Proshares Merger ETF (MRGR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Savant Capital, LLC

INCREASED

Shares69,286 from 33,823

Change+35,463 (+105%)

Value$3.1M (+$1.6M)

Filed 2026-11-06

Syntegra Private Wealth Group, LLC

DECREASED

Shares30,066 from 31,159

Change-1,093 (-4%)

Value$1.3M (-$66.2K)

Filed 2026-10-13

Creative Planning

INCREASED

Shares21,837 from 21,599

Change+238 (+1%)

Value$980.3K (-$1.2K)

Filed 2026-11-02

City Center Advisors, LLC

INCREASED

Shares9,231 from 7,541

Change+1,690 (+22%)

Value$414.4K (+$71.7K)

Filed 2026-10-08

Independent Wealth Advisors LLC

NEW

Shares6,930

Change+6,930

Value$311.1K

Filed 2026-10-27

Kestra Advisory Services, LLC

INCREASED

Shares6,650 from 5,110

Change+1,540 (+30%)

Value$298.5K (+$66.3K)

Filed 2026-11-02

1620 Investment Advisors, Inc.

INCREASED

Shares1,699 from 1,649

Change+50 (+3%)

Value$76.3K (+$1.3K)

Filed 2026-11-04

IMG Wealth Management, Inc.

UNCHANGED

Shares174 from 174

Change0 (0%)

Value$7.8K (-$88)

Filed 2026-10-27

Royal Bank of Canada

N/A

Shares— from 17,617

Change-17,617 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 15,757

Change-15,757 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 6,754

Change-6,754 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,793

Change-1,793 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 623

Change-623 (-100%)

Value—

N/A

Shares— from 294

Change-294 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Savant Capital, LLC	INCREASED	69,286	33,823	+35,463	+105%	$1.5M	$3.1M	+$1.6M	2026-11-06
Syntegra Private Wealth Group, LLC	DECREASED	30,066	31,159	-1,093	-4%	$1.4M	$1.3M	-$66.2K	2026-10-13
Creative Planning	INCREASED	21,837	21,599	+238	+1%	$981.5K	$980.3K	-$1.2K	2026-11-02
City Center Advisors, LLC	INCREASED	9,231	7,541	+1,690	+22%	$342.7K	$414.4K	+$71.7K	2026-10-08
Independent Wealth Advisors LLC	NEW	6,930	—	+6,930	—	—	$311.1K	—	2026-10-27
Kestra Advisory Services, LLC	INCREASED	6,650	5,110	+1,540	+30%	$232.2K	$298.5K	+$66.3K	2026-11-02
1620 Investment Advisors, Inc.	INCREASED	1,699	1,649	+50	+3%	$74.9K	$76.3K	+$1.3K	2026-11-04
IMG Wealth Management, Inc.	UNCHANGED	174	174	0	0%	$7.9K	$7.8K	-$88	2026-10-27
Royal Bank of Canada	N/A	—	17,617	-17,617	-100%	$800.0K	—	—	—
Jane Street Group, LLC	N/A	—	15,757	-15,757	-100%	$716.0K	—	—	—
Ethos Financial Group, LLC	N/A	—	6,754	-6,754	-100%	$306.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,793	-1,793	-100%	$81.6K	—	—	—
Harbour Investments, Inc.	N/A	—	623	-623	-100%	$28.3K	—	—	—
UBS Group AG	N/A	—	294	-294	-100%	$13.4K	—	—	—
AE Wealth Management LLC	N/A	—	50	-50	-100%	$2.3K	—	—	—
Morgan Stanley	N/A	—	1	-1	-100%	$89	—	—	—

Showing 16 of 16 institutions