IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Praxis Impact Large Cap ETF (PRXG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
EverSource Wealth Advisors, LLC
INCREASED
Shares1,541,184 from 1,509,765
Change+31,419 (+2%)
Value$62.9M (+$4.0M)
Filed 2026-11-04
LifeGuide Financial Advisors, LLC
INCREASED
Shares160,106 from 148,164
Change+11,942 (+8%)
Value$6.5M (+$756.8K)
Filed 2026-10-20
Kestra Advisory Services, LLC
DECREASED
Shares55,103 from 82,246
Change-27,143 (-33%)
Value$2.3M (-$959.0K)
Filed 2026-11-02
TrustWell Financial Advisors, LLC
INCREASED
Shares14,221 from 13,600
Change+621 (+5%)
Value$580.7K (+$50.1K)
Filed 2026-10-15
Strategic Blueprint, LLC
INCREASED
Shares13,415 from 12,200
Change+1,215 (+10%)
Value$547.8K (+$71.8K)
Filed 2026-10-22
Sound Stewardship, LLC
INCREASED
Shares11,630 from 8,484
Change+3,146 (+37%)
Value$474.9K (+$143.9K)
Filed 2026-10-14
Smartleaf Asset Management LLC
N/A
Shares— from 94,420
Change-94,420 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 51,650
Change-51,650 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 30,936
Change-30,936 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 16,280
Change-16,280 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 10,664
Change-10,664 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 5,945
Change-5,945 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 134
Change-134 (-100%)
Value—
Status
EverSource Wealth Advisors, LLC
INCREASED1,541,1841,509,765+31,419+2%$58.9M$62.9M+$4.0M2026-11-04
LifeGuide Financial Advisors, LLC
INCREASED160,106148,164+11,942+8%$5.8M$6.5M+$756.8K2026-10-20
Kestra Advisory Services, LLC
DECREASED55,10382,246-27,143-33%$3.2M$2.3M-$959.0K2026-11-02
TrustWell Financial Advisors, LLC
INCREASED14,22113,600+621+5%$530.7K$580.7K+$50.1K2026-10-15
Strategic Blueprint, LLC
INCREASED13,41512,200+1,215+10%$476.0K$547.8K+$71.8K2026-10-22
Sound Stewardship, LLC
INCREASED11,6308,484+3,146+37%$331.0K$474.9K+$143.9K2026-10-14
Smartleaf Asset Management LLC
N/A—94,420-94,420-100%$3.6M———
Cornerstone Financial Management LLC
N/A—51,650-51,650-100%$2.0M———
Natural Investments, LLC
N/A—30,936-30,936-100%$1.2M———
Merit Financial Group, LLC
N/A—16,280-16,280-100%$635.2K———
OneAscent Financial Services LLC
N/A—10,664-10,664-100%$416.1K———
Brand Asset Management Group, Inc.
N/A—5,945-5,945-100%$232.0K———
LGT Financial Advisors LLC
N/A—2,770-2,770-100%$108.1K———
JPMorgan Chase & Co
N/A—134-134-100%$5.1K———
Showing 14 of 14 institutions