PROSHARES TR shareholder history

Current and past PROSHARES TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.02%Q2 2013Q3 2023118
Citadel Advisors 3620.00%0.00%0.00%Q1 2014Q3 202380
GOLDMAN SACHS GROUP INC 1840.00%0.00%0.01%Q1 2012Q3 202374
Cutler Group LLC / CA 2920.00%0.00%0.03%Q4 2015Q3 202374
BARCLAYS PLC 2820.00%0.00%0.01%Q2 2013Q3 202170
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202350
Capital Investment Counsel, Inc 42420.09%0.15%0.34%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
TOTH FINANCIAL ADVISORY CORP 42420.31%1.06%1.56%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 3920.00%0.00%0.00%Q2 2013Q3 202341
Hartford Financial Management Inc. 3470.00%0.01%0.01%Q2 2013Q3 202341
WELLS FARGO & COMPANY/MN 3740.00%0.00%0.00%Q2 2013Q3 202341
Tower Research Capital LLC (TRC) 1820.00%0.16%0.78%Q3 2013Q3 202336
KINGS POINT CAPITAL MANAGEMENT 34340.00%0.01%0.02%Q4 2013Q1 202234
ENVESTNET ASSET MANAGEMENT INC 2130.00%0.01%0.06%Q2 2013Q3 202333
Creative Planning 1870.00%0.00%0.00%Q2 2013Q4 202133
JANE STREET GROUP, LLC 1710.00%0.00%0.01%Q1 2014Q1 202233
VALLEY NATIONAL ADVISERS INC 31310.00%0.00%0.00%Q1 2016Q3 202331
BLAIR WILLIAM & CO/IL 31310.00%0.00%0.01%Q1 2016Q3 202331
UBS Group AG 1420.00%0.00%0.00%Q4 2014Q3 202331
TRUIST FINANCIAL CORP 31310.00%0.01%0.02%Q4 2014Q2 202231
LPL Financial LLC 2730.00%0.01%0.02%Q2 2013Q2 202330
Rehmann Capital Advisory Group 2250.06%0.12%0.19%Q2 2010Q1 201727
Advisory Services Network, LLC 1310.00%0.02%0.14%Q4 2013Q1 202327
HUNTINGTON NATIONAL BANK 1320.00%0.00%0.00%Q2 2010Q3 202324
CIBC Private Wealth Group, LLC 13110.00%0.00%0.00%Q3 2017Q3 202324
EXENCIAL WEALTH ADVISORS, LLC 23230.08%1.10%2.62%Q1 2013Q3 201823
WealthTrust-Arizona, LLC 23230.00%0.01%0.01%Q2 2013Q4 201823
Virtu Financial LLC 1510.03%0.22%0.73%Q2 2013Q3 201922
WOLVERINE ASSET MANAGEMENT LLC 410.00%0.01%0.04%Q2 2013Q2 201722
IFP Advisors, Inc 1110.00%0.01%0.04%Q4 2015Q4 202222
ROANOKE ASSET MANAGEMENT CORP/ NY 22220.22%0.27%0.36%Q2 2018Q3 202322
US BANCORP \DE\ 2110.00%0.00%0.00%Q1 2016Q3 202322
Carroll Financial Associates, Inc. 21210.00%0.00%0.00%Q4 2014Q4 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
SIMPLEX TRADING, LLC 910.00%0.01%0.03%Q1 2015Q1 202321
Parallax Volatility Advisers, L.P. 1920.00%0.00%0.00%Q2 2013Q2 201921
American Portfolios Advisors 20200.00%0.00%0.00%Q4 2017Q3 202220
ROYAL BANK OF CANADA 1210.00%0.00%0.00%Q2 2013Q4 202220
THOMPSON DAVIS & CO., INC. 20200.02%0.03%0.07%Q4 2013Q3 201820
CITIGROUP INC 810.00%0.00%0.00%Q2 2013Q3 202319
Mosaic Financial Partners, Inc. 19190.14%0.18%0.24%Q4 2013Q2 201819
SRS Capital Advisors, Inc. 1020.01%0.02%0.05%Q3 2018Q3 202319
Parisi Gray Wealth Management 910.10%0.14%0.18%Q4 2017Q3 202319
Bell Rock Capital LLC 1610.40%2.09%5.20%Q4 2016Q3 202219
Archford Capital Strategies, LLC 1360.00%0.01%0.02%Q1 2014Q2 201919
WOLVERINE TRADING, LLC 310.00%0.00%0.01%Q3 2016Q1 202319
