SEC 13F Intelligence

PROSHARES TR

CUSIP 74347G242

Proshares Tr has 10 institutional holders in Filings Flow’s 13F database, together reporting 16.28M shares worth $712M as of Q1 2026. The largest reported holders are Morgan Stanley, Raymond James Financial Inc, and Bank Of America Corp /De/.

Institutional Holders
10
Q1 2026
Reported Value
$98M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 112Q4 ’25Q1 ’26: 120Q1 ’26Q2 ’26: 10Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $731MQ4 ’25Q1 ’26: $712MQ1 ’26Q2 ’26: $98MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Prosperity Financial Group, Inc.$271M AUM2.41%$7M150.6KQ1 2026OLDER
Hennion & Walsh Asset Management, Inc.$3.5B AUM1.44%$50M1.05MQ2 2026
Pitti Group Wealth Management, LLC$123M AUM1.23%$2M35.1KQ1 2026OLDER
Stillwater Wealth Management Group$162M AUM1.01%$2M37.8KQ1 2026OLDER
MJP ASSOCIATES INC /ADV$824M AUM0.89%$7M170.0KQ1 2026OLDER
SageGuard Financial Group, LLC$646M AUM0.76%$5M113.1KQ1 2026OLDER
Accel Wealth Management$383M AUM0.59%$2M52.0KQ1 2026OLDER
Pine Valley Investments Ltd Liability Co$2.2B AUM0.56%$12M279.3KQ2 2026
Capital Investment Advisors, LLC$6.8B AUM0.55%$37M864.4KQ1 2026OLDER
Advisor OS, LLC$1.4B AUM0.53%$7M170.0KQ1 2026OLDER
Sherman Wealth Management LLC$133M AUM0.47%$624,74813.0KQ2 2026
Bernardo Wealth Planning LLC$511M AUM0.45%$2M53.6KQ1 2026OLDER
Maridea Wealth Management LLC$688M AUM0.43%$3M68.2KQ1 2026OLDER
BKM Wealth Management, LLC$274M AUM0.41%$1M26.2KQ1 2026OLDER
Roan Capital Partners$121M AUM0.39%$417,6779.6KQ1 2026OLDER
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM0.36%$2M49.8KQ1 2026OLDER
CAP Partners, LLC$177M AUM0.27%$469,27110.8KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.26%$6M130.2KQ1 2026OLDER
Wick Capital Partners, LLC$548M AUM0.22%$1M28.3KQ1 2026OLDER
Signature Wealth Management Partners, LLC$199M AUM0.19%$386,9118.9KQ1 2026OLDER
JBR Co Financial Management Inc$274M AUM0.18%$504,01910.5KQ2 2026
BOS Asset Management, LLC$392M AUM0.16%$619,68314.3KQ1 2026OLDER
Richmond Investment Services, LLC$619M AUM0.16%$960,99422.2KQ1 2026OLDER
Requisite Capital Management, LLC$537M AUM0.15%$809,09817.7KQ4 2025OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.15%$3M61.9KQ1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.14%$3M58.8KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.13%$6M127.4KQ1 2026OLDER
Alpine Bank Wealth Management$688M AUM0.12%$854,90519.7KQ1 2026OLDER
Guardian Financial Partners, LLC$237M AUM0.12%$279,6826.2KQ3 2025OLDER
Core Wealth Partners LLC$215M AUM0.11%$240,1165.5KQ1 2026OLDER
Eldridge Investment Advisors, Inc.$456M AUM0.10%$439,3389.6KQ4 2025OLDER
Core Wealth Advisors, Inc.$419M AUM0.09%$397,1739.2KQ1 2026OLDER
Gainplan LLC$254M AUM0.09%$226,4454.7KQ2 2026
Reyes Financial Architecture, Inc.$122M AUM0.09%$108,5922.5KQ1 2026OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.08%$1M27.1KQ1 2026OLDER
KKM Financial LLC$563M AUM0.08%$448,6449.8KQ1 2026OLDER
Morse Asset Management, Inc$481M AUM0.08%$377,0148.7KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.07%$14M318.4KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.06%$704,35116.2KQ1 2026OLDER
Maia Wealth LLC$591M AUM0.06%$368,0858.5KQ1 2026OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.06%$79,4961.8KQ1 2026OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.05%$2M44.4KQ3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.05%$10M223.5KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.04%$1M23.7KQ1 2026OLDER
Mutual Advisors, LLC$4.7B AUM0.04%$2M45.9KQ1 2026OLDER
Financial Partners Group, Inc$836M AUM0.04%$327,9007.3KQ3 2025OLDER
TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM0.03%$450,46310.4KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.03%$1M30.2KQ1 2026OLDER
Regal Investment Advisors LLC$1.7B AUM0.03%$526,35612.1KQ1 2026OLDER
WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM0.03%$487,73111.3KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.03%$95M2.19MQ1 2026OLDER
Gladstone Institutional Advisory LLC$2.7B AUM0.03%$685,27715.8KQ1 2026OLDER
BROWN, LISLE/CUMMINGS, INC.$400M AUM0.02%$99,2722.3KQ1 2026OLDER
Zhang Financial LLC$2.9B AUM0.02%$645,91514.9KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.02%$616,61914.7KQ1 2026OLDER
SMITH CHAS P & ASSOCIATES PA CPAS$1.8B AUM0.02%$390,1509.0KQ1 2026OLDER
Sarver Vrooman Wealth Advisors$168M AUM0.02%$33,919743Q4 2025OLDER
PINNACLE FINANCIAL PARTNERS INC$4.2B AUM0.02%$761,00616.9KQ3 2025OLDER
Equitable Holdings, Inc.$15.5B AUM0.02%$3M61.2KQ1 2026OLDER
COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM0.02%$1M33.5KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.02%$2M51.5KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.02%$1M30.0KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.02%$2M36.1KQ1 2026OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.02%$878,83118.2KQ2 2026
