Filing Research | PROSHARES TR Institutional Holdings

Snapshot holdings

50 / 60 loaded

#		Instrument	quantity
1	TOTH FINANCIAL ADVISORY CORP	Shares	233.3KSH	$21.4M
2	Bucket List Wealth Management, LLC	Shares	109.5KSH	$10.0M
3	Dogwood Wealth Management LLC	Shares	107.3KSH	$9.8M
4	Merit Financial Group, LLC	Shares	41.2KSH	$3.8M
5	BENJAMIN EDWARDS INC	Shares	39.9KSH	$3.7M
6	KOM Wealth Management Group, LLC	Shares	38.1KSH	$3.5M
7	Premier Path Wealth Partners, LLC	Shares	35.7KSH	$3.3M
8	Brookstone Capital Management	Shares	30.5KSH	$2.8M
9	Dynamic Advisor Solutions LLC	Shares	29.0KSH	$2.7M
10	R2 Capital Strategies, LLC	Shares	28.8KSH	$2.6M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	24.5KSH	$2.2M
12	PFG Investments, LLC	Shares	18.5KSH	$1.7M
13	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	16.9KSH	$1.5M
14	Atlas Brown,Inc.	Shares	13.9KSH	$1.3M
15	Quad-Cities Investment Group, LLC	Shares	13.1KSH	$1.2M
16	KRAEMATON INVESTMENT ADVISORS, INC	Shares	11.0KSH	$1.0M
17	Nova Wealth Management, Inc.	Shares	10.5KSH	$957.8K
18	Clarus Wealth Advisors	Shares	10.2KSH	$924.5K
19	Tempus Wealth Planning, LLC	Shares	9.5KSH	$867.2K
20	Key FInancial Inc	Shares	8.5KSH	$779.6K
21	RDA Financial Network	Shares	8.2KSH	$749.9K
22	CFS Investment Advisory Services, LLC	Shares	7.6KSH	$704.7K
23	J.W. COLE ADVISORS, INC.	Shares	7.4KSH	$674.9K
24	DAVENPORT & Co LLC	Shares	5.6KSH	$511.1K
25	Redhawk Wealth Advisors, Inc.	Shares	5.5KSH	$501.7K
26	Sowell Financial Services LLC	Shares	5.3KSH	$487.4K
27	HARBOR INVESTMENT ADVISORY, LLC	Shares	5.1KSH	$466.1K
28	INDEPENDENT FINANCIAL GROUP, LLC	Shares	4.6KSH	$419.8K
29	Key Client Fiduciary Advisors, LLC	Shares	4.5KSH	$414.7K
30	Cyndeo Wealth Partners, LLC	Shares	4.5KSH	$407.9K
31	FLAGSHIP HARBOR ADVISORS, LLC	Shares	4.4KSH	$402.9K
32	Keystone Financial Services, LLC	Shares	4.4KSH	$400.6K
33	Well Done, LLC	Shares	4.2KSH	$384.0K
34	TriaGen Wealth Management LLC	Shares	4.2KSH	$381.4K
35	WealthBridge Capital Management, LLC	Shares	4.1KSH	$379.3K
36	Hartford Financial Management Inc.	Shares	4.0KSH	$366.3K
37	WMS Group LLC	Shares	4.0KSH	$366.3K
38	Prospera Financial Services Inc	Shares	3.9KSH	$356.8K
39	KPP Advisory Services LLC	Shares	3.8KSH	$351.5K
40	B. Riley Wealth Advisors, Inc.	Shares	3.7KSH	$337.4K
41	TICINO WEALTH	Shares	3.6KSH	$334.0K
42	GILPIN WEALTH MANAGEMENT, LLC	Shares	3.3KSH	$299.4K
43	Martin Capital Partners, LLC	Shares	3.3KSH	$298.8K
44	Essex Bank	Shares	3.3KSH	$298.3K
45	Duncan Williams Asset Management, LLC	Shares	2.7KSH	$246.8K
46	Spire Wealth Management	Shares	2.7KSH	$244.6K
47	Meridian Financial Advisors, LLC	Shares	2.3KSH	$207.2K
48	GAMMA Investing LLC	Shares	2.0KSH	$185.4K
49	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.4KSH	$129.5K
50	Farther Finance Advisors, LLC	Shares	1.0KSH	$92.9K

