Filing Research | PROSHARES TR Institutional Holdings

Snapshot holdings

50 / 105 loaded

#		Instrument	quantity
1	PPSC Investment Service Corp	Shares	1.4MSH	$114.6M
2	INDEPENDENT FINANCIAL GROUP, LLC	Shares	264.3KSH	$21.4M
3	SBI Securities Co., Ltd.	Shares	247.7KSH	$20.1M
4	Avidian Wealth Enterprises, LLC	Shares	146.7KSH	$11.9M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	128.4KSH	$9.9M
6	Diversified Trust Co	Shares	110.0KSH	$8.9M
7	Main Street Group, LTD	Shares	108.5KSH	$8.8M
8	TriaGen Wealth Management LLC	Shares	89.6KSH	$7.3M
9	Demars Financial Group, LLC	Shares	76.5KSH	$6.2M
10	SteelPeak Wealth, LLC	Shares	70.5KSH	$5.7M
11	Discipline Wealth Solutions, LLC	Shares	68.2KSH	$5.5M
12	TOTH FINANCIAL ADVISORY CORP	Shares	63.3KSH	$5.1M
13	Sowell Financial Services LLC	Shares	47.0KSH	$3.8M
14	DeDora Capital, Inc.	Shares	40.7KSH	$3.3M
15	Encompass More Asset Management	Shares	36.3KSH	$2.9M
16	Clarity Wealth Advisors, LLC	Shares	33.1KSH	$2.7M
17	Sherman Wealth Management LLC	Shares	31.8KSH	$2.6M
18	Rathbones Group PLC	Shares	31.3KSH	$2.5M
19	Sage Capital Management, LLC	Shares	29.1KSH	$2.4M
20	FULTON BANK, N.A.	Shares	26.1KSH	$2.1M
21	Intrua Financial, LLC	Shares	25.4KSH	$2.1M
22	FIRST MERCHANTS CORP	Shares	20.0KSH	$1.6M
23	TRUE Private Wealth Advisors	Shares	18.2KSH	$1.5M
24	Tempus Wealth Planning, LLC	Shares	17.5KSH	$1.4M
25	Segment Wealth Management, LLC	Shares	16.6KSH	$1.3M
26	Wealth Architects, LLC	Shares	16.3KSH	$1.3M
27	October Effect Ltd	Shares	15.9KSH	$1.3M
28	Tactive Advisors, LLC	Shares	15.5KSH	$1.3M
29	Physician Wealth Advisors, Inc.	Shares	13.4KSH	$1.1M
30	Onyx Bridge Wealth Group LLC	Shares	13.0KSH	$1.1M
31	Traynor Capital Management, Inc.	Shares	12.6KSH	$1.0M
32	Marshall Financial Group, LLC	Shares	12.2KSH	$985.0K
33	SLT Holdings LLC	Shares	12.0KSH	$972.0K
34	Capital Investment Advisory Services, LLC	Shares	11.9KSH	$961.3K
35	CPR Investments Inc.	Shares	11.6KSH	$941.9K
36	Significant Wealth Partners LLC	Shares	10.5KSH	$846.7K
37	StoneCrest Wealth Management, Inc.	Shares	10.2KSH	$826.8K
38	Innova Wealth Partners	Shares	9.9KSH	$798.0K
39	FSM Wealth Advisors, LLC	Shares	9.4KSH	$760.3K
40	Avior Wealth Management, LLC	Shares	9.1KSH	$739.1K
41	Merit Financial Group, LLC	Shares	8.5KSH	$689.0K
42	HBW ADVISORY SERVICES LLC	Shares	8.4KSH	$679.5K
43	Ignite Planners, LLC	Shares	8.0KSH	$644.4K
44	Lauer Wealth, LLC	Shares	8.5KSH	$634.9K
45	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	7.8KSH	$630.6K
46	IFP Advisors, Inc	Shares	7.7KSH	$622.3K
47	Westmount Partners, LLC	Shares	7.7KSH	$621.7K
48	SIGNATUREFD, LLC	Shares	7.6KSH	$616.6K
49	Sovereign Financial Group, Inc.	Shares	7.6KSH	$615.6K
50	Purus Wealth Management, LLC	Shares	7.6KSH	$615.3K

