PROSHARES TR shareholder history

Current and past PROSHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Cutler Group LLC / CA 1530.00%0.00%0.01%Q4 2015Q3 202352
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1520.00%0.00%0.00%Q2 2013Q3 202344
MORGAN STANLEY 3720.00%0.00%0.00%Q4 2013Q3 202339
JANE STREET GROUP, LLC 1610.00%0.01%0.08%Q1 2014Q3 202335
WELLS FARGO & COMPANY/MN 34340.00%0.00%0.01%Q2 2013Q3 202134
LPL Financial LLC 1630.00%0.00%0.02%Q2 2013Q3 202333
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.02%Q2 2013Q4 201927
Citadel Advisors 710.00%0.00%0.00%Q4 2015Q3 202326
UBS Group AG 510.00%0.00%0.00%Q1 2015Q3 202326
ENVESTNET ASSET MANAGEMENT INC 2120.00%0.01%0.08%Q2 2013Q4 202223
Ironsides Asset Advisors, LLC 1660.13%0.38%1.17%Q4 2017Q3 202322
First Heartland Consultants, Inc. 1920.02%0.27%0.95%Q2 2013Q3 202321
ROYAL BANK OF CANADA 1020.00%0.00%0.00%Q2 2013Q2 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
InterOcean Capital, LLC 1430.06%0.25%0.51%Q2 2013Q1 202020
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q2 2016Q3 202219
EVERGREEN CAPITAL MANAGEMENT LLC 17170.02%0.05%0.12%Q4 2015Q4 201917
FALCON POINT CAPITAL, LLC 16160.06%0.33%1.72%Q3 2016Q2 202016
FLOW TRADERS U.S. LLC 810.01%0.62%5.17%Q2 2016Q1 202314
IFP Advisors, Inc 610.00%0.02%0.19%Q4 2015Q1 202314
Jefferies Group LLC 510.00%0.01%0.05%Q2 2013Q3 202214
Raymond James Financial Services Advisors, Inc. 1210.00%0.00%0.01%Q4 2015Q3 202013
MACQUARIE GROUP LTD 13130.00%0.00%0.01%Q4 2015Q4 201813
Virtu Financial LLC 810.02%0.15%0.71%Q1 2016Q4 201913
BANK OF AMERICA CORP /DE/ 410.00%0.00%0.00%Q1 2015Q3 202311
Advisor Group, Inc. 11110.00%0.00%0.00%Q2 2016Q4 201811
US BANCORP \DE\ 11110.00%0.00%0.00%Q1 2020Q3 202211
SIMPLEX TRADING, LLC 810.00%0.00%0.01%Q3 2016Q3 202310
Sicart Associates LLC 10102.05%3.29%4.68%Q4 2017Q1 202010
KINGS POINT CAPITAL MANAGEMENT 990.00%0.00%0.00%Q1 2020Q1 20229
HighTower Advisors, LLC 710.00%0.04%0.08%Q4 2018Q3 20239
Pinnacle Summer Investments, Inc. 810.13%0.16%0.21%Q2 2013Q3 20159
SG Americas Securities, LLC 510.00%0.01%0.01%Q1 2018Q4 20229
EDMOND DE ROTHSCHILD HOLDING S.A. 410.00%0.01%0.03%Q3 2015Q1 20208
Parallel Advisors, LLC 620.00%0.00%0.00%Q2 2020Q4 20228
Advisory Services Network, LLC 530.00%0.03%0.12%Q4 2014Q2 20238
Transamerica Financial Advisors, Inc. 610.00%0.00%0.00%Q3 2013Q3 20168
Banque Cantonale Vaudoise 710.01%0.02%0.03%Q1 2021Q3 20238
BREWIN DOLPHIN LTD 770.00%0.00%0.00%Q3 2017Q1 20197
Csenge Advisory Group 770.47%0.89%1.17%Q1 2022Q3 20237
Worth Asset Management, LLC 770.70%1.70%3.00%Q1 2022Q3 20237
VISTA FINANCE, LLC 665.51%11.93%16.04%Q2 2022Q3 20236
Private Advisor Group, LLC 310.01%0.02%0.04%Q3 2014Q3 20206
Hilltop Holdings Inc. 660.08%0.84%1.34%Q2 2022Q3 20236
Renaissance Technologies 660.00%0.00%0.00%Q2 2022Q3 20236
REUTER JAMES WEALTH MANAGEMENT, LLC 512.69%6.13%8.88%Q1 2022Q3 20236
HRT FINANCIAL LP 310.00%0.01%0.03%Q2 2020Q3 20236
TWO SIGMA SECURITIES, LLC 210.00%0.02%0.11%Q4 2016Q4 20226
AE Wealth Management LLC 660.01%0.01%0.02%Q2 2022Q3 20236
BlackDiamond Wealth Management, LLC 660.41%0.59%0.78%Q2 2022Q3 20236
Belvedere Trading LLC 210.00%0.01%0.05%Q1 2021Q1 20236
BARCLAYS PLC 420.00%0.00%0.00%Q3 2020Q3 20226
Belpointe Asset Management LLC 550.01%0.02%0.04%Q1 2022Q1 20235
