13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
PRXG

PRAXIS FDS

10 institutions still hold PRAXIS FDS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74006E736·10 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.4%
vs prior quarter
13F value held
$92M
76.0% inst. owned
of float
Holders
10
+138 QoQ
filers reporting
Activity
+13 / −18
+939 added · −875 reduced
this quarter
Concentration
85.31%
EverSource Wealth Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

10 institutions reported PRXG in Q1 2026. EverSource Wealth Advisors, LLC leads at 85.3% of the visible book. +138 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
EverSource Wealth Advisors, LLC
CIK 0001710537
$79M2.4M2.40%Q1 202602
LifeGuide Financial Advisors, LLC
CIK 0001908585
$5M145K1.53%Q1 202603
Smartleaf Asset Management LLC
CIK 0002010393
$3M94K0.11%Q1 202604
Kestra Advisory Services, LLC
CIK 0001830819
$3M88K0.01%Q1 202605
Cornerstone Financial Management LLC
CIK 0002110329
$2M52K1.56%Q1 202606
TrustWell Financial Advisors, LLC
CIK 0002133429
$434,97813K0.41%Q1 202607
Strategic Blueprint, LLC
CIK 0001767821
$400,39712K0.02%Q1 202608
Brand Asset Management Group, Inc.
CIK 0001748766
$305,3259K0.08%Q1 202609
LGT Financial Advisors LLC
CIK 0001965191
$91,0223K0.47%Q1 202610
NATURAL INVESTMENTS, LLC
CIK 0001800245
$98130K0.24%Q1 2026