PRXV — Praxis Fds Institutional Holders · Q2 2026
Who owns Praxis Fds (PRXV)? 11 institutions reported holding $67.60M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: EverSource Wealth Advisors, LLC ($50.2M), Kestra Advisory Services, LLC ($6.1M), LifeGuide Financial Advisors, LLC ($6.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | EverSource Wealth Advisors, LLC | $50.2M | 1.4M | Trimmed |
| 2 | Kestra Advisory Services, LLC | $6.1M | 174,246 | Added |
| 3 | LifeGuide Financial Advisors, LLC | $6.0M | 172,356 | Added |
| 4 | Smartleaf Asset Management LLC | $3.4M | 97,237 | Hold |
| 5 | Parkside Investments, LLC | $677,689 | 19,456 | Hold |
| 6 | TrustWell Financial Advisors, LLC | $538,099 | 15,448 | Added |
| 7 | Merit Financial Group, LLC | $336,189 | 9,652 | New |
| 8 | Brand Asset Management Group, Inc. | $301,503 | 8,656 | Added |
| 9 | LGT Financial Advisors LLC | $88,229 | 2,533 | Hold |
| 10 | HARBOUR INVESTMENTS, INC. | $15,814 | 454 | Hold |
| 11 | UBS Group AG | $11,529 | 331 | New |
Source: SEC Form 13F filings · as of 2026-06-30