SPXE — Proshares Tr Institutional Holders · Q2 2026

Name: Who Owns SPXE? 38 Institutions Hold $42.5M (Q2 2026)
Creator: ko.io

Who owns Proshares Tr (SPXE)? 38 institutions reported holding $42.50M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: BWM Planning, LLC ($11.2M), Goldman Sachs Group Inc ($9.5M), JPMorgan Chase & Co ($4.2M).

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	Range Advisory, LLC	$1.3M	16,614	Added
7	Equitable Holdings, Inc.	$1.2M	14,854	Trimmed
8	MATHER GROUP, LLC.	$823,104	10,200	Hold
9	CITADEL ADVISORS LLC	$806,642	9,996	Added
10	Private Advisor Group, LLC	$790,261	9,793	Hold
11	Capstone Wealth Management Group, Inc.	$615,553	7,628	New
12	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	$582,387	7,217	Hold
13	Royal Bank of Canada	$556,000	6,890	Hold
14	Kestra Advisory Services, LLC	$506,894	6,281	Added
15	BANK OF AMERICA CORP /DE/	$496,367	6,151	Added
16	TWIN FOCUS CAPITAL PARTNERS, LLC	$468,040	5,800	Hold
17	EP Wealth Advisors, LLC	$434,292	5,382	Trimmed
18	SENTINEL TRUST CO LBA	$381,000	4,722	Hold
19	Sterling Investment Counsel, LLC	$357,405	4,429	Added
20	Stratos Wealth Partners, LTD.	$347,963	4,312	Added
21	Midwest Trust Co	$315,120	3,905	New
22	Thrivent Financial for Lutherans	$267,000	3,306	Trimmed
23	Centurion Wealth Management LLC	$261,207	3,237	Added
24	APPLETON PARTNERS INC/MA	$246,000	3,046	Trimmed
25	INDEPENDENT FINANCIAL GROUP, LLC	$242,090	3,000	Hold

Source: SEC Form 13F filings · as of 2026-06-30