EFOPROSHARES TR
CUSIP 74347X500 · Yahoo Finance ↗ · Google Finance ↗
Proshares Tr (EFO) has 12 institutional holders in Filings Flow’s 13F database, together reporting 132.5K shares worth $8M as of Q1 2026. The largest reported holders are Discipline Wealth Solutions, LLC, Susquehanna International Group, LLP, and Pmv Capital Advisers, LLC.
Institutional Holders
12
Q1 2026
Reported Value
$8M
Ticker
EFO
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Discipline Wealth Solutions, LLC$950M AUM | 0.38% | $4M | 56.7K | Q1 2026 |
| Tempus Wealth Planning, LLC$435M AUM | 0.34% | $1M | 23.0K | Q4 2025OLDER |
| Elm3 Financial Group, LLC$118M AUM | 0.21% | $249,670 | 3.9K | Q1 2026 |
| Innova Wealth Partners$211M AUM | 0.11% | $236,210 | 3.7K | Q1 2026 |
| WFA of San Diego, LLC$125M AUM | 0.00% | $3,949 | 70 | Q2 2025OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $74,603 | 1.2K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $373,481 | 5.9K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 27.2K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $10,685 | 168 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $293,514 | 4.6K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $240,917 | 3.8K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $12,107 | 203 | Q3 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $1,335 | 21 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $70 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.