PROSHARES TR (PEX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
15
Reporting holders
$3.3M
Reported value
0.0%
Held as options
+4
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 |
|---|---|---|---|---|---|
| Beta Wealth Group, Inc. | $938.9K | 42,838 | 0.35% | 4q | +12.9%+$107.1K |
| ROYAL BANK OF CANADA | $692.0K | 31,578 | 0.00% | 7q | +26.5%+$144.9K |
| Cetera Investment Advisers | $359.0K | 16,378 | 0.00% | 4q | +16.0%+$49.5K |
| ENVESTNET ASSET MANAGEMENT INC | $301.5K | 13,754 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $285.4K | 13,021 | 0.00% | new | NEW |
| LPL Financial LLC | $262.7K | 11,986 | 0.00% | 2q | -2.8%-$7.6K |
| Rossby Financial, LCC | $225.9K | 10,306 | 0.04% | new | NEW |
| JANE STREET GROUP, LLC | $209.0K | 9,535 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $32.9K | 1,500 | 0.00% | new | NEW |
| Allworth Financial LP | $19.7K | 900 | 0.00% | 5q | HELD |
| Global Retirement Partners, LLC | $6.7K | 305 | 0.00% | 5q | -41.3%-$4.7K |
| OSAIC HOLDINGS, INC. | $6.6K | 300 | 0.00% | 9q | HELD |
| MORGAN STANLEY | $47 | 2 | 0.00% | 9q | HELD |
| WELLS FARGO & COMPANY/MN | $21 | 1 | 0.00% | 22q | -99.9%-$24.4K |
| Integrated Wealth Concepts LLC | $14 | 1 | 0.00% | new | NEW |
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 | 15 | $3.3M | 152,405 | 6 | 3 | 3 | 0.0% |
| Q1 2026 | 11 | $2.0M | 91,894 | 2 | 3 | 3 | 0.0% |
| Q4 2025 | 13 | $1.9M | 77,223 | 1 | 5 | 4 | 0.0% |
| Q3 2025 | 16 | $2.6M | 97,604 | 4 | 4 | 5 | 0.0% |
| Q2 2025 | 13 | $1.3M | 47,914 | 4 | 4 | 2 | 0.0% |
| Q1 2025 | 8 | $1.1M | 38,998 | 1 | 4 | 2 | 0.0% |
| Q4 2024 | 9 | $624.8K | 22,503 | 2 | 3 | 2 | 0.0% |
| Q3 2024 | 8 | $338.8K | 11,903 | 2 | 1 | 1 | 0.0% |
| Q2 2024 | 9 | $865.3K | 30,319 | 2 | 2 | 2 | 0.0% |
| Q1 2024 | 8 | $892.6K | 30,241 | 3 | 1 | 2 | 0.0% |
| Q4 2023 | 9 | $1.3M | 47,271 | 2 | 3 | 3 | 0.0% |
| Q3 2023 | 8 | $1.8M | 69,590 | 1 | 1 | 5 | 0.0% |
| Q2 2023 | 8 | $2.8M | 100,153 | 2 | 3 | 1 | 0.0% |
| Q1 2023 | 7 | $733.4K | 24,921 | 2 | 1 | 2 | 0.0% |
| Q4 2022 | 7 | $1.8M | 68,632 | 3 | 4 | 0 | 0.0% |
| Q3 2022 | 7 | $1.5M | 58,852 | 0 | 1 | 3 | 0.0% |
| Q2 2022 | 10 | $2.8M | 103,552 | 1 | 5 | 2 | 0.0% |
| Q1 2022 | 12 | $5.9M | 179,636 | 5 | 5 | 1 | 0.0% |
| Q4 2021 | 8 | $3.3M | 91,212 | 2 | 3 | 2 | 0.0% |
| Q3 2021 | 7 | $2.6M | 74,858 | 2 | 3 | 2 | 0.0% |
| Q2 2021 | 7 | $2.2M | 59,832 | 2 | 2 | 3 | 0.0% |
| Q1 2021 | 7 | $2.3M | 66,040 | 1 | 2 | 3 | 0.0% |
| Q4 2020 | 7 | $4.6M | 143,523 | 1 | 2 | 3 | 0.0% |
| Q3 2020 | 7 | $2.9M | 108,429 | 2 | 4 | 1 | 0.0% |
| Q2 2020 | 8 | $2.5M | 95,079 | 5 | 1 | 2 | 0.0% |
| Q1 2020 | 4 | $1.8M | 86,145 | 1 | 3 | 0 | 0.0% |
| Q4 2019 | 6 | $3.2M | 92,352 | 1 | 3 | 1 | 0.0% |
| Q3 2019 | 7 | $2.6M | 75,520 | 2 | 2 | 2 | 0.0% |
| Q2 2019 | 6 | $2.3M | 65,732 | 2 | 3 | 0 | 0.0% |
| Q1 2019 | 8 | $2.2M | 66,322 | 3 | 2 | 3 | 0.0% |
| Q4 2018 | 9 | $3.2M | 108,450 | 0 | 0 | 0 | 0.0% |