9 institutions reported holding $88.5M of PRAXIS IMPACT LARGE CAP VALUE ETF (PRXV) in SEC 13F filings for 2026-03-31. Largest institutional holders: EverSource Wealth Advisors, LLC ($73.5M), Kestra Advisory Services, LLC ($5.3M), LifeGuide Financial Advisors, LLC ($5.3M), Smartleaf Asset Management LLC ($3.0M), Parkside Investments, LLC ($604,887). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | EverSource Wealth Advisors, LLC | $73.5M | 2.4M | Added |
| 2 | Kestra Advisory Services, LLC | $5.3M | 171,664 | Added |
| 3 | LifeGuide Financial Advisors, LLC | $5.3M | 169,436 | Added |
| 4 | Smartleaf Asset Management LLC | $3.0M | 97,237 | Trimmed |
| 5 | Parkside Investments, LLC | $604,887 | 19,456 | Added |
| 6 | TrustWell Financial Advisors, LLC | $459,785 | 14,789 | Trimmed |
| 7 | Brand Asset Management Group, Inc. | $268,859 | 8,648 | New |
| 8 | LGT Financial Advisors LLC | $78,751 | 2,533 | Trimmed |
| 9 | HARBOUR INVESTMENTS, INC. | $14,115 | 454 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31