PRXG Institutional Ownership & Shareholders
PRAXIS IMPACT LARGE CAP ETF (PRXG) is currently held by 14 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $81.57M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Lifeguide Financial Advisors, Llc is currently the largest disclosed institutional shareholder of PRXG tracked by InsiderSet, reporting ownership valued at approximately $6.54M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.19M, representing an estimated loss of -5.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 22% of the total disclosed PRXG value among the investors covered in this analysis. Major shareholders include Lifeguide Financial Advisors, Llc, Smartleaf Asset Management Llc, Kestra Advisory Services, Llc, and several other long-term asset managers with concentrated positions in PRAXIS IMPACT LARGE CAP ETF (PRXG).
This page ranks the largest institutional PRXG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
14
Total Reported Value
$81.57M
Largest Holder
Lifeguide Financial Advisors, Llc
Largest Position
$6.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
16
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lifeguide Financial Advisors, Llc | 1.84% | 160,106 | $6,538,146 | $6,185,055 | -$353,091 | -5.40% | |
| Smartleaf Asset Management Llc | 0.12% | 94,420 | $3,621,517 | $3,647,539 | +$26,022 | +0.72% | |
| Kestra Advisory Services, Llc | 0.01% | 55,103 | $2,250,202 | $2,128,684 | -$121,518 | -5.40% | |
| Cornerstone Financial Management Llc | 1.62% | 51,650 | $2,015,369 | $1,995,291 | -$20,078 | -1.00% | |
| Natural Investments, Llc | 0.27% | 30,936 | $1,207,000 | $1,195,089 | -$11,911 | -0.99% | |
| Merit Financial Group, Llc | 0.00% | 16,280 | $635,247 | $628,913 | -$6,334 | -1.00% | |
| Trustwell Financial Advisors, Llc | 0.49% | 14,221 | $580,740 | $549,371 | -$31,369 | -5.40% | |
| Strategic Blueprint, Llc | 0.03% | 13,415 | $547,819 | $518,235 | -$29,584 | -5.40% | |
| Sound Stewardship, Llc | 0.19% | 11,630 | $474,944 | $449,279 | -$25,665 | -5.40% | |
| Oneascent Financial Services Llc | 0.02% | 10,664 | $416,111 | $411,961 | -$4,150 | -1.00% | |
| Brand Asset Management Group, Inc. | 0.05% | 5,945 | $231,974 | $229,661 | -$2,313 | -1.00% | |
| Lgt Financial Advisors Llc | 0.57% | 2,770 | $108,085 | $107,008 | -$1,077 | -1.00% | |
| Jpmorgan Chase & Co | 0.00% | 134 | $5,140 | $5,177 | +$37 | +0.71% |
Frequently asked questions about PRXG
Who are the largest institutional holders of PRXG?
The largest institutional holders of PRXG reported in the latest SEC Form 13F filings include Lifeguide Financial Advisors, Llc, Smartleaf Asset Management Llc, Kestra Advisory Services, Llc, Cornerstone Financial Management Llc, and Natural Investments, Llc. InsiderSet ranks institutional holders by their latest reported PRXG position.
What is PRXG institutional ownership?
This page tracks PRXG positions reported by institutional investment managers through SEC Form 13F. PRAXIS IMPACT LARGE CAP ETF (PRXG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PRXG?
InsiderSet currently tracks 14 institutional managers reporting PRXG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PRXG shareholders.
How much PRXG stock do institutions own?
Institutional investment managers disclosed approximately $81.57M in PRXG holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PRXG institutional ownership last updated?
The latest PRXG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PRXG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PRXG position after the reporting date.
Are institutions buying or selling PRXG?
Institutional buying and selling can be analyzed by comparing PRXG positions across consecutive 13F reporting periods. InsiderSet's PRXG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PRXG ownership changes.
How has PRXG institutional ownership changed over time?
InsiderSet tracks PRXG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.