Belpointe Asset Management LLC$2.7B AUM0.02%$439,39610.1KQ1 2026OLDER
Signal Advisors Wealth, LLC$1.5B AUM0.01%$216,5695.0KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.01%$53M1.23MQ1 2026OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.01%$444,2889.8KQ3 2025OLDER
Synergy Investment Management, LLC$306M AUM0.01%$35,391816Q1 2026OLDER
CHELSEA COUNSEL CO$225M AUM0.01%$26,010600Q2 2026
MORGAN STANLEY$1.67T AUM0.01%$190M4.16MQ1 2026OLDER
MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM0.01%$20,986448Q1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.01%$10M240.3KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.01%$8M179.7KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$450,37310.4KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$380,0528.3KQ4 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.01%$45M1.04MQ1 2026OLDER
World Investment Advisors$6.2B AUM0.01%$463,63110.7KQ1 2026OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.01%$947,50221.9KQ1 2026OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.01%$527,78711.7KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.01%$5M111.9KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.01%$598,23013.8KQ1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.01%$378,2758.4KQ3 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.01%$33M751.5KQ2 2026
AdvisorNet Financial, Inc$1.9B AUM0.01%$116,0912.7KQ1 2026OLDER
JOURNEY STRATEGIC WEALTH LLC$4.0B AUM0.01%$224,8135.2KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.01%$702,01016.2KQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$386,4718.9KQ1 2026OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$67,3331.6KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$62M1.44MQ1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$62,8581.4KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$51,4561.2KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.00%$24,338561Q1 2026OLDER
MONTAG A & ASSOCIATES INC$2.2B AUM0.00%$72,0861.6KQ3 2025OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$869,57920.1KQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.00%$228,0315.3KQ1 2026OLDER
MidFirst Bank$1.2B AUM0.00%$32,989761Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$202,9964.7KQ1 2026OLDER
North Star Investment Management Corp.$1.7B AUM0.00%$43,3501.0KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$265,1526.1KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$689,02115.9KQ2 2026
IFP Advisors, Inc$4.8B AUM0.00%$105,0372.4KQ1 2026OLDER
ORG Partners LLC$568M AUM0.00%$11,818262Q3 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$56,8141.3KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$1M24.0KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$332,6767.7KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$219,4804.8KQ4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$719,03815.8KQ4 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$253,3385.8KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$37,226772Q2 2026
AE Wealth Management LLC$18.5B AUM0.00%$198,9684.6KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$941,84221.7KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$1M33.6KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$4,563100Q4 2025OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$683,10915.8KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$663,2080Q1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$4M90.6KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$41,183950Q1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$133,7422.9KQ4 2025OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$62,6411.4KQ1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$4,335100Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$210,4214.9KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$2M42.6KQ1 2026OLDER
Mountain Hill Investment Partners Corp.$169M AUM0.00%$44510Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$43,3501.0KQ1 2026OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$7,895175Q3 2025OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$1,55036Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$4,16296Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$756,24117.4KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$295,1226.8KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$474,91810.5KQ3 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$9,927229Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$89021Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$64,3381.4KQ4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$4,11895Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$5,550131Q1 2026OLDER

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