Krilogy Financial LLC 1440.02%0.07%0.23%Q3 2015Q1 202218
Walleye Trading LLC 610.00%0.02%0.13%Q2 2013Q4 201518
LADENBURG THALMANN FINANCIAL SERVICES INC. 1620.01%0.01%0.02%Q1 2014Q4 201918
SANDERS MORRIS HARRIS LLC 1350.04%0.17%0.31%Q4 2016Q1 202218
Raymond James Financial Services Advisors, Inc. 810.00%0.00%0.00%Q1 2016Q2 202317
WFG Advisors, LP 17170.01%0.08%0.16%Q2 2013Q2 201717
Gemmer Asset Management LLC 17170.18%0.40%1.45%Q2 2014Q2 201817
Terra Nova Asset Management LLC 1520.54%2.28%4.49%Q1 2015Q4 202117
HARBOR INVESTMENT ADVISORY, LLC 16160.02%0.04%0.11%Q4 2019Q3 202316
Geneos Wealth Management Inc. 710.00%0.38%2.15%Q1 2017Q3 202316
HighTower Advisors, LLC 1410.00%0.00%0.01%Q3 2018Q3 202316
9258 Wealth Management, LLC 16160.15%0.29%0.50%Q4 2019Q3 202316
NWAM LLC 640.02%0.04%0.06%Q3 2017Q1 202215
Chicago Partners Investment Group LLC 1320.00%0.02%0.03%Q2 2018Q3 202315
MSI Financial Services Inc 15150.00%0.00%0.00%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
CAPTRUST FINANCIAL ADVISORS 960.00%0.00%0.00%Q2 2018Q2 202215
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
Glassman Wealth Services 1310.00%0.00%0.01%Q4 2019Q3 202314
SII INVESTMENTS INC/WI 13130.03%0.07%0.11%Q2 2013Q2 201613
Virtu KCG Holdings LLC 710.00%0.01%0.03%Q3 2013Q2 201713
Sheaff Brock Investment Advisors, LLC 13130.05%0.06%0.07%Q4 2016Q4 201913
Timber Hill LLC 610.00%0.00%0.01%Q3 2013Q1 201713
ROOSEVELT INVESTMENT GROUP LLC 1030.02%0.03%0.04%Q2 2019Q3 202213
Risk Paradigm Group, LLC 1010.04%0.20%0.77%Q1 2015Q4 201813
NVWM, LLC 13130.00%0.00%0.01%Q4 2017Q4 202013
UBS AG 660.00%0.00%0.00%Q2 2013Q3 201412
Kestra Advisory Services, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
TrinityPoint Wealth, LLC 12120.05%0.06%0.07%Q4 2020Q3 202312
Allworth Financial LP 920.00%0.00%0.00%Q3 2018Q1 202311
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 810.00%0.00%0.00%Q4 2017Q3 202311
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
AMERICAN INTERNATIONAL GROUP, INC. 740.00%0.00%0.00%Q2 2013Q1 201611
Formidable Asset Management, LLC 11110.02%0.02%0.02%Q3 2013Q1 201611
RPg Family Wealth Advisory, LLC 810.00%0.02%0.04%Q4 2017Q4 202110
Private Advisor Group, LLC 410.00%0.01%0.01%Q3 2014Q4 202110
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.01%0.01%Q2 2018Q3 202010
Qube Research & Technologies Ltd 10100.00%0.00%0.00%Q2 2021Q3 202310
FMR LLC 310.00%0.00%0.00%Q4 2018Q2 202310
Regal Investment Advisors LLC 10100.00%0.00%0.00%Q2 2013Q3 201510
NEXT Financial Group, Inc 610.00%0.01%0.02%Q3 2014Q4 20199
Private Ocean, LLC 510.05%0.06%0.09%Q4 2018Q4 20219
DIMENSION CAPITAL MANAGEMENT LLC 810.05%0.18%0.24%Q1 2021Q3 20239
BANK OF MONTREAL /CAN/ 720.00%0.00%0.00%Q2 2021Q3 20239
FAS Wealth Partners, Inc. 990.08%0.15%0.30%Q4 2016Q4 20189
SPHINX TRADING, LP 990.01%0.02%0.04%Q4 2014Q4 20169
FOUNDERS FINANCIAL SECURITIES LLC 880.03%0.05%0.06%Q1 2021Q4 20228
