SEC 13F Intelligence

PROSHARES TR

CUSIP 74347X633

Proshares Tr has 62 institutional holders in Filings Flow’s 13F database, together reporting 299.0K shares worth $22M as of Q1 2026. The largest reported holders are Citadel Advisors LLC, Cassaday & Co Wealth Management LLC, and Wealthcare Asset Management, LLC.

Institutional Holders
62
Q1 2026
Reported Value
$22M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 53Q4 ’18Q1 ’19: 44Q2 ’19: 45Q2 ’19Q3 ’19: 41Q2 ’21: 45Q2 ’21Q4 ’21: 54Q4 ’22: 49Q4 ’22Q4 ’25: 73Q1 ’26: 62Q1 ’26Q2 ’26: 5filingsflow.com
Total reported value
Q4 ’18: $72MQ4 ’18Q1 ’19: $87MQ2 ’19: $93MQ2 ’19Q3 ’19: $97MQ2 ’21: $1.1BQ2 ’21Q4 ’21: $1.2BQ4 ’22: $18MQ4 ’22Q4 ’25: $31MQ1 ’26: $22MQ1 ’26Q2 ’26: $567,209filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
TOTH FINANCIAL ADVISORY CORP$911M AUM0.23%$2M28.0KQ1 2026OLDER
LOWERY THOMAS, LLC$175M AUM0.14%$246,5912.7KQ4 2025OLDER
KENNEDY INVESTMENT GROUP, INC.$255M AUM0.12%$300,9814.1KQ1 2026OLDER
LAZARI CAPITAL MANAGEMENT, INC.$287M AUM0.09%$257,6693.5KQ1 2026OLDER
Capital Investment Counsel, Inc$816M AUM0.07%$606,0008.3KQ1 2026OLDER
Sculati Wealth Management, LLC$271M AUM0.07%$208,4252.1KQ3 2025OLDER
Cassaday & Co Wealth Management LLC$4.7B AUM0.06%$3M39.8KQ1 2026OLDER
Sollinda Capital Management LLC$412M AUM0.06%$225,2282.5KQ4 2025OLDER
DIMENSION CAPITAL MANAGEMENT LLC$713M AUM0.05%$367,0505.0KQ1 2026OLDER
Parisi Gray Wealth Management$487M AUM0.04%$201,5842.4KQ2 2026
Regent Peak Wealth Advisors LLC$490M AUM0.04%$207,0562.3KQ4 2025OLDER
James J. Burns & Company, LLC$737M AUM0.04%$262,2232.9KQ4 2025OLDER
United Advisor Group, LLC$811M AUM0.04%$287,6723.1KQ4 2025OLDER
Coastal Bridge Advisors, LLC$1.4B AUM0.03%$402,5805.5KQ1 2026OLDER
Strategic Investment Solutions, Inc. /IL$437M AUM0.02%$102,6841.2KQ2 2026
Bryn Mawr Trust Advisors, LLC$2.1B AUM0.02%$363,0074.9KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.02%$773,3019.5KQ1 2026OLDER
SYNOVUS FINANCIAL CORP$8.7B AUM0.02%$1M15.0KQ3 2025OLDER
Texas Capital Bank Wealth Management Services Inc$1.7B AUM0.02%$281,0873.8KQ1 2026OLDER
INDEPENDENT FINANCIAL GROUP, LLC$678M AUM0.02%$485,2935.4KQ1 2026OLDER
Main Street Group, LTD$340M AUM0.01%$44,046600Q1 2026OLDER
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.01%$179,6972.1KQ2 2026
B. Riley Wealth Advisors, Inc.$1.6B AUM0.01%$215,8202.4KQ4 2025OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.01%$1M15.0KQ1 2026OLDER
Hartford Financial Management Inc.$392M AUM0.01%$30,833420Q1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.01%$752,45310.3KQ1 2026OLDER
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.00%$249,0002.7KQ4 2025OLDER
FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM0.00%$96,0941.0KQ4 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$153,5012.1KQ1 2026OLDER
Summit Trail Advisors, LLC$7.0B AUM0.00%$265,8003.6KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.00%$968,5179.8KQ3 2025OLDER
Summit Financial, LLC$7.8B AUM0.00%$222,4442.4KQ4 2025OLDER
Wealthspire Advisors, LLC$12.7B AUM0.00%$294,0244.0KQ1 2026OLDER
Steigerwald, Gordon & Koch Inc.$974M AUM0.00%$22,023300Q1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$2M24.4KQ1 2026OLDER
Plante Moran Financial Advisors, LLC$1.5B AUM0.00%$27,309372Q1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$51,666704Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$65,261889Q1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$933,84912.7KQ1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$277,7843.8KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$448,9026.1KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$222,1723.0KQ1 2026OLDER
Glenmede Investment Management, LP$20.7B AUM0.00%$244,4522.5KQ3 2025OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$66,082720Q4 2025OLDER
Colonial Trust Advisors$1.3B AUM0.00%$14,682200Q1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$30,833420Q1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$656,6947.2KQ4 2025OLDER
GLENMEDE TRUST CO NA$20.4B AUM0.00%$226,0542.5KQ4 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.00%$220,2303.0KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$250,6932.7KQ4 2025OLDER
MCF Advisors LLC$2.3B AUM0.00%$22,023300Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$150,4912.0KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.00%$259,4323.5KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$536,9217.3KQ1 2026OLDER
CIBC Bancorp USA Inc.$74.4B AUM0.00%$499,5946.8KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$4M54.2KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$55,047750Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$367,0505.0KQ1 2026OLDER
CAPTRUST FINANCIAL ADVISORS$57.3B AUM0.00%$270,8833.7KQ1 2026OLDER
Copia Wealth Management$146M AUM0.00%$4965Q3 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$228,4502.3KQ3 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$239,4273.3KQ1 2026OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$420,2104.2KQ3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$83,1481.1KQ2 2026
CWM, LLC$38.1B AUM0.00%$111,1851.5KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$224,7623.1KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$335,7554.6KQ1 2026OLDER
Beacon Capital Management, Inc.$1.8B AUM0.00%$4,03844Q4 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$8,400114Q1 2026OLDER
Ashton Thomas Private Wealth, LLC$4.2B AUM0.00%$5,50675Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$387,4494.2KQ4 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$177,4101.9KQ4 2025OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$262,7343.6KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$581,3356.3KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$644,9078.8KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$256,4763.5KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$110,1151.5KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$321,0003.5KQ3 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$37,248506Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$81,584822Q3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$427,2465.8KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$232,9382.5KQ4 2025OLDER
US BANCORP \DE\$82.4B AUM0.00%$22,023300Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$80,835846Q4 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$15,213216Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$4,84566Q1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$2203Q1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$731Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$3593Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$961Q2 2026

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