17 institutions reported holding $2.3M of PROSHARES GLOBAL LISTED PRIVATE EQUITY ETF (PEX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Beta Wealth Group, Inc. ($806,219), Royal Bank of Canada ($530,000), Cambridge Investment Research Advisors, Inc. ($316,000), Cetera Investment Advisers ($299,947), LPL Financial LLC ($261,983). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Beta Wealth Group, Inc. | $806,219 | 37,950 | Added |
| 2 | Royal Bank of Canada | $530,000 | 24,967 | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $316,000 | 14,865 | Added |
| 4 | Cetera Investment Advisers | $299,947 | 14,119 | Trimmed |
| 5 | LPL Financial LLC | $261,983 | 12,332 | New |
| 6 | Allworth Financial LP | $19,120 | 900 | Hold |
| 7 | WELLS FARGO & COMPANY/MN | $12,363 | 582 | Added |
| 8 | OSAIC HOLDINGS, INC. | $6,372 | 300 | Hold |
| 9 | UBS Group AG | $3,187 | 150 | Trimmed |
| 10 | JPMORGAN CHASE & CO | $186 | 9 | Hold |
| 11 | MORGAN STANLEY | $43 | 2 | Trimmed |
| 12 | BlackRock, Inc. | $14 | 1 | New |
| 13 | Root Financial Partners, LLC | $0 | 0 | Exited |
| 14 | FLOW TRADERS U.S. LLC | $0 | 0 | Exited |
| 15 | Blue Trust, Inc. | $0 | 0 | Exited |
| 16 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 17 | Betterment LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31