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13F - Institutional holdings explorer

Snapshot holdings

9 / 9 loaded

#		Instrument	quantity
1	Walser Wealth Management Company, A Ltd Liability Co	Shares	62.5KSH	$846.3K
2	Balefire, LLC	Shares	28.6KSH	$387.3K
3	INDEPENDENT FINANCIAL GROUP, LLC	Shares	14.3KSH	$193.8K
4	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	8.7KSH	$118.3K
5	Bogart Wealth, LLC	Shares	5.0KSH	$67.8K
6	Farther Finance Advisors, LLC	Shares	2.4KSH	$32.5K
7	SBI Securities Co., Ltd.	Shares	2.2KSH	$29.7K
8	Oakworth Capital, Inc.	Shares	1.0KSH	$13.9K
9	FNY Investment Advisers, LLC	Shares	600SH	$8

Manager changes2026-06-30 vs 2026-03-31

11 / 11 loaded

#		Instrument
1	Walser Wealth Management Company, A Ltd Liability Co new	Shares	+62.5K	+$846.3K	$846.3K
2	Balefire, LLC new	Shares	+28.6K	+$387.3K	$387.3K
3	Bogart Wealth, LLC new	Shares	+5.0K	+$67.8K	$67.8K
4	FNY Investment Advisers, LLC unchanged	Shares	0	-$5	$8
5	Oakworth Capital, Inc. unchanged	Shares	0	-$8.7K	$13.9K
6	SBI Securities Co., Ltd. added	Shares	+152	-$16.5K	$29.7K
7	Farther Finance Advisors, LLC unchanged	Shares	0	-$20.5K	$32.5K
8	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	-$79.5K	$118.3K
9	INDEPENDENT FINANCIAL GROUP, LLC unchanged	Shares	0	-$130.3K	$193.8K
10	Capital Investment Advisory Services, LLC exited	Shares	-9.2K	-$207.9K	$0
11	Client First Investment Management LLC exited	Shares	-104.6K	-$2.4M	$0

Filing Research | PROSHARES TR Institutional Holdings