DOSSIER · 13F Holders · Q1 2025
TDV

PROSHARES TR

81 institutions still hold PROSHARES TR as of Q1 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74347G606·81 13F holders·last filed Mar 31, 2025
Market cap
13F value held
$169M
visible holders
Holders
81
filers reporting
Concentration
22.22%
Orion Portfolio Solutions, LLC #1
top holder share
AI Holders Summary · Q1 2025

81 institutions reported TDV in Q1 2025. Orion Portfolio Solutions, LLC leads at 22.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Orion Portfolio Solutions, LLC
CIK 0001802647
$38M506K0.19%Q1 2025
02
MORGAN STANLEY
CIK 0000895421
$23M276K0.00%Q1 2026
03
Orion Porfolio Solutions, LLC
CIK 0001360533
$17M201K0.15%Q1 2026
04
BANK OF AMERICA CORP /DE/
CIK 0000070858
$14M168K0.00%Q1 2026
05
WELLS FARGO & COMPANY/MN
CIK 0000072971
$13M151K0.00%Q1 2026
06
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$11M131K0.02%Q1 2026
07
LPL Financial LLC
CIK 0001403438
$8M99K0.00%Q1 2026
08
TOTH FINANCIAL ADVISORY CORP
CIK 0000866780
$5M47K0.48%Q2 2026
09
Mendel Capital Management LLC
CIK 0001911384
$5M47K2.18%Q2 2026
10
ROYAL BANK OF CANADA
CIK 0001000275
$4M50K0.00%Q1 2026
11
WealthPlan Investment Management, LLC
CIK 0001929986
$4M48K0.23%Q1 2026
12
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M47K0.00%Q1 2026
13
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M43K0.01%Q1 2026
14
Cetera Investment Advisers
CIK 0001666741
$3M39K0.00%Q1 2026
15
Coston, McIsaac & Partners
CIK 0001945037
$3M33K0.66%Q4 2025
16
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M32K0.01%Q1 2026
17
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M31K0.00%Q1 2026
18
WealthPLAN Partners, LLC
CIK 0001639943
$3M30K0.49%Q1 2026
19
NewEdge Advisors, LLC
CIK 0001633516
$2M29K0.01%Q1 2026
20
Mirae Asset Global Investments Co., Ltd.
CIK 0001569395
$2M23K0.00%Q2 2026
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