SEC 13F Intelligence

PROSHARES TR II

CUSIP 74347Y854

Proshares Tr II has 56 institutional holders in Filings Flow’s 13F database, together reporting 4.52M shares worth $35M as of Q4 2022. The largest reported holders are Ifp Advisors, Inc, Susquehanna International Group, LLP, and Milestone Asset Management, LLC.

Institutional Holders
56
Q4 2022
Reported Value
$35M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q2 ’21: 35Q2 ’21Q4 ’21: 27Q4 ’21Q4 ’22: 56Q4 ’22filingsflow.com
Total reported value
Q2 ’21: $40MQ2 ’21Q4 ’21: $1.5BQ4 ’21Q4 ’22: $35MQ4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
MILESTONE ASSET MANAGEMENT, LLC$543M AUM2.76%$5M533.7KQ1 2023OLDER
Delos Wealth Advisors, LLC$175M AUM2.15%$2M188.0KQ2 2023OLDER
WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM0.83%$1M117.2KQ1 2023OLDER
LifePro Asset Management$163M AUM0.73%$1M88.1KQ1 2023OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.60%$4M365.7KQ4 2022OLDER
Diametric Capital, LP$385M AUM0.47%$981,654108.5KQ1 2023OLDER
Fulcrum Equity Management$136M AUM0.41%$504,69244.3KQ2 2023OLDER
Eschler Asset Management LLP$100M AUM0.30%$156,15613.7KQ4 2022OLDER
Alpha Financial Partners LLC$169M AUM0.29%$259,73528.7KQ1 2023OLDER
IFP Advisors, Inc$4.8B AUM0.29%$7M245.0KQ2 2023OLDER
Truadvice, LLC$255M AUM0.23%$590,62677.9KQ1 2023OLDER
Verity Asset Management, Inc.$238M AUM0.19%$320,22535.4KQ1 2023OLDER
Keudell/Morrison Wealth Management$489M AUM0.18%$623,68168.9KQ1 2023OLDER
Poehling Capital Management, INC.$475M AUM0.16%$455,50128.1KQ3 2023
Alhambra Investment Management LLC$217M AUM0.12%$174,16719.2KQ1 2023OLDER
WESPAC Advisors, LLC$183M AUM0.11%$112,52812.4KQ1 2023OLDER
JT Stratford LLC$786M AUM0.10%$337,32137.3KQ1 2023OLDER
Intellectus Partners, LLC$490M AUM0.09%$289,60032.0KQ1 2023OLDER
Brookstone Capital Management$8.7B AUM0.09%$4M565.3KQ1 2023OLDER
Hutchens & Kramer Investment Management Group, LLC$373M AUM0.08%$96,81710.7KQ1 2023OLDER
Jump Financial, LLC$7.5B AUM0.08%$2M205.2KQ1 2023OLDER
Coppell Advisory Solutions Corp.$531M AUM0.07%$212,72423.3KQ1 2023OLDER
HBW ADVISORY SERVICES LLC$949M AUM0.07%$27530.3KQ1 2023OLDER
Headlands Technologies LLC$878M AUM0.06%$766.6KQ4 2022OLDER
Bison Wealth, LLC$454M AUM0.06%$174,94818.7KQ4 2022OLDER
CoreCap Advisors, LLC$3.4B AUM0.04%$614,07654.0KQ4 2022OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.04%$1,366150.9KQ1 2023OLDER
Coppell Advisory Solutions LLC$170M AUM0.04%$119,52410.5KQ3 2023
Dynamic Advisor Solutions LLC$3.5B AUM0.04%$701,49377.5KQ1 2023OLDER
Empowered Funds, LLC$15.7B AUM0.04%$586,29851.5KQ4 2022OLDER
HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM0.04%$2M96.7KQ1 2023OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.03%$785,54986.8KQ1 2023OLDER
Proficio Capital Partners LLC$1.9B AUM0.03%$162,90514.3KQ4 2022OLDER
MGO ONE SEVEN LLC$5.0B AUM0.03%$484,30253.5KQ1 2023OLDER
OPPENHEIMER & CO INC$8.2B AUM0.02%$1M126.0KQ1 2023OLDER
J Arnold Wealth Management Co$294M AUM0.02%$44,3454.9KQ1 2023OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.02%$258,00628.5KQ1 2023OLDER
Strategic Blueprint, LLC$1.7B AUM0.02%$159,84117.7KQ1 2023OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.02%$138,96315.4KQ1 2023OLDER
AE Wealth Management LLC$18.5B AUM0.01%$2M218.7KQ1 2023OLDER
Sowell Financial Services LLC$2.7B AUM0.01%$16217.9KQ1 2023OLDER
PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM0.01%$321,99935.6KQ1 2023OLDER
HighTower Advisors, LLC$94.2B AUM0.01%$4M369.1KQ4 2022OLDER
CreativeOne Wealth, LLC$4.3B AUM0.01%$17719.6KQ1 2023OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.01%$52457.9KQ1 2023OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.01%$237,50120.9KQ4 2022OLDER
Mutual Advisors, LLC$4.7B AUM0.01%$160,62817.7KQ1 2023OLDER
Larson Financial Group LLC$3.1B AUM0.01%$54,7166.0KQ1 2023OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$254,33228.1KQ1 2023OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$79087.3KQ1 2023OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$993109.5KQ1 2023OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$6M672.2KQ1 2023OLDER
HAP Trading, LLC$1.1B AUM0.00%$821.0KQ1 2023OLDER
Belpointe Asset Management LLC$2.7B AUM0.00%$19,4582.1KQ1 2023OLDER
Dougherty Wealth Advisers LLC$158M AUM0.00%$63470Q1 2023OLDER
AXS Investments LLC$290M AUM0.00%$2,462272Q1 2023OLDER
MONEY CONCEPTS CAPITAL CORP$1.8B AUM0.00%$16,5581.5KQ4 2022OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$162,98118.0KQ1 2023OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M210.8KQ1 2023OLDER
HERITAGE WEALTH MANAGEMENT, LLC$180M AUM0.00%$2,572226Q4 2022OLDER
Heritage Wealth Advisors$2.6B AUM0.00%$4,760526Q1 2023OLDER
Prestige Wealth Management Group LLC$509M AUM0.00%$905100Q1 2023OLDER
UBS Group AG$666.3B AUM0.00%$373,67541.3KQ1 2023OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$625.5KQ4 2022OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$92,15610.2KQ1 2023OLDER
GHP Investment Advisors, Inc.$2.4B AUM0.00%$47152Q1 2023OLDER
CWM, LLC$38.1B AUM0.00%$3282Q1 2023OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$9,0501.0KQ1 2023OLDER
Morton Brown Family Wealth, LLC$378M AUM0.00%$182Q1 2023OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$21523Q1 2023OLDER
BARCLAYS PLC$416.3B AUM0.00%$6700Q1 2023OLDER
Blue Trust, Inc.$8.7B AUM$01Q2 2023OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM$049.8KQ1 2023OLDER

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