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Proshares Trust-S&P 500 EX (SPXV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Barclays PLC
UNCHANGED
Shares60,000 from 60,000
Change0 (0%)
Value$5.0M (+$88.2K)
Filed 2026-11-06
Creative Planning
UNCHANGED
Shares27,220 from 27,220
Change0 (0%)
Value$2.3M (+$40.0K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares17,760 from 16,713
Change+1,047 (+6%)
Value$1.5M (+$112.1K)
Filed 2026-11-06
Truefg, LLC
DECREASED
Shares11,366 from 11,788
Change-422 (-4%)
Value$950.3K (-$18.0K)
Filed 2026-10-15
Mather Group, Llc.
UNCHANGED
Shares11,194 from 11,194
Change0 (0%)
Value$936.0K (+$16.4K)
Filed 2026-10-14
Forteris Wealth Management Inc.
DECREASED
Shares5,499 from 5,779
Change-280 (-5%)
Value$459.8K (-$14.9K)
Filed 2026-10-13
Adirondack Trust Co
INCREASED
Shares1,770 from 1,225
Change+545 (+44%)
Value$148.0K (+$47.4K)
Filed 2026-10-14
Hoey Investments, Inc
NEW
Shares1,500
Change+1,500
Value$125.4K
Filed 2026-10-29
Blue Trust, Inc.
UNCHANGED
Shares727 from 727
Change0 (0%)
Value$60.8K (+$1.1K)
Filed 2026-10-15
Central Trust Co
UNCHANGED
Shares620 from 620
Change0 (0%)
Value$51.8K (+$910)
Filed 2026-11-05
Abound Wealth Management
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$13.9K (+$244)
Filed 2026-10-26
SG Americas Securities, LLC
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 15,116
Change-15,116 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8,183
Change-8,183 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 6,142
Change-6,142 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,853
Change-5,853 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,083
Change-5,083 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,027
Change-1,027 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 208
Change-208 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Barclays PLC
UNCHANGED60,00060,00000%$4.9M$5.0M+$88.2K2026-11-06
Creative Planning
UNCHANGED27,22027,22000%$2.2M$2.3M+$40.0K2026-11-02
LPL Financial LLC
INCREASED17,76016,713+1,047+6%$1.4M$1.5M+$112.1K2026-11-06
Truefg, LLC
DECREASED11,36611,788-422-4%$968.3K$950.3K-$18.0K2026-10-15
Mather Group, Llc.
UNCHANGED11,19411,19400%$919.5K$936.0K+$16.4K2026-10-14
Forteris Wealth Management Inc.
DECREASED5,4995,779-280-5%$474.7K$459.8K-$14.9K2026-10-13
Adirondack Trust Co
INCREASED1,7701,225+545+44%$100.6K$148.0K+$47.4K2026-10-14
Hoey Investments, Inc
NEW1,500—+1,500——$125.4K—2026-10-29
Blue Trust, Inc.
UNCHANGED72772700%$59.7K$60.8K+$1.1K2026-10-15
Central Trust Co
UNCHANGED62062000%$50.9K$51.8K+$9102026-11-05
Abound Wealth Management
UNCHANGED16616600%$13.6K$13.9K+$2442026-10-26
SG Americas Securities, LLC
N/A—80,000-80,000-100%$6.6M———
Susquehanna International Group, LLP
N/A—15,116-15,116-100%$1.2M———
JPMorgan Chase & Co
N/A—8,183-8,183-100%$664.8K———
American Trust Investment Advisors, LLC
N/A—6,142-6,142-100%$504.6K———
Goldman Sachs Group Inc
N/A—5,853-5,853-100%$480.8K———
BlackRock, Inc.
N/A—5,083-5,083-100%$417.5K———
Osaic Holdings, Inc.
N/A—1,027-1,027-100%$84.4K———
Rothschild Investment LLC
N/A—400-400-100%$32.9K———
Harbour Investments, Inc.
N/A—208-208-100%$17.1K———
Steward Partners Investment Advisory, LLC
N/A—200-200-100%$16.4K———
Vanguard Advisers Inc
N/A—10-10-100%$821———
Wells Fargo & Company
N/A—1-1-100%$67———
Morgan Stanley
N/A—1-1-100%$121———
Showing 24 of 24 institutions