Who owns PRXV?
Praxis Impact Large Cap Value ETF · Praxis
11 institutions reported holding PRXV, worth $67.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PRXV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | Birmingham, AL | $50.2M | 1,440,018 | −922,610 shares |
| Kestra Advisory Services, LLC | Austin, TX | $6.1M | 174,246 | +2,582 shares |
| LifeGuide Financial Advisors, LLC | Mechanicsburg, PA | $6.0M | 172,356 | +2,920 shares |
| Smartleaf Asset Management LLC | Boston, MA | $3.4M | 97,237 | No change |
| Parkside Investments, LLC | Deerfield, IL | $678K | 19,456 | No change |
| TrustWell Financial Advisors, LLC | Jacksonville, FL | $538K | 15,448 | +659 shares |
| Merit Financial Group, LLC | Alpharetta, GA | $336K | 9,652 | New position |
| Brand Asset Management Group, Inc. | Chesterfield, MO | $302K | 8,656 | +8 shares |
| LGT Financial Advisors LLC | Dallas, TX | $88K | 2,533 | No change |
| Harbour Investments, Inc. | Madison, WI | $16K | 454 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PRXV?
11 institutional managers reported holding PRXV in Form 13F filings for June 30, 2026, worth $67.6M in total. The largest reported position was held by EverSource Wealth Advisors, LLC, at $50.2M.
Did institutions buy or sell PRXV last quarter?
Reported 13F value fell 23.6% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PRXV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.