13F Insight
DOSSIER · 13F Holders · Q2 2026
SPXE

PROSHARES TR

40 institutions still hold PROSHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74347B581·40 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$41M
visible holders
Holders
40
filers reporting
Concentration
27.65%
BWM Planning, LLC #1
top holder share
AI Holders Summary · Q2 2026

40 institutions reported SPXE in Q2 2026. BWM Planning, LLC leads at 27.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BWM Planning, LLC
CIK 0002039698
$11M139K2.60%Q2 202602
GOLDMAN SACHS GROUP INC
CIK 0000886982
$10M118K0.00%Q2 202603
JPMORGAN CHASE & CO
CIK 0000019617
$4M52K0.00%Q2 202604
Pathstone Holdings, LLC
CIK 0002011612
$3M41K0.01%Q2 202605
LPL Financial LLC
CIK 0001403438
$2M31K0.00%Q2 202606
Range Advisory, LLC
CIK 0002152629
$1M17K0.16%Q2 202607
Equitable Holdings, Inc.
CIK 0001333986
$1M15K0.01%Q2 202608
MATHER GROUP, LLC.
CIK 0001527641
$823K10K0.01%Q2 202609
CITADEL ADVISORS LLC
CIK 0001423053
$807K10K0.00%Q2 202610
Private Advisor Group, LLC
CIK 0001567755
$790K10K0.00%Q2 202611
Capstone Wealth Management Group, Inc.
CIK 0002140601
$616K8K0.37%Q2 202612
Capstone Wealth Management Group LLC
CIK 0002059649
$583K8K0.36%Q1 202613
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
CIK 0001009016
$582K7K0.00%Q2 202614
ROYAL BANK OF CANADA
CIK 0001000275
$556K7K0.00%Q2 202615
Kestra Advisory Services, LLC
CIK 0001830819
$507K6K0.00%Q2 202616
BANK OF AMERICA CORP /DE/
CIK 0000070858
$496K6K0.00%Q2 202617
TWIN FOCUS CAPITAL PARTNERS, LLC
CIK 0001387761
$468K6K0.05%Q2 202618
EP Wealth Advisors, LLC
CIK 0001540569
$434K5K0.00%Q2 202619
Sterling Investment Counsel, LLC
CIK 0001925853
$357K4K0.08%Q2 202620
Stratos Wealth Partners, LTD.
CIK 0001612865
$348K4K0.00%Q2 2026
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