SEC 13F Intelligence

PROSHARES TR

CUSIP 74349Y753

Proshares Tr has 8 institutional holders in Filings Flow’s 13F database, together reporting 16.13M shares worth $605M as of Q1 2026. The largest reported holders are Stack Financial Management, Inc, Ryan Investment Management, Inc., and Susquehanna International Group, LLP.

Institutional Holders
146
Q1 2026
Reported Value
$605M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 108Q4 ’25Q1 ’26: 146Q1 ’26Q2 ’26: 8Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $273MQ4 ’25Q1 ’26: $605MQ1 ’26Q2 ’26: $6MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Ryan Investment Management, Inc.$221M AUM19.14%$34M897.3KQ1 2026OLDER
Stack Financial Management, Inc$1.4B AUM10.65%$145M3.82MQ1 2026OLDER
Three Seasons Wealth, LLC$262M AUM7.83%$21M540.7KQ1 2026OLDER
Arlington Capital Management, Inc.$177M AUM7.83%$12M331.6KQ3 2025OLDER
FSA WEALTH PARTNERS, INC.$210M AUM5.71%$12M316.5KQ1 2026OLDER
Axiom Investment Management LLC$131M AUM5.44%$7M188.6KQ1 2026OLDER
Deane Retirement Strategies, Inc.$236M AUM5.22%$13M342.4KQ1 2026OLDER
MOULTON WEALTH MANAGEMENT, INC$152M AUM5.20%$8M202.4KQ1 2026OLDER
Kaydan Wealth Management, Inc.$299M AUM4.92%$15M387.7KQ1 2026OLDER
CPR Investments Inc.$150M AUM4.87%$7M192.4KQ1 2026OLDER
Wealth Quarterback LLC$254M AUM3.05%$8M213.4KQ3 2025OLDER
Reyes Financial Architecture, Inc.$122M AUM2.66%$3M85.7KQ1 2026OLDER
FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM2.53%$18M464.7KQ1 2026OLDER
ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM2.50%$6M156.6KQ1 2026OLDER
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM2.38%$3M92.2KQ2 2026
Rothschild Capital Partners, LLC$408M AUM2.32%$9M249.0KQ1 2026OLDER
STERLING INVESTMENT MANAGEMENT, LLC$167M AUM2.22%$4M100.2KQ3 2025OLDER
Mirador Capital Partners LP$817M AUM1.89%$13M352.8KQ1 2026OLDER
FIRST NATIONAL CORP /MA/ /ADV$527M AUM1.86%$10M267.1KQ3 2025OLDER
Hedges Asset Management LLC$142M AUM1.75%$2M69.0KQ4 2025OLDER
ABBINGTON INVESTMENT GROUP$172M AUM1.49%$2M47.2KQ3 2025OLDER
Stratos Wealth Advisors, LLC$1.6B AUM1.18%$19M506.6KQ1 2026OLDER
Verity Asset Management, Inc.$238M AUM1.00%$2M63.1KQ1 2026OLDER
Client First Investment Management LLC$237M AUM0.93%$2M49.4KQ3 2025OLDER
CHATHAM CAPITAL GROUP, INC.$689M AUM0.88%$6M160.0KQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.81%$11M286.1KQ1 2026OLDER
AXS Investments LLC$290M AUM0.68%$2M55.0KQ1 2026OLDER
Robertson Stephens Wealth Management, LLC$3.6B AUM0.64%$23M602.9KQ1 2026OLDER
Ballew Advisors, Inc$194M AUM0.63%$1M36.8KQ2 2026
Synergy Asset Management, LLC$942M AUM0.62%$6M154.3KQ1 2026OLDER
Sugar Maple Asset Management, LLC$165M AUM0.49%$809,31221.3KQ1 2026OLDER
GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM0.47%$7M195.2KQ1 2026OLDER
Legacy Capital Wealth Partners, LLC$485M AUM0.37%$2M47.9KQ1 2026OLDER
Canal Capital Management, LLC$739M AUM0.36%$3M69.4KQ1 2026OLDER
Commonwealth Financial Services, LLC$632M AUM0.35%$2M57.6KQ1 2026OLDER
Sheets Smith Investment Management$154M AUM0.34%$526,93914.3KQ3 2025OLDER
Virtue Capital Management, LLC$657M AUM0.31%$2M51.7KQ1 2026OLDER
LEUTHOLD GROUP, LLC$939M AUM0.30%$3M77.8KQ4 2025OLDER
ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM0.26%$2M46.0KQ3 2025OLDER
Per Stirling Capital Management, LLC.$905M AUM0.24%$2M56.4KQ1 2026OLDER
Capasso Planning Partners LLC$185M AUM0.23%$373,37010.1KQ3 2025OLDER
BRASADA CAPITAL MANAGEMENT, LP$545M AUM0.18%$998,15526.7KQ1 2026OLDER
Vigilare Wealth Management$326M AUM0.18%$595,74718.0KQ2 2026
Clear Creek Financial Management, LLC$1.3B AUM0.18%$2M62.3KQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.18%$10M284.2KQ4 2025OLDER
Arkadios Wealth Advisors$6.1B AUM0.18%$11M283.9KQ1 2026OLDER
ELKHORN PARTNERS LIMITED PARTNERSHIP$157M AUM0.18%$258,7207.0KQ3 2025OLDER
Alpha Advisors, LLC/VA$127M AUM0.16%$203,1175.6KQ4 2025OLDER
Prosperity Wealth Management, Inc.$300M AUM0.15%$460,86012.8KQ1 2026OLDER
Town & Country Bank & Trust CO dba First Bankers Trust CO$321M AUM0.15%$444,16011.7KQ1 2026OLDER
Beckerman Institutional, LLC$188M AUM0.14%$263,0826.9KQ1 2026OLDER
Sunpointe, LLC$305M AUM0.13%$405,51010.7KQ1 2026OLDER
Edge Wealth Management LLC$594M AUM0.13%$759,46023.0KQ2 2026
Fox Hill Wealth Management$208M AUM0.13%$268,9067.3KQ3 2025OLDER
