Who Owns PROSHARES TR (SPXE)? -- Institutional Holders (2026-06-30)
37 institutions reported holding $41.2M of PROSHARES TR (SPXE) in SEC 13F filings for 2026-06-30. Largest institutional holders: BWM Planning, LLC ($11.2M), GOLDMAN SACHS GROUP INC ($9.5M), JPMORGAN CHASE & CO ($4.2M), Pathstone Holdings, LLC ($3.3M), LPL Financial LLC ($2.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BWM Planning, LLC | $11.2M | 139,194 | Hold |
| 2 | GOLDMAN SACHS GROUP INC | $9.5M | 118,000 | Hold |
| 3 | JPMORGAN CHASE & CO | $4.2M | 52,090 | Hold |
| 4 | Pathstone Holdings, LLC | $3.3M | 41,073 | Hold |
| 5 | LPL Financial LLC | $2.5M | 30,717 | Trimmed |
| 6 | Equitable Holdings, Inc. | $1.2M | 14,854 | Trimmed |
| 7 | MATHER GROUP, LLC. | $823,104 | 10,200 | Hold |
| 8 | CITADEL ADVISORS LLC | $806,642 | 9,996 | Added |
| 9 | Private Advisor Group, LLC | $790,261 | 9,793 | Hold |
| 10 | Capstone Wealth Management Group, Inc. | $615,553 | 7,628 | New |
| 11 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $582,387 | 7,217 | Hold |
| 12 | Royal Bank of Canada | $556,000 | 6,890 | Hold |
| 13 | Kestra Advisory Services, LLC | $506,894 | 6,281 | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $496,367 | 6,151 | Added |
| 15 | TWIN FOCUS CAPITAL PARTNERS, LLC | $468,040 | 5,800 | Hold |
| 16 | EP Wealth Advisors, LLC | $434,292 | 5,382 | Trimmed |
| 17 | SENTINEL TRUST CO LBA | $381,000 | 4,722 | Hold |
| 18 | Sterling Investment Counsel, LLC | $357,405 | 4,429 | Added |
| 19 | Stratos Wealth Partners, LTD. | $347,963 | 4,312 | Added |
| 20 | Midwest Trust Co | $315,120 | 3,905 | New |
| 21 | Thrivent Financial for Lutherans | $267,000 | 3,306 | Trimmed |
| 22 | Centurion Wealth Management LLC | $261,207 | 3,237 | Added |
| 23 | APPLETON PARTNERS INC/MA | $246,000 | 3,046 | Trimmed |
| 24 | INDEPENDENT FINANCIAL GROUP, LLC | $242,090 | 3,000 | Hold |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $227,645 | 2,821 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30