Institutional Ownership Proshares Tr S&P 500 Ex Health (SPXV)
This table provides information about the institutional ownership of Proshares Tr S&P 500 Ex Health (SPXV). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 258,476 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
80,000
shares
|
$0
0.02% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
60,000
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
27,485
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
12,882
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
12,785
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
11,461
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
9,921
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 101.97%
|
|
|
Truefg, LLC
Cedar Park, TX |
Nov 06, 2025 Q3 2025 |
9,883
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
8,288
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
6,484
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 53.13%
|
|
|
American Trust Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
6,201
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
5,151
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
3,183
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
2,770
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
620
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
450
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 30.77%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
400
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
166
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
125
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 76.1%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
110
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
110
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|