PRAXIS FDS (PRXG)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
13
Reporting holders
$76.9M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | $58.9M | 1,509,765 | 1.98% | 5q | -37.1%-$34.7M |
| LifeGuide Financial Advisors, LLC | $5.8M | 148,164 | 1.65% | 5q | +2.0%+$114.9K |
| Smartleaf Asset Management LLC | $3.6M | 94,420 | 0.12% | 5q | HELD |
| Kestra Advisory Services, LLC | $3.2M | 82,246 | 0.01% | 5q | -6.1%-$209.3K |
| Cornerstone Financial Management LLC | $2.0M | 51,650 | 1.62% | 3q | HELD |
| Merit Financial Group, LLC | $1.3M | 32,560 | 0.00% | new | NEW |
| TrustWell Financial Advisors, LLC | $530.7K | 13,600 | 0.45% | 3q | +2.7%+$14.2K |
| Strategic Blueprint, LLC | $476.0K | 12,200 | 0.02% | 5q | HELD |
| OneAscent Financial Services LLC | $416.1K | 10,664 | 0.02% | new | NEW |
| Sound Stewardship, LLC | $331.0K | 8,484 | 0.14% | new | NEW |
| Brand Asset Management Group, Inc. | $232.0K | 5,945 | 0.05% | 2q | -36.0%-$130.6K |
| LGT Financial Advisors LLC | $108.1K | 2,770 | 0.57% | 4q | HELD |
| JPMORGAN CHASE & CO | $5.1K | 134 | 0.00% | new | NEW |
| NATURAL INVESTMENTS, LLC | $1.2K | 30,936 | 0.27% | 4q | +3.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 13 | $76.9M | 1,972,602 | 4 | 2 | 3 | 0.0% |
| Q1 2026 | 9 | $92.4M | 2,816,209 | 1 | 8 | 0 | 0.0% |
| Q4 2025 | 10 | $62.8M | 1,720,644 | 1 | 5 | 1 | 0.0% |
| Q3 2025 | 7 | $47.1M | 1,323,915 | 2 | 4 | 0 | 0.0% |
| Q2 2025 | 6 | $36.7M | 1,117,840 | 6 | 0 | 0 | 0.0% |