Who Owns PROSHARES S&P 500 EX-ENERGY (SPXE)? -- Institutional Holders (2026-06-30)

38 institutions reported holding $42.5M of PROSHARES S&P 500 EX-ENERGY (SPXE) in SEC 13F filings for 2026-06-30. Largest institutional holders: BWM Planning, LLC ($11.2M), GOLDMAN SACHS GROUP INC ($9.5M), JPMORGAN CHASE & CO ($4.2M), Pathstone Holdings, LLC ($3.3M), LPL Financial LLC ($2.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BWM Planning, LLC$11.2M139,194Hold
2GOLDMAN SACHS GROUP INC$9.5M118,000Hold
3JPMORGAN CHASE & CO$4.2M52,090Hold
4Pathstone Holdings, LLC$3.3M41,073Hold
5LPL Financial LLC$2.5M30,717Trimmed
6Range Advisory, LLC$1.3M16,614Added
7Equitable Holdings, Inc.$1.2M14,854Trimmed
8MATHER GROUP, LLC.$823,10410,200Hold
9CITADEL ADVISORS LLC$806,6429,996Added
10Private Advisor Group, LLC$790,2619,793Hold
11Capstone Wealth Management Group, Inc.$615,5537,628New
12FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$582,3877,217Hold
13Royal Bank of Canada$556,0006,890Hold
14Kestra Advisory Services, LLC$506,8946,281Added
15BANK OF AMERICA CORP /DE/$496,3676,151Added
16TWIN FOCUS CAPITAL PARTNERS, LLC$468,0405,800Hold
17EP Wealth Advisors, LLC$434,2925,382Trimmed
18SENTINEL TRUST CO LBA$381,0004,722Hold
19Sterling Investment Counsel, LLC$357,4054,429Added
20Stratos Wealth Partners, LTD.$347,9634,312Added
21Midwest Trust Co$315,1203,905New
22Thrivent Financial for Lutherans$267,0003,306Trimmed
23Centurion Wealth Management LLC$261,2073,237Added
24APPLETON PARTNERS INC/MA$246,0003,046Trimmed
25INDEPENDENT FINANCIAL GROUP, LLC$242,0903,000Hold

Source: SEC Form 13F filings · as of 2026-06-30