16 institutions reported holding $16.6M of Proshares S&P 500 Ex-Energy ETF (SPXE) in SEC 13F filings for 2026-06-30. Largest institutional holders: BWM Planning, LLC ($11.2M), MATHER GROUP, LLC. ($823,104), Private Advisor Group, LLC ($790,261), Capstone Wealth Management Group, Inc. ($615,553), FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ ($582,387). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BWM Planning, LLC | $11.2M | 139,194 | Hold |
| 2 | MATHER GROUP, LLC. | $823,104 | 10,200 | Hold |
| 3 | Private Advisor Group, LLC | $790,261 | 9,793 | Hold |
| 4 | Capstone Wealth Management Group, Inc. | $615,553 | 7,628 | New |
| 5 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $582,387 | 7,217 | Hold |
| 6 | Kestra Advisory Services, LLC | $506,894 | 6,281 | Added |
| 7 | TWIN FOCUS CAPITAL PARTNERS, LLC | $468,040 | 5,800 | Hold |
| 8 | SENTINEL TRUST CO LBA | $381,000 | 4,722 | Hold |
| 9 | Sterling Investment Counsel, LLC | $357,405 | 4,429 | Added |
| 10 | Centurion Wealth Management LLC | $261,207 | 3,237 | Added |
| 11 | APPLETON PARTNERS INC/MA | $246,000 | 3,046 | Trimmed |
| 12 | INDEPENDENT FINANCIAL GROUP, LLC | $242,090 | 3,000 | Hold |
| 13 | Nova Wealth Management, Inc. | $28,244 | 350 | Hold |
| 14 | Washington Trust Advisors, Inc. | $16,139 | 200 | New |
| 15 | POM Investment Strategies, LLC | $3,270 | 41 | Added |
| 16 | DHJJ Financial Advisors, Ltd. | $646 | 8 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30