13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
PRXV

PRAXIS IMPACT LARGE CAP VALUE ETF

9 institutions still hold PRAXIS IMPACT LARGE CAP VALUE ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74006E744·9 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.1%
vs prior quarter
13F value held
$88M
77.0% inst. owned
of float
Holders
9
-56 QoQ
filers reporting
Activity
+83 / −67
+961 added · −821 reduced
this quarter
Concentration
83.04%
EverSource Wealth Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

9 institutions reported PRXV in Q1 2026. EverSource Wealth Advisors, LLC leads at 83.0% of the visible book. -56 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
EverSource Wealth Advisors, LLC
CIK 0001710537
$73M2.4M2.24%Q1 202602
Kestra Advisory Services, LLC
CIK 0001830819
$5M172K0.02%Q1 202603
LifeGuide Financial Advisors, LLC
CIK 0001908585
$5M169K1.68%Q1 202604
Smartleaf Asset Management LLC
CIK 0002010393
$3M97K0.11%Q1 202605
Parkside Investments, LLC
CIK 0001706248
$604,88719K0.07%Q1 202606
TrustWell Financial Advisors, LLC
CIK 0002133429
$459,78515K0.43%Q1 202607
Brand Asset Management Group, Inc.
CIK 0001748766
$268,8599K0.07%Q1 202608
LGT Financial Advisors LLC
CIK 0001965191
$78,7513K0.40%Q1 202609
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$14,1154540.00%Q1 2026