SPXEPROSHARES TR
CUSIP 74347B581 · Yahoo Finance ↗ · Google Finance ↗
Proshares Tr (SPXE) has 33 institutional holders in Filings Flow’s 13F database, together reporting 497.3K shares worth $35M as of Q1 2026. The largest reported holders are Bwm Planning, LLC, Goldman Sachs Group Inc, and Jpmorgan Chase & Co.
Institutional Holders
33
Q1 2026
Reported Value
$35M
Ticker
SPXE
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| BWM Planning, LLC$379M AUM | 2.55% | $10M | 139.2K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $8M | 118.0K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $4M | 52.1K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $3M | 41.1K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 31.1K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 15.2K | Q1 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.01% | $708,894 | 10.2K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $680,608 | 9.8K | Q1 2026 |
| Capstone Wealth Management Group LLC$163M AUM | 0.36% | $583,169 | 8.4K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $580,658 | 8.4K | Q1 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$18.1B AUM | 0.00% | $501,577 | 7.2K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $479,000 | 6.9K | Q1 2026 |
| KLINGENSTEIN FIELDS & CO LP$2.5B AUM | 0.02% | $472,895 | 7.1K | Q2 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $436,064 | 6.3K | Q1 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC$871M AUM | 0.05% | $403,097 | 5.8K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $329,425 | 4.7K | Q1 2026 |
| SENTINEL TRUST CO LBA$1.0B AUM | 0.03% | $328,000 | 4.7K | Q1 2026 |
| Sterling Investment Counsel, LLC$357M AUM | 0.09% | $306,423 | 4.4K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $283,975 | 4.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $266,461 | 3.8K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $245,000 | 3.5K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $233,587 | 3.4K | Q1 2026 |
| APPLETON PARTNERS INC/MA$1.4B AUM | 0.02% | $217,000 | 3.1K | Q1 2026 |
| Centurion Wealth Management LLC$418M AUM | 0.05% | $211,235 | 3.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $156,414 | 2.3K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $125,394 | 1.7K | Q4 2025OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.02% | $24,325 | 350 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $14,247 | 205 | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $7,905 | 107 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $3,544 | 51 | Q1 2026 |
| POM Investment Strategies, LLC$80M AUM | 0.00% | $2,810 | 40 | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $556 | 8 | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $278 | 4 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $277 | 4 | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $134 | 1 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $84 | 1 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.