Institutional Ownership
Proshares Tr
CUSIP 74348A566MERGER ETFMRGRQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
10.3%
Max % of class reported
Institutional Holders
14
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Oct 8, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Oct 8, 2025 | Exencial Wealth Advisors, LLC | 13G/A | 9.5% | 26.1K | SEC |
| 2 | Oct 8, 2025 | Exencial Wealth Advisors, LLC | 13G/A | 9.5% | 26.1K | SEC |
| 3 | Apr 3, 2025 | Exencial Wealth Advisors, LLC | 13G/A | 10.3% | 25.6K | SEC |
| 4 | Feb 12, 2025 | Exencial Wealth Advisors, LLC | 13G/A | 8.9% | 24.5K | SEC |
| 5 | Nov 1, 2024 | Exencial Wealth Advisors, LLC | 13G | 7.1% | — | SEC |
| 6 | Feb 14, 2024 | Exencial Wealth Advisors, LLC | 13G | 8.5% | 21.2K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Royal Bank Of Canada | 38.5K | $1.74M |
| 2 | Syntegra Private Wealth Group, LLC | 32.4K | $1.46M |
| 3 | Exencial Wealth Advisors, LLC | 29.1K | $1.31M |
| 4 | Creative Planning | 20.0K | $903.5K |
| 5 | Ethos Financial Group, LLC | 8.1K | $359.5K |
| 6 | Jane Street Group, LLC | 7.7K | $347.5K |
| 7 | City Center Advisors, LLC | 6.1K | $274.1K |
| 8 | Kestra Advisory Services, LLC | 5.3K | $239.7K |
| 9 | Osaic Holdings, Inc. | 1.8K | $81.7K |
| 10 | 1620 Investment Advisors, Inc. | 1.6K | $74.3K |