TD Waterhouse Canada Inc. 320.00%0.02%0.03%Q1 2022Q2 20235
NewEdge Advisors, LLC 310.01%0.02%0.02%Q1 2020Q3 20225
Spire Wealth Management 550.00%0.03%0.09%Q3 2022Q3 20235
Cutler Capital Management, LLC 550.07%0.11%0.12%Q2 2013Q2 20145
Almanack Investment Partners, LLC. 550.18%2.03%5.88%Q2 2018Q2 20195
Hudock, Inc. 550.13%0.69%0.94%Q2 2018Q2 20195
WEDBUSH SECURITIES INC 550.05%0.05%0.06%Q3 2015Q3 20165
Samalin Investment Counsel, LLC 410.19%0.33%0.45%Q2 2022Q3 20235
Mutual Advisors, LLC 550.02%0.02%0.02%Q3 2022Q3 20235
Weaver Consulting Group 550.02%0.07%0.26%Q1 2019Q1 20205
Lake Hills Wealth Management, LLC 552.83%4.75%6.09%Q2 2022Q2 20235
Delos Wealth Advisors, LLC 550.01%1.11%1.92%Q3 2022Q3 20235
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q4 2021Q3 20235
AXXCESS WEALTH MANAGEMENT, LLC 410.02%0.03%0.03%Q1 2022Q2 20235
GOLDMAN SACHS GROUP INC 220.00%0.00%0.00%Q2 2018Q1 20224
Atria Investments, Inc 440.02%0.03%0.03%Q1 2016Q4 20164
Gunderson Capital Management Inc. 210.18%0.80%1.50%Q4 2019Q3 20224
M Holdings Securities, Inc. 440.02%0.03%0.04%Q2 2020Q1 20214
Geneos Wealth Management Inc. 310.00%0.01%0.01%Q2 2020Q2 20234
New Harbor Financial Group, LLC 440.03%0.04%0.04%Q4 2014Q3 20154
Verition Fund Management LLC 440.03%0.06%0.10%Q3 2013Q2 20144
OSAIC HOLDINGS, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
JPMORGAN CHASE & CO 310.00%0.00%0.00%Q4 2015Q2 20234
U.S. Capital Wealth Advisors, LLC 440.05%0.12%0.19%Q2 2022Q1 20234
UBS AG 310.00%0.00%0.00%Q3 2013Q3 20144
Integrated Advisors Network LLC 310.26%0.31%0.36%Q1 2020Q4 20224
M.D. Sass, Inc. 440.12%0.16%0.21%Q1 2022Q4 20224
FIRST AMERICAN TRUST, FSB 440.03%0.04%0.06%Q4 2022Q3 20234
Mirae Asset Global Investments Co., Ltd. 440.01%0.02%0.02%Q4 2022Q3 20234
PHILADELPHIA TRUST CO 440.10%0.12%0.14%Q4 2022Q3 20234
Leucadia National 440.04%0.04%0.05%Q4 2022Q3 20234
Brookstone Capital Management 443.11%4.15%5.24%Q3 2015Q2 20164
Castleview Partners, LLC 440.00%0.03%0.11%Q1 2022Q4 20224
Portfolio Strategies Inc 440.53%0.94%1.24%Q4 2013Q3 20144
Hikari Tsushin, Inc. 210.11%0.18%0.33%Q1 2016Q1 20183
Virtu KCG Holdings LLC 330.01%0.22%0.35%Q4 2016Q2 20173
Jane Street Holding, LLC 330.01%0.02%0.04%Q2 2013Q4 20133
Placemark Investments, Inc. 330.00%0.00%0.01%Q2 2013Q4 20133
FMR LLC 210.00%0.00%0.00%Q4 2018Q1 20203
Pinnacle Private Wealth, LLC 330.08%0.09%0.09%Q4 2021Q2 20223
Coppell Advisory Solutions LLC 210.02%0.02%0.02%Q4 2022Q3 20233
Stratos Wealth Advisors, LLC 210.01%0.20%0.32%Q1 2022Q3 20233
Financial Advocates Investment Management 330.07%0.09%0.10%Q1 2022Q3 20223
WESPAC Advisors, LLC 330.54%0.68%0.85%Q1 2023Q3 20233
SCHOLTZ & COMPANY, LLC 330.15%1.02%1.84%Q2 2022Q4 20223
Financial Enhancement Group LLC 330.20%0.23%0.25%Q1 2019Q3 20193
BANK OF MONTREAL /CAN/ 210.00%0.00%0.00%Q3 2021Q3 20223
Nadler Financial Group, Inc. 330.06%0.09%0.12%Q2 2022Q4 20223
FNY Investment Advisers, LLC 330.00%0.02%0.02%Q3 2018Q1 20193
PEAK FINANCIAL ADVISORS LLC 333.26%3.70%3.99%Q4 2022Q2 20233
PRELUDE CAPITAL MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2020Q3 20203
FIFTH THIRD BANCORP 330.00%0.00%0.00%Q2 2022Q4 20223
Cambridge Investment Research Advisors, Inc. 110.00%0.01%0.02%Q4 2015Q3 20223
