PROSHARES TR (HYHG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
54
Reporting holders
$73.9M
Reported value
5.0%
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 | $16.9M | 261,073 | 0.00% | 35q | +7.5%+$1.2M |
| Larry Mathis Financial Planning, LLC | $12.0M | 16,457,097 | 4.69% | 3q | +18957.1%+$11.9M |
| WELLS FARGO & COMPANY/MN | $9.3M | 143,019 | 0.00% | 31q | -52.6%-$10.3M |
| Sound Income Strategies, LLC | $5.8M | 88,806 | 0.26% | 15q | -1.9%-$108.8K |
| MML INVESTORS SERVICES, LLC | $5.1M | 78,441 | 0.01% | 20q | +18.9%+$810.8K |
| ENVESTNET ASSET MANAGEMENT INC | $4.8M | 73,756 | 0.00% | 13q | +0.9%+$42.5K |
| LPL Financial LLC | $4.0M | 62,248 | 0.00% | 31q | -20.8%-$1.1M |
| RAYMOND JAMES FINANCIAL INC | $3.1M | 47,129 | 0.00% | 5q | +378.3%+$2.4M |
| SIMPLEX TRADING, LLC | $2.8M | options only | 0.00% | 2q | OPTIONS |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $2.3M | 35,400 | 0.00% | new | NEW |
| Synergy Asset Management, LLC | $2.0M | 31,216 | 0.19% | new | NEW |
| Howard Capital Management, LLC | $1.5M | 23,062 | 0.02% | 10q | +9.1%+$124.6K |
| Summit Financial, LLC | $1.3M | 20,535 | 0.01% | 4q | +14.8%+$171.9K |
| OSAIC HOLDINGS, INC. | $1.2M | 19,047 | 0.00% | 26q | +4.8%+$56.1K |
| Tactive Advisors, LLC | $1.2M | 18,579 | 0.30% | 6q | -26.2%-$428.7K |
| Cetera Investment Advisers | $1.2M | 17,795 | 0.00% | 6q | +17.7%+$173.8K |
| Empirical Asset Management, LLC | $1.0M | 15,608 | 0.23% | 17q | +9.7%+$89.8K |
| IMC-Chicago, LLC | $881.7K | options only | 0.00% | 2q | OPTIONS |
| Global Retirement Partners, LLC | $832.0K | 12,823 | 0.01% | 9q | +22.8%+$154.4K |
| Rockefeller Capital Management L.P. | $704.1K | 10,851 | 0.00% | 7q | HELD |
| OPPENHEIMER & CO INC | $699.4K | 10,780 | 0.01% | 8q | -5.3%-$38.9K |
| HighTower Advisors, LLC | $685.9K | 10,571 | 0.00% | 6q | HELD |
| Geneos Wealth Management Inc. | $648.9K | 10,001 | 0.01% | 42q | -3.3%-$22.1K |
| ROYAL BANK OF CANADA | $581.0K | 8,955 | 0.00% | 31q | +239.8%+$410.0K |
| PRINCIPAL SECURITIES, INC. | $561.5K | 8,654 | 0.01% | 11q | -3.4%-$19.5K |
| Snowden Capital Advisors LLC | $437.4K | 6,742 | 0.01% | 12q | HELD |
| Steward Partners Investment Advisory, LLC | $409.2K | 6,307 | 0.00% | 3q | +3.0%+$11.7K |
| CoreCap Advisors, LLC | $387.5K | 5,972 | 0.01% | 9q | +30.4%+$90.4K |
| Kestra Advisory Services, LLC | $380.3K | 5,862 | 0.00% | 4q | -6.1%-$24.7K |
| JANE STREET GROUP, LLC | $340.0K | 5,240 | 0.00% | 17q | -83.4%-$1.7M |
| Equitable Holdings, Inc. | $320.9K | 4,946 | 0.00% | 19q | -10.2%-$36.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $320.9K | 4,945 | 0.00% | 31q | -1.8%-$5.9K |
| UBS Group AG | $276.3K | 4,258 | 0.00% | 31q | -1.9%-$5.3K |
| PFG Investments, LLC | $252.2K | 3,887 | 0.01% | new | NEW |
| COMMONS CAPITAL, LLC | $234.7K | 3,618 | 0.16% | 2q | HELD |
| ASL Financial, LLC | $227.8K | 3,511 | 0.16% | 3q | HELD |
| STIFEL FINANCIAL CORP | $227.7K | 3,510 | 0.00% | 12q | -2.1%-$4.9K |
| ROTHSCHILD INVESTMENT LLC | $220.6K | 3,400 | 0.01% | 11q | HELD |
