PROSHARES TR (EFAD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
23
Reporting holders
$34.7M
Reported value
0.0%
Held as options
-3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $12.2M | 283,859 | 0.00% | 35q | -0.6%-$72.5K |
| Key Financial Inc | $4.7M | 109,687 | 0.77% | 6q | +18.4%+$729.0K |
| RAYMOND JAMES FINANCIAL INC | $4.1M | 96,757 | 0.00% | 7q | -24.2%-$1.3M |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $3.6M | 85,002 | 0.17% | 16q | +6.2%+$212.0K |
| Anson Capital, Inc. | $1.9M | 44,642 | 1.24% | 11q | +110.9%+$1.0M |
| BANK OF AMERICA CORP /DE/ | $1.7M | 39,392 | 0.00% | 31q | -10.9%-$205.6K |
| Sanctuary Advisors, LLC | $902.0K | 21,054 | 0.00% | 9q | +4.6%+$39.3K |
| LPL Financial LLC | $778.6K | 18,174 | 0.00% | 31q | +4.8%+$35.3K |
| WELLS FARGO & COMPANY/MN | $641.1K | 14,965 | 0.00% | 31q | -51.5%-$681.9K |
| Cetera Investment Advisers | $567.3K | 13,241 | 0.00% | 23q | HELD |
| ROYAL BANK OF CANADA | $560.0K | 13,083 | 0.00% | 31q | +33.7%+$141.1K |
| Heritage Wealth Management, Inc. | $461.7K | 10,776 | 0.12% | 9q | -1.4%-$6.4K |
| UBS Group AG | $388.8K | 9,075 | 0.00% | 31q | HELD |
| SFI Advisors, LLC | $365.6K | 8,534 | 0.32% | 19q | HELD |
| Capital Square, LLC | $336.1K | 7,807 | 0.15% | 3q | +9.3%+$28.5K |
| MWA Asset Management | $324.7K | 7,578 | 0.15% | 2q | -2.7%-$9.1K |
| AMERIPRISE FINANCIAL INC | $307.9K | 7,188 | 0.00% | 29q | -48.7%-$292.0K |
| SMITH, MOORE & CO. | $299.5K | 6,992 | 0.02% | 15q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $251.9K | 5,932 | 0.00% | 9q | +2.9%+$7.1K |
| OSAIC HOLDINGS, INC. | $144.7K | 3,374 | 0.00% | 26q | -6.3%-$9.7K |
| FIFTH THIRD BANCORP | $56.9K | 1,329 | 0.00% | 2q | HELD |
| Aptus Capital Advisors, LLC | $19.0K | 444 | 0.00% | 21q | HELD |
| Cambridge Investment Research Advisors, Inc. | $510 | 11,888 | 0.00% | 2q | +100.2% |
| ASSETMARK, INC | $257 | 6 | 0.00% | 8q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 23 | $34.7M | 808,891 | 0 | 8 | 8 | 0.0% |
| Q1 2026 | 26 | $33.9M | 828,245 | 2 | 13 | 7 | 0.0% |
| Q4 2025 | 25 | $35.0M | 840,532 | 1 | 9 | 10 | 0.0% |
| Q3 2025 | 26 | $39.5M | 938,789 | 2 | 14 | 6 | 0.0% |
| Q2 2025 | 26 | $44.1M | 1,026,484 | 1 | 9 | 8 | 0.0% |
| Q1 2025 | 27 | $37.8M | 975,285 | 1 | 6 | 11 | 0.0% |
| Q4 2024 | 28 | $39.4M | 1,063,706 | 1 | 11 | 11 | 0.0% |
| Q3 2024 | 29 | $48.0M | 1,148,167 | 3 | 8 | 13 | 0.0% |
| Q2 2024 | 27 | $47.0M | 1,243,678 | 2 | 8 | 9 | 0.0% |
| Q1 2024 | 25 | $82.0M | 2,091,522 | 1 | 8 | 10 | 0.0% |
| Q4 2023 | 27 | $74.9M | 1,936,039 | 3 | 8 | 10 | 0.0% |
| Q3 2023 | 28 | $53.6M | 1,535,604 | 3 | 9 | 8 | 0.0% |
| Q2 2023 | 28 | $53.2M | 1,437,140 | 0 | 11 | 6 | 0.0% |
| Q1 2023 | 31 | $50.4M | 1,344,994 | 1 | 10 | 9 | 0.0% |
| Q4 2022 | 30 | $44.8M | 1,266,315 | 7 | 7 | 10 | 0.0% |
| Q3 2022 | 35 | $43.3M | 1,383,251 | 1 | 7 | 14 | 0.0% |
| Q2 2022 | 41 | $54.4M | 1,572,960 | 3 | 8 | 16 | 0.0% |
| Q1 2022 | 42 | $70.8M | 1,752,878 | 6 | 11 | 11 | 0.0% |
| Q4 2021 | 42 | $83.5M | 1,824,863 | 2 | 12 | 10 | 0.0% |
| Q3 2021 | 40 | $88.7M | 1,887,397 | 4 | 10 | 12 | 0.0% |
| Q2 2021 | 37 | $79.5M | 1,732,911 | 1 | 15 | 10 | 0.0% |
| Q1 2021 | 36 | $74.5M | 1,714,349 | 5 | 9 | 8 | 0.0% |
| Q4 2020 | 32 | $70.3M | 1,614,425 | 5 | 10 | 5 | 0.0% |
| Q3 2020 | 28 | $58.9M | 1,487,834 | 2 | 4 | 13 | 0.0% |
| Q2 2020 | 28 | $61.6M | 1,660,051 | 3 | 6 | 14 | 0.0% |
| Q1 2020 | 28 | $56.4M | 1,776,032 | 3 | 6 | 12 | 0.0% |
| Q4 2019 | 31 | $64.1M | 1,575,099 | 1 | 14 | 9 | 0.0% |
| Q3 2019 | 34 | $55.8M | 1,496,890 | 3 | 11 | 10 | 0.0% |
| Q2 2019 | 31 | $50.2M | 1,338,036 | 5 | 11 | 7 | 0.0% |
| Q1 2019 | 31 | $45.8M | 1,202,781 | 3 | 10 | 12 | 0.0% |
| Q4 2018 | 34 | $45.3M | 1,357,898 | 2 | 1 | 2 | 0.0% |