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

50 / 117 loaded

#		Instrument
1	PPSC Investment Service Corp added	Shares	+135.0K	+$61.3M	$114.6M
2	SBI Securities Co., Ltd. trimmed	Shares	-15.3K	+$9.1M	$20.1M
3	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-33.9K	+$9.0M	$21.4M
4	TriaGen Wealth Management LLC new	Shares	+89.6K	+$7.3M	$7.3M
5	Diversified Trust Co unchanged	Shares	0	+$4.3M	$8.9M
6	Main Street Group, LTD trimmed	Shares	-2.5K	+$4.2M	$8.8M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-4.1K	+$4.1M	$9.9M
8	Demars Financial Group, LLC added	Shares	+389	+$3.0M	$6.2M
9	Encompass More Asset Management new	Shares	+36.3K	+$2.9M	$2.9M
10	Avidian Wealth Enterprises, LLC trimmed	Shares	-70.3K	+$2.8M	$11.9M
11	SteelPeak Wealth, LLC trimmed	Shares	-1.0K	+$2.7M	$5.7M
12	Sowell Financial Services LLC added	Shares	+11.2K	+$2.3M	$3.8M
13	Discipline Wealth Solutions, LLC trimmed	Shares	-11.4K	+$2.2M	$5.5M
14	TOTH FINANCIAL ADVISORY CORP trimmed	Shares	-13.3K	+$1.9M	$5.1M
15	DeDora Capital, Inc. trimmed	Shares	-4.3K	+$1.4M	$3.3M
16	Sherman Wealth Management LLC added	Shares	+67	+$1.3M	$2.6M
17	Clarity Wealth Advisors, LLC trimmed	Shares	-2.6K	+$1.2M	$2.7M
18	Sage Capital Management, LLC added	Shares	+45	+$1.1M	$2.4M
19	FULTON BANK, N.A. unchanged	Shares	0	+$1.0M	$2.1M
20	Intrua Financial, LLC trimmed	Shares	-132	+$993.2K	$2.1M
21	Marshall Financial Group, LLC new	Shares	+12.2K	+$985.0K	$985.0K
22	FIRST MERCHANTS CORP unchanged	Shares	0	+$786.4K	$1.6M
23	TRUE Private Wealth Advisors trimmed	Shares	-256	+$706.6K	$1.5M
24	Segment Wealth Management, LLC added	Shares	+50	+$653.7K	$1.3M
25	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new	Shares	+7.8K	+$630.6K	$630.6K
26	Tempus Wealth Planning, LLC trimmed	Shares	-1.5K	+$624.4K	$1.4M
27	Wealth Architects, LLC trimmed	Shares	-1.2K	+$589.0K	$1.3M
28	Traynor Capital Management, Inc. added	Shares	+389	+$557.7K	$1.0M
29	Tactive Advisors, LLC trimmed	Shares	-1.6K	+$543.8K	$1.3M
30	SLT Holdings LLC added	Shares	+1.3K	+$523.9K	$972.0K
31	Onyx Bridge Wealth Group LLC added	Shares	+120	+$517.2K	$1.1M
32	Physician Wealth Advisors, Inc. trimmed	Shares	-801	+$495.3K	$1.1M
33	Cornerstone Wealth Advisors, Inc. new	Shares	+5.9K	+$476.5K	$476.5K
34	Capital Investment Advisory Services, LLC trimmed	Shares	-585	+$442.3K	$961.3K
35	MinichMacGregor Wealth Management, LLC new	Shares	+5.4K	+$436.7K	$436.7K
36	Merit Financial Group, LLC added	Shares	+2.3K	+$432.1K	$689.0K
37	FSM Wealth Advisors, LLC added	Shares	+1.4K	+$426.8K	$760.3K
38	Significant Wealth Partners LLC added	Shares	+103	+$415.3K	$846.7K
39	WMG Financial Advisors, LLC new	Shares	+4.8K	+$385.8K	$385.8K
40	Innova Wealth Partners trimmed	Shares	-74	+$384.3K	$798.0K
41	BIRCH FINANCIAL GROUP, LLC new	Shares	+4.6K	+$371.0K	$371.0K
42	Avior Wealth Management, LLC trimmed	Shares	-24	+$357.8K	$739.1K
43	Northern Capital Management, Inc. new	Shares	+4.2K	+$343.1K	$343.1K
44	Westmount Partners, LLC added	Shares	+808	+$335.4K	$621.7K
45	Ignite Planners, LLC unchanged	Shares	0	+$312.8K	$644.4K
46	CPR Investments Inc. trimmed	Shares	-3.7K	+$303.5K	$941.9K
47	StoneCrest Wealth Management, Inc. trimmed	Shares	-2.4K	+$302.8K	$826.8K
48	Bogart Wealth, LLC added	Shares	+3.7K	+$300.2K	$300.3K
49	Aegis Wealth Management, Inc. new	Shares	+3.7K	+$299.3K	$299.3K
50	Purus Wealth Management, LLC added	Shares	+13	+$299.2K	$615.3K

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