SEC 13F Intelligence

PROSHARES TR

CUSIP 74349Y837

Proshares Tr has 91 institutional holders in Filings Flow’s 13F database, together reporting 7.02M shares worth $220M as of Q1 2026. The largest reported holders are Ryan Investment Management, Inc., Fourpath Capital Management, LLC, and Morgan Stanley.

Institutional Holders
91
Q1 2026
Reported Value
$220M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 77Q4 ’25Q1 ’26: 91Q1 ’26Q2 ’26: 8Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $158MQ4 ’25Q1 ’26: $220MQ1 ’26Q2 ’26: $7MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Ryan Investment Management, Inc.$221M AUM19.29%$34M1.07MQ1 2026OLDER
ONE PLUS ONE WEALTH MANAGEMENT, LLC$237M AUM7.25%$17M533.8KQ1 2026OLDER
Deane Retirement Strategies, Inc.$236M AUM3.83%$10M295.7KQ1 2026OLDER
Game Creek Capital, LP$301M AUM2.85%$9M266.3KQ1 2026OLDER
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM2.62%$3M130.0KQ2 2026
FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM2.55%$18M552.0KQ1 2026OLDER
Gunderson Capital Management LLC$239M AUM1.94%$5M144.2KQ1 2026OLDER
J2 Capital Management Inc$146M AUM1.86%$3M84.4KQ1 2026OLDER
Camarda Financial Advisors, LLC$190M AUM1.47%$3M86.7KQ1 2026OLDER
Hedges Asset Management LLC$142M AUM1.45%$2M68.3KQ4 2025OLDER
STERLING INVESTMENT MANAGEMENT, LLC$167M AUM1.44%$2M77.1KQ3 2025OLDER
Generation Capital Management LLC$137M AUM1.39%$2M59.2KQ1 2026OLDER
Wakefield Asset Management LLLP$377M AUM0.90%$3M110.1KQ4 2025OLDER
Ballew Advisors, Inc$194M AUM0.58%$1M43.6KQ2 2026
Stratos Wealth Advisors, LLC$1.6B AUM0.53%$11M355.6KQ3 2025OLDER
Sheets Smith Investment Management$154M AUM0.43%$669,47121.6KQ3 2025OLDER
LEUTHOLD GROUP, LLC$939M AUM0.42%$4M121.2KQ1 2026OLDER
Maltin Wealth Management, Inc.$262M AUM0.39%$1M31.3KQ1 2026OLDER
Sugar Maple Asset Management, LLC$165M AUM0.38%$527,68017.0KQ3 2025OLDER
COOPER INVESTORS PTY LTD$218M AUM0.30%$739,69423.0KQ1 2026OLDER
Worth Asset Management, LLC$313M AUM0.28%$659,81021.8KQ4 2025OLDER
Axiom Investment Management LLC$131M AUM0.27%$354,09011.0KQ1 2026OLDER
Per Stirling Capital Management, LLC.$905M AUM0.25%$2M71.5KQ1 2026OLDER
Vigilare Wealth Management$326M AUM0.25%$810,56432.3KQ2 2026
CPR Investments Inc.$150M AUM0.17%$257,3398.5KQ4 2025OLDER
Fox Hill Wealth Management$208M AUM0.17%$349,54410.9KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.16%$10M295.8KQ1 2026OLDER
Tevis Investment Management$176M AUM0.14%$241,4257.5KQ1 2026OLDER
Reyes Financial Architecture, Inc.$179M AUM0.13%$239,6249.6KQ2 2026
Auour Investments LLC$318M AUM0.13%$407,07512.6KQ1 2026OLDER
Range Financial Group LLC$298M AUM0.13%$369,46712.2KQ4 2025OLDER
IHT Wealth Management, LLC$4.3B AUM0.11%$4M145.0KQ4 2025OLDER
Headlands Technologies LLC$878M AUM0.10%$901,32028.0KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.10%$821,26325.5KQ1 2026OLDER
STABLEFORD CAPITAL II LLC$289M AUM0.09%$248,3208.0KQ3 2025OLDER
Synergy Asset Management, LLC$942M AUM0.09%$806,68125.1KQ1 2026OLDER
FIDUCIARY TRUST CO$8.5B AUM0.08%$6M197.6KQ1 2026OLDER
Simplicity Wealth,LLC$1.8B AUM0.07%$1M39.4KQ1 2026OLDER
Bison Wealth, LLC$1.1B AUM0.05%$564,55322.1KQ2 2026
Intellectus Partners, LLC$490M AUM0.05%$221,5126.9KQ1 2026OLDER
WHITTIER TRUST CO$8.9B AUM0.04%$4M135.2KQ4 2025OLDER
StoneX Group Inc.$1.9B AUM0.04%$968,94531.2KQ3 2025OLDER
SeaBridge Investment Advisors LLC$591M AUM0.04%$241,4257.5KQ1 2026OLDER
RW Investment Management LLC$1.0B AUM0.04%$415,89512.9KQ1 2026OLDER
SEEDS INVESTOR LLC$735M AUM0.03%$248,2318.4KQ1 2026OLDER
HCR Wealth Advisors$1.1B AUM0.03%$375,90015.0KQ2 2026
CreativeOne Wealth, LLC$4.3B AUM0.03%$1M45.0KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.03%$2M75.6KQ1 2026OLDER
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM0.02%$210,4178.4KQ2 2026
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.02%$917,41528.5KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.02%$1M31.8KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.02%$586,50218.2KQ1 2026OLDER
Kovack Advisors, Inc.$1.9B AUM0.02%$305,2919.6KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.02%$2M52.3KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.01%$1M37.8KQ1 2026OLDER
EASTERLY INVESTMENT PARTNERS LLC$1.3B AUM0.01%$217,2807.0KQ3 2025OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.01%$228,7946.9KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.01%$8M261.2KQ1 2026OLDER
