Who Owns PROSHARES TR (TOLZ)? -- Institutional Holders (2026-03-31)
65 institutions reported holding $131.6M of PROSHARES TR (TOLZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($24.4M), Aprio Wealth Management, LLC ($23.2M), Gradient Investments LLC ($20.4M), Aaron Wealth Advisors LLC ($12.4M), MERCER GLOBAL ADVISORS INC /ADV ($4.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $24.4M | 406,253 | Trimmed |
| 2 | Aprio Wealth Management, LLC | $23.2M | 386,498 | Trimmed |
| 3 | Gradient Investments LLC | $20.4M | 340,717 | Added |
| 4 | Aaron Wealth Advisors LLC | $12.4M | 206,343 | Added |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | $4.2M | 70,030 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $4.1M | 68,353 | Trimmed |
| 7 | ALLIANCEBERNSTEIN L.P. | $3.4M | 62,843 | Hold |
| 8 | Wealth Architects, LLC | $3.4M | 56,353 | Trimmed |
| 9 | JANE STREET GROUP, LLC | $3.2M | 53,238 | New |
| 10 | Fortis Advisors, LLC | $3.2M | 52,618 | New |
| 11 | LPL Financial LLC | $2.2M | 36,968 | Trimmed |
| 12 | Envestnet Portfolio Solutions, Inc. | $2.1M | 35,745 | Trimmed |
| 13 | FIRST CITIZENS BANK & TRUST CO | $2.1M | 34,795 | Trimmed |
| 14 | Allodium Investment Consultants, LLC | $2.0M | 33,294 | Added |
| 15 | PRINCIPAL FINANCIAL GROUP INC | $1.9M | 32,505 | Added |
| 16 | Pitcairn Wealth Advisors LLC | $1.7M | 32,241 | Hold |
| 17 | BANK OF AMERICA CORP /DE/ | $1.5M | 24,863 | Trimmed |
| 18 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.3M | 22,165 | Trimmed |
| 19 | J.W. COLE ADVISORS, INC. | $1.3M | 21,361 | Added |
| 20 | Brown Financial Advisors | $1.1M | 18,775 | Added |
| 21 | Paladin Wealth, LLC | $880,326 | 14,677 | Added |
| 22 | Vestcor Inc | $828,000 | 13,806 | Trimmed |
| 23 | JOHNSON INVESTMENT COUNSEL INC | $817,831 | 13,635 | New |
| 24 | Mariner, LLC | $723,839 | 12,068 | Trimmed |
| 25 | RAYMOND JAMES FINANCIAL INC | $710,748 | 11,850 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31