Institutional Ownership
Proshares Tr
CUSIP 74347B508DJ BRKFLD GLBTOLZQ1 2026
Institutional Holders
63
13F filers
Shares Held
2.20M
Aggregate institutional
Institutional Value
$130.03M
Q1 2026
Net New Holders
+8
10 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions10
Increased14
Decreased23
Sold out2
Institutional Holders
63 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 406.3K | $24.37M | −459.4K | Reduced |
| 2 | Aprio Wealth Management, LLC | 386.5K | $23.18M | −14.8K | Reduced |
| 3 | Gradient Investments LLC | 340.7K | $20.44M | +14.8K | Added |
| 4 | Aaron Wealth Advisors LLC | 206.3K | $12.38M | +11.5K | Added |
| 5 | Mercer Global Advisors Inc /Adv | 70.0K | $4.20M | +22.7K | Added |
| 6 | Wells Fargo & Company/Mn | 68.4K | $4.10M | −25.8K | Reduced |
| 7 | Alliancebernstein L.P. | 62.8K | $3.40M | 0 | Held |
| 8 | Wealth Architects, LLC | 56.4K | $3.38M | −2.6K | Reduced |
| 9 | Jane Street Group, LLC | 53.2K | $3.19M | +53.2K | New |
| 10 | Fortis Advisors, LLC | 52.6K | $3.16M | +52.6K | New |
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