Who Owns PROSHARES TR SP500 EX ENRGY (SPXE)? -- Institutional Holders (2026-03-31)

Name: PROSHARES TR SP500 EX ENRGY (SPXE) Institutional Holders (2026-03-31)
Creator: ko.io

34 institutions reported holding $34.7M of PROSHARES TR SP500 EX ENRGY (SPXE) in SEC 13F filings for 2026-03-31. Largest institutional holders: BWM Planning, LLC ($9.7M), GOLDMAN SACHS GROUP INC ($8.2M), JPMORGAN CHASE & CO ($3.5M), Pathstone Holdings, LLC ($2.9M), LPL Financial LLC ($2.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BWM Planning, LLC	$9.7M	139,194	Hold
2	GOLDMAN SACHS GROUP INC	$8.2M	118,000	Hold
3	JPMORGAN CHASE & CO	$3.5M	52,090	Trimmed
4	Pathstone Holdings, LLC	$2.9M	41,073	Hold
5	LPL Financial LLC	$2.2M	31,120	Added
6	Equitable Holdings, Inc.	$1.1M	15,154	Trimmed
7	MATHER GROUP, LLC.	$708,894	10,200	Hold
8	Private Advisor Group, LLC	$680,608	9,793	Hold
9	Capstone Wealth Management Group LLC	$583,169	8,391	Hold
10	EP Wealth Advisors, LLC	$580,658	8,355	Trimmed
11	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	$501,577	7,217	Trimmed
12	Royal Bank of Canada	$479,000	6,890	Added
13	Kestra Advisory Services, LLC	$436,064	6,274	Added
14	TWIN FOCUS CAPITAL PARTNERS, LLC	$403,097	5,800	Hold
15	BANK OF AMERICA CORP /DE/	$329,425	4,740	Trimmed
16	SENTINEL TRUST CO LBA	$328,000	4,722	Hold
17	Sterling Investment Counsel, LLC	$306,423	4,409	Added
18	Stratos Wealth Partners, LTD.	$283,975	4,086	Trimmed
19	CITADEL ADVISORS LLC	$266,461	3,834	New
20	Thrivent Financial for Lutherans	$245,000	3,522	Added
21	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$233,587	3,361	Trimmed
22	APPLETON PARTNERS INC/MA	$217,000	3,116	Trimmed
23	Centurion Wealth Management LLC	$211,235	3,039	Added
24	INDEPENDENT FINANCIAL GROUP, LLC	$208,498	3,000	Hold
25	OSAIC HOLDINGS, INC.	$156,414	2,250	Added

Source: SEC Form 13F filings · as of 2026-03-31