13F Insight
DOSSIER · 13F Holders · Q2 2026
PRXG

PRAXIS FDS

14 institutions still hold PRAXIS FDS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74006E736·14 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$77M
visible holders
Holders
14
filers reporting
Concentration
76.26%
EverSource Wealth Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

14 institutions reported PRXG in Q2 2026. EverSource Wealth Advisors, LLC leads at 76.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
EverSource Wealth Advisors, LLC
CIK 0001710537
$59M1.5M1.98%Q2 202602
LifeGuide Financial Advisors, LLC
CIK 0001908585
$6M148K1.65%Q2 202603
Smartleaf Asset Management LLC
CIK 0002010393
$4M94K0.12%Q2 202604
Kestra Advisory Services, LLC
CIK 0001830819
$3M82K0.01%Q2 202605
Cornerstone Financial Management LLC
CIK 0002110329
$2M52K1.62%Q2 202606
NATURAL INVESTMENTS, LLC
CIK 0001800245
$981K30K0.24%Q1 202607
Merit Financial Group, LLC
CIK 0001621225
$635K16K0.00%Q2 202608
TrustWell Financial Advisors, LLC
CIK 0002133429
$531K14K0.45%Q2 202609
Strategic Blueprint, LLC
CIK 0001767821
$476K12K0.02%Q2 202610
OneAscent Financial Services LLC
CIK 0001780985
$416K11K0.02%Q2 202611
Sound Stewardship, LLC
CIK 0001998101
$331K8K0.14%Q2 202612
Brand Asset Management Group, Inc.
CIK 0001748766
$232K6K0.05%Q2 202613
LGT Financial Advisors LLC
CIK 0001965191
$108K3K0.57%Q2 202614
JPMORGAN CHASE & CO
CIK 0000019617
$5K1340.00%Q2 2026
Insiders at PRAXIS FDS
Gainer Patrick Joseph →Zayed Nidal Z. →Groeber Carol Jane →Clark Trudy Hartzell →Gunther Don J →Ibrahim Ibrahim →Smith Carl Wayne →Engler Max →