Private Wealth Advisors, Inc. 510.08%0.19%0.92%Q2 2013Q2 20198
Geneva Advisors, LLC 410.00%0.00%0.01%Q4 2014Q2 20178
Integrated Investment Consultants, LLC 710.01%0.01%0.01%Q1 2016Q1 20188
SG Americas Securities, LLC 710.00%0.02%0.03%Q3 2016Q4 20188
COMMERZBANK AKTIENGESELLSCHAFT /FI 880.00%0.00%0.01%Q2 2014Q1 20168
MADISON WEALTH MANAGEMENT 880.06%0.07%0.08%Q4 2020Q3 20228
TWO SIGMA SECURITIES, LLC 210.00%0.05%0.25%Q4 2014Q4 20207
Avestar Capital, LLC 770.05%0.06%0.07%Q4 2017Q2 20197
HAZLETT, BURT & WATSON, INC. 770.00%0.00%0.00%Q1 2022Q3 20237
Compagnie Lombard Odier SCmA 770.01%0.02%0.04%Q2 2015Q4 20167
Beirne Wealth Consulting Services, LLC 610.12%0.34%0.46%Q4 2018Q4 20207
SeaCrest Wealth Management, LLC 610.00%0.00%0.01%Q4 2017Q2 20227
UNITED CAPITAL FINANCIAL ADVISORS, LLC 420.01%0.01%0.02%Q3 2014Q3 20166
Atria Investments, Inc 660.16%0.20%0.27%Q2 2013Q3 20146
CWM, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Mathes Company, Inc. 660.08%0.11%0.16%Q3 2020Q4 20216
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 310.02%0.04%0.07%Q1 2014Q1 20176
Rathbones Group PLC 310.01%0.01%0.02%Q4 2014Q1 20186
DEUTSCHE BANK AG\ 660.00%0.00%0.01%Q3 2013Q4 20146
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q2 2013Q2 20156
Karp Capital Management Corp 660.08%1.18%1.84%Q3 2018Q4 20196
ARGI Investment Services, LLC 660.01%0.01%0.01%Q3 2021Q4 20226
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
CENTRAL TRUST Co 550.00%0.00%0.00%Q2 2013Q2 20145
SENTINEL TRUST CO LBA 550.03%0.04%0.08%Q2 2015Q2 20165
Partnervest Advisory Services LLC 550.01%0.02%0.02%Q2 2013Q2 20145
SYNOVUS FINANCIAL CORP 550.01%0.01%0.01%Q3 2022Q3 20235
STEVENS CAPITAL MANAGEMENT LP 550.01%0.02%0.02%Q2 2013Q2 20145
OLD MISSION CAPITAL LLC 550.01%0.05%0.09%Q2 2021Q2 20225
NewEdge Advisors, LLC 410.00%0.00%0.01%Q2 2017Q3 20235
US FINANCIAL ADVISORS, LLC 550.00%0.03%0.05%Q4 2014Q4 20155
RAYMOND JAMES & ASSOCIATES 550.00%0.00%0.00%Q4 2017Q4 20185
Kore Private Wealth LLC 320.00%0.00%0.00%Q4 2018Q2 20205
Gupta Wealth Management LLC 440.00%0.07%0.12%Q1 2015Q4 20154
Freedom Investment Management, Inc. 440.05%0.05%0.06%Q3 2014Q2 20154
Cetera Advisor Networks LLC 210.00%0.01%0.02%Q3 2015Q2 20204
Commonwealth Equity Services, Inc 440.00%0.01%0.01%Q2 2013Q1 20144
AMERIPRISE FINANCIAL INC 440.00%0.00%0.00%Q2 2013Q1 20144
MID CONTINENT CAPITAL LLC/IL 220.06%0.07%0.09%Q2 2013Q4 20144
Cassaday & Co Wealth Management LLC 440.03%0.05%0.06%Q4 2022Q3 20234
BerganKDV Wealth Management, LLC 310.00%0.00%0.00%Q4 2019Q4 20214
JPMORGAN CHASE & CO 210.00%0.00%0.00%Q4 2018Q3 20234
QCM Cayman, Ltd. 440.06%0.12%0.15%Q2 2014Q1 20154
Wealthcare Advisory Partners LLC 310.01%0.01%0.01%Q1 2017Q3 20214
HM PAYSON & CO 440.00%0.00%0.00%Q2 2019Q1 20204
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
B. Riley Wealth Management, Inc. 440.01%0.02%0.03%Q1 2014Q4 20144
