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Proshares S&P 500 Ex-Technol (SPXT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kestra Advisory Services, LLC
NEW
Shares115,850
Change+115,850
Value$12.4M
Filed 2026-11-02
Citigroup Inc
NEW
Shares36,749
Change+36,749
Value$3.9M
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares33,549
Change+33,549
Value$3.6M
Filed 2026-11-03
Creative Planning
INCREASED
Shares23,046 from 21,178
Change+1,868 (+9%)
Value$2.5M (+$174.9K)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares10,510 from 11,274
Change-764 (-7%)
Value$1.1M (-$95.2K)
Filed 2026-11-06
Clarity Capital Advisors, LLC
INCREASED
Shares7,999 from 7,975
Change+24 (+0%)
Value$856.5K (-$6.9K)
Filed 2026-10-27
Armstrong Advisory Group, Inc
INCREASED
Shares5,493 from 5,349
Change+144 (+3%)
Value$588.1K (+$9.1K)
Filed 2026-10-09
Cardinal Point Capital Management ULC
NEW
Shares5,155
Change+5,155
Value$551.9K
Filed 2026-10-21
Long Island Wealth Management, Inc.
UNCHANGED
Shares3,578 from 3,578
Change0 (0%)
Value$383.1K (-$4.2K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares2,956 from 2,886
Change+70 (+2%)
Value$316.5K (+$4.1K)
Filed 2026-11-02
Hengehold Capital Management LLC
DECREASED
Shares2,398 from 2,734
Change-336 (-12%)
Value$256.8K (-$39.2K)
Filed 2026-10-16
Quantify Chaos Advisors, LLC
NEW
Shares1,919
Change+1,919
Value$205.5K
Filed 2026-11-04
Prudent Man Investment Management, Inc.
NEW
Shares232
Change+232
Value$24.8K
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares75
Change+75
Value$8.0K
Filed 2026-10-27
PNC Financial Services Group, Inc.
NEW
Shares58
Change+58
Value$6.2K
Filed 2026-11-06
Simplex Trading, LLC
INCREASED
Shares58 from 19
Change+39 (+205%)
Value$6.2K (+$4.2K)
Filed 2026-11-04
Lanark Financial, Inc.
NEW
Shares50
Change+50
Value$5.4K
Filed 2026-10-26
TD Waterhouse Canada Inc.
NEW
Shares26
Change+26
Value$2.8K
Filed 2026-10-16
Larson Financial Group LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.8K (-$15)
Filed 2026-11-05
Oakworth Capital, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$10.9K)
Filed 2026-10-26
Kingsview Wealth Management, LLC
N/A
Shares— from 84,339
Change-84,339 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 30,546
Change-30,546 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 24,831
Change-24,831 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 7,586
Change-7,586 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,944
Change-4,944 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,620
Change-4,620 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,317
Change-4,317 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 4,094
Change-4,094 (-100%)
Value—
&partners
N/A
Shares— from 3,003
Change-3,003 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,391
Change-2,391 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 628
Change-628 (-100%)
Value—
FMR LLC
N/A
Shares— from 606
Change-606 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 190
Change-190 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 116
Change-116 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 50
Change-50 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Kestra Advisory Services, LLC
NEW115,850—+115,850——$12.4M—2026-11-02
Citigroup Inc
NEW36,749—+36,749——$3.9M—2026-11-04
Ascentis Independent Advisors
NEW33,549—+33,549——$3.6M—2026-11-03
Creative Planning
INCREASED23,04621,178+1,868+9%$2.3M$2.5M+$174.9K2026-11-02
LPL Financial LLC
DECREASED10,51011,274-764-7%$1.2M$1.1M-$95.2K2026-11-06
Clarity Capital Advisors, LLC
INCREASED7,9997,975+24+0%$863.4K$856.5K-$6.9K2026-10-27
Armstrong Advisory Group, Inc
INCREASED5,4935,349+144+3%$579.1K$588.1K+$9.1K2026-10-09
Cardinal Point Capital Management ULC
NEW5,155—+5,155——$551.9K—2026-10-21
Long Island Wealth Management, Inc.
UNCHANGED3,5783,57800%$387.3K$383.1K-$4.2K2026-10-20
Commonwealth Equity Services, LLC
INCREASED2,9562,886+70+2%$312.4K$316.5K+$4.1K2026-11-02
Hengehold Capital Management LLC
DECREASED2,3982,734-336-12%$296.0K$256.8K-$39.2K2026-10-16
Quantify Chaos Advisors, LLC
NEW1,919—+1,919——$205.5K—2026-11-04
Prudent Man Investment Management, Inc.
NEW232—+232——$24.8K—2026-11-03
Latitude Advisors, LLC
NEW75—+75——$8.0K—2026-10-27
PNC Financial Services Group, Inc.
NEW58—+58——$6.2K—2026-11-06
Simplex Trading, LLC
INCREASED5819+39+205%$2.1K$6.2K+$4.2K2026-11-04
Lanark Financial, Inc.
NEW50—+50——$5.4K—2026-10-26
TD Waterhouse Canada Inc.
NEW26—+26——$2.8K—2026-10-16
Larson Financial Group LLC
UNCHANGED171700%$1.8K$1.8K-$152026-11-05
Oakworth Capital, Inc.
CLOSED0100-100-100%$10.9K$0-$10.9K2026-10-26
Kingsview Wealth Management, LLC
N/A—84,339-84,339-100%$9.1M———
Flow Traders U.S. LLC
N/A—30,546-30,546-100%$3.3M———
Susquehanna International Group, LLP
N/A—24,831-24,831-100%$2.7M———
Principal Securities, Inc.
N/A—7,586-7,586-100%$821.2K———
Beacon Pointe Advisors, LLC
N/A—7,200-7,200-100%$779.4K———
Osaic Holdings, Inc.
N/A—4,944-4,944-100%$535.4K———
HRT Financial LP
N/A—4,620-4,620-100%$500.0K———
Raymond James Financial Inc
N/A—4,317-4,317-100%$467.3K———
AMJ Financial Wealth Management
N/A—4,094-4,094-100%$414.8K———
&partners
N/A—3,003-3,003-100%$325.1K———
EP Wealth Advisors, LLC
N/A—2,391-2,391-100%$258.8K———
Betterment LLC
N/A—2,268-2,268-100%$246.0K———
Bank of Montreal
N/A—628-628-100%$68.0K———
FMR LLC
N/A—606-606-100%$65.6K———
Northwestern Mutual Wealth Management Co
N/A—190-190-100%$20.6K———
Morgan Stanley
N/A—116-116-100%$12.6K———
Wells Fargo & Company
N/A—50-50-100%$5.4K———
Vanguard Advisers Inc
N/A—8-8-100%$866———
Showing 38 of 38 institutions