Who Owns PROSHARES (TOLZ)? -- Institutional Holders (2026-06-30)

67 institutions reported holding $141.0M of PROSHARES (TOLZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($35.2M), Aprio Wealth Management, LLC ($22.1M), Gradient Investments LLC ($21.1M), Aaron Wealth Advisors LLC ($12.6M), MERCER GLOBAL ADVISORS INC /ADV ($5.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$35.2M593,265Added
2Aprio Wealth Management, LLC$22.1M372,604Trimmed
3Gradient Investments LLC$21.1M355,830Added
4Aaron Wealth Advisors LLC$12.6M213,382Added
5MERCER GLOBAL ADVISORS INC /ADV$5.9M98,724Added
6ALLIANCEBERNSTEIN L.P.$3.8M62,843Hold
7WELLS FARGO & COMPANY/MN$3.6M60,035Trimmed
8Wealth Architects, LLC$3.3M56,282Trimmed
9Fortis Advisors, LLC$3.1M52,827Added
10LPL Financial LLC$2.9M48,322Added
11Envestnet Portfolio Solutions, Inc.$2.2M37,513Added
12Allodium Investment Consultants, LLC$2.0M34,347Added
13FIRST CITIZENS BANK & TRUST CO$2.0M33,428Trimmed
14Pitcairn Wealth Advisors LLC$1.7M28,682Trimmed
15BANK OF AMERICA CORP /DE/$1.6M26,688Added
16J.W. COLE ADVISORS, INC.$1.3M21,854Added
17UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.3M21,610Trimmed
18Brown Financial Advisors$1.1M18,977Added
19Vestcor Inc$1.1M17,921Added
20Paladin Wealth, LLC$975,82116,464Added
21PRINCIPAL FINANCIAL GROUP INC$951,58016,055Trimmed
22Cambridge Investment Research Advisors, Inc.$801,00013,515Added
23RAYMOND JAMES FINANCIAL INC$800,18313,501Added
24JOHNSON INVESTMENT COUNSEL INC$753,36912,711Trimmed
25Mariner, LLC$713,31412,035Trimmed

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