Financial Architects, Inc 440.00%0.00%0.00%Q2 2014Q1 20154
AVALON CAPITAL MANAGEMENT 440.57%0.99%1.43%Q2 2017Q1 20184
FIFTH THIRD BANCORP 210.00%0.00%0.00%Q3 2014Q3 20204
SIGNATUREFD, LLC 310.00%0.00%0.01%Q2 2013Q1 20224
Stratos Wealth Partners, LTD. 440.01%0.01%0.01%Q4 2017Q3 20184
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
YorkBridge Wealth Partners, LLC 310.00%0.01%0.01%Q4 2016Q2 20194
Good Life Advisors, LLC 440.02%0.03%0.04%Q2 2021Q1 20224
Tevis Investment Management 330.01%0.01%0.01%Q4 2021Q2 20223
Orca Investment Management, LLC 331.05%1.67%2.03%Q3 2017Q1 20183
TRUE Private Wealth Advisors 210.00%0.00%0.00%Q2 2019Q3 20203
Virtue Capital Management, LLC 210.01%0.03%0.07%Q4 2017Q2 20193
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
WHITTIER TRUST CO 330.00%0.00%0.00%Q2 2013Q4 20133
SOL Capital Management CO 330.08%0.08%0.09%Q1 2014Q3 20143
Cetera Investment Advisers 330.01%0.02%0.02%Q4 2020Q2 20213
Savant Capital, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Activest Wealth Management 210.01%0.10%0.30%Q3 2021Q4 20223
Snowden Capital Advisors LLC 330.01%0.01%0.01%Q4 2022Q2 20233
TCI Wealth Advisors, Inc. 220.01%0.01%0.01%Q2 2014Q3 20142
Intrua Financial, LLC 110.00%0.00%0.01%Q2 2020Q2 20202
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q1 2018Q3 20182
CMT TRADING LLC 220.50%1.13%1.75%Q4 2014Q1 20152
INVESTMENT PARTNERS, LTD. 110.14%0.14%0.15%Q1 2016Q3 20162
IHT Wealth Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
U S GLOBAL INVESTORS INC 220.10%0.10%0.10%Q2 2017Q3 20172
BDO Wealth Advisors, LLC 220.00%0.01%0.01%Q1 2021Q2 20212
BUCKINGHAM STRATEGIC PARTNERS, LLC 220.02%0.03%0.05%Q4 2021Q1 20222
Manchester Capital Management LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Ranch Capital Advisors Inc. 220.00%0.00%0.00%Q4 2019Q1 20202
Cerity Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CenterStar Asset Management, LLC 110.01%0.12%0.23%Q3 2019Q3 20192
Main Management LLC 220.01%0.01%0.01%Q2 2020Q3 20202
FIRST NATIONAL CORP /MA/ /ADV 220.02%0.02%0.02%Q4 2018Q1 20192
BNP PARIBAS FINANCIAL MARKETS 220.00%0.00%0.00%Q2 2014Q3 20142
Phocas Financial Corp. 110.00%0.00%0.00%Q4 2018Q2 20192
Integrated Advisors Network LLC 110.01%0.05%0.08%Q3 2021Q1 20222
SpiderRock Advisors, LLC 110.01%0.06%0.10%Q1 2017Q1 20172
Lenox Wealth Advisors, LLC 220.06%0.07%0.07%Q2 2013Q3 20132
Placemark Investments, Inc. 220.01%0.01%0.01%Q3 2014Q4 20142
MARINER INDEPENDENT ADVISOR NETWORK, LLC 110.07%0.10%0.12%Q1 2017Q2 20182
FIRST MANHATTAN CO. LLC. 220.00%0.00%0.00%Q4 2019Q1 20202
Mosaic Family Wealth, LLC 220.01%0.01%0.01%Q4 2015Q1 20162
B. Riley Wealth Advisors, Inc. 110.00%0.01%0.02%Q2 2014Q4 20142
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q4 2016Q4 20161
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q2 2013Q2 20131
SPROTT INC. 110.03%0.03%0.03%Q3 2021Q3 20211
