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Praxis IMP Large Cap VAL ETF (PRXV)

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
Shares1,450,696 from 1,440,018
Change+10,678 (+1%)
Value$50.2M (+$79.0K)
Filed 2026-11-04
LifeGuide Financial Advisors, LLC
INCREASED
Shares183,952 from 172,356
Change+11,596 (+7%)
Value$6.4M (+$366.8K)
Filed 2026-10-20
Kestra Advisory Services, LLC
DECREASED
Shares157,016 from 174,246
Change-17,230 (-10%)
Value$5.4M (-$631.8K)
Filed 2026-11-02
Parkside Investments, LLC
INCREASED
Shares26,356 from 19,456
Change+6,900 (+35%)
Value$912.7K (+$235.0K)
Filed 2026-10-20
TrustWell Financial Advisors, LLC
INCREASED
Shares15,792 from 15,448
Change+344 (+2%)
Value$546.9K (+$8.8K)
Filed 2026-10-15
Merit Financial Group, LLC
INCREASED
Shares11,906 from 9,652
Change+2,254 (+23%)
Value$412.3K (+$76.1K)
Filed 2026-11-06
Smartleaf Asset Management LLC
N/A
Shares— from 97,237
Change-97,237 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 8,656
Change-8,656 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 2,533
Change-2,533 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 454
Change-454 (-100%)
Value—
UBS Group AG
N/A
Shares— from 331
Change-331 (-100%)
Value—
Status
EverSource Wealth Advisors, LLC
INCREASED1,450,6961,440,018+10,678+1%$50.2M$50.2M+$79.0K2026-11-04
LifeGuide Financial Advisors, LLC
INCREASED183,952172,356+11,596+7%$6.0M$6.4M+$366.8K2026-10-20
Kestra Advisory Services, LLC
DECREASED157,016174,246-17,230-10%$6.1M$5.4M-$631.8K2026-11-02
Parkside Investments, LLC
INCREASED26,35619,456+6,900+35%$677.7K$912.7K+$235.0K2026-10-20
TrustWell Financial Advisors, LLC
INCREASED15,79215,448+344+2%$538.1K$546.9K+$8.8K2026-10-15
Merit Financial Group, LLC
INCREASED11,9069,652+2,254+23%$336.2K$412.3K+$76.1K2026-11-06
Smartleaf Asset Management LLC
N/A—97,237-97,237-100%$3.4M———
Brand Asset Management Group, Inc.
N/A—8,656-8,656-100%$301.5K———
LGT Financial Advisors LLC
N/A—2,533-2,533-100%$88.2K———
Harbour Investments, Inc.
N/A—454-454-100%$15.8K———
UBS Group AG
N/A—331-331-100%$11.5K———
Showing 11 of 11 institutions