Belpointe Asset Management LLC$2.7B AUM0.12%$3M88.0KQ1 2026OLDER
North Capital, Inc.$118M AUM0.11%$135,9763.7KQ3 2025OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.10%$2M40.6KQ1 2026OLDER
Harvest Investment Services, LLC$547M AUM0.10%$530,54214.7KQ4 2025OLDER
ACT WEALTH MANAGEMENT, LLC$340M AUM0.10%$283,9277.7KQ3 2025OLDER
Intellectus Partners, LLC$490M AUM0.10%$475,92212.5KQ1 2026OLDER
Aviance Capital Partners, LLC$854M AUM0.10%$815,49521.5KQ1 2026OLDER
Advanced Asset Management Advisors Inc$362M AUM0.09%$322,4058.5KQ1 2026OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.09%$6M165.7KQ3 2025OLDER
Farringdon Capital, Ltd.$457M AUM0.09%$400,23710.6KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.08%$569,81415.8KQ4 2025OLDER
Perigon Wealth Management, LLC$5.5B AUM0.07%$4M106.3KQ1 2026OLDER
Graves Light Lenhart Wealth, Inc.$1.1B AUM0.07%$652,63117.7KQ3 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.07%$5M140.9KQ1 2026OLDER
Discipline Wealth Solutions, LLC$950M AUM0.06%$602,43615.9KQ1 2026OLDER
Integrated Advisors Network LLC$1.9B AUM0.06%$1M28.4KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.06%$5M132.0KQ3 2025OLDER
TOWNSQUARE CAPITAL LLC$444M AUM0.04%$283,5577.7KQ3 2025OLDER
RW Investment Management LLC$1.0B AUM0.04%$441,31611.6KQ1 2026OLDER
J. Safra Sarasin Holding AG$5.9B AUM0.04%$2M60.5KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.04%$3M74.7KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.04%$4M92.8KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.04%$1M36.2KQ1 2026OLDER
EVOLVE PRIVATE WEALTH, LLC$1.9B AUM0.03%$535,30414.9KQ4 2025OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.03%$985,13226.7KQ3 2025OLDER
Sepio Capital, LP$1.8B AUM0.03%$483,60812.8KQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.03%$487,30912.9KQ1 2026OLDER
Litman Gregory Wealth Management LLC$1.4B AUM0.03%$342,2699.5KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.02%$445,07212.0KQ3 2025OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.02%$727,76319.2KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.02%$2M46.0KQ1 2026OLDER
EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM0.02%$265,5107.0KQ1 2026OLDER
Oxbow Advisors, LLC$1.2B AUM0.02%$237,0636.3KQ1 2026OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.02%$759,62420.0KQ1 2026OLDER
Capital Wealth Planning, LLC$18.1B AUM0.02%$3M85.9KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.02%$16M415.4KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.02%$2M46.1KQ4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.02%$16M411.3KQ1 2026OLDER
Simplicity Wealth,LLC$1.8B AUM0.02%$281,0007.4KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.02%$2M44.5KQ1 2026OLDER
Nicholas Hoffman & Company, LLC.$4.3B AUM0.01%$634,26516.7KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.01%$1M29.7KQ1 2026OLDER
WFA of San Diego, LLC$125M AUM0.01%$15,551410Q1 2026OLDER
Tidal Investments LLC$47.4B AUM0.01%$6M152.6KQ1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.01%$3M88.3KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.01%$393,75210.4KQ1 2026OLDER
SPROTT INC.$3.4B AUM0.01%$379,30010.0KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.01%$246,5456.5KQ1 2026OLDER
ORG Partners LLC$568M AUM0.01%$58,9431.6KQ4 2025OLDER
Pallas Capital Advisors LLC$2.7B AUM0.01%$265,5107.0KQ1 2026OLDER
SUMITOMO MITSUI FINANCIAL GROUP, INC.$4.9B AUM0.01%$455,16012.0KQ1 2026OLDER
NVWM, LLC$449M AUM0.01%$37,9301.0KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$233,3096.2KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.01%$7M176.5KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$300,1898.1KQ3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.01%$204,8595.4KQ1 2026OLDER
Lowe Wealth Advisors, LLC$274M AUM0.01%$16,669451Q3 2025OLDER
Cetera Investment Advisers$94.0B AUM0.01%$6M145.9KQ1 2026OLDER
IHT Wealth Management, LLC$4.3B AUM0.01%$208,8245.7KQ3 2025OLDER
Ascentis Independent Advisors$1.3B AUM0.01%$67,3251.8KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$31M804.5KQ1 2026OLDER
ST GERMAIN D J CO INC$2.5B AUM0.00%$104,3082.8KQ1 2026OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.00%$295,9647.8KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$31M825.5KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$33M881.8KQ1 2026OLDER
