# PRAXIS FDS (PRXV)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PRXV/

- Reporting holders: 11
- Reported value: $67.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [EverSource Wealth Advisors, LLC](https://holderbook.com/funds/1710537-eversource-wealth-advisors-llc/) | $50.2M | 1,440,018 | 1.7% | 5 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $6.1M | 174,246 | 0.0% | 5 |
| [LifeGuide Financial Advisors, LLC](https://holderbook.com/funds/1908585-lifeguide-financial-advisors-llc/) | $6.0M | 172,356 | 1.7% | 5 |
| [Smartleaf Asset Management LLC](https://holderbook.com/funds/2010393-smartleaf-asset-management-llc/) | $3.4M | 97,237 | 0.1% | 5 |
| [Parkside Investments, LLC](https://holderbook.com/funds/1706248-parkside-investments-llc/) | $677.7K | 19,456 | 0.1% | 4 |
| [Merit Financial Group, LLC](https://holderbook.com/funds/1621225-merit-financial-group-llc/) | $672.4K | 19,304 | 0.0% | 1 |
| [TrustWell Financial Advisors, LLC](https://holderbook.com/funds/2133429-trustwell-financial-advisors-llc/) | $538.1K | 15,448 | 0.5% | 3 |
| [Brand Asset Management Group, Inc.](https://holderbook.com/funds/1748766-brand-asset-management-group-inc/) | $301.5K | 8,656 | 0.1% | 2 |
| [LGT Financial Advisors LLC](https://holderbook.com/funds/1965191-lgt-financial-advisors-llc/) | $88.2K | 2,533 | 0.5% | 4 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $15.8K | 454 | 0.0% | 3 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $11.5K | 331 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 11 | $67.9M |
| Q1 2026 | 9 | $88.5M |
| Q4 2025 | 8 | $55.1M |
| Q3 2025 | 7 | $46.8M |
| Q2 2025 | 6 | $37.8M |