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Proshares S&P 500 Ex-Energy (SPXE)

CUSIP: 74347B581 | NYSE | 71 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC30,885
0.0% of portfolio›$2.5M
Mather Group, Llc.10,200
0.0% of portfolio›$837.8K
Capstone Wealth Management Group, Inc.7,628
0.4% of portfolio›$626.6K
Fort Washington Investment Advisors Inc7,217
0.0% of portfolio›$592.8K
Kestra Advisory Services, LLC6,288
0.0% of portfolio›$516.5K
Sentinel Trust Co LBA4,722
0.0% of portfolio›$388
Sterling Investment Counsel, LLC4,336
0.1% of portfolio›$356.2K
Midwest Trust Co3,905
0.0% of portfolio›$320.8K
Independent Financial Group, LLC3,491
0.0% of portfolio›$286.8K
Thrivent Financial for Lutherans3,313
0.0% of portfolio›$272
Centurion Wealth Management LLC3,244
0.1% of portfolio›$266.5K
Appleton Partners Inc2,786
0.0% of portfolio›$229
POM Investment Strategies, LLC41
0.0% of portfolio›$3.3K
Dhjj Financial Advisors, Ltd.8
0.0% of portfolio›$658
StyleTurnoverLocationFiled
LPL Financial LLC
30,885$2.5M0.0%IndexVery LowFort Mill, SC2026-11-06
Mather Group, Llc.
10,200$837.8K0.0%ETFMediumChicago, IL2026-10-14
Capstone Wealth Management Group, Inc.
7,628$626.6K0.4%GrowthN/ABend, OR2026-10-19
Fort Washington Investment Advisors Inc
7,217$592.8K0.0%CoreLowCincinnati, OH2026-10-15
Kestra Advisory Services, LLC
6,288$516.5K0.0%CoreLowAustin, TX2026-11-02
Sentinel Trust Co LBA
4,722$3880.0%ETFVery LowHouston, TX2026-11-03
Sterling Investment Counsel, LLC
4,336$356.2K0.1%GrowthLowBuffalo, NY2026-10-19
Midwest Trust Co
3,905$320.8K0.0%CoreLowOverland Park, KS2026-10-22
Independent Financial Group, LLC
3,491$286.8K0.0%GrowthLowSan Diego, CA2026-10-13
Thrivent Financial for Lutherans
3,313$2720.0%GARPMediumMinneapolis, MN2026-11-05
Centurion Wealth Management LLC
3,244$266.5K0.1%ETFMediumMclean, VA2026-10-13
Appleton Partners Inc
2,786$2290.0%GrowthLowBoston, MA2026-10-30
POM Investment Strategies, LLC
41$3.3K0.0%ETFVery HighRaleigh, NC2026-10-20
Dhjj Financial Advisors, Ltd.
8$6580.0%ETFVery LowNaperville, IL2026-10-23