Vault-13

PRAXIS FDS PRXV

IMPACT LARGE CAP · ETP · CUSIP 74006E744

11 institutional holders +2 vs Q1 2026
1,940,3871.9m shares reported held*
$67.6mreported value*
2 new 4 added 1 reduced 0 sold out net sold ≈ $31.6m (-906.5k 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 ≈ $34.84.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

051015Q2 25: 7Q3 25: 7Q4 25: 8Q1 26: 9Q2 26: 1111Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q2 20257
Q3 20257
Q4 20258
Q1 20269
Q2 202611

Buyers vs sellers

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

Bought or addedCut or sold out
10010Q3 25: 6 bought or addedQ3 25: 1 cut or sold outQ3 25Q4 25: 5 bought or addedQ4 25: 1 cut or sold outQ4 25Q1 26: 5 bought or addedQ1 26: 4 cut or sold outQ1 26Q2 26: 6 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202561
Q4 202551
Q1 202654
Q2 202661

Biggest buyers

Merit Financial Group, LLC New +9,652+9.7k
LifeGuide Financial Advisors, LLC Added +2,920+2.9k
Kestra Advisory Services, LLC Added +2,582+2.6k
TrustWell Financial Advisors, LLC Added +659+659
UBS Group AG New +331+331
Brand Asset Management Group, Inc. Added +8+8

Biggest sellers

EverSource Wealth Advisors, LLC Reduced -922,610-922.6k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 EverSource Wealth Advisors, LLC 1.69% of their portfolio BIRMINGHAM, AL 1,440,0181.4m $50.2m $50.2m 1.69% Reduced -922.6k -922,610
2 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 174,246174.2k $6.1m $6.1m 0.02% Added +2.6k +2,582
3 LifeGuide Financial Advisors, LLC 1.71% of their portfolio MECHANICSBURG, PA 172,356172.4k $6.0m $6.0m 1.71% Added +2.9k +2,920
4 Smartleaf Asset Management LLC 0.11% of their portfolio BOSTON, MA 97,23797.2k $3.4m $3.4m 0.11% Unchanged
5 Parkside Investments, LLC 0.08% of their portfolio DEERFIELD, IL 19,45619.5k $677.7k $677.7k 0.08% Unchanged
6 TrustWell Financial Advisors, LLC 0.46% of their portfolio Jacksonville, FL 15,44815.4k $538.1k $538.1k 0.46% Added +659 +659
7 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 9,6529.7k $336.2k $336.2k 0.00% New
8 Brand Asset Management Group, Inc. 0.07% of their portfolio CHESTERFIELD, MO 8,6568.7k $301.5k $301.5k 0.07% Added +8 +8
9 LGT Financial Advisors LLC 0.47% of their portfolio DALLAS, TX 2,5332.5k $88.2k $88.2k 0.47% Unchanged
10 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 454454 $15.8k $15.8k 0.00% Unchanged
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 331331 $11.5k $11.5k 0.00% New