8 institutions reported holding $2.6M of PROSHARES S&P 500 EX- HEALTHCARE ETF (SPXV) in SEC 13F filings for 2026-06-30. Largest institutional holders: TRUEFG, LLC ($968,309), MATHER GROUP, LLC. ($919,515), FORTERIS WEALTH MANAGEMENT INC. ($474,708), ADIRONDACK TRUST CO ($100,621), Blue Trust, Inc. ($59,718). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TRUEFG, LLC | $968,309 | 11,788 | Trimmed |
| 2 | MATHER GROUP, LLC. | $919,515 | 11,194 | Hold |
| 3 | FORTERIS WEALTH MANAGEMENT INC. | $474,708 | 5,779 | Hold |
| 4 | ADIRONDACK TRUST CO | $100,621 | 1,225 | New |
| 5 | Blue Trust, Inc. | $59,718 | 727 | New |
| 6 | CENTRAL TRUST Co | $50,930 | 620 | Hold |
| 7 | Abound Wealth Management | $13,636 | 166 | Hold |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30