Who Owns ProShares Investment Grade-Intr Rt Hdgd (IGHG)? -- Institutional Holders (2026-06-30)
25 institutions reported holding $31.6M of ProShares Investment Grade-Intr Rt Hdgd (IGHG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Larry Mathis Financial Planning, LLC ($5.4M), STEPHENS INC /AR/ ($5.4M), Cambridge Investment Research Advisors, Inc. ($4.9M), Certified Advisory Corp ($2.9M), Capital Advisors, Ltd. LLC ($2.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Larry Mathis Financial Planning, LLC | $5.4M | 69,485 | Added |
| 2 | STEPHENS INC /AR/ | $5.4M | 69,116 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $4.9M | 62,308 | Added |
| 4 | Certified Advisory Corp | $2.9M | 37,491 | Trimmed |
| 5 | Capital Advisors, Ltd. LLC | $2.5M | 32,048 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 31,404 | Added |
| 7 | ASSETMARK, INC | $2.4M | 31,164 | New |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $1.0M | 12,809 | Added |
| 9 | SteelPeak Wealth, LLC | $737,873 | 9,420 | Trimmed |
| 10 | Kovack Advisors, Inc. | $650,861 | 8,327 | Trimmed |
| 11 | PARTNERS WEALTH MANAGEMENT, LLC | $551,450 | 7,040 | Hold |
| 12 | Duncan Williams Asset Management, LLC | $438,648 | 5,600 | Hold |
| 13 | Savvy Advisors, Inc. | $316,243 | 4,037 | New |
| 14 | OPINICUS CAPITAL, INC. | $311,491 | 3,977 | Trimmed |
| 15 | Farther Finance Advisors, LLC | $296,064 | 3,780 | Added |
| 16 | Private Advisor Group, LLC | $283,570 | 3,620 | New |
| 17 | Patton Albertson Miller Group, LLC | $231,074 | 2,950 | Hold |
| 18 | NOVEM GROUP | $218,619 | 2,791 | Trimmed |
| 19 | Rockport Wealth LLC | $210,394 | 2,686 | Trimmed |
| 20 | BRYN MAWR TRUST Co | $108,565 | 1,386 | Hold |
| 21 | IFP Advisors, Inc | $45,980 | 587 | Added |
| 22 | PRIVATE TRUST CO NA | $41,202 | 526 | Hold |
| 23 | Spire Wealth Management | $25,379 | 324 | Added |
| 24 | Rossby Financial, LCC | $6,031 | 77 | New |
| 25 | J.W. COLE ADVISORS, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30