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Proshares S&P 500 Ex-Energy (SPXE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares30,885 from 30,717
Change+168 (+1%)
Value$2.5M (+$58.2K)
Filed 2026-11-06
Mather Group, Llc.
UNCHANGED
Shares10,200 from 10,200
Change0 (0%)
Value$837.8K (+$14.7K)
Filed 2026-10-14
Capstone Wealth Management Group, Inc.
UNCHANGED
Shares7,628 from 7,628
Change0 (0%)
Value$626.6K (+$11.0K)
Filed 2026-10-19
Fort Washington Investment Advisors Inc
UNCHANGED
Shares7,217 from 7,217
Change0 (0%)
Value$592.8K (+$10.4K)
Filed 2026-10-15
Kestra Advisory Services, LLC
INCREASED
Shares6,288 from 6,281
Change+7 (+0%)
Value$516.5K (+$9.6K)
Filed 2026-11-02
Sentinel Trust Co LBA
UNCHANGED
Shares4,722 from 4,722
Change0 (0%)
Value$388 (+$7)
Filed 2026-11-03
Sterling Investment Counsel, LLC
DECREASED
Shares4,336 from 4,429
Change-93 (-2%)
Value$356.2K (-$1.2K)
Filed 2026-10-19
Midwest Trust Co
UNCHANGED
Shares3,905 from 3,905
Change0 (0%)
Value$320.8K (+$5.6K)
Filed 2026-10-22
Independent Financial Group, LLC
INCREASED
Shares3,491 from 3,000
Change+491 (+16%)
Value$286.8K (+$44.7K)
Filed 2026-10-13
Thrivent Financial for Lutherans
INCREASED
Shares3,313 from 3,306
Change+7 (+0%)
Value$272 (-$266.7K)
Filed 2026-11-05
Centurion Wealth Management LLC
INCREASED
Shares3,244 from 3,237
Change+7 (+0%)
Value$266.5K (+$5.2K)
Filed 2026-10-13
Appleton Partners Inc
DECREASED
Shares2,786 from 3,046
Change-260 (-9%)
Value$229 (-$245.8K)
Filed 2026-10-30
POM Investment Strategies, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$3.3K (+$65)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$658 (+$12)
Filed 2026-10-23
Creative Planning
CLOSED
Shares0 from 2,706
Change-2,706 (-100%)
Value$0 (-$218.3K)
Filed 2026-11-02
Washington Trust Advisors, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$16.1K)
Filed 2026-10-22
BWM Planning, LLC
N/A
Shares— from 139,194
Change-139,194 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 118,000
Change-118,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 52,090
Change-52,090 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 41,073
Change-41,073 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 16,614
Change-16,614 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 14,854
Change-14,854 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 9,996
Change-9,996 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 9,793
Change-9,793 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,890
Change-6,890 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 6,151
Change-6,151 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,382
Change-5,382 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,312
Change-4,312 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,821
Change-2,821 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,752
Change-2,752 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 350
Change-350 (-100%)
Value—
UBS Group AG
N/A
Shares— from 306
Change-306 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 4
Change-4 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2
Change-2 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED30,88530,717+168+1%$2.5M$2.5M+$58.2K2026-11-06
Mather Group, Llc.
UNCHANGED10,20010,20000%$823.1K$837.8K+$14.7K2026-10-14
Capstone Wealth Management Group, Inc.
UNCHANGED7,6287,62800%$615.6K$626.6K+$11.0K2026-10-19
Fort Washington Investment Advisors Inc
UNCHANGED7,2177,21700%$582.4K$592.8K+$10.4K2026-10-15
Kestra Advisory Services, LLC
INCREASED6,2886,281+7+0%$506.9K$516.5K+$9.6K2026-11-02
Sentinel Trust Co LBA
UNCHANGED4,7224,72200%$381$388+$72026-11-03
Sterling Investment Counsel, LLC
DECREASED4,3364,429-93-2%$357.4K$356.2K-$1.2K2026-10-19
Midwest Trust Co
UNCHANGED3,9053,90500%$315.1K$320.8K+$5.6K2026-10-22
Independent Financial Group, LLC
INCREASED3,4913,000+491+16%$242.1K$286.8K+$44.7K2026-10-13
Thrivent Financial for Lutherans
INCREASED3,3133,306+7+0%$267.0K$272-$266.7K2026-11-05
Centurion Wealth Management LLC
INCREASED3,2443,237+7+0%$261.2K$266.5K+$5.2K2026-10-13
Appleton Partners Inc
DECREASED2,7863,046-260-9%$246.0K$229-$245.8K2026-10-30
POM Investment Strategies, LLC
UNCHANGED414100%$3.3K$3.3K+$652026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED8800%$646$658+$122026-10-23
Creative Planning
CLOSED02,706-2,706-100%$218.3K$0-$218.3K2026-11-02
Washington Trust Advisors, Inc.
CLOSED0200-200-100%$16.1K$0-$16.1K2026-10-22
BWM Planning, LLC
N/A—139,194-139,194-100%$11.2M———
Goldman Sachs Group Inc
N/A—118,000-118,000-100%$9.5M———
JPMorgan Chase & Co
N/A—52,090-52,090-100%$4.2M———
Pathstone Holdings, LLC
N/A—41,073-41,073-100%$3.3M———
Range Advisory, LLC
N/A—16,614-16,614-100%$1.3M———
Equitable Holdings, Inc.
N/A—14,854-14,854-100%$1.2M———
Citadel Advisors LLC
N/A—9,996-9,996-100%$806.6K———
Private Advisor Group, LLC
N/A—9,793-9,793-100%$790.3K———
Royal Bank of Canada
N/A—6,890-6,890-100%$556.0K———
Bank of America Corp
N/A—6,151-6,151-100%$496.4K———
Twin Focus Capital Partners, LLC
N/A—5,800-5,800-100%$468.0K———
EP Wealth Advisors, LLC
N/A—5,382-5,382-100%$434.3K———
Stratos Wealth Partners, Ltd.
N/A—4,312-4,312-100%$348.0K———
Susquehanna International Group, LLP
N/A—2,821-2,821-100%$227.6K———
Osaic Holdings, Inc.
N/A—2,752-2,752-100%$222.2K———
Nova Wealth Management, Inc.
N/A—350-350-100%$28.2K———
UBS Group AG
N/A—306-306-100%$24.7K———
Steward Partners Investment Advisory, LLC
N/A—49-49-100%$4.0K———
Vanguard Advisers Inc
N/A—4-4-100%$323———
Morgan Stanley
N/A—2-2-100%$201———
Wells Fargo & Company
N/A—1-1-100%$92———
Showing 37 of 37 institutions