13F Insight
DOSSIER · 13F Holders · Q1 2026
ISPY

PROSHARES TR

123 institutions still hold PROSHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74347G242·123 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$672M
visible holders
Holders
123
filers reporting
Concentration
29.38%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

123 institutions reported ISPY in Q1 2026. MORGAN STANLEY leads at 29.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$197M4.6M0.01%Q1 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$95M2.2M0.03%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$62M1.4M0.00%Q1 202604
LPL Financial LLC
CIK 0001403438
$53M1.2M0.01%Q1 202605
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$50M1.0M1.44%Q2 202606
ROYAL BANK OF CANADA
CIK 0001000275
$45M1.0M0.01%Q1 202607
Capital Investment Advisors, LLC
CIK 0001582732
$37M864K0.55%Q1 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$33M751K0.01%Q1 202609
Pine Valley Investments Ltd Liability Co
CIK 0001975417
$14M288K0.55%Q2 202610
Sanctuary Advisors, LLC
CIK 0001777271
$14M318K0.07%Q1 202611
HighTower Advisors, LLC
CIK 0001462245
$10M240K0.01%Q1 202612
Steward Partners Investment Advisory, LLC
CIK 0001723397
$10M223K0.05%Q1 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$8M180K0.01%Q1 202614
MJP ASSOCIATES INC /ADV
CIK 0000715113
$7M170K0.89%Q1 202615
Advisor OS, LLC
CIK 0001767580
$7M170K0.53%Q1 202616
Prosperity Financial Group, Inc.
CIK 0001991334
$7M151K2.41%Q1 202617
PFG Investments, LLC
CIK 0001973224
$6M123K0.23%Q2 202618
IHT Wealth Management, LLC
CIK 0001697490
$6M127K0.13%Q1 202619
SageGuard Financial Group, LLC
CIK 0001861378
$5M113K0.76%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M112K0.01%Q1 2026
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