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

PROSHARES TR

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

CUSIP 74347B508·67 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$131M
visible holders
Holders
67
filers reporting
Concentration
26.84%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

67 institutions reported TOLZ in Q2 2026. MORGAN STANLEY leads at 26.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$35M593K0.00%Q2 202602
Aprio Wealth Management, LLC
CIK 0001803519
$22M373K1.09%Q2 202603
Gradient Investments LLC
CIK 0001542265
$21M356K0.29%Q2 202604
Aaron Wealth Advisors LLC
CIK 0001812198
$13M213K0.64%Q2 202605
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$6M99K0.01%Q2 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$4M60K0.00%Q2 202607
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$3M63K0.00%Q1 202608
Wealth Architects, LLC
CIK 0001611518
$3M56K0.26%Q2 202609
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M53K0.00%Q1 202610
Fortis Advisors, LLC
CIK 0001697478
$3M53K1.47%Q2 202611
LPL Financial LLC
CIK 0001403438
$3M48K0.00%Q2 202612
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$2M38K0.01%Q2 202613
Allodium Investment Consultants, LLC
CIK 0002052983
$2M34K0.86%Q2 202614
FIRST CITIZENS BANK & TRUST CO
CIK 0001092203
$2M33K0.03%Q2 202615
Pitcairn Wealth Advisors LLC
CIK 0002089089
$2M29K0.19%Q2 202616
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M27K0.00%Q2 202617
Apexium Financial, LP
CIK 0001765285
$1M27K0.07%Q3 202518
J.W. COLE ADVISORS, INC.
CIK 0001404763
$1M22K0.02%Q2 202619
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$1M22K0.01%Q2 202620
Brown Financial Advisors
CIK 0002035548
$1M19K0.39%Q2 2026
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