PROSHARES TR

Ticker: SPXE CUSIP: 74347B581 Class: ETF

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
BWM Planning, LLC139,194$10,284
GOLDMAN SACHS GROUP INC118,000$8,718
JPMORGAN CHASE & CO52,240$3,860
Pathstone Holdings, LLC41,073$3,035
LPL Financial LLC27,710$2,047
Equitable Holdings, Inc.16,028$1,184
BANK OF AMERICA CORP /DE/15,000$1,108
MATHER GROUP, LLC.10,200$754
Private Advisor Group, LLC9,793$724
Capstone Wealth Management Group LLC8,391$620
EP Wealth Advisors, LLC8,391$620
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/7,247$535
ROYAL BANK OF CANADA6,655$492
Kestra Advisory Services, LLC6,266$463
TWIN FOCUS CAPITAL PARTNERS, LLC5,800$429
SENTINEL TRUST CO LBA4,722$0
SUSQUEHANNA INTERNATIONAL GROUP, LLP4,694$347
Sterling Investment Counsel, LLC4,391$324
Stratos Wealth Partners, LTD.4,220$312
Thrivent Financial for Lutherans3,503$0
APPLETON PARTNERS INC/MA3,321$0
Centurion Wealth Management LLC3,032$224
OSAIC HOLDINGS, INC.2,247$166
SageView Advisory Group, LLC1,697$125
Nova Wealth Management, Inc.350$26
UBS Group AG179$13
GPS Wealth Strategies Group, LLC107$8
POM Investment Strategies, LLC30$2
DHJJ Financial Advisors, Ltd.8$1
WELLS FARGO & COMPANY/MN1$0
MORGAN STANLEY1$0
Total (31 institutions)504,491$36,420