# PROSHARES TR (PEX)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PEX/

- Reporting holders: 15
- Reported value: $3.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Beta Wealth Group, Inc.](https://holderbook.com/funds/1594417-beta-wealth-group-inc/) | $938.9K | 42,838 | 0.4% | 4 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $692.0K | 31,578 | 0.0% | 7 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $602.9K | 27,508 | 0.0% | 1 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $359.0K | 16,378 | 0.0% | 4 |
| [MML INVESTORS SERVICES, LLC](https://holderbook.com/funds/701059-mml-investors-services-llc/) | $285.4K | 13,021 | 0.0% | 1 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $262.7K | 11,986 | 0.0% | 2 |
| [Rossby Financial, LCC](https://holderbook.com/funds/2056510-rossby-financial-lcc/) | $225.9K | 10,306 | 0.0% | 1 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $209.0K | 9,535 | 0.0% | 1 |
| [PNC Financial Services Group, Inc.](https://holderbook.com/funds/713676-pnc-financial-services-group-inc/) | $32.9K | 1,500 | 0.0% | 1 |
| [Allworth Financial LP](https://holderbook.com/funds/1555170-allworth-financial-lp/) | $19.7K | 900 | 0.0% | 5 |
| [Global Retirement Partners, LLC](https://holderbook.com/funds/1749744-global-retirement-partners-llc/) | $6.7K | 305 | 0.0% | 5 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $6.6K | 300 | 0.0% | 9 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $47 | 2 | 0.0% | 9 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $21 | 1 | 0.0% | 22 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $14 | 1 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 15 | $3.6M |
| Q1 2026 | 12 | $2.3M |
| Q4 2025 | 16 | $2.7M |
| Q3 2025 | 18 | $3.1M |
| Q2 2025 | 15 | $1.8M |
| Q1 2025 | 9 | $1.3M |
| Q4 2024 | 10 | $850.8K |
| Q3 2024 | 9 | $570.8K |
| Q2 2024 | 10 | $1.1M |
| Q1 2024 | 9 | $1.1M |
| Q4 2023 | 10 | $1.6M |
| Q3 2023 | 9 | $2.0M |