Lighthouse Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
GEMS MANAGEMENT LTD 111.30%1.30%1.30%Q2 2013Q2 20131
Regent Peak Wealth Advisors LLC 110.03%0.03%0.03%Q4 2020Q4 20201
HAYS ADVISORY LLC 110.03%0.03%0.03%Q1 2018Q1 20181
TCG Advisory Services, LLC 110.06%0.06%0.06%Q1 2021Q1 20211
SEI INVESTMENTS CO 110.00%0.00%0.00%Q1 2016Q1 20161
XR Securities LLC 110.03%0.03%0.03%Q2 2020Q2 20201
Gradient Investments LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Paradigm Financial Advisors, LLC 110.02%0.02%0.02%Q1 2014Q1 20141
CAHILL FINANCIAL ADVISORS INC 110.01%0.01%0.01%Q3 2021Q3 20211
Hoxton Financial, Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
Truvestments Capital LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Hedeker Wealth, LLC 110.01%0.01%0.01%Q2 2015Q2 20151
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q2 2014Q2 20141
Retirement Planning Co of New England, Inc. 110.07%0.07%0.07%Q4 2021Q4 20211
Mariner, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Founders Financial Alliance, LLC 110.10%0.10%0.10%Q2 2022Q2 20221
Heritage Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
Bryn Mawr Capital Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Ground Swell Capital, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
NEIRG Wealth Management, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Core Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
PRW Wealth Management LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Royal Fund Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
Global Retirement Partners, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Close Asset Management Ltd 110.00%0.00%0.00%Q1 2019Q1 20191
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Simplicity Solutions, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Hudock, Inc. 110.00%0.00%0.00%Q2 2013Q2 20131
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q1 2020Q1 20201
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q4 2020Q4 20201
LEVEL FOUR ADVISORY SERVICES, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q2 2013Q2 20131
SteelPeak Wealth, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
WASHINGTON TRUST Co 110.02%0.02%0.02%Q4 2014Q4 20141
Allegis Investment Advisors, LLC 110.22%0.22%0.22%Q4 2016Q4 20161
Hexagon Capital Partners LLC 110.00%0.00%0.00%Q3 2020Q3 20201
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q4 2017Q4 20171
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q3 2013Q3 20131
Jane Street Holding, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Highlander Capital Management, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Thomasville National Bank 110.00%0.00%0.00%Q1 2015Q1 20151
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2017Q3 20171
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q2 2017Q2 20171
External links

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