Strategic Blueprint, LLC$1.7B AUM0.01%$203,8916.3KQ1 2026OLDER
XTX Topco Ltd$5.8B AUM0.01%$664,36920.6KQ1 2026OLDER
Lodestone Wealth Management LLC$252M AUM0.01%$25,655797Q1 2026OLDER
Vontobel Holding Ltd.$29.1B AUM0.01%$3M89.9KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.01%$268,0478.3KQ1 2026OLDER
Lowe Wealth Advisors, LLC$274M AUM0.01%$21,728700Q3 2025OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.01%$5M143.1KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$542,29416.8KQ1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$204,1556.8KQ4 2025OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.01%$5M164.3KQ4 2025OLDER
ORG Partners LLC$568M AUM0.01%$30,9541.0KQ4 2025OLDER
Beacon Pointe Advisors, LLC$18.9B AUM0.01%$987,91130.7KQ1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$16,095500Q1 2026OLDER
CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM0.00%$293,3209.1KQ1 2026OLDER
Jump Financial, LLC$7.5B AUM0.00%$300,1409.3KQ1 2026OLDER
Banque Cantonale Vaudoise$2.7B AUM0.00%$104,0003.2KQ1 2026OLDER
Litman Gregory Wealth Management LLC$1.4B AUM0.00%$50,8001.7KQ4 2025OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$3M104.1KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.00%$343,24011.1KQ3 2025OLDER
CHOREO, LLC$8.1B AUM0.00%$257,1827.8KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$16M507.0KQ1 2026OLDER
Solstein Capital, LLC$244M AUM0.00%$10,740346Q3 2025OLDER
Atlantic Union Bankshares Corp$5.2B AUM0.00%$115,8843.6KQ1 2026OLDER
Union Bancaire Privee, UBP SA$7.2B AUM0.00%$133,2355.0KQ1 2026OLDER
WFA of San Diego, LLC$125M AUM0.00%$2,25370Q1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$3,475112.0KQ3 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$6M193.8KQ1 2026OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$12,876400Q1 2026OLDER
Ascentis Independent Advisors$1.3B AUM0.00%$18,959589Q1 2026OLDER
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV$115M AUM0.00%$1,61050Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$7M228.5KQ1 2026OLDER
Wilkerson Advisory Group LLC$291M AUM0.00%$3,316103Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$10M313.6KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$981,16832.5KQ4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$17M573.7KQ1 2026OLDER
Belvedere Trading LLC$84.4B AUM0.00%$855,57826.6KQ1 2026OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$465,62415.4KQ4 2025OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$8,208255Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M96.8KQ1 2026OLDER
SHP Wealth Management$1.3B AUM0.00%$3,798118Q1 2026OLDER
Quest 10 Wealth Builders, Inc.$114M AUM0.00%$2909Q1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$3,219100Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$12,297382Q1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$8,788273Q1 2026OLDER
IMC-Chicago, LLC$278.4B AUM0.00%$554,59318.4KQ4 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$230,4447.4KQ3 2025OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$555,27817.3KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$22,533700Q1 2026OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$36,9021.1KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$19,663611Q2 2026
COMERICA BANK$25.1B AUM0.00%$17,072550Q3 2025OLDER
Golden State Wealth Management, LLC$915M AUM0.00%$49716Q3 2025OLDER
FINANCIAL CONSULATE, INC$803M AUM0.00%$35511Q1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$42,1591.4KQ4 2025OLDER
Cornerstone Advisory, LLC$1.1B AUM0.00%$29727.5KQ3 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$19,797615Q1 2026OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$1,07435Q3 2025OLDER
Blue Trust, Inc.$8.7B AUM0.00%$83726Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$87,6722.6KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$2,99493Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$8,000245Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$4,530150Q4 2025OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1936Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$913Q4 2025OLDER

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