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Proshares S&P 500 Ex-Financi (SPXN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Investors Research Corp
DECREASED
Shares18,910 from 20,430
Change-1,520 (-7%)
Value$1.6M (-$82.8K)
Filed 2026-10-07
Modera Wealth Management, LLC
UNCHANGED
Shares8,556 from 8,556
Change0 (0%)
Value$723.0K (+$19.1K)
Filed 2026-10-28
Fortitude Family Office, LLC
UNCHANGED
Shares5,800 from 5,800
Change0 (0%)
Value$490.1K (+$13.0K)
Filed 2026-10-14
Silver Grove Financial Group, Inc.
UNCHANGED
Shares2,030 from 2,030
Change0 (0%)
Value$171.5K (+$4.5K)
Filed 2026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$12.7K (+$336)
Filed 2026-10-13
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$677 (+$18)
Filed 2026-10-23
SG Americas Securities, LLC
N/A
Shares— from 160,000
Change-160,000 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 50,972
Change-50,972 (-100%)
Value—
Barclays PLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 32,259
Change-32,259 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 18,231
Change-18,231 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 16,387
Change-16,387 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 16,146
Change-16,146 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 12,308
Change-12,308 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 11,050
Change-11,050 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,783
Change-9,783 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 7,053
Change-7,053 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 5,167
Change-5,167 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,619
Change-4,619 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 4,568
Change-4,568 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,348
Change-2,348 (-100%)
Value—
FMR LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
UBS Group AG
N/A
Shares— from 58
Change-58 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 21
Change-21 (-100%)
Value—
Status
Investors Research Corp
DECREASED18,91020,430-1,520-7%$1.7M$1.6M-$82.8K2026-10-07
Modera Wealth Management, LLC
UNCHANGED8,5568,55600%$703.9K$723.0K+$19.1K2026-10-28
Fortitude Family Office, LLC
UNCHANGED5,8005,80000%$477.1K$490.1K+$13.0K2026-10-14
Silver Grove Financial Group, Inc.
UNCHANGED2,0302,03000%$167.0K$171.5K+$4.5K2026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED15015000%$12.3K$12.7K+$3362026-10-13
Dhjj Financial Advisors, Ltd.
UNCHANGED8800%$659$677+$182026-10-23
SG Americas Securities, LLC
N/A—160,000-160,000-100%$13.2M———
LPL Financial LLC
N/A—50,972-50,972-100%$4.2M———
Barclays PLC
N/A—50,000-50,000-100%$4.1M———
Goldman Sachs Group Inc
N/A—32,259-32,259-100%$2.7M———
Susquehanna International Group, LLP
N/A—18,231-18,231-100%$1.5M———
Envestnet Asset Management Inc
N/A—16,387-16,387-100%$1.3M———
MML Investors Services, LLC
N/A—16,146-16,146-100%$1.3M———
Captrust Financial Advisors
N/A—12,308-12,308-100%$1.0M———
Morgan Stanley
N/A—11,050-11,050-100%$909.0K———
Osaic Holdings, Inc.
N/A—9,783-9,783-100%$804.9K———
Raymond James Financial Inc
N/A—7,053-7,053-100%$580.3K———
Focus Partners Wealth
N/A—5,167-5,167-100%$425.1K———
Jane Street Group, LLC
N/A—4,619-4,619-100%$380.0K———
Advance Capital Management, Inc.
N/A—4,568-4,568-100%$375.8K———
EP Wealth Advisors, LLC
N/A—2,348-2,348-100%$193.2K———
FMR LLC
N/A—211-211-100%$17.3K———
UBS Group AG
N/A—58-58-100%$4.8K———
Institute for Wealth Management, Llc.
N/A—21-21-100%$1.7K———
Showing 24 of 24 institutions