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Proshares IG Hedged (IGHG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Larry Mathis Financial Planning, LLC
INCREASED
Shares78,544 from 69,485
Change+9,059 (+13%)
Value$6.1M (+$663.0K)
Filed 2026-10-26
Capital Advisors, Ltd. LLC
INCREASED
Shares35,190 from 32,048
Change+3,142 (+10%)
Value$2.7K (+$226)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares34,715 from 31,154
Change+3,561 (+11%)
Value$2.7K (-$2.4M)
Filed 2026-11-02
Certified Advisory Corp
DECREASED
Shares32,440 from 37,491
Change-5,051 (-13%)
Value$2.5M (-$414.8K)
Filed 2026-10-29
Assetmark, Inc
DECREASED
Shares30,596 from 31,164
Change-568 (-2%)
Value$2.4M (-$62.5K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares11,949 from 12,809
Change-860 (-7%)
Value$928.9K (-$74.4K)
Filed 2026-11-02
SteelPeak Wealth, LLC
DECREASED
Shares8,262 from 9,420
Change-1,158 (-12%)
Value$642.3K (-$95.6K)
Filed 2026-10-16
Partners Wealth Management, LLC
UNCHANGED
Shares7,040 from 7,040
Change0 (0%)
Value$547.3K (-$4.2K)
Filed 2026-10-28
Valtinson Bruner Financial Planning LLC
NEW
Shares5,219
Change+5,219
Value$405.7K
Filed 2026-11-02
Opinicus Capital, Inc.
INCREASED
Shares4,080 from 3,977
Change+103 (+3%)
Value$317.2K (+$5.7K)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares3,816 from 3,780
Change+36 (+1%)
Value$296.7K (+$598)
Filed 2026-10-08
Dynamic Advisor Solutions LLC
NEW
Shares3,589
Change+3,589
Value$279.0K
Filed 2026-10-13
Legacy Wealth Partners, LLC
NEW
Shares3,086
Change+3,086
Value$239.9K
Filed 2026-10-15
Patton Albertson Miller Group, LLC
DECREASED
Shares2,855 from 2,950
Change-95 (-3%)
Value$221.9K (-$9.1K)
Filed 2026-10-26
Rockport Wealth LLC
DECREASED
Shares2,675 from 2,686
Change-11 (0%)
Value$208.0K (-$2.4K)
Filed 2026-11-03
SFE Investment Counsel
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$202.1K (-$1.5K)
Filed 2026-10-29
Parallel Advisors, LLC
UNCHANGED
Shares1,565 from 1,565
Change0 (0%)
Value$121.7K (-$923)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,386 from 1,386
Change0 (0%)
Value$107.7K (-$817)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares595 from 587
Change+8 (+1%)
Value$46.3K (+$275)
Filed 2026-10-16
Private Trust Co NA
UNCHANGED
Shares526 from 526
Change0 (0%)
Value$40.9K (-$311)
Filed 2026-10-20
Spire Wealth Management
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$25.2K (-$191)
Filed 2026-10-30
Novem Group
CLOSED
Shares0 from 2,791
Change-2,791 (-100%)
Value$0 (-$218.6K)
Filed 2026-10-19
Raymond James Financial Inc
N/A
Shares— from 365,223
Change-365,223 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 350,159
Change-350,159 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 282,798
Change-282,798 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 221,460
Change-221,460 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 220,767
Change-220,767 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 153,824
Change-153,824 (-100%)
Value—
UBS Group AG
N/A
Shares— from 109,325
Change-109,325 (-100%)
Value—
Stephens Inc
N/A
Shares— from 69,116
Change-69,116 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 45,789
Change-45,789 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 31,404
Change-31,404 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 28,956
Change-28,956 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 25,021
Change-25,021 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 24,582
Change-24,582 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 17,327
Change-17,327 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 13,878
Change-13,878 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 12,787
Change-12,787 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 11,969
Change-11,969 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 11,475
Change-11,475 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 10,330
Change-10,330 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 10,325
Change-10,325 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 9,659
Change-9,659 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 8,550
Change-8,550 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 8,327
Change-8,327 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 7,704
Change-7,704 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 5,698
Change-5,698 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 5,075
Change-5,075 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,918
Change-4,918 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 4,675
Change-4,675 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 4,650
Change-4,650 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,037
Change-4,037 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 3,762
Change-3,762 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,620
Change-3,620 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 3,356
Change-3,356 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 2,604
Change-2,604 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 910
Change-910 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 776
Change-776 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 660
Change-660 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 350
Change-350 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 239
Change-239 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 86
Change-86 (-100%)
Value—
Rossby Financial, LCC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 65
Change-65 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 55
Change-55 (-100%)
Value—
Status
Larry Mathis Financial Planning, LLC
INCREASED78,54469,485+9,059+13%$5.4M$6.1M+$663.0K2026-10-26
Capital Advisors, Ltd. LLC
INCREASED35,19032,048+3,142+10%$2.5K$2.7K+$2262026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED34,71531,154+3,561+11%$2.4M$2.7K-$2.4M2026-11-02
Certified Advisory Corp
DECREASED32,44037,491-5,051-13%$2.9M$2.5M-$414.8K2026-10-29
Assetmark, Inc
DECREASED30,59631,164-568-2%$2.4M$2.4M-$62.5K2026-10-21
Commonwealth Equity Services, LLC
DECREASED11,94912,809-860-7%$1.0M$928.9K-$74.4K2026-11-02
SteelPeak Wealth, LLC
DECREASED8,2629,420-1,158-12%$737.9K$642.3K-$95.6K2026-10-16
Partners Wealth Management, LLC
UNCHANGED7,0407,04000%$551.5K$547.3K-$4.2K2026-10-28
Valtinson Bruner Financial Planning LLC
NEW5,219—+5,219——$405.7K—2026-11-02
Opinicus Capital, Inc.
