PROSHARES TR (SPXE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
33
Reporting holders
$40.3M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| BWM Planning, LLC | $11.2M | 139,194 | 2.60% | 8q | HELD |
| GOLDMAN SACHS GROUP INC | $9.5M | 118,000 | 0.00% | 15q | HELD |
| JPMORGAN CHASE & CO | $4.2M | 52,090 | 0.00% | 14q | HELD |
| Pathstone Holdings, LLC | $3.3M | 41,073 | 0.01% | 7q | HELD |
| LPL Financial LLC | $2.5M | 30,717 | 0.00% | 20q | -1.3%-$32.5K |
| Equitable Holdings, Inc. | $1.2M | 14,854 | 0.01% | 27q | -2.0%-$24.2K |
| MATHER GROUP, LLC. | $823.1K | 10,200 | 0.01% | 12q | HELD |
| CITADEL ADVISORS LLC | $806.6K | 9,996 | 0.00% | 2q | +160.7%+$497.3K |
| Private Advisor Group, LLC | $790.3K | 9,793 | 0.00% | 14q | HELD |
| Capstone Wealth Management Group, Inc. | $615.6K | 7,628 | 0.37% | new | FIRST |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $582.4K | 7,217 | 0.00% | 23q | HELD |
| ROYAL BANK OF CANADA | $556.0K | 6,890 | 0.00% | 8q | HELD |
| Kestra Advisory Services, LLC | $506.9K | 6,281 | 0.00% | 11q | HELD |
| BANK OF AMERICA CORP /DE/ | $496.4K | 6,151 | 0.00% | 6q | +29.8%+$113.9K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $468.0K | 5,800 | 0.05% | 16q | HELD |
| EP Wealth Advisors, LLC | $434.3K | 5,382 | 0.00% | 10q | -35.6%-$239.9K |
| Sterling Investment Counsel, LLC | $357.4K | 4,429 | 0.08% | 4q | HELD |
| Stratos Wealth Partners, LTD. | $348.0K | 4,312 | 0.00% | 6q | +5.5%+$18.2K |
| Midwest Trust Co | $315.1K | 3,905 | 0.00% | new | NEW |
| Centurion Wealth Management LLC | $261.2K | 3,237 | 0.06% | 5q | +6.5%+$16.0K |
| INDEPENDENT FINANCIAL GROUP, LLC | $242.1K | 3,000 | 0.00% | 4q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $227.6K | 2,821 | 0.00% | 3q | -16.1%-$43.6K |
| OSAIC HOLDINGS, INC. | $222.2K | 2,752 | 0.00% | 26q | +22.3%+$40.5K |
| Creative Planning | $218.3K | 2,706 | 0.00% | new | NEW |
| Nova Wealth Management, Inc. | $28.2K | 350 | 0.02% | 7q | HELD |
| UBS Group AG | $24.7K | 306 | 0.00% | 3q | +49.3%+$8.2K |
| Washington Trust Advisors, Inc. | $16.1K | 200 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $4.0K | 49 | 0.00% | 2q | -3.9% |
| POM Investment Strategies, LLC | $3.3K | 41 | 0.00% | 7q | +2.5% |
| DHJJ Financial Advisors, Ltd. | $646 | 8 | 0.00% | 12q | HELD |
| SENTINEL TRUST CO LBA | $381 | 4,722 | 0.03% | 14q | HELD |
| VANGUARD ADVISERS INC | $323 | 4 | 0.00% | 2q | HELD |
| Thrivent Financial for Lutherans | $267 | 3,306 | 0.00% | 4q | -6.1% |
| APPLETON PARTNERS INC/MA | $246 | 3,046 | 0.02% | 10q | -2.2% |
| MORGAN STANLEY | $201 | 2 | 0.00% | 9q | +100.0% |
| WELLS FARGO & COMPANY/MN | $92 | 1 | 0.00% | 15q | -50.0% |
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 | 33 | $40.3M | 499,389 | 3 | 8 | 6 | 0.0% |
| Q1 2026 | 31 | $33.9M | 488,935 | 3 | 5 | 4 | 0.0% |
| Q4 2025 | 29 | $36.6M | 495,945 | 3 | 5 | 5 | 0.0% |
| Q3 2025 | 25 | $38.8M | 537,814 | 2 | 5 | 2 | 0.0% |
| Q2 2025 | 26 | $33.7M | 504,197 | 2 | 5 | 6 | 0.0% |
| Q1 2025 | 25 | $29.1M | 483,665 | 3 | 5 | 3 | 0.0% |
| Q4 2024 | 25 | $31.2M | 493,917 | 4 | 4 | 3 | 0.0% |
| Q3 2024 | 22 | $32.9M | 531,349 | 1 | 4 | 3 | 0.0% |
| Q2 2024 | 23 | $21.8M | 368,572 | 3 | 17 | 1 | 0.0% |
| Q1 2024 | 20 | $16.6M | 183,225 | 0 | 4 | 8 | 0.0% |
| Q4 2023 | 20 | $21.4M | 209,700 | 5 | 4 | 4 | 0.0% |
| Q3 2023 | 17 | $14.4M | 158,102 | 3 | 6 | 3 | 0.0% |
| Q2 2023 | 18 | $16.1M | 169,886 | 3 | 5 | 3 | 0.0% |
| Q1 2023 | 16 | $14.3M | 164,022 | 4 | 3 | 3 | 0.0% |
| Q4 2022 | 13 | $9.5M | 117,274 | 4 | 2 | 0 | 0.0% |
| Q3 2022 | 13 | $5.3M | 68,982 | 2 | 1 | 2 | 0.0% |
| Q2 2022 | 13 | $5.9M | 73,822 | 0 | 2 | 4 | 0.0% |
| Q1 2022 | 14 | $8.5M | 87,902 | 1 | 2 | 6 | 0.0% |
| Q4 2021 | 14 | $10.0M | 96,890 | 2 | 3 | 2 | 0.0% |
| Q3 2021 | 12 | $5.3M | 56,456 | 2 | 2 | 1 | 0.0% |
| Q2 2021 | 12 | $4.9M | 50,459 | 2 | 1 | 4 | 4.5% |
| Q1 2021 | 13 | $5.5M | 64,014 | 4 | 2 | 2 | 0.0% |
| Q4 2020 | 10 | $4.0M | 49,544 | 3 | 2 | 3 | 0.0% |
| Q3 2020 | 9 | $9.6M | 131,421 | 1 | 5 | 1 | 0.0% |
| Q2 2020 | 10 | $5.1M | 76,779 | 3 | 3 | 3 | 0.0% |
| Q1 2020 | 10 | $4.4M | 78,830 | 3 | 2 | 2 | 0.0% |
| Q4 2019 | 8 | $2.9M | 42,894 | 2 | 1 | 1 | 0.0% |
| Q3 2019 | 7 | $2.0M | 31,561 | 1 | 3 | 2 | 0.0% |
| Q2 2019 | 8 | $1.1M | 18,437 | 1 | 1 | 2 | 0.0% |
| Q1 2019 | 7 | $774.0K | 12,980 | 1 | 2 | 1 | 0.0% |
| Q4 2018 | 9 | $2.1M | 39,964 | 0 | 0 | 0 | 0.0% |