| KKM Financial LLC | $212.2K | 3,270 | 0.03% | 10q | -22.1%-$60.3K |
| Ashton Thomas Private Wealth, LLC | $157.5K | 2,428 | 0.00% | 2q | +36.9%+$42.5K |
| NewEdge Advisors, LLC | $121.4K | 1,871 | 0.00% | new | NEW |
| IFG Advisory, LLC | $64.5K | 994 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $64.1K | 988 | 0.00% | 8q | HELD |
| Parallel Advisors, LLC | $59.4K | 915 | 0.00% | new | NEW |
| GROUP ONE TRADING LLC | $29.2K | options only | 0.00% | 7q | OPTIONS |
| Ameritas Advisory Services, LLC | $19.0K | 293 | 0.00% | 2q | HELD |
| Founders Financial Alliance, LLC | $14.3K | 221 | 0.00% | 2q | HELD |
| Key Capital Management, INC | $8.8K | 135 | 0.00% | 3q | -38.9%-$5.6K |
| PRIVATE TRUST CO NA | $6.9K | 106 | 0.00% | 15q | HELD |
| LifeSteps Financial, Inc. | $6.5K | 100 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $6.5K | 100 | 0.00% | 2q | HELD |
| Allworth Financial LP | $6.4K | 98 | 0.00% | 3q | HELD |
| Washington Trust Advisors, Inc. | $5.6K | 87 | 0.00% | new | NEW |
| AE Wealth Management LLC | $1.4K | 22 | 0.00% | 4q | -96.8%-$43.2K |
| Clearstead Advisors, LLC | $909 | 14 | 0.00% | 3q | -65.0%-$1.7K |
| Capital Analysts, LLC | $109 | 1,678 | 0.00% | 2q | +3.5% |
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 | 54 | $73.9M | 1,082,189 | 9 | 14 | 17 | 5.0% |
| Q1 2026 | 51 | $80.3M | 1,223,483 | 11 | 20 | 10 | 2.9% |
| Q4 2025 | 49 | $71.8M | 1,100,303 | 7 | 15 | 14 | 1.2% |
| Q3 2025 | 44 | $71.1M | 1,087,707 | 7 | 19 | 9 | 0.5% |
| Q2 2025 | 41 | $65.6M | 1,002,203 | 3 | 12 | 18 | 1.0% |
| Q1 2025 | 43 | $78.3M | 1,201,761 | 7 | 19 | 5 | 1.7% |
| Q4 2024 | 48 | $65.8M | 984,963 | 12 | 16 | 9 | 1.8% |
| Q3 2024 | 37 | $55.1M | 783,942 | 3 | 16 | 12 | 7.9% |
| Q2 2024 | 42 | $57.8M | 802,403 | 6 | 12 | 12 | 11.3% |
| Q1 2024 | 40 | $87.4M | 1,293,321 | 10 | 13 | 8 | 5.4% |
| Q4 2023 | 35 | $64.7M | 946,183 | 3 | 12 | 8 | 8.0% |
| Q3 2023 | 36 | $51.2M | 752,176 | 7 | 12 | 8 | 9.7% |
| Q2 2023 | 33 | $54.3M | 821,972 | 5 | 8 | 13 | 4.0% |
| Q1 2023 | 31 | $55.9M | 861,963 | 6 | 8 | 11 | 8.0% |
| Q4 2022 | 31 | $49.7M | 818,146 | 4 | 8 | 12 | 3.8% |
| Q3 2022 | 41 | $59.0M | 901,366 | 12 | 12 | 11 | 11.7% |
| Q2 2022 | 39 | $55.5M | 939,066 | 16 | 6 | 14 | 3.8% |
| Q1 2022 | 34 | $65.0M | 1,030,171 | 7 | 14 | 7 | 1.1% |
| Q4 2021 | 35 | $58.4M | 908,534 | 10 | 9 | 5 | 2.5% |
| Q3 2021 | 28 | $54.6M | 857,271 | 6 | 13 | 4 | 1.1% |
| Q2 2021 | 26 | $42.9M | 669,833 | 2 | 14 | 3 | 1.3% |
| Q1 2021 | 26 | $31.4M | 483,340 | 3 | 11 | 3 | 2.7% |
| Q4 2020 | 25 | $26.8M | 418,331 | 1 | 8 | 7 | 3.1% |
| Q3 2020 | 29 | $31.4M | 486,220 | 3 | 9 | 7 | 7.5% |
| Q2 2020 | 30 | $22.9M | 356,753 | 6 | 4 | 15 | 9.4% |
| Q1 2020 | 27 | $61.4M | 762,728 | 2 | 3 | 15 | 31.7% |
| Q4 2019 | 35 | $35.6M | 525,860 | 4 | 11 | 9 | 3.4% |
| Q3 2019 | 36 | $35.3M | 534,301 | 5 | 9 | 13 | 2.4% |
| Q2 2019 | 36 | $31.0M | 447,941 | 2 | 11 | 16 | 5.1% |
| Q1 2019 | 42 | $53.2M | 605,911 | 5 | 9 | 17 | 24.9% |
| Q4 2018 | 37 | $90.5M | 1,023,960 | 2 | 2 | 1 | 29.7% |