INCREASED4,0803,977+103+3%$311.5K$317.2K+$5.7K2026-10-28
Farther Finance Advisors, LLC
INCREASED3,8163,780+36+1%$296.1K$296.7K+$5982026-10-08
Dynamic Advisor Solutions LLC
NEW3,589—+3,589——$279.0K—2026-10-13
Legacy Wealth Partners, LLC
NEW3,086—+3,086——$239.9K—2026-10-15
Patton Albertson Miller Group, LLC
DECREASED2,8552,950-95-3%$231.1K$221.9K-$9.1K2026-10-26
Rockport Wealth LLC
DECREASED2,6752,686-110%$210.4K$208.0K-$2.4K2026-11-03
SFE Investment Counsel
UNCHANGED2,6002,60000%$203.7K$202.1K-$1.5K2026-10-29
Parallel Advisors, LLC
UNCHANGED1,5651,56500%$122.6K$121.7K-$9232026-11-03
Wilmington Savings Fund Society, FSB
UNCHANGED1,3861,38600%$108.6K$107.7K-$8172026-10-23
IFP Advisors, Inc
INCREASED595587+8+1%$46.0K$46.3K+$2752026-10-16
Private Trust Co NA
UNCHANGED52652600%$41.2K$40.9K-$3112026-10-20
Spire Wealth Management
UNCHANGED32432400%$25.4K$25.2K-$1912026-10-30
Novem Group
CLOSED02,791-2,791-100%$218.6K$0-$218.6K2026-10-19
Raymond James Financial Inc
N/A—365,223-365,223-100%$28.6M———
Morgan Stanley
N/A—350,159-350,159-100%$27.4M———
Ameriprise Financial Inc
N/A—282,798-282,798-100%$22.2M———
LPL Financial LLC
N/A—221,460-221,460-100%$17.3M———
Wells Fargo & Company
N/A—220,767-220,767-100%$17.3M———
Bank of America Corp
N/A—153,824-153,824-100%$12.0M———
UBS Group AG
N/A—109,325-109,325-100%$8.6M———
Stephens Inc
N/A—69,116-69,116-100%$5.4M———
Osaic Holdings, Inc.
N/A—45,789-45,789-100%$3.6M———
Envestnet Asset Management Inc
N/A—31,404-31,404-100%$2.5M———
Cetera Investment Advisers
N/A—28,956-28,956-100%$2.3M———
MML Investors Services, LLC
N/A—25,021-25,021-100%$2.0M———
NorthRock Partners, LLC
N/A—24,582-24,582-100%$1.9M———
Rockefeller Capital Management L.P.
N/A—17,327-17,327-100%$1.4M———
Royal Bank of Canada
N/A—13,878-13,878-100%$1.1M———
HighTower Advisors, LLC
N/A—12,787-12,787-100%$1.0M———
Empirical Asset Management, LLC
N/A—11,969-11,969-100%$937.5K———
Stifel Financial Corp
N/A—11,475-11,475-100%$898.8K———
Nicolet Bankshares Inc
N/A—10,330-10,330-100%$808.4K———
Susquehanna International Group, LLP
N/A—10,325-10,325-100%$808.8K———
Pinnacle Financial Partners, Inc.
N/A—9,659-9,659-100%$756.6K———
Hyundai Investments Co., Ltd.
N/A—8,550-8,550-100%$669.6K———
Kovack Advisors, Inc.
N/A—8,327-8,327-100%$650.9K———
Coastal Bridge Advisors, LLC
N/A—7,704-7,704-100%$603.4K———
NewEdge Advisors, LLC
N/A—5,698-5,698-100%$446.3K———
Duncan Williams Asset Management, LLC
N/A—5,600-5,600-100%$438.6K———
Anchor Investment Management, LLC
N/A—5,350-5,350-100%$419.1K———
Red Wave Investments LLC
N/A—5,075-5,075-100%$397.5K———
Jane Street Group, LLC
N/A—4,918-4,918-100%$385.2K———
MAI Capital Management
N/A—4,675-4,675-100%$366.2K———
Snowden Capital Advisors LLC
N/A—4,650-4,650-100%$364.2K———
Savvy Advisors, Inc.
N/A—4,037-4,037-100%$316.2K———
Fifth Third Bancorp
N/A—3,762-3,762-100%$294.7K———
Private Advisor Group, LLC
N/A—3,620-3,620-100%$283.6K———
KKM Financial LLC
N/A—3,356-3,356-100%$262.9K———
Kingsview Wealth Management, LLC
N/A—2,604-2,604-100%$204.0K———
JPMorgan Chase & Co
N/A—1,750-1,750-100%$137.1K———
Aptus Capital Advisors, LLC
N/A—1,176-1,176-100%$92.1K———
BFC Planning, Inc.
N/A—910-910-100%$71.3K———
Medallion Wealth Advisors, LLC
N/A—776-776-100%$60.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—660-660-100%$51.7K———
Colonial Trust Co / SC
N/A—400-400-100%$31.3K———
Geneos Wealth Management Inc.
N/A—350-350-100%$27.4K———
Global Retirement Partners, LLC
N/A—244-244-100%$19.1K———
IFG Advisory, LLC
N/A—239-239-100%$18.8K———
Bank of Montreal
N/A—86-86-100%$6.7K———
Rossby Financial, LCC
N/A—77-77-100%$6.0K———
Hollencrest Capital Management
N/A—65-65-100%$5.1K———
Allworth Financial LP
N/A—55-55-100%$4.3K———
Showing 71 of 71 institutions