PROSHARES TR (SPXV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
22
Reporting holders
$14.6M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| BARCLAYS PLC | $4.9M | 60,000 | 0.00% | 13q | HELD |
| Creative Planning | $2.2M | 27,220 | 0.00% | 14q | -0.7%-$16.8K |
| LPL Financial LLC | $1.4M | 16,713 | 0.00% | 10q | +13.8%+$166.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 15,116 | 0.00% | 3q | -18.1%-$273.9K |
| TRUEFG, LLC | $968.3K | 11,788 | 0.23% | 12q | -1.0%-$9.9K |
| MATHER GROUP, LLC. | $919.5K | 11,194 | 0.01% | 6q | HELD |
| JPMORGAN CHASE & CO | $664.8K | 8,183 | 0.00% | 14q | HELD |
| American Trust Investment Advisors, LLC | $504.6K | 6,142 | 0.25% | 9q | +1.7%+$8.4K |
| GOLDMAN SACHS GROUP INC | $480.8K | 5,853 | 0.00% | 21q | HELD |
| FORTERIS WEALTH MANAGEMENT INC. | $474.7K | 5,779 | 0.39% | 3q | HELD |
| BlackRock, Inc. | $417.5K | 5,083 | 0.00% | 3q | HELD |
| ADIRONDACK TRUST CO | $100.6K | 1,225 | 0.03% | new | NEW |
| OSAIC HOLDINGS, INC. | $84.4K | 1,027 | 0.00% | 2q | +94.9%+$41.1K |
| Blue Trust, Inc. | $59.7K | 727 | 0.00% | new | NEW |
| CENTRAL TRUST Co | $50.9K | 620 | 0.00% | 11q | HELD |
| ROTHSCHILD INVESTMENT LLC | $32.9K | 400 | 0.00% | 7q | HELD |
| HARBOUR INVESTMENTS, INC. | $17.1K | 208 | 0.00% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $16.4K | 200 | 0.00% | 9q | -55.6%-$20.5K |
| Abound Wealth Management | $13.6K | 166 | 0.00% | 6q | HELD |
| SG Americas Securities, LLC | $6.6K | 80,000 | 0.00% | 13q | HELD |
| VANGUARD ADVISERS INC | $821 | 10 | 0.00% | 2q | HELD |
| MORGAN STANLEY | $121 | 1 | 0.00% | 7q | HELD |
| WELLS FARGO & COMPANY/MN | $67 | 1 | 0.00% | 2q | HELD |
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 | 22 | $14.6M | 177,656 | 2 | 3 | 4 | 0.0% |
| Q1 2026 | 23 | $13.8M | 193,848 | 4 | 4 | 4 | 0.0% |
| Q4 2025 | 24 | $15.2M | 204,453 | 4 | 3 | 5 | 0.0% |
| Q3 2025 | 19 | $13.5M | 183,471 | 1 | 3 | 6 | 0.0% |
| Q2 2025 | 22 | $15.5M | 228,341 | 2 | 4 | 2 | 0.0% |
| Q1 2025 | 19 | $12.2M | 203,615 | 4 | 3 | 6 | 0.0% |
| Q4 2024 | 16 | $12.0M | 188,789 | 2 | 0 | 7 | 0.0% |
| Q3 2024 | 16 | $12.8M | 208,691 | 1 | 1 | 4 | 0.0% |
| Q2 2024 | 15 | $12.4M | 212,447 | 4 | 11 | 0 | 0.0% |
| Q1 2024 | 12 | $10.9M | 103,806 | 1 | 1 | 4 | 0.0% |
| Q4 2023 | 12 | $11.2M | 111,667 | 1 | 1 | 3 | 0.0% |
| Q3 2023 | 11 | $9.8M | 108,486 | 4 | 1 | 4 | 0.0% |
| Q2 2023 | 9 | $10.1M | 107,674 | 4 | 2 | 2 | 0.0% |
| Q1 2023 | 6 | $4.8M | 56,409 | 2 | 1 | 2 | 0.0% |
| Q4 2022 | 6 | $2.5M | 31,771 | 2 | 2 | 2 | 0.0% |
| Q3 2022 | 4 | $1.7M | 22,496 | 0 | 1 | 1 | 0.0% |
| Q2 2022 | 4 | $2.5M | 32,359 | 1 | 2 | 0 | 0.0% |
| Q1 2022 | 3 | $921.0K | 9,698 | 0 | 0 | 1 | 0.0% |
| Q4 2021 | 4 | $975.0K | 9,784 | 0 | 1 | 1 | 0.0% |
| Q3 2021 | 5 | $1.0M | 11,379 | 1 | 2 | 0 | 0.0% |
| Q2 2021 | 5 | $1.3M | 13,912 | 3 | 2 | 0 | 0.0% |
| Q1 2021 | 2 | $72.0K | 859 | 0 | 1 | 0 | 0.0% |
| Q4 2020 | 3 | $714.0K | 9,070 | 0 | 2 | 1 | 0.0% |
| Q3 2020 | 3 | $410.0K | 5,844 | 0 | 1 | 1 | 0.0% |
| Q2 2020 | 3 | $424.0K | 6,590 | 0 | 1 | 2 | 0.0% |
| Q1 2020 | 3 | $640.0K | 12,055 | 1 | 2 | 0 | 0.0% |
| Q4 2019 | 2 | $44.0K | 646 | 2 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $383.0K | 6,124 | 0 | 0 | 1 | 0.0% |
| Q2 2019 | 1 | $419.0K | 6,832 | 0 | 0 | 1 | 0.0% |
| Q1 2019 | 3 | $493.0K | 8,105 | 1 | 0 | 2 | 0.0% |
| Q4 2018 | 2 | $502.0K | 9,815 | 0 | 0 | 0 | 0.0% |