PRXG — Praxis Fds Institutional Holders · Q2 2026
Who owns Praxis Fds (PRXG)? 14 institutions reported holding $77.48M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: EverSource Wealth Advisors, LLC ($58.9M), LifeGuide Financial Advisors, LLC ($5.8M), Smartleaf Asset Management LLC ($3.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | EverSource Wealth Advisors, LLC | $58.9M | 1.5M | Trimmed |
| 2 | LifeGuide Financial Advisors, LLC | $5.8M | 148,164 | Added |
| 3 | Smartleaf Asset Management LLC | $3.6M | 94,420 | Hold |
| 4 | Kestra Advisory Services, LLC | $3.2M | 82,246 | Trimmed |
| 5 | Cornerstone Financial Management LLC | $2.0M | 51,650 | Trimmed |
| 6 | NATURAL INVESTMENTS, LLC | $1.2M | 30,936 | Added |
| 7 | Merit Financial Group, LLC | $635,247 | 16,280 | New |
| 8 | TrustWell Financial Advisors, LLC | $530,656 | 13,600 | Added |
| 9 | Strategic Blueprint, LLC | $476,044 | 12,200 | Added |
| 10 | OneAscent Financial Services LLC | $416,111 | 10,664 | New |
| 11 | Sound Stewardship, LLC | $331,028 | 8,484 | New |
| 12 | Brand Asset Management Group, Inc. | $231,974 | 5,945 | Trimmed |
| 13 | LGT Financial Advisors LLC | $108,085 | 2,770 | Hold |
| 14 | JPMORGAN CHASE & CO | $5,140 | 134 | New |
Source: SEC Form 13F filings · as of 2026-06-30