Institutional Ownership Proshares Tr S&P 500 Ex Finls (SPXN)
This table provides information about the institutional ownership of Proshares Tr S&P 500 Ex Finls (SPXN). We have compiled data on the 20 institutions that hold shares in the stock, with a total of 578,612 shares, which have been reported (via 13F filing form) to have a value of $39.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
180,000
shares
|
$12.4 Million
0.05% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
140,000
shares
|
$9.62 Million
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
69,678
shares
|
$4.79 Million
0.0% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
65,044
shares
|
$4.47 Million
0.0% of portfolio
|
Q2 2025
Added 67.35%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
18,714
shares
|
$1.29 Million
0.25% of portfolio
|
Q2 2025
Added 11.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
18,673
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
13,994
shares
|
$961,807
0.0% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
13,333
shares
|
$916,377
0.0% of portfolio
|
Q2 2025
Added 111.0%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
12,656
shares
|
$869,846
0.0% of portfolio
|
Q2 2025
Reduced 59.31%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
11,600
shares
|
$797,268
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
10,919
shares
|
$750,462
0.0% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
8,556
shares
|
$588,053
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
8,556
shares
|
$588,053
0.16% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
3,332
shares
|
$229,008
0.0% of portfolio
|
Q2 2025
Reduced 79.57%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,216
shares
|
$152,305
0.0% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,102
shares
|
$75,740
0.0% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
221
shares
|
$15,189
0.0% of portfolio
|
Q4 2023
Added 0.45%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
10
shares
|
$687
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
8
shares
|
$549
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|