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

50 / 64 loaded

#		Instrument
1	Bucket List Wealth Management, LLC added	Shares	+33.6K	+$3.5M	$10.0M
2	Brookstone Capital Management new	Shares	+30.5K	+$2.8M	$2.8M
3	TOTH FINANCIAL ADVISORY CORP added	Shares	+5.0K	+$1.6M	$21.4M
4	Dogwood Wealth Management LLC added	Shares	+10.9K	+$1.5M	$9.8M
5	Premier Path Wealth Partners, LLC added	Shares	+8.0K	+$871.3K	$3.3M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.8K	+$533.7K	$2.2M
7	Dynamic Advisor Solutions LLC added	Shares	+2.4K	+$353.8K	$2.7M
8	Martin Capital Partners, LLC trimmed	Shares	-217	+$298.5K	$298.8K
9	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+2.3K	+$286.1K	$1.5M
10	Duncan Williams Asset Management, LLC new	Shares	+2.7K	+$246.8K	$246.8K
11	Clarus Wealth Advisors added	Shares	+1.5K	+$160.3K	$924.5K
12	RDA Financial Network added	Shares	+939	+$123.4K	$749.9K
13	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+840	+$98.8K	$466.1K
14	PFG Investments, LLC added	Shares	+18	+$97.0K	$1.7M
15	KOM Wealth Management Group, LLC trimmed	Shares	-1.2K	+$90.2K	$3.5M
16	Tempus Wealth Planning, LLC added	Shares	+381	+$81.8K	$867.2K
17	KRAEMATON INVESTMENT ADVISORS, INC added	Shares	+25	+$59.0K	$1.0M
18	Nova Wealth Management, Inc. trimmed	Shares	-152	+$40.8K	$957.8K
19	Keystone Financial Services, LLC added	Shares	+187	+$38.8K	$400.6K
20	Sowell Financial Services LLC added	Shares	+14	+$28.7K	$487.4K
21	DAVENPORT & Co LLC trimmed	Shares	-25	+$26.6K	$511.1K
22	Key FInancial Inc trimmed	Shares	-225	+$24.5K	$779.6K
23	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+2	+$23.8K	$419.8K
24	Key Client Fiduciary Advisors, LLC added	Shares	+2	+$23.5K	$414.7K
25	WealthBridge Capital Management, LLC added	Shares	+17	+$22.9K	$379.3K
26	Well Done, LLC unchanged	Shares	0	+$21.6K	$384.0K
27	TriaGen Wealth Management LLC unchanged	Shares	0	+$21.5K	$381.4K
28	Cyndeo Wealth Partners, LLC trimmed	Shares	-22	+$21.1K	$407.9K
29	Hartford Financial Management Inc. unchanged	Shares	0	+$20.6K	$366.3K
30	WMS Group LLC unchanged	Shares	0	+$20.6K	$366.3K
31	Spire Wealth Management added	Shares	+5	+$14.3K	$244.6K
32	Redhawk Wealth Advisors, Inc. trimmed	Shares	-192	+$11.6K	$501.7K
33	CFS Investment Advisory Services, LLC trimmed	Shares	-1	+$11.4K	$704.7K
34	GAMMA Investing LLC unchanged	Shares	0	+$10.4K	$185.4K
35	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+21	+$8.6K	$129.5K
36	B. Riley Wealth Advisors, Inc. trimmed	Shares	-201	+$7.5K	$337.4K
37	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$4.1K	$73.1K
38	Meridian Financial Advisors, LLC trimmed	Shares	-97	+$3.3K	$207.2K
39	IFP Advisors, Inc unchanged	Shares	0	+$2.0K	$35.0K
40	BFSG, LLC unchanged	Shares	0	+$1.8K	$32.1K
41	Vermillion Wealth Management, Inc. unchanged	Shares	0	+$1.3K	$23.9K
42	Rosenberg Matthew Hamilton unchanged	Shares	0	+$990	$17.6K
43	J.W. COLE ADVISORS, INC. trimmed	Shares	-431	+$770	$674.9K
44	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$764	$13.6K
45	Cape Investment Advisory, Inc. new	Shares	+5	+$458	$458
46	Capital Advisors, Ltd. LLC trimmed	Shares	-156	+$262	$4.9K
47	Main Street Group, LTD unchanged	Shares	0	+$78	$1.4K
48	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$62	$1.1K
49	Atlas Brown,Inc. trimmed	Shares	-834	-$336	$1.3M
50	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-200	-$409	$299.4K

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