,2582.0m shares reported held*
$77.5mreported value*
4 new 4 added 4 reduced 0 sold out net sold ≈ $33.5m (-858.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $38.99.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

051015Q2 25: 7Q3 25: 8Q4 25: 11Q1 26: 10Q2 26: 1414Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q2 20257
Q3 20258
Q4 202511
Q1 202610
Q2 202614

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 25: 7 bought or addedQ3 25: 1 cut or sold outQ3 25Q4 25: 7 bought or addedQ4 25: 1 cut or sold outQ4 25Q1 26: 10 bought or addedQ1 26: 2 cut or sold outQ1 26Q2 26: 8 bought or addedQ2 26: 4 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202571
Q4 202571
Q1 2026102
Q2 202684

Biggest buyers

Merit Financial Group, LLC New +16,280+16.3k
OneAscent Financial Services LLC New +10,664+10.7k
Sound Stewardship, LLC New +8,484+8.5k
LifeGuide Financial Advisors, LLC Added +2,945+2.9k
NATURAL INVESTMENTS, LLC Added +1,074+1.1k
TrustWell Financial Advisors, LLC Added +363+363
JPMORGAN CHASE & CO New +134+134
Strategic Blueprint, LLC Added +15+15

Biggest sellers

EverSource Wealth Advisors, LLC Reduced -889,883-889.9k
Kestra Advisory Services, LLC Reduced -5,364-5.4k
Brand Asset Management Group, Inc. Reduced -3,347-3.3k
Cornerstone Financial Management LLC Reduced -178-178

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 EverSource Wealth Advisors, LLC 1.99% of their portfolio BIRMINGHAM, AL 1,509,7651.5m $58.9m $58.9m 1.99% Reduced -889.9k -889,883
2 LifeGuide Financial Advisors, LLC 1.65% of their portfolio MECHANICSBURG, PA 148,164148.2k $5.8m $5.8m 1.65% Added +2.9k +2,945
3 Smartleaf Asset Management LLC 0.12% of their portfolio BOSTON, MA 94,42094.4k $3.6m $3.6m 0.12% Unchanged
4 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 82,24682.2k $3.2m $3.2m 0.01% Reduced -5.4k -5,364
5 Cornerstone Financial Management LLC 1.62% of their portfolio BURLINGTON, MA 51,65051.6k $2.0m $2.0m 1.62% Reduced -178 -178
6 NATURAL INVESTMENTS, LLC 0.27% of their portfolio WINDSOR, CA 30,93630.9k $1.2m $1.2m 0.27% Added +1.1k +1,074
7 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 16,28016.3k $635.2k $635.2k 0.00% New
8 TrustWell Financial Advisors, LLC 0.45% of their portfolio Jacksonville, FL 13,60013.6k $530.7k $530.7k 0.45% Added +363 +363
9 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 12,20012.2k $476.0k $476.0k 0.02% Added +15 +15
10 OneAscent Financial Services LLC 0.02% of their portfolio BIRMINGHAM, AL 10,66410.7k $416.1k $416.1k 0.02% New
11 Sound Stewardship, LLC 0.14% of their portfolio Overland Park, KS 8,4848.5k $331.0k $331.0k 0.14% New
12 Brand Asset Management Group, Inc. 0.05% of their portfolio CHESTERFIELD, MO 5,9455.9k $232.0k $232.0k 0.05% Reduced -3.3k -3,347
13 LGT Financial Advisors LLC 0.57% of their portfolio DALLAS, TX 2,7702.8k $108.1k $108.1k 0.57% Unchanged
14 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 134134 $5.1k $5.1k 0.00% New