Peak Capital Management LLC 210.00%0.09%0.26%Q2 2017Q2 20183
Investors Financial Group, LLC 330.20%0.27%0.31%Q4 2019Q2 20203
Verity Asset Management, Inc. 330.12%0.19%0.25%Q3 2022Q1 20233
Kingfisher Capital LLC 110.26%0.35%0.44%Q2 2016Q4 20162
PATHSTONE FAMILY OFFICE, LLC 220.04%0.05%0.05%Q1 2020Q2 20202
McIlrath & Eck, LLC 110.01%0.01%0.02%Q2 2020Q4 20222
Genesis Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2014Q1 20152
Bank of New York Mellon Corp 220.00%0.00%0.00%Q2 2016Q3 20162
Regal Investment Advisors LLC 110.02%0.02%0.02%Q1 2022Q4 20222
LASRY MARC 220.13%0.23%0.33%Q2 2013Q3 20132
J2 Capital Management Inc 220.68%0.89%1.09%Q3 2022Q4 20222
Maltin Wealth Management, Inc. 221.02%1.35%1.69%Q1 2022Q2 20222
Cavalier Investments, LLC 110.77%0.86%0.95%Q4 2018Q1 20222
ALTFEST L J & CO INC 110.22%0.35%0.48%Q2 2022Q2 20232
BTS Asset Management, Inc. 114.33%17.43%30.53%Q2 2013Q2 20222
CITIZENS FINANCIAL GROUP INC/RI 220.15%0.15%0.15%Q1 2023Q2 20232
Concert Wealth Management Inc. 220.69%1.77%2.85%Q2 2017Q3 20172
Private Wealth Advisors, LLC 223.13%4.68%6.23%Q4 2019Q1 20202
EDMOND DE ROTHSCHILD (SUISSE) S.A. 220.27%0.36%0.44%Q1 2016Q2 20162
IronBridge Private Wealth, LLC 223.40%3.82%4.24%Q2 2022Q3 20222
Thomas J. Herzfeld Advisors, Inc. 223.78%3.80%3.82%Q3 2022Q4 20222
Allworth Financial LP 220.00%0.00%0.00%Q1 2023Q2 20232
Fortis Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
InterOcean Capital Group, LLC 220.01%0.01%0.01%Q2 2022Q3 20222
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q1 2017Q2 20172
Deane Retirement Strategies, Inc. 110.00%0.49%0.98%Q4 2022Q3 20232
Financial Architects, Inc 220.04%0.05%0.05%Q3 2022Q4 20222
Trek Financial, LLC 110.03%0.07%0.12%Q2 2020Q1 20232
IRON Financial LLC 220.41%0.44%0.48%Q1 2017Q2 20172
NVWM, LLC 220.20%0.53%0.85%Q1 2022Q2 20222
AMERICAN INTERNATIONAL GROUP, INC. 220.00%0.00%0.00%Q4 2015Q1 20162
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q4 2014Q2 20152
Weatherstone Capital Management 110.05%0.05%0.05%Q4 2018Q4 20181
DRW Securities, LLC 110.03%0.03%0.03%Q2 2013Q2 20131
Mid-American Wealth Advisory Group, Inc. 111.86%1.86%1.86%Q3 2023Q3 20231
HIGHLAND CAPITAL MANAGEMENT LP 110.12%0.12%0.12%Q2 2013Q2 20131
LEVITT CAPITAL MANAGEMENT LLC 118.45%8.45%8.45%Q2 2013Q2 20131
Glovista Investments LLC 111.23%1.23%1.23%Q3 2015Q3 20151
Sowell Financial Services LLC 110.13%0.13%0.13%Q3 2021Q3 20211
Koshinski Asset Management, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
VALLEY NATIONAL ADVISERS INC 110.00%0.00%0.00%Q3 2022Q3 20221
Castle Financial & Retirement Planning Associates, Inc. 110.56%0.56%0.56%Q4 2021Q4 20211
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Asset Dedication, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
RETIREMENT CAPITAL STRATEGIES 114.07%4.07%4.07%Q1 2023Q1 20231
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q2 2017Q2 20171
VisionPoint Advisory Group, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
SANDERS MORRIS HARRIS LLC 110.16%0.16%0.16%Q1 2016Q1 20161
Orion Portfolio Solutions, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Realta Investment Advisors 111.65%1.65%1.65%Q1 2020Q1 20201
WealthShield Partners, LLC 110.06%0.06%0.06%Q1 2019Q1 20191
Guild Investment Management, Inc. 113.38%3.38%3.38%Q2 2015Q2 20151
