9 institutions reported holding $71.2M of PRAXIS FDS (PRXG) in SEC 13F filings for 2026-06-30. Largest institutional holders: EverSource Wealth Advisors, LLC ($58.9M), LifeGuide Financial Advisors, LLC ($5.8M), Kestra Advisory Services, LLC ($3.2M), NATURAL INVESTMENTS, LLC ($1.2M), Merit Financial Group, LLC ($635,247). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | EverSource Wealth Advisors, LLC | $58.9M | 1.5M | Trimmed |
| 2 | LifeGuide Financial Advisors, LLC | $5.8M | 148,164 | Added |
| 3 | Kestra Advisory Services, LLC | $3.2M | 82,246 | Trimmed |
| 4 | NATURAL INVESTMENTS, LLC | $1.2M | 30,936 | Added |
| 5 | Merit Financial Group, LLC | $635,247 | 16,280 | New |
| 6 | TrustWell Financial Advisors, LLC | $530,656 | 13,600 | Added |
| 7 | Strategic Blueprint, LLC | $476,044 | 12,200 | Added |
| 8 | Sound Stewardship, LLC | $331,028 | 8,484 | New |
| 9 | LGT Financial Advisors LLC | $108,085 | 2,770 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30