# PROSHARES TR (SPXE)

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

- Reporting holders: 37
- Reported value: $43.3M
- 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 |
|---|---|---|---|---|
| [BWM Planning, LLC](https://holderbook.com/funds/2039698-bwm-planning-llc/) | $11.2M | 139,194 | 2.6% | 8 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $9.5M | 118,000 | 0.0% | 15 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $4.2M | 52,090 | 0.0% | 14 |
| [Pathstone Holdings, LLC](https://holderbook.com/funds/2011612-pathstone-holdings-llc/) | $3.3M | 41,073 | 0.0% | 7 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $2.5M | 30,717 | 0.0% | 20 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $1.6M | 19,992 | 0.0% | 2 |
| [Range Advisory, LLC](https://holderbook.com/funds/2152629-range-advisory-llc/) | $1.3M | 16,614 | 0.2% | 2 |
| [Equitable Holdings, Inc.](https://holderbook.com/funds/1333986-equitable-holdings-inc/) | $1.2M | 14,854 | 0.0% | 27 |
| [MATHER GROUP, LLC.](https://holderbook.com/funds/1527641-mather-group-llc/) | $823.1K | 10,200 | 0.0% | 12 |
| [Private Advisor Group, LLC](https://holderbook.com/funds/1567755-private-advisor-group-llc/) | $790.3K | 9,793 | 0.0% | 14 |
| [Capstone Wealth Management Group, Inc.](https://holderbook.com/funds/2140601-capstone-wealth-management-group-inc/) | $615.6K | 7,628 | 0.4% | 1 |
| [FORT WASHINGTON INVESTMENT ADVISORS INC /OH/](https://holderbook.com/funds/1009016-fort-washington-investment-advisors-inc-oh/) | $582.4K | 7,217 | 0.0% | 23 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $556.0K | 6,890 | 0.0% | 8 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $506.9K | 6,281 | 0.0% | 11 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $496.4K | 6,151 | 0.0% | 6 |
| [TWIN FOCUS CAPITAL PARTNERS, LLC](https://holderbook.com/funds/1387761-twin-focus-capital-partners-llc/) | $468.0K | 5,800 | 0.0% | 16 |
| [EP Wealth Advisors, LLC](https://holderbook.com/funds/1540569-ep-wealth-advisors-llc/) | $434.3K | 5,382 | 0.0% | 10 |
| [SENTINEL TRUST CO LBA](https://holderbook.com/funds/1114739-sentinel-trust-co-lba/) | $381.0K | 4,722 | 0.0% | 14 |
| [Sterling Investment Counsel, LLC](https://holderbook.com/funds/1925853-sterling-investment-counsel-llc/) | $357.4K | 4,429 | 0.1% | 4 |
| [Stratos Wealth Partners, LTD.](https://holderbook.com/funds/1612865-stratos-wealth-partners-ltd/) | $348.0K | 4,312 | 0.0% | 6 |
| [Midwest Trust Co](https://holderbook.com/funds/2077080-midwest-trust-co/) | $315.1K | 3,905 | 0.0% | 1 |
| [Thrivent Financial for Lutherans](https://holderbook.com/funds/314984-thrivent-financial-for-lutherans/) | $267.0K | 3,306 | 0.0% | 4 |
| [Centurion Wealth Management LLC](https://holderbook.com/funds/1951368-centurion-wealth-management-llc/) | $261.2K | 3,237 | 0.1% | 5 |
| [APPLETON PARTNERS INC/MA](https://holderbook.com/funds/1055290-appleton-partners-inc-ma/) | $246.0K | 3,046 | 0.0% | 10 |
| [INDEPENDENT FINANCIAL GROUP, LLC](https://holderbook.com/funds/275484-independent-financial-group-llc/) | $242.1K | 3,000 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 37 | $43.3M |
| Q1 2026 | 35 | $35.9M |
| Q4 2025 | 32 | $37.5M |
| Q3 2025 | 28 | $39.6M |
| Q2 2025 | 28 | $34.3M |
| Q1 2025 | 28 | $29.8M |
| Q4 2024 | 28 | $32.0M |
| Q3 2024 | 25 | $33.6M |
| Q2 2024 | 26 | $22.5M |
| Q1 2024 | 24 | $17.3M |
| Q4 2023 | 22 | $21.6M |
| Q3 2023 | 20 | $14.8M |