SEC 13F Intelligence

PROSHARES TR

CUSIP 74347G234

Proshares Tr has 60 institutional holders in Filings Flow’s 13F database, together reporting 3.84M shares worth $161M as of Q1 2026. The largest reported holders are Raymond James Financial Inc, Bank Of America Corp /De/, and Royal Bank Of Canada.

Institutional Holders
60
Q1 2026
Reported Value
$161M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 58Q4 ’25Q1 ’26: 60Q1 ’26Q2 ’26: 4Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $179MQ4 ’25Q1 ’26: $161MQ1 ’26Q2 ’26: $942,757Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Masso Torrence Wealth Management Inc.$240M AUM1.83%$4M99.7KQ3 2025OLDER
SageGuard Financial Group, LLC$646M AUM0.45%$3M69.4KQ1 2026OLDER
Clarus Wealth Advisors$235M AUM0.42%$980,17823.2KQ1 2026OLDER
Eldridge Investment Advisors, Inc.$456M AUM0.41%$2M41.7KQ4 2025OLDER
City Center Advisors, LLC$123M AUM0.41%$503,8769.9KQ2 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM0.36%$2M51.4KQ1 2026OLDER
RHODES INVESTMENT ADVISORS INC /ADV$116M AUM0.28%$330,4077.9KQ1 2026OLDER
CAP Partners, LLC$177M AUM0.21%$373,2389.0KQ1 2026OLDER
Pitti Group Wealth Management, LLC$123M AUM0.20%$240,3665.8KQ1 2026OLDER
Element Wealth, LLC$242M AUM0.16%$391,8419.4KQ1 2026OLDER
JBR Co Financial Management Inc$274M AUM0.16%$438,1598.6KQ2 2026
PFG Investments, LLC$2.1B AUM0.14%$3M71.8KQ1 2026OLDER
Wick Capital Partners, LLC$548M AUM0.14%$740,55217.8KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.12%$5M128.7KQ1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.06%$1M25.2KQ1 2026OLDER
Maia Wealth LLC$591M AUM0.06%$345,2498.3KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.04%$8M180.1KQ1 2026OLDER
LEVEL FOUR ADVISORY SERVICES, LLC$3.0B AUM0.03%$808,43619.4KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.02%$98,3922.4KQ1 2026OLDER
Gladstone Institutional Advisory LLC$2.7B AUM0.02%$654,10115.7KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.02%$2M39.8KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.02%$238,7685.7KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$40M951.1KQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.01%$210,7075.0KQ1 2026OLDER
IFC & Insurance Marketing, Inc.$114M AUM0.01%$11238Q4 2025OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.01%$200,4664.5KQ4 2025OLDER
Sanctuary Advisors, LLC$18.5B AUM0.01%$2M43.9KQ1 2026OLDER
Meridian Wealth Management, LLC$2.8B AUM0.01%$262,4325.9KQ4 2025OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.01%$977,04823.4KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$359,9248.6KQ1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.01%$147,8323.4KQ3 2025OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.01%$262,6586.3KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$4M85.8KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.00%$207,3424.5KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$317,0457.6KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$15M371.1KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$772,28218.5KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.00%$228,8455.5KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$16,677400Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$19M453.9KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$3M66.9KQ4 2025OLDER
AE Wealth Management LLC$18.5B AUM0.00%$564,59413.5KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$106,0222.5KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$222,4005.0KQ4 2025OLDER
Lido Advisors, LLC$32.7B AUM0.00%$818,64019.6KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$28M683.3KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$443,32110.6KQ1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$13,633327Q1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$648,5360Q1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$10,263245Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$12M264.0KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$441,86010.6KQ1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$77,5471.9KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$231,2965.2KQ4 2025OLDER
Creative Planning$147.4B AUM0.00%$560,46213.4KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$36,527872Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$2M43.0KQ1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$1,43834Q1 2026OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.00%$41710Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$2,23450Q4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$554,62513.3KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$202,1814.8KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$321,4857.7KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$9,881237Q1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$68714Q2 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$4,22695Q4 2025OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$2085Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$6,087146Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$591Q4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$351Q2 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.