Institutional Ownership
Proshares Tr
CUSIP 74347B581SP500 EX ENRGYSPXEQ1 2026
Institutional Holders
34
13F filers
Shares Held
500.3K
Aggregate institutional
Institutional Value
$33.94M
Q1 2026
Net New Holders
+3
3 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased9
Decreased8
Sold out0
Institutional Holders
34 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bwm Planning, LLC | 139.2K | $9.67M | 0 | Held |
| 2 | Goldman Sachs Group Inc | 118.0K | $8.20M | 0 | Held |
| 3 | Jpmorgan Chase & Co | 52.1K | $3.52M | −150 | Reduced |
| 4 | Pathstone Holdings, LLC | 41.1K | $2.85M | 0 | Held |
| 5 | Lpl Financial LLC | 31.1K | $2.16M | +3.4K | Added |
| 6 | Equitable Holdings, Inc. | 15.2K | $1.12M | −874 | Reduced |
| 7 | Mather Group, LLC. | 10.2K | $708.9K | 0 | Held |
| 8 | Private Advisor Group, LLC | 9.8K | $680.6K | 0 | Held |
| 9 | Capstone Wealth Management Group LLC | 8.4K | $583.2K | 0 | Held |
| 10 | Ep Wealth Advisors, LLC | 8.4K | $580.7K | −36 | Reduced |
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