PRAXIS FDS (PRXV)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
11
Reporting holders
$67.9M
Reported value
0.0%
Held as options
+2
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 | $50.2M | 1,440,018 | 1.69% | 5q | -39.1%-$32.1M |
| Kestra Advisory Services, LLC | $6.1M | 174,246 | 0.02% | 5q | +1.5%+$89.9K |
| LifeGuide Financial Advisors, LLC | $6.0M | 172,356 | 1.71% | 5q | +1.7%+$101.7K |
| Smartleaf Asset Management LLC | $3.4M | 97,237 | 0.11% | 5q | HELD |
| Parkside Investments, LLC | $677.7K | 19,456 | 0.08% | 4q | HELD |
| Merit Financial Group, LLC | $672.4K | 19,304 | 0.00% | new | NEW |
| TrustWell Financial Advisors, LLC | $538.1K | 15,448 | 0.46% | 3q | +4.5%+$23.0K |
| Brand Asset Management Group, Inc. | $301.5K | 8,656 | 0.07% | 2q | HELD |
| LGT Financial Advisors LLC | $88.2K | 2,533 | 0.47% | 4q | HELD |
| HARBOUR INVESTMENTS, INC. | $15.8K | 454 | 0.00% | 3q | HELD |
| UBS Group AG | $11.5K | 331 | 0.00% | new | NEW |
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 | 11 | $67.9M | 1,950,039 | 2 | 3 | 1 | 0.0% |
| Q1 2026 | 9 | $88.5M | 2,846,845 | 1 | 4 | 3 | 0.0% |
| Q4 2025 | 8 | $55.1M | 1,814,512 | 1 | 3 | 0 | 0.0% |
| Q3 2025 | 7 | $46.8M | 1,582,944 | 2 | 4 | 0 | 0.0% |
| Q2 2025 | 6 | $37.8M | 1,335,950 | 6 | 0 | 0 | 0.0% |