12 institutions reported holding $93.4M of PRAXIS FDS (PRXG) in SEC 13F filings for 2026-03-31. Largest institutional holders: EverSource Wealth Advisors, LLC ($78.9M), LifeGuide Financial Advisors, LLC ($4.8M), Smartleaf Asset Management LLC ($3.0M), Kestra Advisory Services, LLC ($2.9M), Cornerstone Financial Management LLC ($1.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | EverSource Wealth Advisors, LLC | $78.9M | 2.4M | Added |
| 2 | LifeGuide Financial Advisors, LLC | $4.8M | 145,219 | Added |
| 3 | Smartleaf Asset Management LLC | $3.0M | 94,420 | Added |
| 4 | Kestra Advisory Services, LLC | $2.9M | 87,610 | Added |
| 5 | Cornerstone Financial Management LLC | $1.7M | 51,828 | Added |
| 6 | NATURAL INVESTMENTS, LLC | $981,000 | 29,862 | Added |
| 7 | TrustWell Financial Advisors, LLC | $434,978 | 13,237 | Added |
| 8 | Strategic Blueprint, LLC | $400,397 | 12,185 | Added |
| 9 | Brand Asset Management Group, Inc. | $305,325 | 9,292 | New |
| 10 | LGT Financial Advisors LLC | $91,022 | 2,770 | Added |
| 11 | UBS Group AG | $0 | 0 | Exited |
| 12 | HARBOUR INVESTMENTS, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31