PRXV institutional holders
PRAXIS FDS · 13F, 2026Q2
| Managers holding | 11 |
|---|---|
| Shares held | 1,940,387 |
| Reported value | $67.6m |
| Quarter flows | 2 new, 4 added, 1 trimmed, 0 exited |
Top 11 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| EverSource Wealth Advisors, LLC | 1,440,018 | $50.2m | 1.7% |
| Kestra Advisory Services, LLC | 174,246 | $6.1m | 0.0% |
| LifeGuide Financial Advisors, LLC | 172,356 | $6.0m | 1.7% |
| Smartleaf Asset Management LLC | 97,237 | $3.4m | 0.1% |
| Parkside Investments, LLC | 19,456 | $677,689 | 0.1% |
| TrustWell Financial Advisors, LLC | 15,448 | $538,099 | 0.5% |
| Merit Financial Group, LLC | 9,652 | $336,189 | 0.0% |
| Brand Asset Management Group, Inc. | 8,656 | $301,503 | 0.1% |
| LGT Financial Advisors LLC | 2,533 | $88,229 | 0.5% |
| HARBOUR INVESTMENTS, INC. | 454 | $15,814 | 0.0% |
| UBS Group AG | 331 | $11,529 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("PRXV"). PRXV price history · All 13F data