Next Capital Management LLC 110.50%0.50%0.50%Q2 2022Q2 20221
CIBC Private Wealth Group, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
FURE FINANCIAL CORP 110.00%0.00%0.00%Q2 2022Q2 20221
Creative Planning 110.00%0.00%0.00%Q2 2017Q2 20171
PRIMORIS WEALTH ADVISORS, LLC 110.69%0.69%0.69%Q2 2022Q2 20221
Meridian Wealth Management, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Gradient Investments LLC 110.00%0.00%0.00%Q1 2016Q1 20161
GREAT WEST LIFE ASSURANCE CO /CAN/ 110.00%0.00%0.00%Q2 2015Q2 20151
Dynamic Advisor Solutions LLC 110.21%0.21%0.21%Q3 2022Q3 20221
Crestwood Advisors Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
FDx Advisors, Inc. 110.02%0.02%0.02%Q4 2016Q4 20161
Kensington Asset Management, LLC 11100.00%100.00%100.00%Q2 2022Q2 20221
Compagnie Lombard Odier SCmA 110.00%0.00%0.00%Q1 2021Q1 20211
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.13%0.13%0.13%Q1 2022Q1 20221
Sigma Planning Corp 110.04%0.04%0.04%Q4 2015Q4 20151
MIRABELLA FINANCIAL SERVICES LLP 110.01%0.01%0.01%Q3 2022Q3 20221
Hamilton Wealth, LLC 113.94%3.94%3.94%Q1 2020Q1 20201
CITIGROUP INC 110.00%0.00%0.00%Q3 2013Q3 20131
AMP Capital Investors Ltd 110.29%0.29%0.29%Q1 2018Q1 20181
Rikoon Group, LLC 110.51%0.51%0.51%Q3 2016Q3 20161
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q4 2013Q4 20131
Empowered Funds, LLC 110.41%0.41%0.41%Q4 2022Q4 20221
Total Clarity Wealth Management, Inc. 110.02%0.02%0.02%Q2 2022Q2 20221
Commonwealth Equity Services, Inc 110.01%0.01%0.01%Q2 2013Q2 20131
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q2 2022Q2 20221
EverSource Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
FLAGSHIP HARBOR ADVISORS, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q4 2020Q4 20201
FARMERS & MERCHANTS INVESTMENTS INC 110.00%0.00%0.00%Q3 2022Q3 20221
Patriot Financial Group Insurance Agency, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
NKCFO LLC 114.85%4.85%4.85%Q4 2018Q4 20181
Demars Financial Group, LLC 112.86%2.86%2.86%Q3 2023Q3 20231
Sterling Global Strategies LLC 110.56%0.56%0.56%Q4 2018Q4 20181
Coppell Advisory Solutions Corp. 110.02%0.02%0.02%Q4 2022Q4 20221
NATIONAL PLANNING CORP 110.17%0.17%0.17%Q2 2013Q2 20131
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Pekin Hardy Strauss, Inc. 110.05%0.05%0.05%Q2 2022Q2 20221
THRIVENT FINANCIAL FOR LUTHERANS 110.01%0.01%0.01%Q2 2022Q2 20221
Rehmann Capital Advisory Group 110.98%0.98%0.98%Q3 2011Q3 20111
Financial Services Advisory Inc 110.63%0.63%0.63%Q1 2023Q1 20231
PRECEPT MANAGEMENT LLC 110.45%0.45%0.45%Q1 2021Q1 20211
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q2 2022Q2 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
COMMONWEALTH EQUITY SERVICES, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Sunbelt Securities, Inc. 110.09%0.09%0.09%Q2 2022Q2 20221
Howard Capital Management Inc. 111.20%1.20%1.20%Q3 2022Q3 20221
Park Edge Advisors, LLC 113.18%3.18%3.18%Q4 2022Q4 20221
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q2 2020Q2 20201
RAYMOND JAMES & ASSOCIATES 110.00%0.00%0.00%Q4 2015Q4 20151
Live Your Vision, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
External links

This page lists all the filers that currently own PROSHARES TR or have owned PROSHARES TR in the past.