# PROSHARES TR (SPXV)

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

- Reporting holders: 23
- Reported value: $21.2M
- 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 |
|---|---|---|---|---|
| [SG Americas Securities, LLC](https://holderbook.com/funds/1313360-sg-americas-securities-llc/) | $6.6M | 80,000 | 0.0% | 13 |
| [BARCLAYS PLC](https://holderbook.com/funds/312069-barclays-plc/) | $4.9M | 60,000 | 0.0% | 13 |
| [Creative Planning](https://holderbook.com/funds/1540235-creative-planning/) | $2.2M | 27,220 | 0.0% | 14 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $1.4M | 16,713 | 0.0% | 10 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $1.2M | 15,116 | 0.0% | 3 |
| [TRUEFG, LLC](https://holderbook.com/funds/1766067-truefg-llc/) | $968.3K | 11,788 | 0.2% | 12 |
| [MATHER GROUP, LLC.](https://holderbook.com/funds/1527641-mather-group-llc/) | $919.5K | 11,194 | 0.0% | 6 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $664.8K | 8,183 | 0.0% | 14 |
| [American Trust Investment Advisors, LLC](https://holderbook.com/funds/1291424-american-trust-investment-advisors-llc/) | $504.6K | 6,142 | 0.2% | 9 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $480.8K | 5,853 | 0.0% | 21 |
| [FORTERIS WEALTH MANAGEMENT INC.](https://holderbook.com/funds/2107238-forteris-wealth-management-inc/) | $474.7K | 5,779 | 0.4% | 3 |
| [BlackRock, Inc.](https://holderbook.com/funds/2012383-blackrock-inc/) | $417.5K | 5,083 | 0.0% | 3 |
| [ADIRONDACK TRUST CO](https://holderbook.com/funds/1054257-adirondack-trust-co/) | $100.6K | 1,225 | 0.0% | 1 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $84.4K | 1,027 | 0.0% | 2 |
| [Blue Trust, Inc.](https://holderbook.com/funds/1856022-blue-trust-inc/) | $59.7K | 727 | 0.0% | 1 |
| [CENTRAL TRUST Co](https://holderbook.com/funds/44365-central-trust-co/) | $50.9K | 620 | 0.0% | 11 |
| [ROTHSCHILD INVESTMENT LLC](https://holderbook.com/funds/85338-rothschild-investment-llc/) | $32.9K | 400 | 0.0% | 7 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $17.1K | 208 | 0.0% | 2 |
| [Steward Partners Investment Advisory, LLC](https://holderbook.com/funds/1723397-steward-partners-investment-advisory-llc/) | $16.4K | 200 | 0.0% | 9 |
| [Abound Wealth Management](https://holderbook.com/funds/1950323-abound-wealth-management/) | $13.6K | 166 | 0.0% | 6 |
| [VANGUARD ADVISERS INC](https://holderbook.com/funds/947529-vanguard-advisers-inc/) | $821 | 10 | 0.0% | 2 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $121 | 1 | 0.0% | 7 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $67 | 1 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 23 | $21.2M |
| Q1 2026 | 24 | $19.4M |
| Q4 2025 | 26 | $21.2M |
| Q3 2025 | 20 | $19.3M |
| Q2 2025 | 23 | $20.9M |
| Q1 2025 | 20 | $17.0M |
| Q4 2024 | 17 | $17.1M |
| Q3 2024 | 17 | $17.7M |
| Q2 2024 | 16 | $17.0M |
| Q1 2024 | 13 | $15.4M |
| Q4 2023 | 13 | $15.3M |
| Q3 2023 | 12 | $13.3M |