Modern Wealth Management, LLC$5.8B AUM0.00%$210,6905.6KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$23M619.5KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$2M70.9KQ1 2026OLDER
Pinnacle Wealth Planning Services, Inc.$968M AUM0.00%$29,797827Q4 2025OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$27,499725Q1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.00%$25,375669Q1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$2M61.0KQ4 2025OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.00%$440,70911.6KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$2M62.4KQ1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$743,91719.6KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$279,6077.4KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$53,4711.4KQ1 2026OLDER
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$93,6252.5KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.00%$1M26.5KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$1M26.4KQ1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$433,88211.4KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$5M132.0KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$640,48616.9KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$4M99.2KQ1 2026OLDER
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$115M AUM0.00%$1,13830Q1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$35,692941Q1 2026OLDER
SWAN Capital LLC$272M AUM0.00%$2,61269Q1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$568,95015.0KQ1 2026OLDER
Kozak & Associates, Inc.$576M AUM0.00%$3,945119Q2 2026
Nvest Wealth Strategies, Inc.$143M AUM0.00%$90125Q4 2025OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$30,344800Q1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$144,1204.0KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$9M259.6KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$127,4173.5KQ4 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$283,6808.0KQ4 2025OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$954,85025.2KQ1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$262,4167.1KQ3 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$467,46012.6KQ3 2025OLDER
SHP Wealth Management$1.3B AUM0.00%$4,172110Q1 2026OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$3,302100Q2 2026
Allworth Financial LP$24.7B AUM0.00%$67,8271.8KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$14,451381Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$320,8478.9KQ4 2025OLDER
Strategic Wealth Partners, Ltd.$1.5B AUM0.00%$3,24390Q1 2026OLDER
Sound Income Strategies, LLC$2.1B AUM0.00%$2,86778Q3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$41,2391.1KQ2 2026
MAI Capital Management$17.7B AUM0.00%$26,096688Q1 2026OLDER
Rise Advisors, LLC$284M AUM0.00%$2717Q3 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$187,6024.9KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$14,414390Q3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$474,12512.5KQ1 2026OLDER
NATIXIS$28.0B AUM0.00%$15,134399Q1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$2,20058Q1 2026OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$151,7204.0KQ1 2026OLDER
Financial Gravity Asset Management, Inc.$562M AUM0.00%$2667Q1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$68318Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$582,28914.9KQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$90125Q4 2025OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$20,406538Q1 2026OLDER
Groupe la Francaise$7.3B AUM0.00%$1,57950Q3 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$261,7176.9KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$29,346794Q3 2025OLDER
CWM, LLC$38.1B AUM0.00%$3,945104Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$3,33888Q1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$7,586200Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$1143Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$3038Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$1,29034Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$91024Q2 2026
ROYAL BANK OF CANADA$570.1B AUM$08Q1 2026OLDER

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